ZipRecruiter

Log In

1

Investment Operations Associate Jobs in Virginia

Broadridge

Senior Director, Pre-Sales

Hopewell, VA · Hybrid

... investment operations, compliance workflows, and related data and technology ecosystems. * Lead and ... We believe that associates do their best when they feel safe, understood, and valued, and we work ...

Axon

Product Operations - Dedrone

Sterling, VA · On-site

As Dedrone scales rapidly within the Axon portfolio, we are investing in dedicated Product Operations capacity to match the complexity and pace of growth. Your Impact As Product Operations Manager at ...

Everfox

Product Operations Manager

Herndon, VA · On-site

$126K - $171K/yr

At Everfox, we innovate, we invest, we achieve. We protect what matters most to our customers ... Product Operations Manager Location: Herndon,VA. OR Richardson, TX (Hybrid) About the Role We're ...

Axon

Product Operations - Dedrone

Sterling, VA · On-site

As Dedrone scales rapidly within the Axon portfolio, we are investing in dedicated Product Operations capacity to match the complexity and pace of growth. Your Impact As Product Operations Manager at ...

Primo Brands

Operations Team Leader

Roanoke, VA · On-site

$73K/yr

We believe investing in our associates is vital--we are empowering our teams to embrace diversity ... As an Operations Team Lead, you'll be a Primo Brands Ambassador in the marketplace in order to ...

Primo Brands

Operations Team Leader

Roanoke, VA · On-site

$73K/yr

We believe investing in our associates is vital--we are empowering our teams to embrace diversity ... As an Operations Team Lead, you'll be a Primo Brands Ambassador in the marketplace in order to ...

Capital One

Associate, CDFI Loan Operations

Mclean, VA · On-site

Associate, CDFI Loan Operations Capital One, a Fortune 500 company and one of the nation's top 10 ... The team originates debt and invests in the low income housing tax credit through proprietary and ...

next page

Showing results 1-20

All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Virginia

Investment Operations Associate information

See Virginia salary details

$21.8K

$96.2K

$211.7K

How much do investment operations associate jobs pay per year?

As of Jun 10, 2026, the average yearly pay for investment operations associate in Virginia is $96,240.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,400.00 and $116,500.00 per year, depending on experience, location, and employer.

What is an Investment Operations Associate job?

An Investment Operations Associate supports the daily operational processes of an investment firm, ensuring trades, settlements, and reconciliations run smoothly. They work closely with portfolio managers, traders, and custodians to manage financial transactions, mitigate risks, and maintain accurate records. This role requires strong analytical skills, attention to detail, and knowledge of financial instruments. It is essential for maintaining the efficiency and integrity of investment operations.

What are the key skills and qualifications needed to thrive in the Investment Operations Associate position, and why are they important?

To thrive as an Investment Operations Associate, you need strong analytical skills, attention to detail, and a foundational understanding of financial markets or investment management, typically supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with portfolio management systems, trade settlement software, and Excel, as well as certifications like CFA Level I, can be advantageous. Effective communication, organizational abilities, and problem-solving skills help individuals excel within cross-functional teams. These capabilities are crucial for ensuring the accuracy, efficiency, and compliance of daily investment operations in a fast-paced environment.

What are the typical daily responsibilities of an Investment Operations Associate?

As an Investment Operations Associate, your typical day involves processing trade settlements, reconciling investment accounts, maintaining transaction records, and ensuring operational compliance with regulatory requirements. You may also coordinate with portfolio managers, custodians, and third-party vendors to resolve discrepancies or execute instructions. Attention to detail and the ability to juggle multiple tasks are essential, as you’ll often manage time-sensitive processes. This role provides valuable exposure to the inner workings of investment management and can serve as a strong foundation for future advancement in finance or operations.

What are the most commonly searched types of Investment Operations jobs in Virginia? The most popular types of Investment Operations jobs in Virginia are:
What are popular job titles related to Investment Operations Associate jobs in Virginia? For Investment Operations Associate jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Investment Operations Associate jobs in Virginia look for? The top searched job categories for Investment Operations Associate jobs in Virginia are:
What cities in Virginia are hiring for Investment Operations Associate jobs? Cities in Virginia with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Virginia as of June 2026, with employment types broken down into 66% Full Time, 32% Part Time, 1% Contract, and 1% Nights. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $96,240 per year, or $46.3 per hour.
Operations Associate and Trader (West Financial Services - Registered Investment Advisor (RIA))

Operations Associate and Trader (West Financial Services - Registered Investment Advisor (RIA))

Atlantic Union Bank

Mclean, VA • On-site

$72K - $120K/yr

Full-time

Posted 18 days ago

Atlantic Union Bank rating

7.2

Company rating: 7.2 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

96th of 141 rated banks

Job description

The Operations Associate/Trader will play a central role in the firm's day-to-day trading, portfolio operations, and technology workflows. This individual will serve as the primary equity trader and work closely with the Senior Fixed Income Manager on multi-asset execution. The role also partners with the Director of Operations & Technology on systems management, audits, process improvement, and firmwide operational initiatives.
Position Accountabilities
Trading & Portfolio Operations
  • Serve as the primary equity trader for the firm, executing trades accurately and efficiently across client accounts.
  • Coordinate with the Senior Fixed Income Manager on fixed income execution, allocations, and trade workflows.
  • Monitor trade settlements, corporate actions, and reconciliation issues.
  • Support portfolio rebalancing, cash management, and model maintenance.
  • Ensure all trading activity adheres to firm policies, client guidelines, and regulatory requirements.

Technology & Systems
  • Utilize Envestnet Tamarac (or similar portfolio management/trading systems) for trading, reporting, and workflow management.
  • Maintain and enhance CRM processes within Salesforce.
  • Assist with system integrations, data hygiene, and technology optimization across the firm.
  • Collaborate with the Director of Operations & Technology on system upgrades, vendor relationships, and process automation.

Process Improvement & Firmwide Support
  • Participate in ongoing operational projects to improve efficiency, accuracy, and scalability.
  • Assist with internal controls, workflow documentation, and operational risk management.
  • Support periodic audits, compliance reviews, and documentation requests.
  • Provide general support to the operations, portfolio management and client service teams as needed.

Organizational Relationship
This position reports to: The Director of Operations and Technology
Position Qualifications
Education & Experience
  • Bachelor's degree in finance, economics, business, or a related field.
  • 2+ years of experience in the RIA, wealth management, or asset management industry.
  • Hands-on experience with Envestnet Tamarac, Tamarac Trading, or a comparable portfolio management/trading platform.
  • Familiarity with Salesforce CRM
  • Experience working with Schwab and Fidelity custodial platforms.
  • Experience with process automation or operational technology improvements.

Knowledge & Skills
  • Understanding of trading workflows, settlements, and portfolio operations.
  • Advanced proficiency with Microsoft Office Suite, with a strong emphasis on Excel (complex formulas, pivot tables, data manipulation, and workflow optimization).
  • Series 65 license highly desired. A CFP®, CFA®, CPA or similar designation is strongly preferred, or working toward one.
  • Experience with process automation or operational technology improvements.
  • High attention to detail, strong organizational skills, and the ability to manage multiple priorities.
  • Excellent communication skills and a collaborative mindset.

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. The salary range for this role is $72,052--$120,179 This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Apply