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Investment Operations Associate Jobs in Washington

Dexis

Senior Associate, USG

Washington, DC · On-site

The Senior Associate will also support the development and implementation of operational strategies and process improvements with the aim of delivering better investment outcomes, increasing ...

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Investment Operations Associate information

See Washington salary details

$24.9K

$109.9K

$241.8K

How much do investment operations associate jobs pay per year?

As of Aug 6, 2026, the average yearly pay for investment operations associate in Washington is $109,944.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,600.00 and $133,100.00 per year, depending on experience, location, and employer.

What is an investment operations associate?

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 Washington? The most popular types of Investment Operations jobs in Washington are:
What are popular job titles related to Investment Operations Associate jobs in Washington? For Investment Operations Associate jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Investment Operations Associate jobs in Washington look for? The top searched job categories for Investment Operations Associate jobs in Washington are:
What cities in Washington are hiring for Investment Operations Associate jobs? Cities in Washington with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Washington as of August 2026, with employment types broken down into 82% Full Time, 14% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $109,944 per year, or $52.9 per hour.

Senior Associate, USG

Dexis

Washington, DC • On-site

Full-time

Medical

Re-posted 12 days ago

Job description

Dexis is a dynamic professional services firm dedicated to partnering with government and community leaders both in the U.S. and internationally to achieve critical social outcomes in a rapidly changing world.
At Dexis, you will experience a corporate culture of inclusiveness, respect, fairness, and trust. You will be given the means and mentorship needed to succeed, and your creativity will be rewarded.
About the Position
The Senior Associate will provide a wide range of advisory and analytical services to a US government agency and its staff on key areas of operation, including management of the agency's investment pipeline; managing and improving investment operations; and, coordinating business development both domestically and abroad.
This position will include providing direct administrative, technical, and research support to special projects and partnerships across the agency, including collaboration with internal staff and external partners.
Responsibilities
  • The Senior Associate will support the effective management of the agency's investment pipeline to ensure the timely execution of projects that are aligned with key strategic priorities and poised to deliver significant development impact. This includes collecting and analyzing information related to the pipeline, supporting regular pipeline reviews with leadership, project tracking and monitoring, and ensuring necessary information is available for decision makers.
  • The Senior Associate will also support the development and implementation of operational strategies and process improvements with the aim of delivering better investment outcomes, increasing efficiency, and providing superior experience for clients. This work will be done in collaboration with other internal and may focus on areas such as transaction review, investment process, and portfolio monitoring, The Senior Associate will be responsible for delivering meaningful and actionable analyses and recommendations, which can be implemented to improve business performance.
  • May be assigned special projects, including support for meetings, conferences domestically and overseas; partnership engagements with other development finance institutions and investors; developing communications products that highlight the agency's efforts (e.g., blogs, articles, talking points, press releases); and engagement the interagency on strategic/priority transactions. Examples of specific work products include market landscape analyses designed to inform agency leadership, PowerPoint decks, briefing memos, and talking points in preparation for events, meetings and business development opportunities, blog posts, and drafts of articles.

Other responsibilities would also include:
Onboarding and Training Development:
  • Develop a comprehensive onboarding program for agency personnel designated for overseas offices.
  • Implement a training curriculum that includes cultural sensitivity, local business practices, and Government Agency-specific operational protocols.
  • Customize training materials to cater to the diverse roles within the overseas offices.

Administrative and Operational Management:
  • Draft official communications such as cables and congressional notifications pertinent to the opening and operation of overseas offices.
  • Track the progress of office openings, monitoring security clearances, agency readiness, and personnel onboarding processes.
  • Provide problem-solving support for any issues arising in the administrative and operational setup.
  • Coordinate and schedule interviews, assisting in the recruitment process for overseas personnel.
  • Craft comprehensive position descriptions for new roles required in overseas offices.
  • Lead and direct cross-functional teams to standardize and document processes for establishing new overseas offices.

Webpage Design and Content Creation:
  • Design an intuitive and informative webpage dedicated to supporting business development coordination.
  • Populate the webpage with essential resources such as templates, frequently asked questions (FAQs), and sector-specific guidance documents.
  • Ensure the webpage content is regularly updated and maintained for relevance and accuracy.

General Support Services:
  • Perform note-taking duties during meetings and compile clear and concise meeting minutes.
  • Generate reports, create presentations, and develop slide decks for various internal and external purposes.
  • Collect and analyze data relevant to the operational effectiveness and business development of overseas
  • Responds to all requests in a timely manner. Replies to email correspondence and phone calls within two business days.
  • Conducts daily duties with courtesy and professionalism.
  • Performs other related duties as assigned.
Qualifications
  • A minimum of a bachelor's degree in a related field with a Master's degree preferred.
  • At least 3 years of experience in a related finance or consulting field, including impact investing, development or emerging market finance, investment or business advisory services, or management consulting.
  • The ability to obtain and maintain a Public Trust clearance.
Preferred Qualifications
  • Specialized experience required include data analysis including strong excel skills, market research, communications, and has a resume demonstrating the ability to perform duties and responsibilities
  • Knowledge and skill in formulating and recommending new policies, processes or strategies.
  • Ability to communicate with skill both verbally and in writing.
  • Ability to establish and maintain an effective and cooperative working relationship with representatives internally and externally.
  • Knowledge of management and organizational principles and practices along with knowledge of planning, programming, prioritizing, and skill in gathering data and preparing reports for formal review and analysis.

Dexis pay range for this role: $70,000 - $85,000 USD
Below is the pay range aligned with this position. When developing a range, Dexis evaluates compensation holistically, triangulating between external market research, our budget for the position, and internal equity to arrive at a figure that is fair and competitive. Offers within this range will be based on an individual candidate's qualification, relevant education and experience, skills, performance, and organizational needs.
Dexis pay range for this role:
$70,000-$85,000 USD
Dexis is on a mission to help solve today's most pressing global political, social, and economic challenges and create a world where all people are safe and prosperous. As a Dexis employee, you will be challenged, empowered, and mentored. Our motto is "find a way or make a way" - that's how Dexis goes "all in." How will you?
If you are passionate about this opportunity, apply now!
Only those applicants who meet the above criteria will be contacted for interview.
Dexis is an Equal Opportunity Employer, and does not discriminate on the basis of race, color, sex, national origin, religion, pregnancy, disability, age, genetic information, military service, veteran status, ethnicity, citizenship, sexual orientation, gender identity, marital status, childbirth and related medical conditions, including lactation, or any other protected class under applicable law.
As part of a competitive benefits package for eligible employees, Dexis provides healthcare insurance in addition to other staff welfare benefits and perks.

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