ZipRecruiter

Log In

1

Investment Operations Associate Jobs in Wisconsin

FOREVER INC

Operations Associate

Hobart, WI

Founded in 2012, we are a growth-stage company that is scaling fast, investing in innovation, and ... About the Role FOREVER is seeking an Operations Associate to support daily order processing and ...

UMB Financial

Operations Specialist I - AI

Milwaukee, WI

$33K - $49K/yr

As the Alternative Investments Operations Specialist I, you will help start the operations process ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Ferro

Milwaukee HNU Operations I

Milwaukee, WI · On-site

$18.08 - $22.60/hr

S. private equity firm that invests in market-leading North American companies with annual revenue generally ranging from $200 million to $2 billion and/or $50 million to $200 million of EBITDA.

Sonepar

Operations Manager - Sheboygan

Sheboygan, WI · On-site

$77K - $104K/yr

You're investing in a brighter, more sustainable future together and joining a team that makes a ... associates around the globe. Being "Powered by Difference" means we respect and value diverse ...

next page

Showing results 1-20

All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Wisconsin

Investment Operations Associate information

See Wisconsin salary details

$22.2K

$98K

$215.5K

How much do investment operations associate jobs pay per year?

As of Jun 11, 2026, the average yearly pay for investment operations associate in Wisconsin is $97,981.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,600.00 and $118,600.00 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 Wisconsin? The most popular types of Investment Operations jobs in Wisconsin are:
What are popular job titles related to Investment Operations Associate jobs in Wisconsin? For Investment Operations Associate jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Investment Operations Associate jobs in Wisconsin look for? The top searched job categories for Investment Operations Associate jobs in Wisconsin are:
What cities in Wisconsin are hiring for Investment Operations Associate jobs? Cities in Wisconsin with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Wisconsin as of June 2026, with employment types broken down into 67% Full Time, 31% Part Time, 1% Contract, and 1% Nights. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $97,981 per year, or $47.1 per hour.
Investment Operations Senior Specialist

Investment Operations Senior Specialist

Adecco

Milwaukee, WI

$33/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Job description

Investment Operations Senior Specialist
$33hr
Looking for your next career move in the Financial Services arena?  We are hiring for an Investment Operations Senior Specialist with a leading company in the financial services industry located in Milwaukee, WI. If you are interested in this role and meet the requirements, Apply today!
JOB DESCRIPTION
Assists team in executing on solutions that meet the complex needs of sophisticated practices, advisors, and/or firms. Contributes to assessing the needs of the field advisor teams in helping determine how the Retirement Disbursal Services team can meet those requests. Supports team in the execution of the service based on client’s financial plan and internal retirement-related algorithm. Provides ongoing support for the Retirement Disbursal Services Lead and other team members.
Primary Duties & Responsibilities:
 
    • Analyzes financial plans created by advisor teams to review the existing retirement strategy’s ability to function appropriately within Retirement Disbursal Services workflow.
    • Responsible for setting up and establishing servicing instructions, analyzing daily cash changes and following up with advisor teams when distribution cash is lower than their desired level. Assists in overseeing retirement algorithmic decisions using complex software when determining strategic client withdrawals.
    • Accountable for analyzing and efficiently preparing proposed investment trades to be presented to the field advisor teams.
    • Works with advisor team members to answer questions, research retirement software questions, follow-up on notifications and clarify ambiguous emails related to retirement distribution requests.
    • Assists internal team members with the ongoing Retirement Disbursal Services relationship with the advisor’s practice, which will include conducting regular check-ins on the experience and communicating feedback to Team Lead and other team members.
    • Partner with the appropriate areas within Product, digital product, Financial Planning Services and cross-functionally as required to execute on the Retirement Disbursal Services processes and procedures.
    • Responsible for inputting and tracking client’s retirement plan data and analyzing numbers to communicate findings within team and to leadership.
    • Produce quality reporting output in alignment with expectations, which may involve complex integrated analysis.
    • Participates in onboarding new advisor practices and continues to build the relationship over time.
    • Contribute input to the Retirement Disbursal Services overall effort, including being part of forward-thinking exercises to create efficiency, scalability, and higher level of service strategy discussions.

Qualifications:
    • Bachelor’s degree in Finance, Business, or related field.
    • FINRA Securities Industry Essentials (SIE), series 6 or 7 preferred.
    • Minimum of 5 years of financial services experience including brokerage and advisory investment platforms, products, and services.
    • Proficient in Envestnet and Next360 preferred
    • Deep understanding of retirement service offerings and operational processes within the financial industry.
    • Experience consulting to sophisticated advisors/practices (ensembles, Fee-Based Planners, Private Client Group and Forum advisors/firms) with the ability to assess and understand how services and solutions may increase efficiencies and allow them to better serve clients.
    • Demonstrates impeccable accuracy and attention to detail.
    • Experience or extensive knowledge of retirement planning, personal finance, tax preparation and financial operations.
    • Ability to establish and manage repeatable operational processes as well as an ability to identify and implement process improvements.
    • High degree of self-motivation with leadership and initiative in sharing information, contributing towards group goals, and accepting responsibility for results.

Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401k plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs.  Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.
Pay Details: $33.00 per hour
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.adecco.com/en-us/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
  • The California Fair Chance Act
  • Los Angeles City Fair Chance Ordinance
  • Los Angeles County Fair Chance Ordinance for Employers
  • San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.