Provide mentorship and guidance to Analysts and Associates. * Travel as requested by senior deal ... Ability to assess and mitigate reputational, operational and credit risk. * Experience with sell ...
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Quick apply
... investment trading, safekeeping and portfolio accounting, correspondent credit services ... Associate degree in business-related field (accounting, administrative support, etc.) and one or ...
Investment Operations Associate information
See Wisconsin salary details
$22.2K - $39.8K
4% of jobs
$39.8K - $57.3K
14% of jobs
$61.3K is the 25th percentile. Wages below this are outliers.
$57.3K - $74.9K
32% of jobs
The median wage is $75.4K / yr.
$74.9K - $92.5K
18% of jobs
$92.5K - $110.1K
7% of jobs
$110.5K is the 75th percentile. Wages above this are outliers.
$110.1K - $127.6K
12% of jobs
$127.6K - $145.2K
9% of jobs
$145.2K - $162.8K
4% of jobs
$162.8K - $180.4K
0% of jobs
$180.4K - $197.9K
0% of jobs
$197.9K - $215.5K
0% of jobs
$22.2K
$98K
$215.5K
How much do investment operations associate jobs pay per year?
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.

$275K/yr
Full-time
Posted 12 days ago
Job description
It Starts Here:
Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference.
If you are interested in exploring the possibilities We Want to Talk to You!
With a global presence and extensive expertise, Santander CIB provides industry leading support for the full range of Global Banking activities.
We provide global support for corporate and institutional clients, delivering tailored services, products and solutions including Mergers & Acquisitions (M&A), Debt Capital Markets (DCM), Equity Capital Markets (ECM), Leveraged and Structured Finance.
The Difference You Make:
We are seeking a Vice President in Investment Banking Coverage supporting our Tech sector. You will play a key leadership role in the origination and execution of complex transactions while developing relationships with key clients and driving new business opportunities.
- Lead the origination and execution of M&A, Capital Markets, and Advisory transactions.
- Manage day-to-day deal processes, ensuring milestones and timelines are met.
- Oversee the development and quality control of financial models and client materials.
- Serve as the primary point of contact for clients on deal execution matters.
- Identify and cultivate new business opportunities in collaboration with senior bankers.
- Provide mentorship and guidance to Analysts and Associates.
- Travel as requested by senior deal team members and or clients.
What You Bring:
The ideal candidate brings experience as a Coverage Investment Banker supporting the Tech sector at a bulge bracket firm. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Bachelor's degree or equivalent: in Finance, Business or equivalent degree - Required.
- Master's Degree/ MBA: MBA - Preferred.
- 6+ Years in Corporate Finance as a Coverage Banker supporting the Tech sector.
- Strong leadership, client relationship management, and negotiation skills.
- Proven transaction execution experience in investment banking.
- Advanced technical and strategic advisory capabilities.
- Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions.
- Ability to manage projects independently and assume a high level of responsibility.
- Ability to assess and mitigate reputational, operational and credit risk.
- Experience with sell-side and buy-side merger and acquisition processes and equity and debt capital raises.
Certifications:
- SIE, 79 and 63
It Would Be Nice For You To Have:
- Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
- Experience in Microsoft Office products.
Work Authorization & Sponsorship:
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range:
Minimum:
$275,000.00 USDMaximum:
We Value Your Impact:
Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standingand walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.
About Santander
Sourced by ZipRecruiter
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
Boston, MA, US