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Investment Operations Associate Jobs in Amherst, VA

ACE Cash Express

Part Time Sales Associate

Lynchburg, VA · On-site

$14.50 - $16.75/hr

... operations succeed. ACE Cash Express is a workplace where: * Collaborating and teamwork thrive ... Investing in our employees and promoting a culture centered on people, service, career advancement ...

Verizon

Retail Sales Associate

Lynchburg, VA · On-site

$65K - $75K/yr

Continuously develop yourself through ongoing training and up-skill in operational functions across ... From health and well-being benefits to investment in your education and career, we've got you ...

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Investment Operations Associate information

See Amherst, VA salary details

$20.4K

$90.1K

$198.1K

How much do investment operations associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for investment operations associate in Amherst, VA is $90,063.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,300.00 and $109,000.00 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 cities near Amherst, VA are hiring for Investment Operations Associate jobs?

Cities near Amherst, VA with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you

Senior Investment Operations Analyst

Liberty University

Lynchburg, VA • On-site

Full-time

Medical, Retirement

Re-posted 7 days ago

Liberty University rating

8.0

Company rating: 8.0 out of 10

Based on 84 frontline employees who took The Breakroom Quiz

188th of 618 rated colleges and universities

Job description

The Senior Investment Operations Analyst will support Liberty University's Chief Investment Officer and the senior investment team in the management of Liberty's endowment assets. This role is designed for an experienced professional who brings strong accounting discipline, sound operational judgment, and consistent attention to detail, with a focus on execution, accuracy, and accountability.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
  • Perform and review investment accounting activities, including monthly closes, reconciliations, and variance analysis.
  • Review custodian reports, investment statements, and capital activity for accuracy, completeness, and consistency with internal records.
  • Monitor cash activity, capital calls, and distributions across investment portfolios.
  • Coordinate with external service providers to resolve accounting and reporting matters.
  • Support audit processes by preparing schedules and documentation and coordinating requested materials under the direction of the Director of Operations.
  • Maintain and enhance internal controls, documentation standards, and accounting procedures related to investment operations.
  • Assist with investment data integrity, reporting timelines, and accounting-related process improvements.
  • Maintain, organize, and periodically review investment documentation and records housed within the Investment Office's research management software to ensure completeness, accuracy, and adherence to internal standards.
  • Review investment documentation and notices with an operational and accounting lens.
  • Support broader investment operations functions as needed, with emphasis on accounting and reporting integrity.
  • Other duties as assigned.

SUPERVISORY RESPONSIBILITIES
None
QUALIFICATIONS AND CREDENTIALS
  • Bachelor's degree in Accounting, Finance, Business, or a related field is required.
  • At least two years of public accounting experience (preferred) or other relevant experience, such as investment fund accounting, internal audit, or financial operations.
  • Hold, or be in the process of working toward, a CPA (preferred), CIA, or CFA designation.
  • Strong understanding of investment structures, including private funds, commingled vehicles, and custodial reporting.
  • Demonstrated ability to perform detailed reconciliations and work effectively with complex financial data.
  • Solid understanding of internal controls and audit support requirements.
  • High level of integrity, professionalism, and discretion.
  • Strong written and verbal communication skills.
  • Advanced Excel skills; experience with custodians or portfolio accounting systems is a plus.
  • Accounting-focused and detail-oriented, with a strong sense of ownership for work product.
  • Exercises sound professional judgment and a thoughtful, methodical approach to work.
  • Comfortable working independently while collaborating within a small, experienced team.
  • Organized, dependable, and able to manage recurring deadlines effectively.
  • Ability to articulate and defend the unique Christian educational mission and vision of Liberty University and its subsidiaries to a wide variety of individuals and groups.
  • Self-motivated and directed, possessing an ability to motivate others
  • The highest level of integrity, honesty, and sense of fiduciary duty
  • Individual must not be in default on any federal student or parent loan
  • Individual must not be convicted of, or pled nolo contendere or guilty to, a crime involving the acquisition, use, or expenditure of federal, state, or local government funds, -or- be administratively or judicially determined to have committed fraud or any other material violation of law involving federal, state, or local government funds (CFR 668.14(b)(18)(i))

ABILITIES AND COMPETENCIES ESSENTIAL TO THE FUNCTION OF THE JOB
Communication and Comprehension
  • Ability to effectively communicate both verbally and in writing to convey clear, well-articulated information.
  • Ability to communicate in a professional and Christ-like manner, resolving issues with an attitude of courtesy and respect.
  • Possess public communication skills that allow professional representation of Liberty University to a variety of business and community customers and associates.
  • Display self-motivation and multi-tasking skills.
  • Possess excellent listening and discerning skills
  • Strong organizational skills
  • Excellent computer skills

Problem Solving
  • Intuitively able to reason, analyze information and events, and apply judgment in order to solve problems of both a routine and complex nature.

Physical and Sensory Abilities
  • Frequently required to sit for extended periods of time to perform deskwork or type on a keyboard.
  • Regularly required to hear and speak in order to effectively communicate orally.
  • Occasionally required to stand, walk, and climb stairs to move about the building.
  • Occasionally required to handle materials, reach overhead, kneel or stoop in order to conduct business.
  • Regularly lift 10 or fewer pounds

WORKING CONDITIONS
Work Environment
The working environment in which one will typically perform the essential functions of this position is a climate-controlled office setting. It is well lighted and the noise level is moderate.
Driving Requirements
If the employee is required to travel in performing the duties and responsibilities of the position, the use of one's personal vehicle (or LU vehicles) may be required for travel. Proof of a valid driver's license, an acceptable DMV record, LU Driving Approval, and liability insurance is required when driving in the performance of the employee's position.
Time Type
Full time
Location
Onsite
Pay Range
Compensation is determined based on factors such as qualifications, experience, education, skills, and certifications, along with University needs and external market conditions. Market benchmarks may be used, as appropriate, in combination with internal equity to ensure pay is fair and aligned with the broader compensation structure.
The position may also be eligible for comprehensive benefits, including health insurance, retirement plans, and tuition assistance.
$95,000.00 - $115,000.00
The University is an Equal Opportunity Employer. We believe it is our moral and legal obligation to meet the responsibility of ensuring that all management practices regarding employees are conducted in a nondiscriminatory manner. In compliance with Title VII of the 1964 Civil Rights Act, and other applicable federal and state statutes, all recruiting, hiring, training, and promoting for all job classifications will be administered without regard to race, color, ancestry, age, sex, national origin, pregnancy or childbirth, disability, military veteran status or other applicable status protected by law, including state of employment protected classes. It is, therefore, our policy and intention to evaluate all employees and prospective employees strictly according to the requirements of the job. All personnel related activities such as compensation, benefits, transfers, job classification, assignments, working conditions, educational assistance, terminations, layoffs, and return from layoffs, and all other terms, conditions and privileges of employment will be administered without regard to race, color, ancestry, age, sex, national origin, pregnancy or childbirth, disability, military veteran status or other applicable status protected by law, including all applicable state of employment protected classes. The University is a Christian religious-affiliated organization; and as such, is not subject to religious discrimination requirements. The University's hiring practices and EEO discrimination practices are in full compliance with both federal and state law. Federal law creates an exception to the "religion" component of the employment discrimination laws for religious organizations (including educational institutions), and permits them to give employment practice preference to members of their own religious beliefs.

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