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Investment Operations Associate Jobs in Boca Raton, FL

Kayne Anderson

Investments Associate

Boca Raton, FL · On-site

Kayne Anderson Real Estate is a leading real estate investment firm, managing approximately $21 ... and operation of investments. The firm's entrepreneurial spirit and resilient culture, combined ...

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Investor Services Senior Associate and AML Analyst

Boca Raton, FL · Remote

$75K - $90K/yr (+ commission)

About the Role We are seeking an experienced Investor Services Senior Associate & AML Analyst to ... operational backbone of investment management firms.

Morningstar Properties

Office Associate

Fort Lauderdale, FL · On-site

$16.25 - $21.75/hr

We believe our greatest investments are our people, and we'd love to invest in you. Who We're ... Execute daily office operations including customer transactions, phone management, lead tracking ...

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Investment Operations Associate information

See Boca Raton, FL salary details

$20.9K

$92.1K

$202.6K

How much do investment operations associate jobs pay per year?

As of Sep 10, 2026, the average yearly pay for investment operations associate in Boca Raton, FL is $92,119.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,700.00 and $111,500.00 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 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 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 most commonly searched types of Investment Operations jobs in Boca Raton, FL?

The most popular types of Investment Operations jobs in Boca Raton, FL are:

What job categories do people searching Investment Operations Associate jobs in Boca Raton, FL look for?

The top searched job categories for Investment Operations Associate jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Investment Operations Associate jobs?

Cities near Boca Raton, FL with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $91,842 per year, or $44.2 per hour.

Trading Associate-Leverage

West Palm Beach, FL • On-site

Tidal Financial Group
Finance and Insurance • 11 - 50 employees
Learn more about Tidal Financial Groupexternal

Other

Posted 21 days ago

Key responsibilities

  • Execute and manage trades across equities, options, and fixed income.

  • Perform trade allocation, position settlement, and reconciliation of all trading activities.

  • Collaborate with Prime Brokers, Market Makers, and the Operations Team to ensure trading efficiency and process improvements.

Job description

About this position

The Tidal Financial Group is a leading ETF investment technology platform dedicated to creating, operating, and growing ETFs. We combine expertise and innovative partnership approaches to offer comprehensive, value-generating ETF solutions.


Our platform offers best-in-class strategic guidance, product planning, trust and fund services, legal support, operations support, marketing and research, and sales and distribution services.


About the role


We are seeking a highly skilled Trading Associate to be responsible for the implementation and management of various leveraged Exchange-Traded Fund (ETF) portfolios. This role requires a deep understanding of financial markets, strong analytical skills, and a proven ability to manage portfolios within a fast-paced environment. The ETF Portfolio Management team provides portfolio management and execution services for ETF issuers.


This position will be involved with day-to-day portfolio management functions of leveraged ETFs. The ideal candidate will have experience in trading equities, options, and/or other derivatives. This role requires experience in using Bloomberg or other institutional trading platforms, as well as a background in financial services and back/middle office operations.


What you'll do



  • Execute and manage trades across equities, options, and fixed income.

  • Execute day-to-day duties in the Trading Operations Team, including but not limited to trade allocation, position settlement, and reconciliation of all trading.

  • Utilize Bloomberg or other institutional trading platforms for efficient trade execution.

  • Working closely with Prime Brokers and Market Makers to ensure trading best execution and fund efficiencies.

  • Stay updated with market trends, economic developments, and trading strategies.

  • Accountable for performance and adherence to fund objectives and delivering superior returns against direct competitors.

  • Strong familiarity with Microsoft Excel and other Office applications.

  • Partner with Investment/Portfolio Management team to continually improve and enhance the trading process and procedures.

  • Work closely with our Operations Team to understand their needs and to build solutions that enable them to execute transactions and other operational processes effectively.

  • A relentless focus on quality and ability to produce accurate information independently without extensive support/QA from others.

  • Continually analyzing, reviewing and improving our operations and service as the trading business evolves.

  • The individual will be expected to interact and build strong relationships with stakeholders.


Qualifications



  • Bachelor’s degree, preferably business or quantitative discipline related, or relevant experience

  • 1-3 years of experience (or more) in trading equities, options, and fixed income, with a strong emphasis on options trading

  • Institutional/RIA trading experience

  • Proficiency with Bloomberg or similar institutional trading platforms

  • Strong understanding of financial markets and trading strategies

  • Excellent communication and customer service skills

  • Ability to work in a fast-paced and dynamic environment

  • Demonstrated history of solving complex problems

  • Proficient with MS Office Suite

  • Very high level of competency in Excel


Preferred Qualifications



  • Experience with trading platforms, order management systems (OMS), and post-trade processing

  • Experience working for a firm that manages 40 Act products

  • Familiarity with regulatory requirements related to trading activities

  • Experience working in a fast-paced, deadline-driven environment


We are prioritizing candidates who are located within proximity to Chicago, IL; Milwaukee, WI; New York City, NY; and Omaha, NE

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