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Investment Operations Associate Jobs in Boca Raton, FL

Johnston & Murphy

Full-Time Stock Associate

Boca Raton, FL · On-site

$14.25 - $18/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...

Johnston & Murphy

Full-Time Stock Associate

Boca Raton, FL · On-site

$14.25 - $18/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...

Johnston & Murphy

Full-Time Stock Associate

Boca Raton, FL · On-site

$14.25 - $18/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...

Johnston & Murphy

Full-Time Stock Associate

Boca Raton, FL · On-site

$14.25 - $18/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...

Johnston & Murphy

Full-Time Stock Associate

Boca Raton, FL · On-site

$14.25 - $18/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...

JHB-CUI

CUI-WAREHOUSE ASSOCIATE

Lake Worth, FL · On-site

$14.25 - $17/hr

... Associate to join our growing operations team. This is more than a warehouse job--it's an ... We invest in our employees and provide the tools, training, and opportunities needed for long-term ...

JHB-CUI

CUI-WAREHOUSE ASSOCIATE

Lake Worth Beach, FL · On-site

$14.25 - $17/hr

... Associate to join our growing operations team. This is more than a warehouse job--it's an ... We invest in our employees and provide the tools, training, and opportunities needed for long-term ...

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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 9, 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.

Wealth Management, Financial Investment Professional, Associate/Vice President- West Palm Beach

West Palm Beach, FL • On-site

Goldman Sachs, Inc.
Finance and Insurance • 10K+ employees
Learn more about Goldman Sachs, Inc.external

Full-time

This job post has expired today. Applications are no longer accepted.

Key responsibilities

  • Support Private Wealth Advisors in managing existing client relationships through portfolio construction, implementation, and ongoing asset allocation and performance analysis.

  • Assist in executing transactions across various asset classes, including equities, fixed income, mutual funds, and derivatives.

  • Serve as a liaison between client accounts and internal stakeholders, and participate in projects to improve team efficiency and operational processes.

Goldman Sachs rating

7.8

Company rating: 7.8 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

90th of 176 rated banks

Job description


Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra-high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
Financial Investment Professionals (FIPs) will support Private Wealth Advisors (PWAs) in the day-to-day coverage of existing client relationships. Responsibilities will include portfolio construction and implementation, ongoing asset allocation and performance analyses, and ad-hoc items tied to client requests. This is meant to be a longer-term role where you will work closely with PWAs to provide scale and leverage for their existing business while they continue to pursue new client relationships over time.
HOW YOU WILL FULFILL YOUR POTENTIAL
  • Act as the 'Chief Investment Officer' of the PWM team, exhibiting expertise across asset classes and investment vehicles
  • Develop relationships with clients and act as the primary point of contact for account related questions
  • Conduct client-facing analyses for client portfolios, spanning strategic and tactical asset allocation as well as portfolio risk / return
  • Assist in the day-to-day management of client accounts, including portfolio implementation and re-balancing across asset classes
  • Serve as a key liaison for client accounts to internal PWM stakeholders, including Operations and Compliance
  • Lead or participate in cross-functional group projects to improve quality and efficiency within the PWM team
  • Execute equity, fixed income, mutual fund, and derivatives transactions across client accounts
  • Monitor macroeconomic trends and internal research publications, considering their potential impact on client portfolios
  • Drive team efficiency by streamlining operations flows, strategic business planning, and support / service infrastructure

SKILLS & EXPERIENCE WE ARE LOOKING FOR
  • Bachelor's degree required (CPA, JD, or MBA degrees welcome)
  • 5+ years of investment management, investment banking or comparable experience
  • Strong leadership skills and record of demonstrated achievement
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Strong interest in the financial markets and good investment sense/commercial instinct
  • Ability to multi-task and work with numerous colleagues and desks across the Firm
  • Strong verbal and written communication skills
  • Strong organizational and interpersonal skills
  • Detailed-oriented and highly organized
  • Strong financial modeling and presentation skills
  • SIE, Series 3, 7 and 63 (must be obtained within three months of employment)
    • Obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy

ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
© The Goldman Sachs Group, Inc. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

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About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869

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