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Investment Operations Associate Jobs in Boston, MA

Partners Capital

Data Operations Associate

Boston, MA · On-site

$65K - $80K/yr

Firm Description Founded in 2001, Partners Capital is a Global Investment Office acting for ... Position Description The Associate will join our Boston office as a member of the Data Operations ...

Partners Capital

Data Operations Associate

Boston, MA · On-site

$65K - $80K/yr

Firm Description Founded in 2001, Partners Capital is a Global Investment Office acting for ... Position Description The Associate will join our Boston office as a member of the Data Operations ...

Groma

Junior Property Operations Associate

Boston, MA

Our investor technology platform makes owning these assets accessible to a broad array of investors ... The Property Operations Associate will play a crucial role in overseeing the day-to-day operational ...

Groma

Junior Property Operations Associate

Boston, MA · On-site

Our investor technology platform makes owning these assets accessible to a broad array of investors ... The Property Operations Associate will play a crucial role in overseeing the day-to-day operational ...

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All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Boston, MA

Investment Operations Associate information

See Boston, MA salary details

$23.9K

$105.5K

$231.9K

How much do investment operations associate jobs pay per year?

As of Jul 26, 2026, the average yearly pay for investment operations associate in Boston, MA is $105,460.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,600.00 and $127,700.00 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 Boston, MA? The most popular types of Investment Operations jobs in Boston, MA are:
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What cities near Boston, MA are hiring for Investment Operations Associate jobs? Cities near Boston, MA with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Boston, MA as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $105,460 per year, or $50.7 per hour.
Investment Operations Analyst

Investment Operations Analyst

Daley And Associates, LLC

Boston, MA • On-site

$19 - $20/hr

Other

Posted 14 days ago

Job description

Investment Operations Analyst 

We are currently seeking candidates for an Investment Operations Analyst opportunity with a highly successful Investment Management firm located in Boston, MA. This is an entry-level position, providing an excellent opportunity to gain hands-on back-middle office experience with a top-tier Investment Management firm. 

This is a contract-to-hire opportunity, paying $19-20/hour within a 40-hour work week.
Responsibilities:

  • Analyze monthly fixed income portfolio asset reports for client accounts
  • Submit daily/monthly asset and cash reconciliations for custodian banks
  • Monitor cash flows, daily expenses, collateral holdings, and income receivables for client portfolios
  • Research and report variances and incorrect holdings within accounts, and maintain correspondence with banks on any account issues, monitoring futures and options within client portfolios, ensuring swaps are reported correctly
  • Use Bloomberg to research portfolio discrepancies between the firm and the Bank
  • Provide additional support as needed

Qualifications:

  • Bachelor's degree in Finance or Economics (required)
  • GPA above 3.0 (required)
  • 0-1 years of experience (internships included)
  • Proficiency in Microsoft Excel (V-Lookups and PivotTables)
  • Ability to work well in a team environment and also independently
  • Demonstrated interest in investment operations 
  • Excellent communication (written and verbal) and interpersonal skills 
  • Detail-oriented, highly organized, and eager to learn
For immediate consideration, interested and qualified candidates should send their resume to Jackson at jnichols@daleyaa.com.

Apply