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Investment Operations Associate Jobs in Caledonia, WI

Baird

Investment Products Consultant

Milwaukee, WI · On-site

Branch Network - Increase scale and productivity while ensuring branch associates have adopted ... Partner internally with Legal/Compliance, Operations, Investment Solutions, Marketing ...

UMB Financial

Alt Investments Ops Spec l

Milwaukee, WI · On-site

$44K - $65K/yr

As the Alternative Investments Operations Specialist I, you will help start the operations process ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Russell Investments

PMA Services Associate

Milwaukee, WI · On-site

$55K - $60K/yr

Job Title PMA Operational & Service Associate (PMA Services Associate) Salary Range $55,000 USD ... At Russell Investments, salary is just one part of our compensation package. Our total rewards ...

Russell Investments

PMA Services Associate

Milwaukee, WI · On-site

$55K - $60K/yr

As a PMA Operational & Service Associate (PMA Services Associate), you will play a crucial role in maintaining the relationship between Russell Investments, various financial sponsors, and our ...

Russell Investments

PMA Services Associate

Milwaukee, WI · On-site

$55K - $60K/yr

As a PMA Operational & Service Associate (PMA Services Associate), you will play a crucial role in maintaining the relationship between Russell Investments, various financial sponsors, and our ...

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All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Caledonia, WI

Investment Operations Associate information

See Caledonia, WI salary details

$20.7K

$91.2K

$200.5K

How much do investment operations associate jobs pay per year?

As of Aug 9, 2026, the average yearly pay for investment operations associate in Caledonia, WI is $91,157.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,000.00 and $110,300.00 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 Caledonia, WI are hiring for Investment Operations Associate jobs? Cities near Caledonia, WI with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Caledonia, WI as of June 2026, with employment types broken down into 40% Full Time, 53% Part Time, and 7% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $91,157 per year, or $43.8 per hour.

Associate Specialist, BPS Operations Processing

Worldpay, Inc.

Milwaukee, WI • On-site

Full-time

Re-posted 15 days ago

Job description

Job Description

Job Title
Associate Specialist, BPS Operations Processing

Intro:
At FIS, our technology and our people are moving forward. We advance the way the world pays, banks and invests. We believe in building inclusive, diverse teams. Together, we innovate to help our colleagues, clients and communities succeed. If you're ready to grow your career and make an impact in fintech, we have one question: Are you FIS?

About the Role

As a BPS Operations Associate, you be responsible for oversight and review of work performed by Transfer processors, working closely with our clients as move assets/accounts to and from FIS custody. You will examine data files, processes, forms, reports and operational needs of our customers, communicating professionally throughout the life cycle of a transfer.

What You Will Be Doing

  • Develops understanding of and defines client products and services through information gathering sessions to determine how FIS systems must be established to meet client needs.

  • Oversight: Perform oversight of operational work performed by processors to ensure accuracy and timeliness in accordance with established service level agreements.

  • Transfer Processing: Initiate, review, and track client account transfers (inbound and outbound) between broker-dealers using ACATS and other industry tools.

  • Mutual Fund Re-registration: Submit required re-registration instructions and coordinate directly with delivering and receiving fund companies to liquidate or re-register mutual fund shares.

  • Reconciliation & Reporting: Review daily settlement reports, verify asset valuations, and monitor delivery/receipt deadlines to minimize manual operational risk.

  • Exception Handling: Investigate and resolve ACATS rejects, mutual fund registration errors, and account discrepancies by communicating with internal teams, contra-firms, and fund providers.

  • May develop new procedures with client to ensure FIS software is used appropriately.

  • Throughout transfer lifecycle, provides expertise to answer questions and guide clients in the use of the system.

  • Conducts train the trainer sessions to instruct and train internal customers (employees) or external customers on changes, new systems or new procedures.

  • Other related duties assigned as needed.

Required Qualifications

Extensive knowledge of FIS and industry tools related to movement of assets and cash between depositories, custodians and Fund companies.

Strong analytical and problem-solving skills as well as excellent human relations, negotiation and documentation skills.

Ability to handle project commensurate with job expectations

Ability to analyze and solve problems using learned techniques and tools

Requires high attention to detail

Positions involving data mapping require strong analytical and technical skills

Ability to translate client requirements to technical specifications and communicate to technical staff

Team skills, including the ability to establish and maintain effective working relationships both internally as well as externally

Flexibility, versatility, dependability

A bachelor's in business or a related field or the equivalent experience.

What We Offer you
At FIS, you can grow your career as far as you want to take it. Here's what else we offer:

Opportunities to make an impact in fintech

Personal and professional learning

Inclusive, diverse work environment

Resources to give back to your community

Competitive salary and benefits


Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here


For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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