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Investment Operations Associate Jobs in Carmel, IN

Socket.dev

Senior Manager, Operations

Indianapolis, IN · On-site

$135 - $183/hr

Our mission is to deliver operational excellence while creating an environment where associates grow and thrive. In the years ahead, we are investing in new technologies and processes that will ...

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Amazon

Senior Manager, Operations

Indianapolis, IN · On-site

Our mission is to deliver operational excellence while creating an environment where associates grow and thrive. In the years ahead, we are investing in new technologies and processes that will ...

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All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Carmel, IN

Investment Operations Associate information

See Carmel, IN salary details

$20.8K

$92K

$202.2K

How much do investment operations associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for investment operations associate in Carmel, IN is $91,950.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,600.00 and $111,300.00 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 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 popular job titles related to Investment Operations Associate jobs in Carmel, IN?

For Investment Operations Associate jobs in Carmel, IN, the most frequently searched job titles are:

What cities near Carmel, IN are hiring for Investment Operations Associate jobs?

Cities near Carmel, IN with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Carmel, IN as of August 2026, with employment types broken down into 83% Full Time, 13% Part Time, 1% Temporary, and 3% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $91,950 per year, or $44.2 per hour.

Operations Associate - Reams Asset Management

Raymondjames

Indianapolis, IN • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago

Job description

Job Description Summary

Reams Asset Management ("Reams"), an affiliate of Raymond James Investment Management, is a fixed income investment management firm located in downtown Indianapolis, Indiana. Since its establishment in 1981, Reams has grown to manage over $23 billion in a variety of fixed income strategies for a diverse group of institutional clients, including Fortune 500 corporations, large public pension funds, Taft-Hartley plans, health care organizations, and a variety of universities, foundations and endowments. Reams employs 40 individuals with a mission to provide the highest quality investment management expertise and unmatched client service in all product areas over the long-term.
We currently have an opportunity in our Investment Operations Department for an Analyst who will be responsible for processing account transactions and reconciliations, generating reports, and acting as liaison for internal and external contacts. This position will also support day-to-day resolution of complex problems and be involved in process improvement projects. Additional responsibilities and projects will be assigned commensurate with demonstrated competency of previous assignments.

Job Description

Responsibilities:

Supports day-to-day resolution of complex investment accounting problems and transaction processing and is responsible for the client portfolio reconciliation processes.

  • Processes and reviews account transactions, ensuring accuracy and timely settlement.
  • Performs cash, position, and portfolio reconciliations and investigates discrepancies.
  • Prepares and posts journal entries and adjustments as required.
  • Researches and resolves transactions, reconciliation, and accounting-related exceptions.
  • Collaborates with custodians, brokers, and internal teams to resolve operational issues.
  • Identifies process improvement opportunities and recommends solutions to enhance efficiency and controls.
  • Balances competing priorities and meets established deadlines.
  • Performs other duties and responsibilities as assigned.

Knowledge of:

  • Demonstrate a satisfactory level of technical and professional skills or knowledge in position-related areas; remains current with developments and trends in areas of expertise.

Skills in:

  • Portfolio accounting systems and databases.
  • Strong Excel skills.
  • Communicating effectively in both oral and written communications.
  • Demonstrating uncompromising adherence to ethical principles.
  • Preparing analyses and information reports for management.

Abilities to:

  • Analyze problems and develop creative solutions.
  • Handle stressful situations and provide a high level of customer service in a calm and professional manner.
  • Provide efficient service to internal and external clients.
  • Partner and collaborate and work in a team environment.
  • Foster a cooperative work environment and partner with other functional areas to accomplish objectives.
  • Attend to detail while maintaining a big picture orientation.

Education/Required Experience:

  • Bachelor's degree in Accounting, Finance, or related degree or two (2) years of relevant experience.
  • Possess strong analytical skills
  • Be able to multi-task
  • Be self-motivated, have natural curiosity
  • Work well in team environment
  • Exhibit excellent interpersonal skills
  • Involvement in process improvement projects

Preferences

  • Experience with fixed income securities
  • Experience with custodian platforms
  • Familiarity with derivative securities
  • Familiarity with non-USD securities
  • Familiarity with SWIFT

Education

Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance

Work Experience

General Experience - 13 months to 3 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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