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Investment Operations Associate Jobs in Cleveland, OH

Marsh Berry

Operations Associate

Woodmere, OH · On-site

We are seeking an Operations Associate to join our team. We have a people-first, fast-paced ... MarshBerry is a global leader in investment banking and strategic consulting for the financial ...

Dutch Farms

Operations Associate

Painesville, OH · On-site

$18/hr

Our business is growing, and we're investing in our operations and people. We believe in hands-on ... About the Role: Operations Associate As an Operations Associate, you'll play a key role in ...

Marsh Berry

Sales Operations Associate

Woodmere, OH · On-site

$100K - $120K/yr

We are seeking a Sales Operations Associate to join our team. We have a people-first, fast-paced ... MarshBerry is a global leader in investment banking and strategic consulting for the financial ...

NRP Group

Investment Associate

Cleveland, OH · On-site

$80K - $90K/yr

NRP Investments LLC is currently seeking an Investment Associate to join our Capital Markets team ... Work closely with internal teams, including development, construction, and operations, to ensure ...

NRP Group

Investment Associate

Cleveland, OH · Hybrid

$80K - $90K/yr

NRP Investments LLC is currently seeking an Investment Associate to join our Capital Markets team ... Work closely with internal teams, including development, construction, and operations, to ensure ...

Concord Hospitality

Operations Manager

Cleveland, OH · On-site

Description Concord Hospitality is seeking an Operations Manager to lead our Rooms operations and ... At Concord Hospitality, we invest in our associates through training and development at all levels.

Concord Hospitality

Operations Manager

Lyndhurst, OH · On-site

Concord Hospitality is seeking an Operations Manager to lead our Rooms operations and ensure the ... At Concord Hospitality, we invest in our associates through training and development at all levels.

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All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Cleveland, OH

Investment Operations Associate information

See Cleveland, OH salary details

$21.3K

$94.1K

$207.1K

How much do investment operations associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for investment operations associate in Cleveland, OH is $94,144.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,000.00 and $114,000.00 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 Cleveland, OH?

The most popular types of Investment Operations jobs in Cleveland, OH are:

What job categories do people searching Investment Operations Associate jobs in Cleveland, OH look for?

The top searched job categories for Investment Operations Associate jobs in Cleveland, OH are:

What cities near Cleveland, OH are hiring for Investment Operations Associate jobs?

Cities near Cleveland, OH with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Cleveland, OH as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $94,144 per year, or $45.3 per hour.

Operations Associate

Marsh Berry

Woodmere, OH • On-site

Full-time

Re-posted 4 days ago

Job description

MarshBerry, a subsidiary of Lincoln International, is growing! We are seeking an Operations Associate to join our team. We have a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve, and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.
Position Summary:
MarshBerry is currently seeking an Operations Associate based in our Beachwood, OH headquarters.
The Operations Associate supports the IBC team's operational, financial and strategic initiatives to help the IBC team achieve their goals. The Operations Associate will support the Director of Operations to drive continuous improvement and efficiency to all aspects of operations ensuring IBC services are delivered effectively and consistently. They will handle staffing and workload management to ensure projects are staffed effectively. They will work cross-functionally with the services teams including Finance, HR, Marketing, Compliance and IBC practice teams.
Responsibilities:
  • Assist in implementing operational processes, tools, and workflows to improve efficiency and consistency across IBC services.
  • Manage project staffing, including tracking team capacity, making project assignments and maintaining visibility into project pipeline and workload distribution.
  • Communicate with project leads to ensure alignment on deadlines, priorities, and resource needs.
  • Maintain and continuously improve standard operating procedures, templates, and documentation.
  • Develop, maintain, and distribute recurring operational and performance reports (KPIs, utilization, pipeline, project status, etc.)
  • Build dashboards and reports to track progress against strategic and business plan goals.
  • Assist with budgeting, forecasting, and tracking of team financial performance.
  • Collaborate with Finance to ensure accurate data inputs, reporting, and alignment.
  • Support the execution of strategic initiatives and annual business plan priorities.
  • Track progress on key initiatives and prepare updates for leadership.
  • Assist in coordinating strategic planning activities (materials, timelines, data gathering).
  • Conduct research and analysis to support new initiatives and business opportunities.
  • Collaborate with services teams including Finance, HR, Marketing, Compliance and IBC practice teams.
  • Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.

Selection Criteria
Education & Experience:
  • Bachelor's degree in Business, Finance, Economics, or related field.
  • Additional Professional Designations or Certifications desired.
  • 2-5 years of experience within operations, preferably within investment banking, consulting or financial services.
  • Advanced proficiency in Microsoft office, especially Excel.

Other:
  • Strong analytical and problem-solving skills.
  • Excellent organizational skills with strong attention to detail.
  • Excellent project management; with analytical, organizational and problem-solving abilities.
  • Strong communication skills: both written and verbal with demonstrated creativity with regard to work.
  • Demonstrated industry business acumen; ability to grasp new business concepts and issues.
  • Ability to travel up to 25% of the time; includes overnight and limited weekend travel.
  • Ability to work flexible and/or extended hours as needed.

Working at MarshBerry
Who We Are:
MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. Core offerings include Investment Banking services such as Merger & Acquisition Advisory and Capital Raising, as well as Financial Consulting in Strategic Planning, Valuations, and Perpetuation Planning. MarshBerry also provides specialized support in Organic Growth Consulting, Executive Peer Exchange, Agency Network and Market Intelligence & Performance Benchmarking. For more information, visit www.MarshBerry.com.
What We Do:
MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, an agency network, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.
It's one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:
  • North Coast 99
  • Top Work Places - The Plain Dealer
  • Best Companies Group - Inclusive Workplace
  • Crain's Fast 50
  • Healthy Business Council of Ohio Healthy Worksite

To learn more about MarshBerry, visit www.marshberry.com.
We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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