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Investment Operations Associate Jobs in Dubuque, IA

T-Mobile

Mobile Associate - Retail Sales

Dubuque, IA · On-site

$20/hr

At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Job Overview This role supports retail operations by engaging customers and facilitating their ...

T-Mobile

Mobile Associate, Store-in-Store

Dubuque, IA · On-site

$18/hr

At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Will perform skills practicing, knowledge sharing, store operations, opening and closing procedures.

Kunkel & Associates

Summer 2027 Sales Internship

Dubuque, IA · On-site

$14.25 - $19.25/hr

At Kunkel & Associates, you'll become part of the team from day one. Whether you're interested in ... You want your work to matter, gain real experience, and know your summer is worth your investment.

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Investment Operations Associate information

See Dubuque, IA salary details

$20.7K

$91.5K

$201.3K

How much do investment operations associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for investment operations associate in Dubuque, IA is $91,538.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,300.00 and $110,800.00 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 job categories do people searching Investment Operations Associate jobs in Dubuque, IA look for?

The top searched job categories for Investment Operations Associate jobs in Dubuque, IA are:

What cities near Dubuque, IA are hiring for Investment Operations Associate jobs?

Cities near Dubuque, IA with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Dubuque, IA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 12% Part Time, 1% Temporary, 3% Contract, and 1% Nights. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $91,538 per year, or $44 per hour.

Trust Operations Specialist

Nicolet National Bank

Dubuque, IA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

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

Nicolet National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

66th of 174 rated banks

Job description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Trust Operations Specialist is responsible for demonstrating service excellence in accordance with Nicolet's Vision and Values statement by consistently ensuring client standards are met or exceeded. Specifically responsible for processing transactions, in accordance with Department policies and procedures (including dual control), on Trust Accounting system, reconciling Trust-related accounts, and generating reports to assist in monitoring Trust business.
As a Trust Operations Specialist, you will:
  • Perform trust accounting functions including, but not limited to, balancing cash accounts; interest accruals; posting loan payments, reviewing, and posting cash receipts and disbursements; processing fees; daily net settlement with custodian; account transfers; generating, printing, and mailing checks.
  • Update account records. Prepare monthly reports and customized reports as necessary.
  • Help coordinate materials and prepare responses for examiners/auditors.
  • Help with the process of quarter-end and year-end reports including 1099s, 5498s, and other tax-related reporting.
  • Review operations and accounting procedures to increase effectiveness and efficiency.
  • Answer telephones to give support for online trust account access and provide back up to other trust personnel as needed to promote service excellence in Trust department.
  • Develop and maintain relationships with bank personnel, increasing understanding of trust services.
  • Participate in applicable department, division, and bank-wide meetings and assist with department projects and reporting as necessary.
  • Consult with and assist strategic partners on matters regarding existing or new accounts and clients.
  • Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  • Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status, or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.

Qualifications:
  • High School Diploma required.
  • Associate's Degree or Bachelor's Degree in Accounting/Finance or equivalent work experience preferred.
  • 1-3 years of administrative, operational, or related experience.
  • Trust Operations experience preferred but not required.
  • PC, phone system, general office equipment.
  • Proficiency with Microsoft Office applications.
  • Ability to maintain strict confidentiality.
  • Ability to effectively promote Nicolet as a bank of choice.
  • Strong organizational, multi-tasking and prioritizing skills.
  • Self-motivated and resourceful.

Benefits:
  • Medical, Dental, Vision, & Life Insurance
  • 401(k) with a company match
  • PTO & 11 1/2 Paid Holidays

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled

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