ZipRecruiter

Log In

1

Investment Operations Associate Jobs in Edgewood, KY

Contract Lumber

Operations Manager

Cincinnati, OH · On-site

... operations associates through both informal (verbal) and formal job performance evaluations. - Manage all facility maintenance and provide recommendations for improvements and investment as needed ...

TalentLink Solutions

Be Seen First

Client Service Associate - Financial Services

Cincinnati, OH · On-site

$65K - $75K/yr

As our Client Service Associate, you'll play a key role in delivering the exceptional service our ... investment operations, insurance, or mortgage industry roles with a focus on processing are also ...

next page

Showing results 1-20

All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Edgewood, KY

Investment Operations Associate information

See Edgewood, KY salary details

$21.7K

$95.7K

$210.5K

How much do investment operations associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for investment operations associate in Edgewood, KY is $95,709.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,100.00 and $115,800.00 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 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 job categories do people searching Investment Operations Associate jobs in Edgewood, KY look for?

The top searched job categories for Investment Operations Associate jobs in Edgewood, KY are:

What cities near Edgewood, KY are hiring for Investment Operations Associate jobs?

Cities near Edgewood, KY with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Edgewood, KY as of August 2026, with employment types broken down into 86% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $95,709 per year, or $46 per hour.

Operations Associate

The Premier Resources Group

Cincinnati, OH • On-site

Full-time

Re-posted 3 days ago

Job description

Operations Associate (Investment & Insurance)
Cincinnati, OH
Full-Time/Direct-Hire
  • Job Duties
    • Effective communication with advisors and clients
    • Main team contact for all service requests
    • Performs all new client paperwork and assists in client onboarding
    • Manages ACAT, rollover process and transfers
    • Handles all client "money movement" (ACH, wires, RMDs, etc.)
    • Performs all insurance underwriting
    • Assist advisors with new and in-force illustrations
  • Degrees & Licenses
    • 6/7/63/SIE/L&H
  • Industry experience
    • 1-5 years
  • Skill Requirements to excel in this position
    • Knowledge of Pershing Platform and proficient with investment operations tasks
    • Organized and responsive to team requests
    • Understanding of team goals and philosophy
    • Knowledge of underwriting and POS procedures
    • Knowledge of outside business underwriting and service procedures
    • Process Driven
    • Great attitude

Apply