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Investment Operations Associate Jobs in Edison, NJ

Position Overview Fund Operations Associates support fund managers, portfolio teams, and investor relations by overseeing day-to-day fund operations, capital movements, and reporting processes . The ...

Investment Operations Lead

New York, NY · On-site

$166K/yr

About the role Investment Operations is where a member's money actually moves. Our team owns the ... Act as second approver on work performed by Associates and Specialists, catching issues before they ...

Serve as a licensed point of contact for members and a resource Associates escalate to * Own at ... investment operations, brokerage operations, or a comparable financial services role * Deep ...

Investment Management - Investment Operations What You Will Do We are seeking an Associate to support the daytoday operational functions of the separately managed account (SMA) platform. This role is ...

Showing results 21-40

Investment Operations Associate information

See Edison, NJ salary details

$22.8K

$100.5K

$221K

How much do investment operations associate jobs pay per year?

As of Sep 15, 2026, the average yearly pay for investment operations associate in Edison, NJ is $100,495.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,300.00 and $121,600.00 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 Edison, NJ look for?

The top searched job categories for Investment Operations Associate jobs in Edison, NJ are:

What cities near Edison, NJ are hiring for Investment Operations Associate jobs?

Cities near Edison, NJ with the most Investment Operations Associate job openings:

Infographic showing various Investment Operations Associate job openings in Edison, NJ as of September 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $100,495 per year, or $48.3 per hour.

Private Capital Operations Associate

Manhattan, NY

$140K - $185K/yr

Other

Posted 8 days ago


Job description

Private Capital Operations Associate

Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)


About This Posting

This job description represents a sample Private Capital Operations Associate position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in private capital operations, fund administration, and portfolio management support.

Actual openings may vary depending on employer focus, including private equity, venture capital, private credit, real estate, and other alternative investments.

For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/


Position Overview

Private Capital Operations Associates support investment and fund management teams by overseeing operational processes, monitoring portfolio activity, and ensuring accurate reporting. The role blends financial analysis, fund operations, and transaction support to maintain efficient and compliant investment operations.

Analysts collaborate closely with investment professionals, fund accountants, and legal teams to manage capital calls, distributions, reconciliations, and portfolio reporting.


Key Responsibilities
  • Assist with the administration of private capital funds, including capital calls, distributions, and subscription documents

  • Monitor and reconcile portfolio activity, NAV calculations, and investor accounts

  • Support transaction processing for fund investments, co-investments, and secondary market activity

  • Prepare investor reports, performance metrics, and operational dashboards

  • Coordinate with internal teams and external service providers (fund administrators, custodians, auditors)

  • Ensure compliance with fund agreements, regulatory requirements, and internal controls

  • Identify operational inefficiencies and support process improvement initiatives

  • Assist in ad-hoc analyses, data requests, and fund-level reporting


Preferred Qualifications
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field

  • Knowledge of private capital funds, investment operations, and fund administration

  • Experience or coursework in private equity, private credit, venture capital, or fund operations

  • Strong analytical and problem-solving skills with high attention to detail

  • Proficiency in Excel and PowerPoint; familiarity with SQL, Python, or other analytical tools is a plus

  • Ability to manage multiple priorities in a fast-paced, deadline-driven environment

  • Clear written and verbal communication skills

  • Interest in operational excellence, fund administration, and private capital transactions


About the Career Launch AI Talent Network

The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:

  • Skills-based role matching

  • Resume and profile optimization

  • Guidance on outreach to private capital teams and fund managers

  • Interview preparation for private capital operations, fund accounting, and portfolio management roles

To learn more or express interest in private capital operations roles, visit:
https://www.careerlaunch.ai/