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Investment Operations Associate Jobs in Edison, NJ

Columbia University

Operations Associate

New York, NY · On-site

$85K - $94K/yr

Position Summary The Columbia Center on Sustainable Investment (CCSI) is seeking an Operations Associate to provide mid-level cross-cutting operational support to the Center's management and research ...

Sydecar

Deal Operations Associate

New York, NY · Remote

$75K - $92K/yr

This leaves investors the freedom to concentrate on what matters most: making valuable deals and ... About the Role As a Deal Operations Associate, you'll help support SPV leads and investors through ...

Sydecar, Inc

Deal Operations Associate

New York, NY · On-site

$75K - $92K/yr

This leaves investors the freedom to concentrate on what matters most: making valuable deals and ... About the Role As a Deal Operations Associate, you'll help support SPV leads and investors through ...

Ekho Inc

Operations Associate

New York, NY · On-site

$60K - $75K/yr

... investors. Be part of the team building the infrastructure powering the next era of vehicle ... Position Overview We are seeking highly motivated Operations Associates to join our operations team ...

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All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Edison, NJ

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 Jul 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 job?

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 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:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Edison, NJ as of July 2026, with employment types broken down into 1% As Needed, 63% Full Time, 24% Part Time, 1% Temporary, 1% Contract, and 10% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $100,495 per year, or $48.3 per hour.
Senior Associate, Investment Operations & Asset Management

Senior Associate, Investment Operations & Asset Management

AllianceBernstein LP

New York, NY • On-site

Full-time

Medical, Life, Retirement, PTO

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

Job description

Who You'll Work With:
The Senior Associate, Investment Operations & Asset Management role is a great opportunity for a qualified candidate looking for a dynamic operations role focused on commercial real estate transaction. This role is part of the Operations organization and is focused on transaction execution, coordination, reporting, and asset management support rather than investment origination or investment decision making. The Senior Associate will partner closely with the front office commercial team and support the full lifecycle of commercial real estate transactions plus will have responsibility for coordinating asset management of the team's investments. They will be exposed to all features of AB CarVal's commercial real estate business, will be responsible for several aspects of new and existing transactions, and will work closely with a wide variety of parties both within AB CarVal and externally.
This role reports into the Head of U.S. Operations. The role will be located in New York, NY or Minneapolis, MN.
What You'll Do:
Asset Management - (50%)
  • Coordinate and support the management of third-party commercial real estate relationships
  • Coordinate and project manage workstreams on the commercial real estate projects with third party asset managers, supporting execution of approved asset business plans'
  • Track and report asset performance against underwriting and business plan metrics
  • Liaise with property managers, brokers, and service providers to ensure operational efficiency
  • Coordinate documentation, tracking, and execution support related to loan modifications and borrower communications.
  • Ensure timely communication and coordination with the commercial team decision makers regarding project execution and operational matters
  • Support implementation and tracking of approved asset-level strategies
  • Ensure proper portfolio reporting/review and communication with key internal and external stakeholders connected to the projects
  • Act as the primary source of information internally for investment transaction performance and asset-related updates
    • Prepare regular asset performance reports, including variance analysis
  • Monitor borrower compliance with loan documentation and business plans and further investigate any issues that may arise
  • Escalate issues and coordinate resolution across stakeholders, proactively focusing on the most material/financially impactful areas and ensuring quick response to any ad hoc issues
  • Support the commercial real estate commercial team to ensure they have the information required to maintain accurate detailed financial models (incl. monthly valuations) for the projects
  • Coordinate operational workstreams related to new warehouse facilities and loan onboarding
    • Serve as an operational coordination contact for financing counterparties
  • Prepare and maintain investment memorandums, reports, and presentations for internal committees
  • Manage legal, finance, and tax related tasks associated with each investment transaction or the commercial real estate strategy

Operational Management - (25%)
  • Provide day-to-day operational input on commercial real estate investment transactions
  • Support operational due diligence, transaction coordination, and information gathering related to acquisitions.
  • Coordinate closing processes with legal, finance, and external stakeholders
  • Engage with and interpret detailed commercial real estate investment transaction legal documents
  • Track and reconcile investment-level cash flows, budgets, and funding requirements.
  • Quickly evaluate complex situations that arise and use good judgement to propose solutions
  • Effectively manage be-spoke complex financing agreements
  • Set up new deal structures and manage existing deal structures with various AB CarVal departments as well as external stakeholders
  • Complete due diligence and audit requests by working with appropriate partners
  • Coordinate, manage and maintain accuracy all aspects of tracking commercial real estate transactions in AB CarVal's systems
  • Respond to internal and external queries regarding commercial real estate investment transactions throughout their life cycle

Business Partnering - (25%)
  • Collaborate with the AB CarVal commercial real estate commercial team and external commercial real estate transaction partners
  • Provide input on commercial real estate investment transaction documentation alongside AB CarVal commercial real estate commercial team
  • Coordinate with partners regarding appropriate investment memorandums, performance reporting, business & legal practices, and accounting procedures for each investment transaction
  • Make judgement-based decisions related to the operations function and assume responsibility for the impact to the business
  • Understand key areas of the commercial real estate investment transactions/business and anticipate potential issues; proactively communicate solutions to others within the team or management
  • Assist with project by project review/analysis/milestones within commercial real estate investment transactions

What We're Looking For:
Required:
  • Bachelor's degree in accounting, business, finance, or related industry
  • 5+ years finance experience
  • Demonstrated experience in and/or exposure to commercial real estate asset management/portfolio operations preferably including underwriting, credit evaluation, and third party relationship management
  • Advanced Excel skills including data modelling and analysis
  • Strong communicator who can coordinate and support collaboration across technical, legal, construction, and financial teams
  • Demonstrated ability to work cross-functionally with various teams and portfolio companies
  • Demonstrates knowledge and mechanics of lending instruments, legal documents and structures
  • Strong work ethic and commitment to a high standard of excellence
  • Proven ability to balance multiple assignments and manage quality, accuracy, and consistency of each work product
  • A self-starter with the ability to follow through and complete tasks
  • High level verbal and written communication skills
  • Strong drive for results with both detailed and practical focus
  • Strong analytical/problem solving skills
  • Enjoys working in a collaborative team environment, partnering with commercial team
  • Ability to travel, including for site visits and portfolio company meetings as needed

Preferred:
  • Experience with commercial real estate investments, transactions, asset management terms and concepts
  • Experience working in an alternative investment fund manager or similar industry
  • Public accounting or financial services experience
  • Demonstrated initiative in communicating issues and concepts to multiple groups at multiple levels
  • Knowledge and/or experience with conducting audits and due diligence of external companies

Who We Are:
AB CarVal is an established global alternative investment manager and part of AllianceBernstein's Private Alternatives business. Since 1987, AB CarVal's team has navigated through ever-changing credit market cycles, investing $160 billion in 5,885 transactions across 82 countries. Today, AB CarVal has approximately $21 billion in assets under management. The firm has a 39-year history, strong track record and an established reputation in asset-based finance with a team of approximately 75 investment professionals in the US, Europe and Asia. A key differentiator is the firm's robust global network of established relationships with operating platforms and partners.
AB CarVal Investors is established in managing opportunistic global real estate investments in both commercial and residential real estate transactions, as well as real estate-related public debt. AB CarVal's flexible mandate has enabled it to be a provider of capital on transitional assets, construction, and value-add transactions across property types. The commercial real estate debt team is responsible for a portfolio of approximately $2 billion of assets under management. The debt strategy is primarily focused on bridge/construction lending and trading SASB CMBS bonds. With each investment opportunity, AB CarVal applies an in-depth, bottom-up underwriting process focused on underlying business plans and market fundamentals. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.
In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows:
Base Salary Range: $130,000 to $160,000
Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB CarVal, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards. In addition AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off
All are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.
New York, New YorkMinneapolis, Minnesota

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