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Investment Operations Associate Jobs in Fairfield, CT

MTO Financial Services

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Investment Operations Associate

Stony Brook, NY · On-site

$60K - $80K/yr

Role Description The Investment Operations Associate will support investment reporting, client service, portfolio administration, trading support, and back-office operations for RIAs and wealth ...

AQR

Trading Operations Analyst/Associate

Greenwich, CT · On-site

$80K - $95K/yr

AQR is a global investment firm built at the intersection of financial theory and practical ... The Role AQR is seeking a highly motivated Trading Operations Analyst / Associate to join its ...

AmCap, Incorporated

Investment Associate

Stamford, CT · Remote

$125K - $150K/yr

The Associate will work closely with senior team members across all stages of the investment process, gaining exposure to underwriting, due diligence, operations, reporting, management and ...

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Investment Operations Associate information

See Fairfield, CT salary details

$22.4K

$99K

$217.7K

How much do investment operations associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for investment operations associate in Fairfield, CT is $98,978.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,300.00 and $119,800.00 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 are the most commonly searched types of Investment Operations jobs in Fairfield, CT? The most popular types of Investment Operations jobs in Fairfield, CT are:
What job categories do people searching Investment Operations Associate jobs in Fairfield, CT look for? The top searched job categories for Investment Operations Associate jobs in Fairfield, CT are:
What cities near Fairfield, CT are hiring for Investment Operations Associate jobs? Cities near Fairfield, CT with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Fairfield, CT as of August 2026, with employment types broken down into 78% Full Time, 18% Part Time, 2% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $96,710 per year, or $46.5 per hour.

Investment Operations Associate

MTO Financial Services

Stony Brook, NY • On-site

$60K - $80K/yr

Full-time

Medical, Retirement, PTO

Posted 5 days ago

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Job description

Company Description

MTO Financial Services partners with RIAs, family offices, hedge funds, and wealth management firms as an extension of their operations team. We specialize in investment reporting, alternative investment data management, outsourced COO services, back-office operations, and trading support. Our mission is to simplify complex operational workflows so advisors can spend more time serving clients and growing their businesses.


Role Description

The Investment Operations Associate will support investment reporting, client service, portfolio administration, trading support, and back-office operations for RIAs and wealth management firms. This position is ideal for someone who enjoys working with investment data, technology platforms, and client-facing operational processes.


Qualifications:


  • MUST have experience in using Addepar. Please DO NOT apply if no experience.
  • This position is "on-site" in Stony Brook, NY.

·        Prepare investment performance reports using Addepar and Black Diamond.

·        Maintain client portfolios and reconcile investment data.

·        Monitor asset allocations, cash balances, and investment restrictions.

·        Assist with trade execution, trade blotters, and trade confirmations.

·        Process account paperwork and coordinate client onboarding.

·        Communicate with custodians, advisors, and clients regarding account activity.

·        Support alternative investment reporting and document collection.

·        Maintain accurate client records and reporting databases.

·        Provide exceptional client service while ensuring operational accuracy.

·        Bachelor's degree in Business Administration, Finance or Economics.


Company Description

MTO Financial Services partners with RIAs, family offices, hedge funds, and wealth management firms as an extension of their operations team. We specialize in investment reporting, alternative investment data management, outsourced COO services, back-office operations, and trading support. Our mission is to simplify complex operational workflows so advisors can spend more time serving clients and growing their businesses.