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Investment Operations Associate Jobs in Fort Washington, MD

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Investment Operations Associate information

See Fort Washington, MD salary details

$22.7K

$100K

$219.9K

How much do investment operations associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for investment operations associate in Fort Washington, MD is $99,990.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,000.00 and $121,000.00 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 cities near Fort Washington, MD are hiring for Investment Operations Associate jobs?

Cities near Fort Washington, MD with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Fort Washington, MD as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $99,990 per year, or $48.1 per hour.

Associate Vice President, Finance/Accounting

Energy Impact Partners LP

Washington, DC • On-site

$130K - $140K/yr

Full-time

Re-posted 16 days ago

Job description

 Energy Impact Partners (EIP) is a global investment platform leading the transition to a sustainable energy future. EIP brings together bold entrepreneurs and some of the world's most forward-looking energy and industrial companies to advance clean energy innovation. EIP has $5 billion in assets under management and invests globally across venture, growth, and credit with has a team of more than 90 professionals.

EIP is seeking an Associate VP to join the growing Finance team led by the CFO and Controller. The Finance team works closely with the EIP investment, operations and investor relations teams and directly communicates with EIP's Founder/CEO and COO. This position is based in Washington, DC and will require some travel.

Key areas of responsibility:

  • Coordinate with investment teams for seamless deal execution, portfolio monitoring and funding/disbursements while recording and accounting for related transactions
  • Work closely with investment teams on preparation and review of quarterly portfolio company valuations including analysis of complex capital structures and implementation of valuation methodologies in accordance with ASC-820
  • Responsible for managing preparation and reviewing annual and quarterly credit fund financial statements and quarterly/monthly workbooks
  • Manage direct reports and junior staff with a focus on mentorship and training
  • Actively manage fund liquidity and line of credit including forecasting, compliance with partnership agreement and determination of timing of investor capital calls
  • Analyze and calculate investment/fund performance and projections including returns and carried interest waterfall
  • Maintain and improve controls, documentation and record-keeping
  • Assist in the coordination with fund service providers for auditor, tax, custodians, valuation and portfolio monitoring
  • Ad hoc analysis for CFO/senior management and other responsibilities as needed

The ideal candidate will have:

  • 6-7 years of total experience in an accounting or finance role
  • Bachelor's degree in accounting or finance with exceptional academic performance
  • CPA or CFA preferred
  • Cross-functional experience with driving progress by working closely across internal teams
  • Management experience preferred
  • Superior organization and attention to detail
  • High ethical standards
  • Experience with identifying and implementing process improvement in a growing business
  • The ability to effectively multi-task, manage deadlines, learn quickly and communicate clearly

This position offers a comprehensive benefits package and compelling compensation including base salary, annual bonus and potential participation in equity programs. Our base compensation range for this role is $130,000-140,000.

Apply