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Investment Operations Associate Jobs in Hanover, PA

Pretium Packaging

Operations Manager

Manchester, PA · On-site

$100K - $120K/hr

Evaluate and recommend equipment upgrades and capital investments * Partner cross-functionally to ... Associate or bachelor's degree * 5+ years of leadership experience in a manufacturing environment ...

PSC Biotech

Manufacturing Associate II

York, PA · On-site

The Experience With operations spanning the globe and featuring a multi-cultural team, BioTechnique ... investing in our employees who enable our company to fulfill our mission and achieve success. We ...

New

PSC Biotech

Manufacturing Associate II

York, PA · On-site

$22 - $26/hr

The Experience With operations spanning the globe and featuring a multi-cultural team, BioTechnique ... investing in our employees who enable our company to fulfill our mission and achieve success. We ...

New

PSC Biotech

Manufacturing Associate II

York, PA · On-site

The Experience With operations spanning the globe and featuring a multi-cultural team, BioTechnique ... investing in our employees who enable our company to fulfill our mission and achieve success. We ...

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Showing results 1-20

All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Hanover, PA

Investment Operations Associate information

See Hanover, PA salary details

$21.1K

$93.3K

$205.2K

How much do investment operations associate jobs pay per year?

As of Aug 18, 2026, the average yearly pay for investment operations associate in Hanover, PA is $93,313.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,500.00 and $112,900.00 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 Hanover, PA look for?

The top searched job categories for Investment Operations Associate jobs in Hanover, PA are:

What cities near Hanover, PA are hiring for Investment Operations Associate jobs?

Cities near Hanover, PA with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Hanover, PA as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 13% Part Time, 1% Temporary, 3% Contract, and 1% Nights. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $93,313 per year, or $44.9 per hour.

Relationship and Operations Associate

Carson Group

Cockeysville, MD • On-site

$55K - $67K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago

Job description

Who We Are
In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It's the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.
We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms - and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.
Who We Want
Deliver ongoing client service and support that strengthens relationships and enhances the overall client experience. Partner with advisors as the primary operational resource to determine and complete actions required to open new accounts and maintain existing accounts accurately and on time. Build familiarity with the advisor's book of business while managing time effectively and developing new competencies to support efficient, compliant operations.
Essential Functions
  • Client & Advisor Support: Provide white-glove communication to clients and advisors through phone, email, and meetings. Serve as a professional point of contact with custodians and ensure compliance with periodic client review requirements.
  • Account Administration: Prepare and process paperwork for new accounts, cashiering, transfers, and account maintenance requests. Take ownership of asset transfers to ensure seamless and timely completion. Execute accurate money movements per advisor or client requests while maintaining documentation and compliance standards.
  • Financial Planning Support: Support the end-to-end financial planning process by preparing client information and planning deliverables for advisor review. Accurately enter and own client financial data within financial planning software and supporting spreadsheets. Generate financial analyses, reports, and draft financial plans to support advisor recommendations and client meetings.
  • Data & Records Management: Maintain accurate and complete client information in firm databases and systems. Update client records promptly and ensure information integrity across platforms.
  • Project & Workflow Support: Follow established guidelines to achieve goals and deliverables in collaboration with leaders and stakeholders. Set and meet project expectations with team members, delegate tasks appropriately, and track progress to completion.
  • Process Improvement: Assist in developing procedures that increase accuracy and streamline operations steps. Identify opportunities to simplify workflows and enhance consistency.
  • Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

What You Need
• Bachelor's degree in Business Administration, Accounting, Finance, or related field preferred.
• Minimum of one year of experience in financial services or banking preferred.
• Knowledge of financial advisor office tools such as Orion, Goldmine, Redtail, or Salesforce preferred.
• Proficiency in Microsoft Office, including Word, Access, Excel, and Outlook required.
• Strong research and problem-solving skills required.
• Exceptional attention to detail required.
• Curiosity and natural desire to learn preferred.
• Ability to compile statistics and reports accurately required.
• Excellent planning, organizational, project management, and time management skills required.
• Ability to manage multiple projects with precision required.
• Strong written and verbal communication skills required.
• Desire for continual personal and professional growth preferred.
EEO Statement:
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
The total rewards expected for this role include:
  • Starting annual base salary between $55,000- $67,500.
  • Variable compensation potential (Bonus and/or commissions)
  • Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.

#LI-JS1
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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