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Investment Operations Associate Jobs in Lenexa, KS

As the Alternative Investments Operations Specialist I, you will help start the operations process ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Coordinate with internal departments, investment teams, attorneys, and third-party vendors as ... Associate's or Bachelor's degree in Business, Finance, Accounting, or a related field Pay Details ...

Coordinate with internal departments, investment teams, attorneys, and third-party vendors as ... Associate's or Bachelor's degree in Business, Finance, Accounting, or a related field Pay Details ...

Associate

Kansas City, MO · On-site

$60 - $80/hr

This role is responsible for financial modeling, investment analysis, and transaction execution ... Build and maintain project finance models incorporating construction, operations, capital structure ...

Showing results 21-40

Investment Operations Associate information

See Lenexa, KS salary details

$20.7K

$91.1K

$200.4K

How much do investment operations associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for investment operations associate in Lenexa, KS is $91,124.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,000.00 and $110,300.00 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 Lenexa, KS are hiring for Investment Operations Associate jobs?

Cities near Lenexa, KS with the most Investment Operations Associate job openings:

Infographic showing various Investment Operations Associate job openings in Lenexa, KS as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $88,483 per year, or $42.5 per hour.

New Ventures Technology & Innovation | Strategy & Operations | Associate Firm Director, Strategic...

Deloitte

Kansas City, MO • On-site

Full-time

Posted 5 days ago


Deloitte rating

8.2

Company rating: 8.2 out of 10

Based on 93 frontline employees who took The Breakroom Quiz

48th of 154 rated financial services


Job description

New Ventures Technology & Innovation | Firm Associate Director Strategy, Growth and Transformation

The Associate Director, Strategic Initiatives supports the Strategic Initiatives Leader in advancing NVTI's highest-priority programs, serving as a trusted thought partner and execution backbone across a portfolio that spans product governance, strategic external partnerships, and firm-level cross-functional initiatives.

The role requires substantive understanding of product strategy and lifecycle, including familiarity with product governance frameworks, platform-to-product models, and investment prioritization. It also requires the organizational fluency to navigate Deloitte's matrixed environment across businesses, enabling functions, and Global, building credibility and momentum with senior stakeholders without direct authority.

This role is designed for a leader who can move fluidly between strategic framing and operational execution: distilling complexity into clarity, preparing senior-leader decision materials, tracking progress across concurrent workstreams, identifying risks, and proactively course-correcting to sustain pace and quality across the portfolio.

Estimated Date of Closure September 8, 2026

Work you'll do

Strategic Program Execution

  • Portfolio Management
    • Track progress across multiple concurrent NVTI workstreams and maintain visibility into priorities, dependencies, and decision points.
    • Identify execution risks, surface tradeoffs, and proactively course-correct to keep initiatives moving.
    • Create operating discipline across workstreams through clear planning, follow-up, and accountability routines.
  • Senior Leader Support
    • Prepare materials that enable senior-leader decision-making, including structured briefings, options, recommendations, and status updates.
    • Distill complex product, partnership, and governance topics into clear, executive-ready narratives.
    • Represent the Strategic Initiatives Leader in working sessions and stakeholder engagements with confidence and discretion.

Product Governance & Investment Prioritization

  • Product Strategy
    • Support work related to product strategy, lifecycle management, and platform-to-product models.
    • Help translate product governance concepts into practical operating mechanisms and decision forums.
    • Contribute to investment prioritization discussions by organizing inputs, clarifying choices, and documenting rationale.
  • Governance Discipline
    • Maintain clarity on governance cadence, required decisions, owners, and follow-through.
    • Ensure materials and discussions connect strategic objectives to execution implications.

Stakeholder Engagement & Matrixed Influence

  • Cross-Functional Alignment
    • Operate across businesses, enabling functions, and Global to build alignment around shared priorities.
    • Develop credibility with senior stakeholders by bringing structured thinking, follow-through, and sound judgment.
    • Help translate stakeholder input into practical next steps, decision pathways, and communications.
  • Communication
    • Communicate with clarity, discretion, and appropriate altitude across all levels of the organization.
    • Balance strategic context with operational specificity so stakeholders understand both the "why" and the "what next."

The successful candidate would possess these skills

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to mentor and provide clear guidance to others

The team

New Ventures, Technology, and Innovation (NVTI) is a unique team in Enterprise Solutions. Its focus is to rapidly identify, shape, experiment and incubate new business opportunities that leverage leading edge technologies. Our team is focused on the impacts that strategy, innovation, and technology advances are having on Deloitte's marketplace offerings and internal operations. Deloitte's breadth, depth, and scale, combined with our relentless passion for innovation create powerful opportunities to help our clients and our own organization stay ahead of change, deliver impact that matters, and transform complexity and disruption into lasting value.

Qualifications

Required Experience:

  • Bachelor's degree
  • 10+ years of relevant experience in management consulting, strategic initiatives, business transformation, go-to-market strategy, product or asset strategy, or a related business-focused discipline within a complex organization.
  • 2+ years of experience managing people and/or business processes, including setting priorities, assigning work, establishing operating routines, coaching team members, and monitoring quality and outcomes.
  • Prior experience leading ambiguous, cross-functional initiatives from strategy through execution, including defining objectives and scope, structuring work, aligning stakeholders without direct authority, managing dependencies and risks, and delivering measurable business outcomes.

Preferred Experience:

  • Prior experience navigating Deloitte's matrixed organization or a comparable global professional services environment, including collaboration across businesses, enabling functions, and Global to build alignment and advance priorities.
  • Prior experience taking consulting products, assets, packaged offerings, or accelerators to market alongside consulting services, including developing go-to-market plans, defining commercial models, evaluating investment or funding needs, and measuring expected ROI.
  • Prior experience developing and executing business-side product or asset strategies, including lifecycle planning, governance, investment prioritization, strategic partnerships, new venture development, market entry, and scaling offerings for internal or external clients.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $151,400 to $278,900

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. 

#EA_ExpHire 

Qualifications:

New Ventures Technology & Innovation | Firm Associate Director Strategy, Growth and Transformation

The Associate Director, Strategic Initiatives supports the Strategic Initiatives Leader in advancing NVTI's highest-priority programs, serving as a trusted thought partner and execution backbone across a portfolio that spans product governance, strategic external partnerships, and firm-level cross-functional initiatives.

The role requires substantive understanding of product strategy and lifecycle, including familiarity with product governance frameworks, platform-to-product models, and investment prioritization. It also requires the organizational fluency to navigate Deloitte's matrixed environment across businesses, enabling functions, and Global, building credibility and momentum with senior stakeholders without direct authority.

This role is designed for a leader who can move fluidly between strategic framing and operational execution: distilling complexity into clarity, preparing senior-leader decision materials, tracking progress across concurrent workstreams, identifying risks, and proactively course-correcting to sustain pace and quality across the portfolio.

Estimated Date of Closure September 8, 2026

Work you'll do

Strategic Program Execution

  • Portfolio Management
    • Track progress across multiple concurrent NVTI workstreams and maintain visibility into priorities, dependencies, and decision points.
    • Identify execution risks, surface tradeoffs, and proactively course-correct to keep initiatives moving.
    • Create operating discipline across workstreams through clear planning, follow-up, and accountability routines.
  • Senior Leader Support
    • Prepare materials that enable senior-leader decision-making, including structured briefings, options, recommendations, and status updates.
    • Distill complex product, partnership, and governance topics into clear, executive-ready narratives.
    • Represent the Strategic Initiatives Leader in working sessions and stakeholder engagements with confidence and discretion.

Product Governance & Investment Prioritization

  • Product Strategy
    • Support work related to product strategy, lifecycle management, and platform-to-product models.
    • Help translate product governance concepts into practical operating mechanisms and decision forums.
    • Contribute to investment prioritization discussions by organizing inputs, clarifying choices, and documenting rationale.
  • Governance Discipline
    • Maintain clarity on governance cadence, required decisions, owners, and follow-through.
    • Ensure materials and discussions connect strategic objectives to execution implications.

Stakeholder Engagement & Matrixed Influence

  • Cross-Functional Alignment
    • Operate across businesses, enabling functions, and Global to build alignment around shared priorities.
    • Develop credibility with senior stakeholders by bringing structured thinking, follow-through, and sound judgment.
    • Help translate stakeholder input into practical next steps, decision pathways, and communications.
  • Communication
    • Communicate with clarity, discretion, and appropriate altitude across all levels of the organization.
    • Balance strategic context with operational specificity so stakeholders understand both the "why" and the "what next."

The successful candidate would possess these skills

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to mentor and provide clear guidance to others

The team

New Ventures, Technology, and Innovation (NVTI) is a unique team in Enterprise Solutions. Its focus is to rapidly identify, shape, experiment and incubate new business opportunities that leverage leading edge technologies. Our team is focused on the impacts that strategy, innovation, and technology advances are having on Deloitte's marketplace offerings and internal operations. Deloitte's breadth, depth, and scale, combined with our relentless passion for innovation create powerful opportunities to help our clients and our own organization stay ahead of change, deliver impact that matters, and transform complexity and disruption into lasting value.

Qualifications

Required Experience:

  • Bachelor's degree
  • 10+ years of relevant experience in management consulting, strategic initiatives, business transformation, go-to-market strategy, product or asset strategy, or a related business-focused discipline within a complex organization.
  • 2+ years of experience managing people and/or business processes, including setting priorities, assigning work, establishing operating routines, coaching team members, and monitoring quality and outcomes.
  • Prior experience leading ambiguous, cross-functional initiatives from strategy through execution, including defining objectives and scope, structuring work, aligning stakeholders without direct authority, managing dependencies and risks, and delivering measurable business outcomes.

Preferred Experience:

  • Prior experience navigating Deloitte's matrixed organization or a comparable global professional services environment, including collaboration across businesses, enabling functions, and Global to build alignment and advance priorities.
  • Prior experience taking consulting products, assets, packaged offerings, or accelerators to market alongside consulting services, including developing go-to-market plans, defining commercial models, evaluating investment or funding needs, and measuring expected ROI.
  • Prior experience developing and executing business-side product or asset strategies, including lifecycle planning, governance, investment prioritization, strategic partnerships, new venture development, market entry, and scaling offerings for internal or external clients.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A...


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