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Investment Operations Associate Jobs in Lithonia, GA

RemX

Global Tax Operations Associate

Atlanta, GA · On-site

$54/hr

Global Tax Operations Associate Location: Saint Paul, MN 55107 (Onsite) Schedule: Monday-Friday | 8 ... If you have experience in tax operations, custody services, securities operations, investment ...

RemX

Global Tax Services Associate

Atlanta, GA · On-site

$54/hr

Multiple About the Opportunity We are seeking detail-oriented Global Tax Operations Associates to ... custody operations, or investment operations who thrive in a fast-paced, deadline-driven ...

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All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Lithonia, GA

Investment Operations Associate information

See Lithonia, GA salary details

$20.1K

$88.6K

$194.9K

How much do investment operations associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for investment operations associate in Lithonia, GA is $88,624.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,300.00 and $107,300.00 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 are the most commonly searched types of Investment Operations jobs in Lithonia, GA?

The most popular types of Investment Operations jobs in Lithonia, GA are:

What job categories do people searching Investment Operations Associate jobs in Lithonia, GA look for?

The top searched job categories for Investment Operations Associate jobs in Lithonia, GA are:

What cities near Lithonia, GA are hiring for Investment Operations Associate jobs?

Cities near Lithonia, GA with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Lithonia, GA as of August 2026, with employment types broken down into 81% Full Time, 16% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $88,624 per year, or $42.6 per hour.

Global Tax Operations Associate

RemX

Atlanta, GA • On-site

$54/hr

Full-time

Posted 12 days ago

Job description

Global Tax Operations Associate
Location: Saint Paul, MN 55107 (Onsite)
Schedule: Monday-Friday | 8:00 AM-5:00 PM CDT
Target Pay: $43-$54/hour, depending on experience
Contract Length: 1 Year+ Assignment
Actively Hiring - Immediate Opportunities Available
Join a Global Financial Operations Team
Our client, a globally recognized technology and business services organization supporting leading financial institutions and enterprises worldwide, is urgently seeking Global Tax Operations Associates to join their growing team.
If you have experience in tax operations, custody services, securities operations, investment operations, or financial services operations , this is an excellent opportunity to work with global markets, complex tax processes, and international financial institutions while building specialized expertise in a highly sought-after area of the industry.
We're particularly interested in candidates with experience in both custody and tax-related operations.
This long-term opportunity offers competitive compensation, exposure to global financial markets, and the chance to work with a respected international organization at the forefront of operational excellence.
What You'll Do
Relief at Source Operations
  • Review client eligibility and documentation for reduced withholding tax treatment
  • Prepare, validate, and track market-specific tax forms and supporting documentation
  • Monitor income events, filing deadlines, and custodian requirements
  • Support collection and maintenance of onboarding documentation
  • Respond to time-sensitive tax documentation requests
  • Resolve documentation issues with clients, custodians, and internal stakeholders

Tax Reclaim Operations
  • Review and validate tax reclaim eligibility
  • Prepare and submit reclaim packages within regulatory deadlines
  • Obtain certificates of residency and supporting tax documents
  • Track claims through filing, payment, rejection, resubmission, and closure
  • Research and resolve reclaim exceptions and rejected claims
  • Coordinate with custodians, tax authorities, and clients to resolve payment and documentation issues

Preferred Qualifications
  • Knowledge of:
    • American Depositary Receipts (ADRs)
    • Ordinary Securities
    • Double Taxation Treaties
    • Withholding Tax Processing
    • Global Custody Operations
  • Experience working directly with custodians, tax authorities, or international tax servicing teams

Why Apply?
Target pay of $43-$54/hour
1-year+ contract assignment
Opportunity to work with global financial markets
Gain specialized experience in tax and custody operations
Join a respected global organization
Collaborative and professional team environment
Apply Today
We are actively sourcing candidates and interviewing qualified professionals. If you have experience in tax, custody, securities, or investment operations , we'd love to hear from you.
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Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Atlanta, GA, US

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