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Investment Operations Associate Jobs in Lutz, FL

Dtcc

Data Protection Associate

Tampa, FL · On-site

$53K - $54K/yr

Data Protection Operations Associate Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in ...

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Investment Operations Associate information

See Lutz, FL salary details

$20K

$88.3K

$194.1K

How much do investment operations associate jobs pay per year?

As of Aug 25, 2026, the average yearly pay for investment operations associate in Lutz, FL is $88,271.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,100.00 and $106,800.00 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 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 Lutz, FL?

The most popular types of Investment Operations jobs in Lutz, FL are:

What job categories do people searching Investment Operations Associate jobs in Lutz, FL look for?

The top searched job categories for Investment Operations Associate jobs in Lutz, FL are:

What cities near Lutz, FL are hiring for Investment Operations Associate jobs?

Cities near Lutz, FL with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you

Central Operations Associate

Concurrent Investment Advisors

Tampa, FL

$60K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

Job description

Description
Position Overview
We are seeking a dedicated and detail-oriented Central Operations Associate to join our team. In this role, you will play a pivotal part in providing exceptional support to Financial Advisors and their clients. The Central Operations Associate will manage client onboardings, assist with account management, ensure regulatory compliance, and maintain precise client records. This role is based in our Tampa office and involves collaborating with a diverse group of advisors across the country. The ideal candidate will possess strong organizational skills, attention to detail, and the ability to handle multiple priorities in a fast-paced environment.

Key Responsibilities
  • Client Support: Serve as the primary point of contact for client inquiries, providing accurate information about financial products and assisting with processes.
  • Account Management: Assist with account opening/closing, monitor accounts for compliance, and resolve account-related issues.
  • Financial Planning Assistance: Support Financial Advisors by maintaining financial plans and investment details.
  • Documentation & Record-Keeping: Process and maintain up-to-date client records, handle documentation, and archive within CRM.
  • Compliance: Ensure all client interactions and transactions comply with industry regulations.
  • Communication: Maintain clear communication with clients, advisor firms, and internal teams, providing updates on client requests and onboardings.
  • Problem Resolution: Address and escalate client issues, ensuring client satisfaction and retention.
  • Education & Training: Educate advisors on financial products, services, and systems.
  • Vendor Collaboration: Coordinate with custodians to process transactions and maintain account accuracy.
  • Reporting & Analysis: Generate reports on account activities, provide insights to improve client service and operations.


Qualifications
  • At least three years of experience in financial services, advisory office practices, and custodial operations.
  • Excellent organizational and time management skills to handle multiple tasks and meet deadlines.
  • Detail-oriented with the ability to maintain accuracy with financial documents.
  • Strong communication skills, both verbal and written, to interact effectively at all levels.
  • Ability to manage multiple priorities, resolve issues, and provide high-level customer service.
  • Proficiency in office software, reporting tools, and CRM systems.
  • Familiarity with investment concepts and industry compliance standards.


Benefits
  • 401(k) matching
  • Dental Insurance
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance