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Investment Operations Associate Jobs in Manhattan, NY

Range

Investment Operations Associate

New York, NY · On-site

... Associate to Specialist to Lead is measured by how many of them you can run independently and, eventually, teach to someone else. You'll report to the Head of Investment Operations on a small team ...

53 Stations

Investment Operations Associate

Manhattan, NY · On-site

$65 - $95/hr

... Associate to Specialist to Lead is measured by how many of them you can run independently and, eventually, teach to someone else. You'll report to the Head of Investment Operations on a small team ...

New

AngelList

Investment Operations Associate

New York, NY · On-site

$150K/yr

This is a rare opportunity to reshape how the public invests in innovation. You'll come in at the ground level to help build a world-class operations function at the forefront of venture and fintech ...

AngelList

Investment Operations Associate

New York, NY · On-site

$150K/yr

This is a rare opportunity to reshape how the public invests in innovation. You'll come in at the ground level to help build a world-class operations function at the forefront of venture and fintech ...

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All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Manhattan, NY

Investment Operations Associate information

See Manhattan, NY salary details

$24.3K

$107.1K

$235.6K

How much do investment operations associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for investment operations associate in Manhattan, NY is $107,132.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,700.00 and $129,700.00 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 popular job titles related to Investment Operations Associate jobs in Manhattan, NY?

For Investment Operations Associate jobs in Manhattan, NY, the most frequently searched job titles are:

What job categories do people searching Investment Operations Associate jobs in Manhattan, NY look for?

The top searched job categories for Investment Operations Associate jobs in Manhattan, NY are:

What cities near Manhattan, NY are hiring for Investment Operations Associate jobs?

Cities near Manhattan, NY with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Manhattan, NY 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 $107,132 per year, or $51.5 per hour.

Investment Operations Associate

Northwestern Mutual

Manhattan, NY • On-site

Full-time

Posted 16 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

172nd of 315 rated insurance

Job description

The Investment Services Associate is a key member of the Portfolio Management and Investments Operations teams supporting areas including trade processes, data management, client reporting, portfolio management functions and oversight of Investment Policy violations. This position requires strong analytical skills, attention to detail, a positive professional attitude, and ability to work in a team environment.


Responsibilities

  • Process or collaborate to open/fund investment accounts and investment service requests such as funds disbursements, account transfers and trade correction requests.
  • Manage account maintenance and service requests including funds disbursements, account transfers.
  • Respond to registered representative administrative requests.
  • Process trade correction requests per approval from Agency Supervisor/Senior Investment Operations Associate.
  • Act as Liaison for FR NMIS needs, client service access, mutual fund access, and troubleshoot paperwork that is lost or processed incorrectly.
  • Compile meeting kits which include all materials needed for the approach, close, and delivery.
  • Conduct weekly status reports/summary of Financial Representatives supported.
  • Keeping appropriate notes of trade activity and handling other assigned administrative duties.
  • Interfacing with research departments, investment operations, and financial advisors.
  • Assisting the research department and investment operations when the market is closed.
  • Executing strategic asset allocation and/or investment changes.
  • Staying up to date on accounting and financial.
  • Providing administrative coordination with trading, operations, client service.
  • Overseeing Investment Policy Violations and keeping portfolios within allowable variance.
  • Processing trade corrections for both brokerage and advisory, if necessary.

      Qualifications

      • Bachelor's degree or equivalent.
      • Strong interpersonal skills and a self-motivated.
      • 1-3 years working experience.
      • SIE and Series 7 preferred (or willing to obtain within 90-days).
      • Proficient in Microsoft Suite Programs (Excel, Word, Outlook, PowerPoint).

      What Northwestern Mutual employees say

      Pay

      Benefits

      Hours and flexibility

      Workplace

      Get the full story on Breakroom

      Northwestern Mutual logo

      About Northwestern Mutual

      Sourced by ZipRecruiter

      Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

      Industry

      Finance and insurance

      Company size

      5,001 - 10,000 Employees

      Headquarters location

      Milwaukee, WI, US

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