1

Investment Operations Associate Jobs in Middleton, WI

We invest in our employees both at work and beyond. In addition to a comprehensive benefits package ... Operations Associate position. This position provides administrative and program support for CTE ...

New

Administrative Associate Director

Madison, WI · On-site

$17.75 - $22/hr

This position serves as a key operational partner responsible for administering institutional ... investments designed to support and grow SMPH's nationally recognized research portfolio. The ...

Tuition benefits eligibility - UW Health invests in your professional growth by helping pay for ... Associate's Degree in business administration or related field. Two years of relevant experience in ...

next page

Showing results 1-20

Investment Operations Associate information

See Middleton, WI salary details

$22.1K

$97.4K

$214.3K

How much do investment operations associate jobs pay per year?

As of Sep 14, 2026, the average yearly pay for investment operations associate in Middleton, WI is $97,418.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,200.00 and $117,900.00 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 cities near Middleton, WI are hiring for Investment Operations Associate jobs?

Cities near Middleton, WI with the most Investment Operations Associate job openings:

Infographic showing various Investment Operations Associate job openings in Middleton, WI as of August 2026, with employment types broken down into 78% Full Time, 19% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $97,418 per year, or $46.8 per hour.

Office Operations Associate

Madison, WI • On-site, Remote

$48K/yr

Full-time

Posted 2 days ago

New


State Of Wisconsin rating

7.9

Company rating: 7.9 out of 10

Based on 130 frontline employees who took The Breakroom Quiz


Job description

Introduction
The Department of Public Instruction (DPI) is the state agency that advances public education and libraries in Wisconsin. Our mission is to advance equitable, transformative, and sustainable educational experiences that develop learners, schools, libraries, and communities in Wisconsin. Working at DPI offers you the opportunity to build on our long-standing commitment to public education so that students are learning the skills and knowledge necessary to become contributing members of our communities.
At DPI, we are committed to creating an environment where everyone feels safe, supported, and valued. Equity and inclusion are at the core of our organizational values, which include belonging, integrity, love, humility, and honor. These values guide how we build our teams, develop our leaders, and create a culture that empowers everyone to be their authentic selves. When employees are respected and valued for who they are and staff are held accountable for demonstrating that respect to others, we believe it drives greater engagement and collaboration, ignites creativity and innovation, and fosters connection between teams and those we serve.
We invest in our employees both at work and beyond. In addition to a comprehensive benefits package, employees receive access to an Employee Assistance Program with wellness resources, two hours of paid wellness time each month, and eight hours of paid volunteer time each calendar year to support causes that matter to them. We have a team-oriented atmosphere, focus on work-life balance, and offer a flexible work schedule for this position. This YouTube video shares the benefits of working at DPI.
The Career and Technical Education (CTE) Section within the Bureau of Teaching and Learning is seeking applicants for an Office Operations Associate position. This position provides administrative and program support for CTE programs and Career and Technical Student Organizations (CTSOs), including coordinating conferences, meetings, and events; supporting day-to-day program operations; and communicating with teachers, students, and program partners. This is a unique opportunity to build relationships with CTSO state officers and leaders while supporting programs and events that directly impact middle and high school students as they explore and pursue their career pathways.
Position Summary
This position performs highly responsible administrative assistance and program support activities requiring a high degree of program knowledge and independent judgment for the Career and Technical Education (CTE) Section including: (1) program assignments in the areas of Agriculture, Food, and Natural Resources, Family and Consumer Sciences, Health Science, Marketing Management & Entrepreneurship, Business and Information Technology and Technology and Engineering; (2) related Career and Technical Student Organizations (CTSOs); and (3) one or more additional programs and/or initiatives requiring a wide range of responsibilities within the section/bureau/agency. This position exercises a significant degree of independence and latitude for decision making, critical collaboration with related staff members, strong organizational skills, effective communication skills, responsive customer service, and the ability to work effectively with diverse individuals and groups.
Key responsibilities include:
  • Providing administrative and program support for CTE programs and CTSOs.
  • Coordinating conferences, meetings, workshops, and events, including registration, logistics, materials, and on-site support.
  • Preparing, editing, proofreading, and distributing correspondence, reports, publications, and other program materials.
  • Responding to questions and providing program information to teachers, students, families, and other program partners.
  • Maintaining program records, data, electronic systems, website content, and online registration or data collection tools.
  • Supporting program financial activities, including contracts, invoices, payments, requisitions, purchasing, and related documentation.
  • Organizing and balancing multiple program assignments, priorities, and deadlines while working independently and collaboratively with CTE staff.

Salary Information
Starting salary will be $23.16 per hour (approximately $48,173 per year). For current and eligible former State employees, compensation will be set in accordance with the State Compensation Plan effective at time of hire. This position is in pay schedule 02, range 10. A one-year probationary period will be required.
Check out the excellent benefits this position offers on the Employee Trust Fund's information page . The State of Wisconsin is a qualifying employer for the federal Public Service Loan Forgiveness Program .
Job Details
Remote Work : This position allows for up to 60% remote work within the State of Wisconsin, with the expectation that the employee maintains secure, high-speed internet access. Remote work from neighboring states may be approved only in very rare and limited circumstances. Please note that remote work arrangements may be rescinded at any time based on business needs, and employees may occasionally be required to report to a Wisconsin work location on short notice.
Travel : Approximately 5% in-state travel annually, including occasional overnight travel.
Headquarters : The position is headquartered at 201 W. Washington Ave. in Madison, WI, and employees are required to report there on their first day of employment. In addition, the employee may need to report to their headquarter location as operational needs require. Reimbursement for traveling to or from the employee's headquarters is not provided (e.g., mileage, meals, parking, lodging, etc.).
Pre-hire requirements : A criminal background check will be conducted prior to an offer of hire. A tuberculosis screen will be required prior to start.
Legal authorization : Applicants must be legally entitled to work in the United States (i.e., a citizen or national of the U.S., without DPI sponsorship). The Department of Public Instruction does not sponsor visas, either at time of hire or at any later time.
Qualifications
Please address the following in your resume and/or letter of qualifications .
A minimally qualified applicant must have all the below:
  • Experience using Microsoft Office, including Word, Excel, and Outlook, for administrative or program support.
  • Experience coordinating administrative or program support activities.
  • Experience organizing and managing multiple tasks and deadlines.
  • Experience preparing or editing written materials
  • Experience responding to questions or providing information to customers, staff, or other partners.
Please note that a college degree is not required for this position.
Well-qualified applicants will also have:
  • Experience supporting a youth-focused, education, or student organization or program, such as FFA, DECA, FBLA, or similar organization.
  • Experience using web-based or digital tools for online registration, data collection, website content, or reporting.
  • Experience providing administrative or program support across multiple programs or work areas.
  • Experience coordinating conferences or events, including at least two logistics components such as registration, facilities, equipment, vendors, presenters, or on-site support.
  • Experience supporting financial or purchasing activities, such as processing invoices, payments, requisitions, or expenses.

How To Apply
For this position, please submit an updated resume and letter of qualifications. Review our Application Tips page on the DPI website for additional guidance.
Application materials will be evaluated, and the most qualified applicants will be invited to participate in the next step of the process. References will be requested from top candidates once interviews have taken place.
The State of Wisconsin offers a special program for qualified veterans with a 30% or greater service-connected disability. If you are a qualified veteran, please visit the Veterans Employment page for application instructions to be considered for the Veterans Non-Competitive Appointment program. Once you have applied, please send an email indicating your interest in being considered for the Veterans Non-Competitive Appointment program to the HR staff listed in the job posting.
The State of Wisconsin is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to providing equal employment opportunities to applicants of any race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.
We provide reasonable accommodations to qualified applicants and employees with disabilities.
Questions? Please contact the recruiter, Amanda Edl, at Amanda.edl@dpi.wi.gov.
Deadline to Apply
The deadline for this announcement is 11:59 p.m. CST on Wednesday September 23, 2026.

What State Of Wisconsin employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom