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Investment Operations Associate Jobs in Milwaukee, WI

Robert Half

Client Services Associate

Mequon, WI · On-site

$55K - $65K/yr

... Service Associate to support their existing business. This role will serve as a key point of ... operations experience in wealth management, retirement plan services, investment advisory, or ...

TeamLogic IT

Operations Technician

Germantown, WI · On-site

Associate's degree in Computer Science, Information Technology, or a related field, or equivalent ... Our growth isn't measured in numbers, it's an investment in aligning with the best talent If you ...

Markel International

Claims Examiner

Milwaukee, WI · On-site +1

$62K - $85K/yr

Successful completion of two years as an Associate Claims Specialist preferred. Qualifications ... investment operations around the world. We're all about people | We win together | We strive for ...

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All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Milwaukee, WI

Investment Operations Associate information

See Milwaukee, WI salary details

$21.7K

$95.6K

$210.3K

How much do investment operations associate jobs pay per year?

As of Aug 8, 2026, the average yearly pay for investment operations associate in Milwaukee, WI is $95,640.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,000.00 and $115,800.00 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 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 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 popular job titles related to Investment Operations Associate jobs in Milwaukee, WI? For Investment Operations Associate jobs in Milwaukee, WI, the most frequently searched job titles are:
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What cities near Milwaukee, WI are hiring for Investment Operations Associate jobs? Cities near Milwaukee, WI with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Milwaukee, WI as of August 2026, with employment types broken down into 83% Full Time, 13% Part Time, 1% Temporary, and 3% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $95,640 per year, or $46 per hour.

Seasonal, Operations Technical Specialist (Part Time)

H&R Block

Racine, WI • On-site

$48K - $64K/yr

Full-time

Re-posted 22 days ago

Job description

About the Role
The seasonal Operations Technical Specialist supports the operational readiness of H&R Block's seasonal tax office network. This role ensures offices are fully equipped, functional, and aligned with brand standards by providing hands-on operational, technical, and logistical support. Working closely with District Operations Coordinators (DOCs), Technology Implementation Analysts (TIAs), and field leadership, you'll play a critical role in successful office openings, daily operations, and seasonal closures.
Day to day, you'll...
  • Support the setup, opening, closure, and relocation of seasonal tax offices according to schedules and standards
  • Execute office setup activities, including planogram implementation, installation of window clings, lightboxes, and open signs, and confirmation of brand compliance
  • Perform custodial tasks to ensure offices are clean, organized, and ready for operation
  • Perform routine building maintenance such as replacing light bulbs and ceiling tiles, cleaning HVAC vents, repairing minor physical damage, resolving minor plumbing issues, and conducting minor low-voltage electrical work
  • Identify maintenance or facility issues requiring certified technicians and notify the District Operations Coordinator
  • Install, remove, and support PC hardware across multiple office locations with guidance from DOCs and TIAs
  • Troubleshoot basic hardware issues and document incidents and resolutions within the case management system
  • Deliver supplies and materials to and from office locations in a timely and organized manner
  • Maintain accurate inventory of district resources, supplies, and computer equipment
  • Maintain up-to-date technical knowledge of supported products and systems
  • Partner with district leadership and technology teams to support office readiness goals
  • Participate in required training and complete other duties as assigned

Required Qualifications
Work Experience:
  • Ability to follow direction while exercising sound judgment in a field-based environment
  • Ability to lift and move office equipment weighing up to 55 pounds or more, with or without reasonable accommodation
  • Basic technical knowledge, including experience setting up, maintaining, and troubleshooting computer hardware and office technology
  • Comfort working independently in a fast-paced, field-based, seasonal role with a flexible schedule based on business needs
  • Demonstrated organization and prioritization skills; ability to work independently and handle multiple tasks/projects simultaneously
  • Must have reliable transportation to travel between office locations as required
  • Strong problem-solving and analytical skills, with the ability to make sound decisions in a fast-paced environment
  • Strong verbal, written, and interpersonal communication skills, with the ability to interact with associates at all levels and resolve issues via chat, email, and in person
  • Working knowledge of Microsoft Outlook, Microsoft Teams, and other Microsoft Office applications

Preferred Qualifications
Work Experience:
  • Experience partnering with operations and/or technology teams
  • Exposure to inventory tracking or asset management
  • Familiarity with virtual collaboration tools

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

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