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Investment Operations Associate Jobs in Mount Pleasant, WI

Hammes Company

Investment Associate

Milwaukee, WI · On-site

Other duties as assigned by the Investment, Asset Management and Operations team. Supervisory Duties and Responsibilities The Associate will supervise a team of Financial Analysts and will be ...

Baird

Investment Products Consultant

Milwaukee, WI · On-site

Branch Network - Increase scale and productivity while ensuring branch associates have adopted ... Partner internally with Legal/Compliance, Operations, Investment Solutions, Marketing ...

UMB Financial

Alt Investments Ops Spec l

Milwaukee, WI

$44K - $65K/yr

As the Alternative Investments Operations Specialist I, you will help start the operations process ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

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All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Mount Pleasant, WI

Investment Operations Associate information

See Mount Pleasant, WI salary details

$21.2K

$93.5K

$205.6K

How much do investment operations associate jobs pay per year?

As of Aug 30, 2026, the average yearly pay for investment operations associate in Mount Pleasant, WI is $93,479.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,600.00 and $113,200.00 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 Mount Pleasant, WI are hiring for Investment Operations Associate jobs?

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

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Mount Pleasant, WI as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 13% Part Time, 1% Temporary, 3% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $93,479 per year, or $44.9 per hour.

Trade Operations Associate - Trading Services

Artisan Partners

Milwaukee, WI • On-site

Full-time

Posted 4 days ago

Job description

This role is part of Artisan Partners' Trade Operations team and supports the infrastructure, information and processes that enable our investment teams to trade globally. Trading Services responsibilities span counterparty and trading documentation administration, commission management, custody and brokerage relationships, new instruments and markets, regulatory and management reporting, and recurring market administration activities.
A key focus of the role will be serving as a central operational resource for the firm's trading relationships. The individual will develop a strong understanding of the counterparties, custodians, brokers and other providers available to each investment strategy, including how each relationship is used and the documentation and operational requirements associated with it. Working closely with Investment Teams, Trading, Legal and other internal stakeholders, this individual will help coordinate and prioritize new relationships and capabilities based on evolving investment needs.
Responsibilities
The candidate is expected to:
  • Coordinate the establishment and ongoing administration of trading relationships, including counterparties, custodians, prime brokers and clearing brokers, while maintaining a strong understanding of the legal entities, markets, instruments and services supported by each relationship
  • Serve as a central resource for counterparty information and reporting, providing visibility into existing capabilities, utilization, exposures, documentation status and outstanding requirements
  • Partner with Investment Teams and Trading to understand upcoming investment needs and help prioritize the operational work required to establish new counterparties, capabilities, instruments or markets
  • Support new investment products and trading strategies by coordinating required counterparty, custody, clearing, electronic trading, market access and operational setup, as well as ongoing market and fund vehicle administration
  • Administer the firm's commission management activities, including research targets and payments, Commission Sharing Arrangements, reconciliations and reporting, while supporting consistent soft dollar eligibility determinations
  • Administer recurring regulatory, counterparty and market reporting responsibilities, including 13H reporting, and identify opportunities to improve reporting quality and efficiency
  • Maintain strong counterparty, account and legal entity data, partnering with Technology and data teams to improve consistency, accessibility and use in reporting
  • Over time, serve as a business lead for counterparty data initiatives, translating business needs and data flows into requirements for the firm's Snowflake data environment
  • Develop a strong understanding of the front-to-back trade lifecycle across asset classes and apply that knowledge to projects, procedures, controls and automation initiatives across Trading Services and Trade Operations
Qualifications
The successful candidate will possess strong analytical skills and attention to detail. Additionally, the ideal candidate will have:
  • 5+ years of relevant investment management experience in counterparty or documentation administration, investment operations, trade support or a related function
  • Strong knowledge of institutional trading relationships and the roles of counterparties, custodians, prime brokers, clearing brokers and other trading service providers
  • Experience coordinating trading documentation and counterparty onboarding, with familiarity with documentation supporting derivatives, prime brokerage, futures, clearing, custody or execution relationships strongly preferred
  • Strong understanding of legal entities, investment fund structures, accounts, KYC and counterparty reference data
  • Knowledge of the trade lifecycle and operational infrastructure supporting multiple asset classes, including equities, fixed income, foreign exchange and derivatives
  • Strong reporting and analytical capabilities, with the ability to organize complex relationship and operational information into useful reporting and insights
  • Ability to understand data flows and translate business processes and complex relationship information into clear business requirements; experience partnering with Technology or data teams on data modeling, reporting or system initiatives preferred
  • Strong judgment, communication and organizational skills, with demonstrated ability to work across Investment Teams, Trading, Legal, Compliance, Technology and external service providers to drive work through completion
  • Experience with execution and order management systems, portfolio or investment accounting systems, security master/reference data platforms or counterparty management systems preferred
  • Proficiency with Microsoft Office applications, particularly Excel

Privacy Notice for California Applicants
Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need.
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