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Investment Operations Associate Jobs in Naperville, IL

PatientIQ

Strategy and Operations Associate

Chicago, IL · On-site +1

Headquartered in Chicago and backed by top-tier venture capital and major health system investors ... The opportunity PatientIQ is hiring a Strategy & Operations Associate to help drive the company ...

The Scion Group

Investment Associate

Chicago, IL · On-site

In addition, this role will support related investment verticals that are critical to the performance and success of Scion's operations. The Associate fosters strong cross departmental working ...

The Scion Group

Investment Associate

Chicago, IL · On-site

In addition, this role will support related investment verticals that are critical to the performance and success of Scion's operations. The Associate fosters strong cross departmental working ...

5 Legal

Investment Funds Associate

Chicago, IL

Am Law top 10 and one of the world's most elite law firms seeks a highly qualified associate to ... and operation of investment funds. Candidates with experience in M&A and other corporate ...

Advyzon

Associate Trader

Lisle, IL · On-site

$15.50 - $20.75/hr

... investment solutions and operations outsourcing to advisors. AIM was launched in 2022 as a new ... The Role: We're seeking an Associate Trader to join our growing team. This person will be ...

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All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Naperville, IL

Investment Operations Associate information

See Naperville, IL salary details

$22K

$96.9K

$213.2K

How much do investment operations associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for investment operations associate in Naperville, IL is $96,928.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,900.00 and $117,300.00 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 the most commonly searched types of Investment Operations jobs in Naperville, IL? The most popular types of Investment Operations jobs in Naperville, IL are:
What job categories do people searching Investment Operations Associate jobs in Naperville, IL look for? The top searched job categories for Investment Operations Associate jobs in Naperville, IL are:
What cities near Naperville, IL are hiring for Investment Operations Associate jobs? Cities near Naperville, IL with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Naperville, IL as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $96,928 per year, or $46.6 per hour.

Strategy and Operations Associate

PatientIQ

Chicago, IL • On-site, Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 23 days ago

Job description

About PatientIQ
PatientIQ is a fast-growing health tech company on a mission to improve patient outcomes. We partner with healthcare providers, medical device companies, and researchers to collect, analyze, and act on patient-reported outcomes data at scale - powering smarter clinical decisions and accelerating the future of value-based care.
Headquartered in Chicago and backed by top-tier venture capital and major health system investors, PatientIQ is building the largest platform for healthcare providers, industry partners, and researchers to collaborate on what matters most: helping patients get better.
The opportunity
PatientIQ is hiring a Strategy & Operations Associate to help drive the company's highest-priority strategic initiatives and strengthen the operating foundation required for our next phase of growth.
Working directly with the Chief of Staff and executive leadership team, you'll help build and scale our Strategic Program Office (SPO) - a new function responsible for governing the company's portfolio of strategic initiatives while improving how we plan, communicate, and execute across the business.
This role is ideal for a highly analytical operator who thrives in ambiguity, brings structure to complex problems, and enjoys turning strategy into execution.
What you'll do
  • Own PatientIQ's portfolio of strategic initiatives-governing the company's highest-priority work from prioritization through execution, ensuring every initiative has clear ownership, measurable outcomes, and executive visibility.
  • Lead complex cross-functional initiatives from strategy through execution, partnering across Product, Commercial, Customer Success, Engineering, Finance, and Operations to deliver measurable business results.
  • Help build and scale PatientIQ's Strategic Program Office (SPO) by establishing the governance, operating cadence, portfolio management, and accountability mechanisms that enable the company to execute at scale.
  • Partner with the Chief of Staff and executive leadership team on strategic planning, executive operating rhythms, organizational priorities, board and leadership communications, and other high-impact initiatives critical to the business.
  • Develop executive-ready analyses, recommendations, and communications that translate complex information into clear decisions, align stakeholders, and enable faster, higher-quality execution.
  • Define and measure business impact by establishing KPI frameworks, tracking strategic initiatives, surfacing risks early, and ensuring investments deliver measurable operational and commercial outcomes.
  • Champion AI-enabled ways of working by standardizing AI-powered workflows, automating manual processes, and embedding AI into how teams plan, communicate, analyze, and execute-creating meaningful leverage across the organization.
  • Drive accountability across the organization by clarifying ownership, facilitating decision-making, removing execution roadblocks, and maintaining momentum on the company's most important priorities.

What success looks like
We believe clarity drives performance. Here's what the first 90 days look like in this role:
30 days - Build strong relationships with executive stakeholders and functional leaders. Develop a deep understanding of PatientIQ's business, product, customers, strategic priorities, and operating cadence. Begin identifying opportunities to improve execution, communication, and operational efficiency. Become proficient with the company's AI tools and workflows.
60 days - Independently own one or more executive operating cadences. Lead a cross-functional strategic initiative with minimal oversight. Deliver executive-ready analyses and communications that enable faster decision-making. Begin establishing the SPO framework
90 days - Be recognized as a trusted partner to the Chief of Staff and executive team. Fully support the company's strategic initiative portfolio and executive reporting cadence. Launch the foundational components of the Strategic Program Office. Deliver measurable improvements in execution through AI-enabled workflows and standardized operating processes.
Requirements
What you bring
Required
  • 2-4 years of experience in management consulting, investment banking, private equity, corporate strategy, or business operations at a high-growth SaaS or technology company.
  • Exceptional analytical and problem-solving skills, with the ability to structure ambiguous questions, identify the most important issues, and develop clear, actionable recommendations.
  • Strong written and verbal communication skills, including experience producing concise, executive-ready materials independently.
  • Demonstrated ability to lead complex, cross-functional initiatives and drive accountability across teams without formal authority.
  • Strong business judgment-you understand when to analyze further, when to make a recommendation, and when to push an organization toward a decision.
  • Highly organized and detail-oriented, with the ability to manage multiple high-priority initiatives while maintaining a clear view of the broader business context.
  • Comfort operating in a fast-moving environment where priorities evolve, information may be incomplete, and the path forward is not always defined.
  • High ownership mindset-you do not wait for perfect direction and are comfortable building structure, defining the work, and driving it to completion.
  • Strong aptitude for AI and modern productivity tools, with an interest in using technology to improve analysis, communication, and organizational efficiency.
  • Exposure to go-to-market strategy, revenue operations, product strategy, healthcare technology, or B2B SaaS is a strong differentiator.
  • Bachelor's degree required.

Nice to have
  • Previous experience in a healthcare technology environment

Benefits
Why PatientIQ
  • Mission-driven work. We're solving a hard problem that matters - improving patient outcomes through better data. Every person here is working on something real.
  • True idea meritocracy. Great ideas win, regardless of title. We encourage every team member to challenge the status quo.
  • World-class team. You'll work alongside people who are at the top of their fields in health tech, enterprise software, and clinical science.
  • Fast-growing. We're building the largest platform for healthcare providers and industry to collaborate - and we're just getting started.
  • Great benefits. Top-notch health, dental, and vision. 401(k). Flexible PTO - we trust you to take the time you need. Professional development stipends.
  • Real ownership. This is not a role where you maintain someone else's playbook. You'll build, shape strategy, and see your impact directly.

Apply