ZipRecruiter

Log In

1

Investment Operations Associate Jobs in Philadelphia, PA

Stifel

Trust Operations Associate

Greenville, DE · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are a global wealth management and investment banking firm serious about innovation and fresh ... operations associates, among hundreds more. Let's talk about how you can find your place here at ...

Stifel

Trust Operations Associate

Greenville, DE · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are a global wealth management and investment banking firm serious about innovation and fresh ... operations associates, among hundreds more. Let's talk about how you can find your place here at ...

Aegon

Head of Operations - WFG

Philadelphia, PA

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our insurance, retirement, and investment solutions help people make the most of what's important ... Own the operational performance framework, including service levels, key metrics, capacity planning ...

Hamilton Lane

Associate, Treasury

Conshohocken, PA · On-site

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

Hamilton Lane is seeking an Associate to join our Treasury team, supporting critical functions across investment execution, cash management, evergreen fund operations, and tax processing. This role ...

next page

Showing results 1-20

All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Philadelphia, PA

Investment Operations Associate information

See Philadelphia, PA salary details

$22.2K

$98K

$215.4K

How much do investment operations associate jobs pay per year?

As of Aug 13, 2026, the average yearly pay for investment operations associate in Philadelphia, PA is $97,955.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,600.00 and $118,600.00 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 Philadelphia, PA? The most popular types of Investment Operations jobs in Philadelphia, PA are:
What are popular job titles related to Investment Operations Associate jobs in Philadelphia, PA? For Investment Operations Associate jobs in Philadelphia, PA, the most frequently searched job titles are:
What job categories do people searching Investment Operations Associate jobs in Philadelphia, PA look for? The top searched job categories for Investment Operations Associate jobs in Philadelphia, PA are:
What cities near Philadelphia, PA are hiring for Investment Operations Associate jobs? Cities near Philadelphia, PA with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Philadelphia, PA 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 $97,955 per year, or $47.1 per hour.

Associate, Investment Operations

Vestwell

King Of Prussia, PA • Hybrid

$60K - $75K/yr

Full-time

Re-posted 26 days ago

Job description

Who Are We Looking For?

We are seeking an enthusiastic and highly organized professional to join our Investment Operations team as an Operations Associate. This person will be responsible for coordinating the setup of investment products and programs with our partner custodians, advisors, fund/insurance companies, and investment managers. They will be responsible for managing internal and external communications around investments with various stakeholders including clients, vendors, and partners.

While primarily operational in nature, our team sits at a unique intersection of clients, operations, and strategy, and the role reflects this multifaceted nature. The job requires keen attention to detail and ability to track multiple projects and communicate with 3rd parties across multiple platforms. 

What Will You Be Doing?

In this position you'll be responsible for a number of items, as it pertains to the investment management operational oversight and implementation. The job responsibilities will include but are not limited to:

  • Partnering with our plan sales and implementations teams to vet and implement the investment options for plans being brought onto the Vestwell platform; this includes both cost and asset class coverage analysis
  • Coordinating with our custody partners to ensure a seamless new plan onboarding process 
  • Liaising with Fund and Insurance companies to ensure appropriate processes are in place for making funds available within plans  
  • Working with 3rd party investment managers and advisors to define onboarding and ongoing requirements
  • Ensuring investment options are in sync with the respective programs
  • Ensuring investment performance and fact sheets are updated regularly
  • Participate in key quality assurance processes

Requirements

The Necessities

  • 1+ year of experience in a Financial Services, or related industry
  • The ability to understand the "big picture" and the importance of the team's role in the overall process
  • Excellent communication skills across internal stakeholders and external partner groups
  • Passion for learning and applying new concepts, and bridging information where continued process-development is key 
  • The ability to self-manage around tight deadlines in a fast-paced environment while ensuring the integrity and accuracy of the details
  • Strong technical proficiency using Excel and process management tools

The Extras

  • Intermediate SQL skills
  • Previous experience within financial services, with a focus on investment operations and fund implementation

This role will be based in our King of Prussia office, and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is $60K - $75K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

Apply