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Investment Operations Associate Jobs in Philadelphia, PA

Stifel

Trust Operations Associate

Greenville, DE · On-site

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

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

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 ...

ADP

Senior Investment Data Analyst

Wilmington, DE · On-site

$83K - $105K/yr

Audit & Operational Support. You'll support internal and external audits, assist leadership on ... We encourage our associates to listen, stay agile, and learn from mistakes. * Act like an owner ...

ADP

Senior Investment Data Analyst

Wilmington, DE · Hybrid

$83K - $105K/yr

Audit & Operational Support. You'll support internal and external audits, assist leadership on ... We encourage our associates to listen, stay agile, and learn from mistakes. * Act like an owner ...

Socket.dev

Senior Investment Data Analyst

Wilmington, DE · On-site

$95 - $130/hr

Audit & Operational Support. You'll support internal and external audits, assist leadership on ... We encourage our associates to listen, stay agile, and learn from mistakes. * Act like an owner ...

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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 30, 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 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 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 1% As Needed, 82% Full Time, 12% Part Time, 1% Temporary, 3% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $92,775 per year, or $44.6 per hour.

Fund & Investment Operations Analyst, Senior Associate

Malvern, PA • On-site

Vangard, Inc.
Convention and Trade Show Organizers • 11 - 50 employees
Learn more about Vangard, Inc.external

Full-time

Posted 16 days ago

Job description

Fund & Investment Operations Analyst, Senior Associate

Location: Malvern, PA- Hybrid Role

Looking for your next opportunity within Vanguard? Well look no further! The Fund & Investment Operations Analyst, Senior Associate role on the Derivatives & Collateral Management team may be the perfect next step.

As part of Vanguard's Middle Office organization, our team plays a critical role in protecting Vanguard funds by ensuring appropriate collateral is exchanged with some of the world's largest financial institutions. We serve as a key control point between our investment, trading, and external counterparties, helping to mitigate risk and support the firm's derivatives activity.

This position offers a unique opportunity to gain exposure to financial markets, derivatives, risk management, and investment operations while working in a collaborative environment. You'll have the chance to drive process improvements, partner with internal and external stakeholders, and develop expertise in a specialized area that directly supports Vanguard's investment business.

What You'll Do

  • Manage daily collateral operations and relationships with assigned broker-dealers and custodians.
  • Investigate and resolve operational breaks, reconciliation differences, and complex exceptions.
  • Lead and support process improvement initiatives that enhance efficiency, controls, and risk management.
  • Partner with internal teams and external organizations to resolve issues and ensure seamless operations.
  • Serve as a subject matter expert and help strengthen procedures, controls, and team knowledge.

Who May Be Interested

This opportunity may be a great fit for someone who:

  • Enjoys solving complex problems and taking ownership of outcomes.
  • Wants to deepen their understanding of derivatives, collateral management, middle office functions, and the broader financial markets.
  • Thrives in a collaborative environment and enjoys working with partners across teams and global markets while managing their own responsibilities.
  • Is interested in financial markets and wants to build a strong foundation for a long-term career in the investment industry.

Qualifications

  • Minimum of 2 years of related work experience
  • Undergraduate degree or equivalent combination of training and experience. Accounting, Finance, Economics, or Business-related degree preferred
  • Experience with derivatives and/or collateral management is preferred but not required
  • Strong analytical, problem-solving, and communication skills

This role is designated as a Fund Access Person position and is subject to applicable trading restrictions and requirements.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission-we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

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