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Investment Operations Associate Jobs in Phoenix, AZ

Initio Capital

Investment Research Associate

Phoenix, AZ · Remote

... operations, market research, and growth-focused workstreams. THE ROLE As a Investment Research ... Associate, you will help identify promising markets, companies, products, operators, and investment ...

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Investment Operations Associate information

See Phoenix, AZ salary details

$21.8K

$96.4K

$212K

How much do investment operations associate jobs pay per year?

As of Aug 17, 2026, the average yearly pay for investment operations associate in Phoenix, AZ is $96,385.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,500.00 and $116,700.00 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 Phoenix, AZ?

The most popular types of Investment Operations jobs in Phoenix, AZ are:

What are popular job titles related to Investment Operations Associate jobs in Phoenix, AZ?

For Investment Operations Associate jobs in Phoenix, AZ, the most frequently searched job titles are:

What job categories do people searching Investment Operations Associate jobs in Phoenix, AZ look for?

The top searched job categories for Investment Operations Associate jobs in Phoenix, AZ are:

What cities near Phoenix, AZ are hiring for Investment Operations Associate jobs?

Cities near Phoenix, AZ with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Phoenix, AZ as of August 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 89% In-person, and 11% Remote job distribution, with an average salary of $96,385 per year, or $46.3 per hour.

Associate, Operational Forecasting

Oscar Health

Tempe, AZ • On-site

$91K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago

Oscar Health rating

6.9

Company rating: 6.9 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

257th of 309 rated insurance

Job description

Hi, we're Oscar. We're hiring an Operational Forecasting Associate to join our Workforce Management team.
Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves-one that behaves like a doctor in the family.
About the role:
The Operations Forecasting Associate position will execute various forecasting and planning analyses to help optimize resourcing and financial planning for production teams within Oscar.
You will report into the Associate Director, Workforce Management.
Work Location: This position is based in our Tempe, Arizona office, requiring a hybrid work schedule with 3 days of in-office work per week. Thursdays are a required in-office day for team meetings and events, while your other two office days are flexible to suit your schedule. #LI-Hybrid
Pay Transparency: The base pay for this role is: $91,659 - $120,303 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses.
Responsibilities:
  • Build and maintain detailed operational forecasts - for volumetric demand & resourcing needs - and subsequently support leadership in generating budget estimates based on the forecast
  • Work with stakeholder teams to ensure forecast models align with business objectives and changes
  • Work with data teams to source required data and refine as needed for analyses
  • Learn the business and support periodic planning discussions with business stakeholders
  • Learn and use tools and data platforms relevant to the role (such as Workday, Jira, BigQuery, Looker, etc.)
  • Use business acumen and analytical experience to work through ambiguity
  • Manage multiple concurrent tasks effectively and deliver professional & high quality work in a timely manner
  • Collaborate with team members and be a trusted advisor to leaders & stakeholders
  • Responsible for owning insights generation and follow-up for a major business unit, serving as the first point of contract for Sr. Managers, Associate Directors and Directors
  • Analyze data to support business teams in making better informed, data-driven decisions
  • Use data to tell a story that non-technical colleagues will be able to understand, including packaging and presenting findings in a clear, concise and compelling manner
  • Collaborate across the organization, including owning stakeholder relationships with managers & senior managers , to identify actions to achieve improvements and monitor initiative impact
  • Support other strategic projects as assigned to meet business needs
  • Compliance with all applicable laws and regulations
  • Other duties as assigned

Requirements:
  • 3+ years of demonstrated work in operations forecasting
  • 2+ years of demonstrated work with large datasets and distill analyses into relevant insights with a structured and systematic thought process
  • 2+ years experience in SQL, with the ability to filter, aggregate, and build CTEs, or proficiency in R or Python, including experience with Pandas, for loops, and statistical tests
  • Strong communication skills, verbal and written, around business reporting impact and requirements
  • 1+ years experience, including proficiency in Google Sheets or Excel skills, with ability to use VLookup, nested if statements and connected Sheets

Bonus points:
  • 2+ years experience in healthcare, investment banking or insurance industry
  • 2+ years experience developing dashboards and working with Looker, or other business intelligence/data visualization tools
  • 3+ years of technical work experience using analytical tools and writing analytical reports

This is an authentic Oscar Health job opportunity. Learn more about how you can safeguard yourself from recruitment fraud here.
At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives.
Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements.
Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts.
Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team (accommodations@hioscar.com) to make the need for an accommodation known.
California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

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