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Investment Operations Associate Jobs in Pittsburgh, PA

In everything we do, we aim to champion our employees and bring value to our customers, investors ... Associate Degree in a technical field desirable. * Must successfully complete the Operations ...

In everything we do, we aim to champion our employees and bring value to our customers, investors ... Associate Degree in a technical field desirable. * Must successfully complete the Operations ...

In everything we do, we aim to champion our employees and bring value to our customers, investors ... Associate Degree in a technical field desirable. * Must successfully complete the Operations ...

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Investment Operations Associate information

See Pittsburgh, PA salary details

$21.4K

$94.2K

$207.3K

How much do investment operations associate jobs pay per year?

As of Sep 3, 2026, the average yearly pay for investment operations associate in Pittsburgh, PA is $94,237.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,100.00 and $114,100.00 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 popular job titles related to Investment Operations Associate jobs in Pittsburgh, PA?

For Investment Operations Associate jobs in Pittsburgh, PA, the most frequently searched job titles are:

What job categories do people searching Investment Operations Associate jobs in Pittsburgh, PA look for?

The top searched job categories for Investment Operations Associate jobs in Pittsburgh, PA are:

What cities near Pittsburgh, PA are hiring for Investment Operations Associate jobs?

Cities near Pittsburgh, PA with the most Investment Operations Associate job openings:

Infographic showing various Investment Operations Associate job openings in Pittsburgh, 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 $94,237 per year, or $45.3 per hour.

Investment Operations Associate

Precision Recruiting Solutions Group

Pittsburgh, PA • Hybrid

$90K - $110K/yr

Full-time

Posted yesterday

New


Job description



Position Type: Direct Hire/Full-Time

Workplace Type: On-Site (1 Day per Week Remote option) - Pittsburgh, PA


The Operations Associate supports the management of a multi-billion-dollar institutional investment portfolio, providing critical operational, reporting, and analytical support to leadership. This role is responsible for investment manager onboarding, portfolio accounting and financial reporting, investment analytics, operational due diligence, and regulatory support. The position plays a key role in maintaining accurate portfolio records, ensuring operational efficiency, and supporting investment oversight within a collaborative, high-performance environment.

Primary Responsibilities: 

  • Reviewing investment valuations and transactions
  • Preparing portfolio analytics and dashboards
  • Tracking private equity portfolio data
  • Supporting audit and tax processes,
  • Assisting with AI integration initiatives. 


Qualifications:

  • Bachelor's degree in Business, Accounting, Economics, or Finance; CPA preferred
  • 5+ years of finance, accounting, auditing, or investment operations experience
  • Knowledge of financial reporting, internal controls, GAAP, and IFRS
  • Advanced Excel and data analysis skills
  • Strong organizational, communication, and problem-solving abilities
  • Experience with investment operations platforms and reporting tools is a plus