ZipRecruiter

Log In

1

Investment Operations Associate Jobs in Portage, MI

SpartanNash Company

Cash Office Associate

Vicksburg, MI · On-site

This role is responsible to perform all phases of the store's cash office operations in an accurate ... SpartanNash is an Equal Opportunity Employer that invests in Associate development, recognizes and ...

Do it Best

Sales Associate - Building Construction

Sturgis, MI · On-site

$13 - $17.50/hr

... why we invest in them accordingly-providing training, growth opportunities, and a path for ... operations, and maintaining a clean, organized, and efficient sales floor. Sales Associates strive ...

next page

Showing results 1-20

All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Portage, MI

Investment Operations Associate information

See Portage, MI salary details

$20.7K

$91.1K

$200.5K

How much do investment operations associate jobs pay per year?

As of Aug 26, 2026, the average yearly pay for investment operations associate in Portage, MI is $91,144.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,000.00 and $110,300.00 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 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 job categories do people searching Investment Operations Associate jobs in Portage, MI look for?

The top searched job categories for Investment Operations Associate jobs in Portage, MI are:

What cities near Portage, MI are hiring for Investment Operations Associate jobs?

Cities near Portage, MI with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Portage, MI as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $91,144 per year, or $43.8 per hour.

Wealth Management Operations - Client Services Support

Kalamazoo, MI • On-site

Plantemoran
Accounting Services • 1 - 5K employees

9.1

Company rating: 9.1 out of 10

Based on 14 frontline employees who took The Breakroom Quiz

3rd of 23 rated bookkeepers and accountants

People enjoy working here

Good employer

Recommended by parents

Learn more about Plantemoranexternal

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 28 days ago

Job description

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Your role.

Your work will include, but not be limited to:

  • Client Services Administration
    • Deliver superior client service
    • Serve as a liaison between internal staff, custodian, and others as needed
    • Preparation of new account paperwork
    • Preparation of paperwork for account changes
    • Preparation of account transfer paperwork and verification of asset transfer eligibility
    • Ensure timely completion of account transfers and other paperwork processing
    • Frequent communication with custodians and internal staff
    • Monitor and follow up on alerts
    • Identify and communicate client service opportunities to internal professionals
    • Assist with money movement activities
  • General
    • Adhere to PMFA policies and procedures
    • Develop, document, and/or maintain process policies and procedures for department
    • Frequent interaction with internal and external professionals
    • Cross train and back up to other team members roles in operations
    • Assist in testing and roll out of system upgrades, system integration and new technology
    • Coordinate workload with other team members
    • Review agreements and be familiar with terms to ensure paperwork is in compliance
    • Self-review of tasks performed, including client deliverables
    • Manage and prioritize tasks and workflows
    • Serve as a liaison between advisors and the broader PMFA operations team
    • Field questions related to client data, reports, or any items as a result of work
    • Research and resolve issues related to client information
The qualifications.
  • 2+ years administrative or investment industry experience required
  • High School diploma or GED equivalent is required
  • Client service orientation combined with creative problem-solving skills
  • Strong written and oral communication skills
  • Ability to work effectively as part of a team, yet function well with independent responsibilities; ability to successfully interact with clients and other professionals to effectively deliver quality professional services to clients
  • Ability to thrive in a challenging and fast-paced environment characterized by interruptions and multiple demands with strict deadlines; high stress tolerance

This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week.

What makes us different?

On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities.At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So,what are you waiting for? Apply now.

Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.Plante Moran is an Equal Opportunity Employer.

Plante Moran maintains a drug-free workplace.

Interestedapplicantsmust submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.

The specific statements above are not intended to be all-inclusive.

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.

The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review theposition description for theapplicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.

Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

The compensation range for this role in CO, IL, OH, and MA is: $24.95 - $33.87

#LI-CB1

#LI-Hybrid

This application window is a good-faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.

Plante Moran logo

About Plante Moran

Sourced by ZipRecruiter

Plante Moran is one of the leading and most acknowledged certified public accounting firms, based in Southfield, MI, United States. Operating under a umbrella of industries including professional services, tax services, and consulting services, it was founded by Elorion Plante in 1924 and Frank Moran in 1950. The company’s mission is centered on the belief that they can make a remarkable difference for their clients, staff, and communities. As testament to its quality work and reputation, Plante Moran has received several accolades, including being consistently named as one of Fortune magazine's "100 Best Companies to Work For."

Industry

Accounting services

Company size

1,001 - 5,000 Employees

Headquarters location

Southfield, MI, US

Social media

FacebookTwitter

View All Plante Moran Jobs

What Plante Moran employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply