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Investment Operations Associate Jobs in Portland, ME

Unitil

Operations Services Associate

Portland, ME · On-site

Unitil is an investor-owned public utility proudly serving Maine, Massachusetts and New Hampshire ... Position Purpose Provide quality service and a full range of administrative and operations support ...

CoWorx Staffing

Manufacturing Associate

Kennebunk, ME · On-site

$19 - $20/hr

This role supports production quality through hands-on processing and safe equipment operation ... By continuously investing in its team and processes, CoWorx is raising the standards of ...

KnitWell Group

Sales Associate

South Portland, ME · On-site

$14.50 - $19.50/hr

... operational controls, asset protection, safety, and merchandise presentation. * Lives Company ... Actively invests in personal growth and development * Demonstrates respect and openness for ...

T-Mobile

Mobile Associate - Retail Sales

Westbrook, ME · On-site

$20/hr

At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Job Overview This role supports retail operations by engaging customers and facilitating their ...

T-Mobile

Mobile Associate - Retail Sales

Auburn, ME · On-site

$20/hr

At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Job Overview This role supports retail operations by engaging customers and facilitating their ...

cumberlandfarmsinc

Retail Sales Associate

Westbrook, ME · On-site

$15.25 - $17.50/hr

As a Retail Sales Associate, you will support the manager in day to day operations. You will be ... We're proud to offer a variety of financial and non-financial benefits that invest in your overall ...

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Showing results 1-20

All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Portland, ME

Investment Operations Associate information

See Portland, ME salary details

$22.3K

$98.3K

$216.1K

How much do investment operations associate jobs pay per year?

As of Aug 21, 2026, the average yearly pay for investment operations associate in Portland, ME is $98,252.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,800.00 and $118,900.00 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 Portland, ME look for?

The top searched job categories for Investment Operations Associate jobs in Portland, ME are:

What cities near Portland, ME are hiring for Investment Operations Associate jobs?

Cities near Portland, ME with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Portland, ME as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 13% 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 $98,252 per year, or $47.2 per hour.

Client Service - Associate - Boston, MA

National Guard Employment Network

Brunswick, ME • On-site

$14.75 - $20.50/hr

Other

Posted 18 days ago

Job description


ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. All positions are onsite, unless otherwise stated.
Job Description:
Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences.
As an Associate I in Investment Middle Office Services - Client Operations, your key responsibility will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients. You will deal with all stages of the lifecycle for each product, from broker matching to management of the client's custodial network, lifecycle events, ensuring timely settlement of trades and cash, management of claims and overdrafts, client/regulatory reporting and input into the production of our Investment Book of Record delivery (IBOR).
Ultimately, your key responsibility within the IMOS team will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients.
Job Responsibilities:
  • Provide comprehensive client service by addressing inquiries, processing transactions, and troubleshooting issues, utilizing your proficiency in strategic planning and digital literacy.
  • Contribute to the change management process, assisting in strategic communications and stakeholder impact mitigation to ensure smooth transitions during operational changes.
  • Utilize your knowledge of market products to provide informed advice to clients, maintaining an understanding of current industry practices and regulations.
  • Participate in the development and implementation of process automation initiatives, applying systems architecture and automation technologies to optimize service delivery.
  • Be a point of contact within the Global/Regional IMOS team for a client, or clients, and internal partners to build strong relationships in order to support key interactions and continued premier service delivery
  • Take ownership and/or oversight of the various components of the daily operational activities essential to the construction and delivery of middle office services
  • Be a communication source for escalation of issues, service updates, and progress updates for the Client or across internal partners.
  • Seek opportunities and take ownership of initiatives to improve service levels and improved efficiency for J.P. Morgan and the Client
  • Build solid and interactive internal relationships with our global operations partners, client service and other products, including Front Office, Performance & Risk, and Compliance teams
  • Have the ability to work cross functionally with technology, service, product and other operations teams to manage the entire IBOR service delivery
  • Provide oversight and ownership of the IBOR, Reconciliations and transaction lifecycle management

Additional Qualifications/Responsibilities
Required Qualifications, Capabilities, and Skills:
  • 3+ years of experience or equivalent expertise in a client service role within a financial institution.
  • Excellent influencing, negotiation, and communication skills, with the ability to develop and maintain collaborative relationships.
  • Experience in change management, with the ability to facilitate strategic communications and mitigate stakeholder impact.
  • Proficiency in digital literacy, with a willingness to understand and implement new/emerging technologies that impact business operations.
  • Excellent client facing skills & communication style, comfortable dealing with key clients
  • Understanding of investment Operations, Trade Services, IBOR, Recon.
  • Attested track record of successfully working to deadlines, with accountability and responsibility for independent workload
  • Excellent problem solving skills to identify, understand and address operational and technical issues
  • Strong communication skills, both written and verbal, including the ability to develop relationships across the various stakeholders including senior business executives
  • Ability to be flexible, follow and meet tight deadlines, organize and prioritize work and meet the clients expectations
  • Self-starter with ability to learn quickly
Preferred Qualifications, Capabilities, and Skills:
  • Ability to analyze a process and recommend ways to improve quality, control, and efficiency.
  • Drive continuous improvement initiatives for high-quality client experiences.
  • Experience in client-facing roles working across multiple business areas and/or functions to deliver results.
  • Analytical, problem-solving, critical thinking, and decision-making skills, with the ability to work independently and multi-task in a fast-paced environment.

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