ZipRecruiter

Log In

1

Investment Operations Associate Jobs in Provo, UT

Reefcp

Private Equity Associate, Joint Ventures

Lehi, UT · On-site

$120 - $140/hr

Built on two decades of success, our investment approach combines proven expertise with purposeful ... operational initiatives at portfolio companies * Act as the point of coordination between the ...

previous pagenext page

Showing results 21-40

All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Provo, UT

Investment Operations Associate information

See Provo, UT salary details

$21.1K

$92.9K

$204.3K

How much do investment operations associate jobs pay per year?

As of Aug 20, 2026, the average yearly pay for investment operations associate in Provo, UT is $92,912.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,200.00 and $112,500.00 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 Provo, UT look for?

The top searched job categories for Investment Operations Associate jobs in Provo, UT are:

What cities near Provo, UT are hiring for Investment Operations Associate jobs?

Cities near Provo, UT with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Provo, UT as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $92,912 per year, or $44.7 per hour.

Private Equity Associate, Joint Ventures

Reef Capital Partners

Lehi, UT • On-site

$120K - $140K/yr

Full-time

Medical, Retirement, PTO

Posted 28 days ago

Job description

Position Title: Private Equity Associate, Joint Ventures
Company: Reef Capital
Salary: $120,000-140,000+Bonus
Location: Lehi, UT; On-Site Position
About Reef:
Reef is a Utah-based vertically integrated investment and development firm founded in 2005. Reef's team is currently involved in some of the most prominent development transactions in Utah and other targeted geographies across the United States.
Built on two decades of success, our investment approach combines proven expertise with purposeful innovation. Reef's team has completed more than 500 transactions across all lines of business. In addition to our real estate investment strategy, Reef and/or affiliates own and operate various businesses that add significant long-term value to its projects. We have grown rapidly, growing from about 25 employees to well over 400, with managed assets on behalf of over 750 institutional and individual partners worldwide.
With the motto "Expect the Best," Reef's most prominent developments include Black Desert Resort, a $2 billion luxury resort in Ivins, Utah; Marcella, a luxury private golf community in Park City, Utah; Tributer Resort, Virginia's newest premier private lakeside golf destination; Cornerstone Club, a 5,000-acre residential community, private club, and resort in Telluride, Colorado; Sweetens Cove, a renowned and evolving golf destination nestled in the Tennessee Valley; and the restoration of the historic Coco Palms Resort in Wailua, on the island of Kauai, Hawaii.
Our culture is defined by a shared set of principles that guide how we think, collaborate, make decisions, and pursue success together. This mindset serves as the foundation for the five principles that define how we work together: first, we are One Reef, always prioritizing the success of the whole over individual agendas; we speak candidly and respond collaboratively; we move in solidarity once a decision is made; we take full accountability for outcomes in our domain; and we refuse to settle for anything less than extraordinary. These aren't aspirational values posted on a wall. They are the behaviors we hire for, develop, reward, and exhibit each day. Candidates who thrive at Reef bring energy, ownership, and a genuine commitment to raising the bar on everything they touch.
Position Summary:
Reef is seeking a Private Equity Associate to support the sourcing, underwriting, and management of joint venture and operating company investments across our diverse platform. This role works closely with operating partners, development partners, and internal deal teams to underwrite new opportunities and drive performance across the active JV portfolio.
Responsibilities:
  • Own day-to-day underwriting for JV and operating company deals; build and refine financial models and return sensitivities
  • Translate business plan assumptions such as revenues, expenses, and synergies with Reef into accurate financial outputs
  • Manage diligence workstreams alongside consultants and advisors; maintain issue logs and drive open items to closure
  • Draft IC memos and ensure all figures tie out to the underlying models
  • Prepare supporting schedules for term sheets, JV agreements, and closing documentation
  • Update models, track KPIs, and analyze variances against underwriting; revise business plans as needed
  • Lead weekly check-in meetings with JV operating partners
  • Track portfolio-company-level priorities and ensure execution within specified timelines
  • Update monthly portfolio review decks
  • Assist with corporate development (M&A, FP&A) and operational initiatives at portfolio companies
  • Act as the point of coordination between the Director of Private Equity and cross-functional teams on assigned JV deals
  • Build and maintain relationships with development partners, operators, and co-investors across target markets

Qualifications:
  • Bachelor's degree in finance, economics, or related field; MBA is preferred but not required
  • 2-4 years of experience in private equity roles, with a focus on joint ventures and working with operating partners
  • Strong financial modeling skills
  • Familiarity with JV legal structures and terms
  • Excellent written communication skills; comfortable producing IC-ready materials
  • Ability to manage multiple live deals and existing JV relationships simultaneously
  • A collaborative mindset with the ability to work cross-functionally

Company Benefits:
  • 401(k) Plan with Company Match
  • Generous Health Plan with HSA Match
  • Flexible Paid Time-off
  • Daily Company Lunches
  • Cell Phone Service Allowance
  • Discounts at Company-owned Resorts and Golf Courses

Apply