... associates. More information can be found at Qualifications: Bachelor's Degree and 1 years of ... years of investment operations/support experience, preferably in banking, hedge fund, or asset ...
... associates. More information can be found at Qualifications: Bachelor's Degree and 1 years of ... years of investment operations/support experience, preferably in banking, hedge fund, or asset ...
... associates. More information can be found at Qualifications: Bachelor's Degree and 1 years of ... years of investment operations/support experience, preferably in banking, hedge fund, or asset ...
... associates. More information can be found at Qualifications: Bachelor's Degree and 1 years of ... years of investment operations/support experience, preferably in banking, hedge fund, or asset ...
... Analyst I to join our Investment Operations Back Office team. This position's primary ... associates. More information can be found at
... Analyst I to join our Investment Operations Back Office team. This position's primary ... associates. More information can be found at
Tax Operations Associate
Raleigh, NC · On-site
$56K - $75K/yr
Associate or Bachelor's Degree preferred. (Finance or Accounting majors preferred) * Proficiency ... Health, dental, and vision insurance - day 1! * 401(k) savings and investment plan options with 4% ...
Tax Operations Associate
Raleigh, NC · On-site
$56K - $75K/yr
Associate or Bachelor's Degree preferred. (Finance or Accounting majors preferred) * Proficiency ... Health, dental, and vision insurance - day 1! * 401(k) savings and investment plan options with 4% ...
Tax Operations Associate
Raleigh, NC · On-site
$56K - $75K/yr
Associate or Bachelor's Degree preferred. (Finance or Accounting majors preferred) * Proficiency in ... Health, dental, and vision insurance - day 1! * 401(k) savings and investment plan options with 4% ...
Tax Operations Associate
Raleigh, NC · On-site
$56K - $75K/yr
Associate or Bachelor's Degree preferred. (Finance or Accounting majors preferred) * Proficiency in ... Health, dental, and vision insurance - day 1! * 401(k) savings and investment plan options with 4% ...
ARES) acts as the dedicated investment manager, capital solutions and corporate development partner ... This role reports to the Operations Manager and is required to be onsite 3 days a week at our ...
ARES) acts as the dedicated investment manager, capital solutions and corporate development partner ... This role reports to the Operations Manager and is required to be onsite 3 days a week at our ...
ARES) acts as the dedicated investment manager, capital solutions and corporate development partner ... Bachelor's degree or Associates degree required * Must have NC Life License - will allow 90 days to ...
ARES) acts as the dedicated investment manager, capital solutions and corporate development partner ... Bachelor's degree or Associates degree required * Must have NC Life License - will allow 90 days to ...
Reporting to the Store Manager, your role as Operations Associate is all about keeping the store ... A growing brand that invests in its people and their future. * A competitive base salary.
Reporting to the Store Manager, your role as Operations Associate is all about keeping the store ... A growing brand that invests in its people and their future. * A competitive base salary.
... investment operations. This role requires strong attention to detail and the ability to manage high-volume, time-sensitive workflows. Essential Functions: * Manage client's shared Excel cash ...
... investment operations. This role requires strong attention to detail and the ability to manage high-volume, time-sensitive workflows. Essential Functions: * Manage client's shared Excel cash ...
ARES) acts as the dedicated investment manager, capital solutions and corporate development partner ... Bachelor's degree or Associates degree required * Must have NC Life License - will allow 90 days to ...
ARES) acts as the dedicated investment manager, capital solutions and corporate development partner ... Bachelor's degree or Associates degree required * Must have NC Life License - will allow 90 days to ...
... investment operations. This role requires strong attention to detail and the ability to manage high-volume, time-sensitive workflows. Essential Functions: * Manage client's shared Excel cash ...
... investment operations. This role requires strong attention to detail and the ability to manage high-volume, time-sensitive workflows. Essential Functions: * Manage client's shared Excel cash ...
You'll be rewarded for investing in your community, celebrated for being your authentic self, and ... Wells Fargo is seeking a Branch Operations Associate Manager (LO) for our National Branch Network ...
You'll be rewarded for investing in your community, celebrated for being your authentic self, and ... Wells Fargo is seeking a Branch Operations Associate Manager (LO) for our National Branch Network ...
... investment operations. This role requires strong attention to details and the ability to manage ... Treasury Associate for accuracy and completeness Prepare and review wire templates and wire ...
... investment operations. This role requires strong attention to details and the ability to manage ... Treasury Associate for accuracy and completeness Prepare and review wire templates and wire ...
... investment operations. This role requires strong attention to details and the ability to manage ... Treasury Associate for accuracy and completeness • Prepare and review wire templates and wire ...
... investment operations. This role requires strong attention to details and the ability to manage ... Treasury Associate for accuracy and completeness • Prepare and review wire templates and wire ...
... branch operations. Associate MSOs perform routine branch duties and follow standard branch ... investment services, trust, and mortgage services) and provide referrals as needed. • Exhibit a ...
... branch operations. Associate MSOs perform routine branch duties and follow standard branch ... investment services, trust, and mortgage services) and provide referrals as needed. • Exhibit a ...
... branch operations. Associate MSOs perform routine branch duties and follow standard branch ... investment services, trust, and mortgage services) and provide referrals as needed. • Exhibit a ...
... branch operations. Associate MSOs perform routine branch duties and follow standard branch ... investment services, trust, and mortgage services) and provide referrals as needed. • Exhibit a ...
... branch operations. Associate MSRs perform routine branch duties and follow standard branch ... planning, investment services, trust, and mortgage services) and provide referrals asneeded.
... branch operations. Associate MSRs perform routine branch duties and follow standard branch ... planning, investment services, trust, and mortgage services) and provide referrals asneeded.
... branch operations. Associate MSRs perform routine branch duties and follow standard branch ... investment services, trust, and mortgage services) and provide referrals as needed. • Maintain ...
... branch operations. Associate MSRs perform routine branch duties and follow standard branch ... investment services, trust, and mortgage services) and provide referrals as needed. • Maintain ...
... branch operations. Associate MSRs perform routine branch duties and follow standard branch ... planning, investment services, trust, and mortgage services) and provide referrals asneeded.
... branch operations. Associate MSRs perform routine branch duties and follow standard branch ... planning, investment services, trust, and mortgage services) and provide referrals asneeded.
... branch operations. Associate MSRs perform routine branch duties and follow standard branch ... planning, investment services, trust, and mortgage services) and provide referrals asneeded.
... branch operations. Associate MSRs perform routine branch duties and follow standard branch ... planning, investment services, trust, and mortgage services) and provide referrals asneeded.
Investment Operations Associate information
See Raleigh, NC salary details
$21.4K - $38.3K
4% of jobs
$38.3K - $55.2K
14% of jobs
$59K is the 25th percentile. Wages below this are outliers.
$55.2K - $72.2K
32% of jobs
The median wage is $72.7K / yr.
$72.2K - $89.1K
18% of jobs
$89.1K - $106K
7% of jobs
$106.4K is the 75th percentile. Wages above this are outliers.
$106K - $122.9K
12% of jobs
$122.9K - $139.8K
9% of jobs
$139.8K - $156.8K
4% of jobs
$156.8K - $173.7K
0% of jobs
$173.7K - $190.6K
0% of jobs
$190.6K - $207.5K
0% of jobs
$21.4K
$94.4K
$207.5K
How much do investment operations associate jobs pay per year?
What is an Investment Operations Associate job?
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 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 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.

Full-time
Posted 4 days ago
First Citizens Bank rating
7.5
Based on 104 frontline employees who took The Breakroom Quiz
89th of 144 rated banks
Job description
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.
We are currently seeking a highly analytical and detail oriented Financial Analyst I to join our Investment Operations Back Office team. This position’s primary responsibility is to provide daily trade support for First Citizen’s Corporate Treasury and capital markets trading desks. The successful candidate with interact across all levels of the bank within accounting, technology, risk, audit, and trading teams across a multitude of products.
Responsibilities
Responsibilities and essential job functions include but are not limited to the following:
- Trade Lifecycle: support the lifecycle of the Bank’s investment and debt funding activities from confirmations to settlements to corporate actions
- Business support: oversee all daily trading activity (including fixed income, debt, equity, foreign exchange, and swaps) is correctly confirmed and settled
- Provide operational support and servicing for the bank’s multibillion client derivative portfolio
- Reconciliation: perform daily reconciliations of trade and positions against third parties; proactively handle and resolve any break resolutions.
- Build an in-depth understanding of various trading products, securities, and processes from both a financial and operational perspective
- Contribute to various strategic initiatives to improve processes, automate workflows, and system conversions for the trading portfolios
- Provide support for internal and external audit on workflows and sample testing
Qualifications
Bachelor's Degree and 1 years of experience in Finance or Analytics OR High School Diploma or GED and 5 years of experience in Finance or Analytics
Preferred Qualifications:
- 1-3 years of investment operations/support experience, preferably in banking, hedge fund, or asset management is a plus
- General knowledge of and familiarity with financial instruments (i.e. fixed income, equity, foreign exchange, derivatives, and cryptocurrencies) and it’s life cycle
- Ability to communicate professionally and effectively
- Ability to work both collaboratively and independently
- Highly self-motivated with emphasis on organizational skills and ability to multi-task
- The candidate must be personable and able to interact well with portfolio managers, traders, clients, and 3rdparties
- Knowledge of Murex, Aladdin, Chatham, Clearwater, Finastra Fusion CMS, MarkitWire, and Bloomberg a plus
- Proficient in Microsoft Excel, Word, and PowerPoint skills
#LI-JB1
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
Qualifications:Bachelor's Degree and 1 years of experience in Finance or Analytics OR High School Diploma or GED and 5 years of experience in Finance or Analytics
Preferred Qualifications:
- 1-3 years of investment operations/support experience, preferably in banking, hedge fund, or asset management is a plus
- General knowledge of and familiarity with financial instruments (i.e. fixed income, equity, foreign exchange, derivatives, and cryptocurrencies) and it’s life cycle
- Ability to communicate professionally and effectively
- Ability to work both collaboratively and independently
- Highly self-motivated with emphasis on organizational skills and ability to multi-task
- The candidate must be personable and able to interact well with portfolio managers, traders, clients, and 3rdparties
- Knowledge of Murex, Aladdin, Chatham, Clearwater, Finastra Fusion CMS, MarkitWire, and Bloomberg a plus
- Proficient in Microsoft Excel, Word, and PowerPoint skills
#LI-JB1
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
Education:UNAVAILABLEEmployment Type: FULL_TIMEWhat First Citizens Bank employees say
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