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Investment Operations Associate Jobs in Raleigh, NC

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% ...

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Investment Operations Associate information

See Raleigh, NC salary details

$21.4K

$94.4K

$207.5K

How much do investment operations associate jobs pay per year?

As of Jul 7, 2026, the average yearly pay for investment operations associate in Raleigh, NC is $94,363.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,200.00 and $114,200.00 per year, depending on experience, location, and employer.

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.

What are popular job titles related to Investment Operations Associate jobs in Raleigh, NC? For Investment Operations Associate jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Investment Operations Associate jobs in Raleigh, NC look for? The top searched job categories for Investment Operations Associate jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Investment Operations Associate jobs? Cities near Raleigh, NC with the most Investment Operations Associate job openings:
Infographic showing various Investment Operations Associate job openings in Raleigh, NC as of July 2026, with employment types broken down into 1% As Needed, 66% Full Time, 30% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $94,363 per year, or $45.4 per hour.
Investment Operations Financial Analyst I (Hybrid)

Investment Operations Financial Analyst I (Hybrid)

First Citizens Bank

Raleigh, NC • Hybrid

Full-time

Posted 4 days ago


First Citizens Bank rating

7.5

Company rating: 7.5 out of 10

Based on 104 frontline employees who took The Breakroom Quiz

89th of 144 rated banks


Job description

Overview

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_TIME

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