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Investment Operations Associate Jobs in Raleigh, NC

GFL Environmental

Operations Supervisor

Garner, NC · On-site

At GFL our goal is to invest in our people and provide opportunities to grow for life! Our ... Associates or Bachelor's degree preferred. Prior experience in the waste industry or transportation ...

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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:
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What cities near Raleigh, NC are hiring for Investment Operations Associate jobs? Cities near Raleigh, NC with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
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.
Business Analyst - Wealth Leadership Support & Operations

Business Analyst - Wealth Leadership Support & Operations

First Citizens Bank

Raleigh, NC • On-site

Full-time

Posted 3 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
Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals. Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused on relationships, trust, and long-term impact.
The Business Analyst provides operational, administrative, and reporting support to Wealth Management leadership and business teams. This role serves as a key coordinator for leadership activities, business operations, events, onboarding, reporting, and communications. The position helps ensure efficient execution of departmental initiatives through organization, collaboration, project coordination, reporting support, and process management. The ideal candidate is highly organized, detail-oriented, and capable of managing multiple priorities while supporting a fast-paced Wealth Managment leadership team.
#LI-MP1
Responsibilities
Leadership & Business Support
  • Supports Wealth Management leadership through meeting coordination, agenda preparation, note-taking, action item tracking, and follow-up activities.
  • Prepares presentations, reports, and communication materials for leadership meetings, team calls, and business reviews.
  • Provides administrative and operational support, including calendar coordination, meeting scheduling, travel arrangements, and logistical planning.
  • Serves as a liaison across business teams to facilitate communication, information sharing, and execution of key initiatives.
  • Maintains department trackers, documentation, and shared resources to support ongoing business operations.

Operational Coordination
  • Supports day-to-day business operations by responding to requests, coordinating activities, and identifying opportunities to improve processes and efficiencies.
  • Coordinates office administration activities including facilities requests, vendor management, supplies, mail distribution, and workplace communications.
  • Oversees management of client meeting and conference spaces, ensuring readiness for meetings and events.
  • Assists with technology and facilities coordination to support associates and business operations.

Event Planning & Execution
  • Coordinates internal and external meetings, client events, leadership events, and business functions.
  • Manages event logistics including venue coordination, catering, attendee tracking, invitations, conference room reservations, and audiovisual setup.
  • Maintains event calendars, attendance records, and supporting documentation.
  • Partners with internal stakeholders and external vendors to ensure successful event execution.

Onboarding & Associate Support
  • Coordinates onboarding activities for new associates, including requisition support, workspace preparation, equipment and access requests, and orientation planning.
  • Maintains onboarding documentation and checklists to ensure a consistent associate experience.
  • Serves as a resource for new team members and assists with training and onboarding activities as needed.

Reporting & Business Administration
  • Maintains operational reports, trackers, and business records to support leadership decision-making and departmental objectives.
  • Coordinates recurring business reporting activities, including data collection, verification, updates, and distribution.
  • Supports compensation, client onboarding, referral tracking, account maintenance, and other business administration processes.
  • Prepares summaries, updates, and presentation materials for leadership review and business planning purposes.

Qualifications
Bachelor's Degree and 3 years of experience in System Support or Analytics OR High School Diploma or GED and 7 years of experience in System Support or Analytics
Preferred Skills:
  • Strong organizational and project coordination skills.
  • Experience supporting executives, business leaders, or senior management teams within the financial services industry.
  • Exceptional attention to detail and follow-through.
  • Ability to manage multiple priorities and deadlines simultaneously.
  • Strong written and verbal communication skills.
  • Proficiency with Microsoft Office applications, particularly Outlook, Excel, PowerPoint, and Teams.
  • Ability to work independently while collaborating effectively across teams.
  • Strong customer service and relationship management skills.

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.

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