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Investment Operations Associate Jobs in Renton, WA

Stackline

Associate Director, Brand Operations

Seattle, WA · On-site

$140K - $160K/yr

Since November 2020, Stackline has raised $180 million in strategic investments from Goldman Sachs ... Join the Retail Operations Team as an Associate Director, Brand Operationswhere you will serve as ...

WBE TECHNOLOGIES LLC

Administrative Assistant

Renton, WA · On-site

$65K - $85K/yr

... investors, and strategic partners. Key Responsibilities Executive Support * Manage CEO calendar ... Exposure to finance, contracts, and business operations * Associate's or Bachelor's degree ...

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All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Renton, WA

Investment Operations Associate information

See Renton, WA salary details

$24.7K

$109.2K

$240.2K

How much do investment operations associate jobs pay per year?

As of Jul 10, 2026, the average yearly pay for investment operations associate in Renton, WA is $109,190.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,100.00 and $132,200.00 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 job categories do people searching Investment Operations Associate jobs in Renton, WA look for? The top searched job categories for Investment Operations Associate jobs in Renton, WA are:
What cities near Renton, WA are hiring for Investment Operations Associate jobs? Cities near Renton, WA with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Senior Investment Management Associate

Senior Investment Management Associate

Peak Trust Company

Seattle, WA • On-site

Full-time

Posted 8 days ago

Job description

Location: Las Vegas, Nevada 
Department: Investment Management
Reports to: Chief Investment Officer
Employment Type: Full-Time, In Office

Join Our Team
At Peak Trust Company, we believe exceptional client service begins with exceptional people. We are seeking a Senior Investment Management Associate to join our Investment Management team and play a critical role in supporting portfolio oversight, investment reporting, and investment operations.
This position is ideal for someone who enjoys working behind the scenes to ensure investment data is accurate, reporting is meaningful, and portfolio management processes run smoothly. You'll work closely with our Chief Investment Officer and collaborate with fiduciary, operations, and investment professionals to support high-quality investment management for our clients.
What You'll Do
As a Senior Investment Management Associate, you'll support the day-to-day operations of the Investment Management department by:
  • Monitoring portfolio allocations, cash positions, and investment activity
  • Preparing investment reporting, portfolio analytics, and performance measurements
  • Performing portfolio performance reconciliations and identifying reporting discrepancies
  • Maintaining and supporting investment management systems
  • Coordinating portfolio model updates and supporting investment technology initiatives
  • Assisting with liquidity analysis, cash flow reporting, and special investment projects
  • Supporting investment-related reporting requests from the Chief Investment Officer
  • Collaborating internally to ensure accurate investment information and reporting
  • Helping improve and document investment management processes as the department continues to grow
What We're Looking For
The ideal candidate has a strong analytical mindset, enjoys working with data, and takes pride in producing accurate, high-quality work. They are organized, naturally curious, and comfortable balancing recurring responsibilities with special projects in a collaborative team environment.
Qualified candidates will typically have:
  • A bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
  • Experience supporting investment operations, portfolio reporting, investment analytics, wealth management, trust administration, or a related financial services environment.
  • An understanding of investment products, portfolio management concepts, and performance reporting.
  • Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.
  • Experience using Microsoft Excel and other business applications to analyze data and produce meaningful reporting.
  • The ability to quickly learn investment management systems and technology platforms.
  • Excellent communication and collaboration skills with the ability to work effectively across departments.
Experience in a trust company, wealth management firm, family office, bank trust department, or registered investment advisor is beneficial, and professional designations such as CFA or CFP, or progress toward obtaining one, are valued but not required.
What Success Looks Like
Successful candidates will:
  • Produce accurate, timely investment reporting and portfolio analytics.
  • Maintain high standards of data integrity across investment systems.
  • Identify and resolve reporting discrepancies with sound judgment and attention to detail.
  • Effectively manage recurring reporting cycles and competing priorities.
  • Build collaborative relationships across departments while supporting the Investment Management team.
Why Join Peak?
At Peak Trust Company, relationships are at the heart of everything we do, with our clients, our partners, and our team.
You’ll join a collaborative, driven organization that values consistency, professionalism, and doing things the right way. We look for individuals who take pride in reliable, high-quality work and thoughtful engagement with their team.
EEO Statement:
Peak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.
In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Peak expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Employment at Peak Trust Company is at-will. An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee.
Ready to Grow With Us?
If you’re looking for a role where your attention to detail and commitment to doing things the right way truly matter, we’d love to hear from you.
Please submit your application along with your resume.

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