The Associate Director, Client Operations will be part of a growing Client Operations team on a ... Collaborate with Analytics, Strategy and Investment peers on account-specific requests * Handle ...
The Associate Director, Client Operations will be part of a growing Client Operations team on a ... Collaborate with Analytics, Strategy and Investment peers on account-specific requests * Handle ...
The Associate Director, Client Operations will be part of a growing Client Operations team on a ... Collaborate with Analytics, Strategy and Investment peers on account-specific requests * Handle ...
The Associate Director, Client Operations will be part of a growing Client Operations team on a ... Collaborate with Analytics, Strategy and Investment peers on account-specific requests * Handle ...
Senior Associate, Operations
Bloomfield, MI · On-site
$80K - $90K/yr
Azimuth Capital Management (ACM) is an investment management and advisory firm headquartered in ... The candidate will work specifically with the firm's operations team along with the rest of the ...
Senior Associate, Operations
Bloomfield, MI · On-site
$80K - $90K/yr
Azimuth Capital Management (ACM) is an investment management and advisory firm headquartered in ... The candidate will work specifically with the firm's operations team along with the rest of the ...
Senior Associate, Operations
Bloomfield Hills, MI · Hybrid
$80K - $90K/yr
Azimuth Capital Management (ACM) is an investment management and advisory firm headquartered in ... The candidate will work specifically with the firm's operations team along with the rest of the ...
Senior Associate, Operations
Bloomfield Hills, MI · Hybrid
$80K - $90K/yr
Azimuth Capital Management (ACM) is an investment management and advisory firm headquartered in ... The candidate will work specifically with the firm's operations team along with the rest of the ...
Operations Manager
$100K - $120K/yr
Operations Manager Ferhadson and Associates | Troy, MI | Full-Time Ferhadson and Associates, an ... Familiarity with financial planning, investment operations, or Ameriprise systems is a plus ...
Operations Manager
$100K - $120K/yr
Operations Manager Ferhadson and Associates | Troy, MI | Full-Time Ferhadson and Associates, an ... Familiarity with financial planning, investment operations, or Ameriprise systems is a plus ...
Operations Manager
$100K - $120K/yr
Operations Manager Ferhadson and Associates | Troy, MI | Full-Time Ferhadson and Associates, an ... Familiarity with financial planning, investment operations, or Ameriprise systems is a plus ...
Operations Manager
$100K - $120K/yr
Operations Manager Ferhadson and Associates | Troy, MI | Full-Time Ferhadson and Associates, an ... Familiarity with financial planning, investment operations, or Ameriprise systems is a plus ...
Operations Manager
Troy, MI · On-site
$100K - $120K/yr
Operations Manager Ferhadson and Associates | Troy, MI | Full-Time Ferhadson and Associates, an ... Familiarity with financial planning, investment operations, or Ameriprise systems is a plus ...
Operations Manager
Troy, MI · On-site
$100K - $120K/yr
Operations Manager Ferhadson and Associates | Troy, MI | Full-Time Ferhadson and Associates, an ... Familiarity with financial planning, investment operations, or Ameriprise systems is a plus ...
Operations Manager
$100K - $120K/yr
Operations Manager Ferhadson and Associates | Troy, MI | Full-Time Ferhadson and Associates, an ... Familiarity with financial planning, investment operations, or Ameriprise systems is a plus ...
Operations Manager
$100K - $120K/yr
Operations Manager Ferhadson and Associates | Troy, MI | Full-Time Ferhadson and Associates, an ... Familiarity with financial planning, investment operations, or Ameriprise systems is a plus ...
Operations Manager
$100K - $120K/yr
Operations Manager Ferhadson and Associates | Troy, MI | Full-Time Ferhadson and Associates, an ... Familiarity with financial planning, investment operations, or Ameriprise systems is a plus ...
Operations Manager
$100K - $120K/yr
Operations Manager Ferhadson and Associates | Troy, MI | Full-Time Ferhadson and Associates, an ... Familiarity with financial planning, investment operations, or Ameriprise systems is a plus ...
Investment concepts, practices and procedures used in the industry ... Principles of estate planning, trusts and securities industry operations. * Financial markets and ...
Investment concepts, practices and procedures used in the industry ... Principles of estate planning, trusts and securities industry operations. * Financial markets and ...
Investment concepts, practices and procedures used in the industry ... Principles of estate planning, trusts and securities industry operations. * Financial markets and ...
Investment concepts, practices and procedures used in the industry ... Principles of estate planning, trusts and securities industry operations. * Financial markets and ...
Description Alvarez & Marsal Private Equity Performance Improvement Associate: Operations ... investment and quantify potential EBITDA improvement plans for the buyer and seller. The PEPI ...
Description Alvarez & Marsal Private Equity Performance Improvement Associate: Operations ... investment and quantify potential EBITDA improvement plans for the buyer and seller. The PEPI ...
Description Alvarez & Marsal Private Equity Performance Improvement Associate: Operations ... investment and quantify potential EBITDA improvement plans for the buyer and seller. The PEPI ...
Description Alvarez & Marsal Private Equity Performance Improvement Associate: Operations ... investment and quantify potential EBITDA improvement plans for the buyer and seller. The PEPI ...
Description Alvarez & Marsal Private Equity Performance Improvement Senior Associate: Operations ... investment and quantify potential EBITDA improvement plans for the buyer and seller. The PEPI ...
Description Alvarez & Marsal Private Equity Performance Improvement Senior Associate: Operations ... investment and quantify potential EBITDA improvement plans for the buyer and seller. The PEPI ...
Description Alvarez & Marsal Private Equity Performance Improvement Senior Associate: Operations ... investment and quantify potential EBITDA improvement plans for the buyer and seller. The PEPI ...
Description Alvarez & Marsal Private Equity Performance Improvement Senior Associate: Operations ... investment and quantify potential EBITDA improvement plans for the buyer and seller. The PEPI ...
Doeren Mayhew Capital Advisors is seeking a Senior Associate to join our team. The investment ... to-day operations. * Ensuring first-rate deliverables for internal and external end-users.
Doeren Mayhew Capital Advisors is seeking a Senior Associate to join our team. The investment ... to-day operations. * Ensuring first-rate deliverables for internal and external end-users.
Doeren Mayhew Capital Advisors is seeking a Senior Associate to join our team. The investment ... to-day operations. * Ensuring first-rate deliverables for internal and external end-users.
Doeren Mayhew Capital Advisors is seeking a Senior Associate to join our team. The investment ... to-day operations. * Ensuring first-rate deliverables for internal and external end-users.
Associate - Birmingham
Birmingham, MI · On-site
Overview The Associate role is a great place to begin your career in the continuously evolving ... Investment/Operations departments, basic programs like PowerPoint & Excel, and topline business ...
Associate - Birmingham
Birmingham, MI · On-site
Overview The Associate role is a great place to begin your career in the continuously evolving ... Investment/Operations departments, basic programs like PowerPoint & Excel, and topline business ...
Overview The Associate role is a great place to begin your career in the continuously evolving ... Investment/Operations departments, basic programs like PowerPoint & Excel, and topline business ...
Overview The Associate role is a great place to begin your career in the continuously evolving ... Investment/Operations departments, basic programs like PowerPoint & Excel, and topline business ...
Serve as a liaison between advisors and broader PMFA operations team * Field questions related to ... Previous administrative or investment industry experience preferred. * Client service orientation ...
Serve as a liaison between advisors and broader PMFA operations team * Field questions related to ... Previous administrative or investment industry experience preferred. * Client service orientation ...
Investment Operations Associate information
See Rochester Hills, MI salary details
$20.3K - $36.3K
4% of jobs
$36.3K - $52.3K
14% of jobs
$55.9K is the 25th percentile. Wages below this are outliers.
$52.3K - $68.3K
32% of jobs
The median wage is $68.8K / yr.
$68.3K - $84.3K
18% of jobs
$84.3K - $100.4K
7% of jobs
$100.7K is the 75th percentile. Wages above this are outliers.
$100.4K - $116.4K
12% of jobs
$116.4K - $132.4K
9% of jobs
$132.4K - $148.4K
4% of jobs
$148.4K - $164.5K
0% of jobs
$164.5K - $180.5K
0% of jobs
$180.5K - $196.5K
0% of jobs
$20.3K
$89.4K
$196.5K
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.

Other
Medical, Dental, Vision, Retirement, PTO
Posted 22 days ago
Job description
At Publicis Collective, we know tomorrow's challenges won't be solved by today's solutions. It's why we support our teams with the resources and tools they need to continue redefining the future of marketing. It's also why clients rely on us to lead the way in connecting media, data, technology, and teams by what matters most - business outcomes. Publicis Collective's consultative practitioners are catalysts for business growth and innovation, we're more than media experts. We are an incubator for high-performing talent and a launchpad for ideas that push the boundaries of what's possible. As part of the global Publicis Media network, we're backed by the power, scale, and benefits of Publicis Groupe, one of the largest and most celebrated marketing and communications platforms on the planet. How are we different? There are three core values at the center of our approach that help us stay ahead - curious, open, and driven. Curious - A deep curiosity compels us to go beyond the brief to deliver exceptional outcomes. Open - We value diverse perspectives and new ways of working. Driven - We are ambitious, rigorous, self-disciplined, and resilient in our pursuit of excellence. If you're a collaborative and enterprising practitioner with a passion for media and a desire to make a real impact, we want to hear from you. Let's shape the future together.
OverviewThe Client Operations department manages client-specific operational tasks across practice area within the agency, working closely with Strategy, Investment, HR, Finance, Invoice Reconciliation, and Agency Administration & Compliance. We centralize and standardize fundamental work required across all pieces of business, as well as bring tactical and detail-oriented work streams together to find smarter, faster ways of working. We create a space for those whose strengths include being highly organized problem-solvers. We help differentiate Collective from our competitors and provide a critical foundation for the agency.
The Associate Director, Client Operations will be part of a growing Client Operations team on a well-known client. This position has tremendous learning potential and provides the opportunity to work on a high-energy, highly visible account.
This Associate Director will support a hybrid role focusing on both Budget & Compliance and Tools & Systems. This person is responsible for training and developing individuals on the necessary media systems and relative processes within Budgets and Compliance to drive company and client goals. This includes the ability to work on high profile client business while successfully owning tasks related to forecasting, accruing, data QAs and overseeing the processing of client billing. They are masters in the use of current media systems and have complete understanding of overall processes, policies, and procedures related to Budgets & Compliance. This individual has experience and proven success in this area to qualify for this position. Additionally, you'll focus will be on the operational management of the media planning, buying and management systems that our teams use (Mediaocean OX, Prisma, MediaTools as well as various internal tools). You'll have leadership exposure with the opportunity to continue to grow your career in media by working on project management, process improvements, helping to develop and share best practices and helping to enforce quality assurance across the agency via regular reporting and compliance workstreams.
Responsibilities- Work with Director on team roles and responsibilities, prioritizing key projects across the team, and with special requests or projects as needed
- Manage Supervisor and Sr. Associate's workload; ensuring all tasks are completed within required timelines and client-specific billing procedures work within system expectations to meet client needs
- Confirm accuracy of work completed by Supervisor/ Sr. Associates
- Lead Supervisor and Sr. Associate's career development via teaching tasks and coaching skills
- Maintain positive relationships with agency contacts, system contacts, and clients
- Proactively solve problems and improve efficiencies, escalating issues where needed
- Lead and steward key processes such as monthly billing and financials reporting, which involve multiple agency teams
- Periodically check emails to respond to urgent issues after close of business
- Create, enforce, and refine processes related to billing verification, financially reporting, and audit compliance
- Lead team responsible delivering various financial documents such as authorizations, billing & budget files, and ordered vs approved reporting
- Assist with global reporting, if needed by client
- Attend Agency system trainings/meetings (i.e. MediaOcean, MediaTools, etc.)
- Participate in system enhancement testing and training
- Collaborate with Analytics, Strategy and Investment peers on account-specific requests
- Handle high-profile or sensitive client requests
- Act as the point of contact for the internal brand teams for all Budgets & Compliance related questions to ensure consistency and accuracy across the brands
- Oversight of accuracy of inputs into proprietary Operation System, ensuring all systems are accurately set-up by team for internal and external reporting needs
- Participate in system enhancement testing or training
- Identify and surface issues related to Media Systems or ReSources process and staff and help with resolution
- 5+ years previous experience in Financials, project management, and/or Budgets & Compliance, Operations, Media Operations or Client Services
- Demonstrated expertise in managing client operations processes within agency environments
- Expertise in media tools such as MediaTools, Prisma, and MediaOcean
- Proficiency in making progress/completing work, even with overlapping deadlines
- Strong Microsoft Office suite skills, particularly PPT and Excel (where filtering, pivoting, vlookups, and charts/graphs building are key)
- Experienced in MediaTools, Prisma, and MediaOcean
- Quantitative and analytical skills, combined with openness to a role that requires a mix of art and science.
- Ability to work independently, troubleshoot and determine efficient next steps to improve processes across all teams
- Eager to be a leader when working with other agency teams
- Experience developing and presenting your thoughts and ideas
- Flexible and able to adapt to change in a fast-paced and constantly changing environment
- Someone who thrives on a team and can also meet tight deadlines on independent assignments
- A team motivator who inspires a competent and engaged team, ensuring a culture of success
- Highly organized, detail-oriented, and proficient in time management
- A proactive critical thinker with the ability to juggle multiple priorities, problem solve, and optimize processes to improve efficiencies
- Strong interpersonal and communication skills, capable of fostering collaboration across teams
- Driven by a passion for learning, innovation, and delivering excellence in client service
Our Publicis Groupe motto "Viva La Difference" means we're better together, and we believe that our differences make us stronger. It means we honor and celebrate all identities, across all facets of intersectionality, and it underpins all that we do as an organization. We are focused on fostering belonging and creating equitable & inclusive experiences for all talent.
Publicis Groupe provides robust and inclusive benefit programs and policies to support the evolving and diverse needs of our talent and enable every person to grow and thrive. Our benefits package includes medical coverage, dental, vision, disability, 401K, as well as parental and family care leave, family forming assistance, tuition reimbursement, and flexible time off.
If you require accommodation or assistance with the application or onboarding process specifically, please contact USMSTACompliance@publicis.com.
Compensation Range: $95,950 - $131,300 annually. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 11/06/2025
All your information will be kept confidential according to EEO guidelines.
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Compensation Range: USD $95,950.00 - USD $131,300.00/Annually. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 6/3/2025.Employment Type: OTHER