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Investment Operations Associate Jobs in Rome, GA

Cracker Barrel

Restaurant Manager

Calhoun, GA · On-site

Our Restaurant Associate Managers are people leaders and execute all store operations including ... Invest in Your Future: 401k Plan with Company Matching Contributions at 90 days | Employee Stock ...

Cracker Barrel

Restaurant Manager

Calhoun, GA · On-site

Our Restaurant Associate Managers are people leaders and execute all store operations including ... Invest in Your Future: 401k Plan with Company Matching Contributions at 90 days | Employee Stock ...

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Showing results 21-31

All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Rome, GA

Investment Operations Associate information

See Rome, GA salary details

$22K

$97.1K

$213.6K

How much do investment operations associate jobs pay per year?

As of Aug 21, 2026, the average yearly pay for investment operations associate in Rome, GA is $97,117.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $117,600.00 per year, depending on experience, location, and employer.

What is an investment operations associate?

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 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 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 job categories do people searching Investment Operations Associate jobs in Rome, GA look for?

The top searched job categories for Investment Operations Associate jobs in Rome, GA are:

What cities near Rome, GA are hiring for Investment Operations Associate jobs?

Cities near Rome, GA with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Rome, GA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $97,117 per year, or $46.7 per hour.

AVP Banking Center Manager (Branch Manager)

Bank OZK

Cartersville, GA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 5 days ago

Bank OZK rating

8.2

Company rating: 8.2 out of 10

Based on 38 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Why Bank OZK
Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers.
The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits.
Job Purpose & Scope
Responsible for effectively and enthusiastically managing the banking center, providing leadership, and setting high levels of accountability with team members. Cultivate and maintain positive working relationships with peers, business partners, and the community. Provide business development leadership and management. Lead by example and provide exceptional customer service at all times.
Essential Job Functions
  1. Manage branch staff, including daily supervision, interviewing and hiring, training, performance appraisals, career development, promotion and pay recommendations, and separations of direct reports.
  2. Lead and engage associates in daily huddles to support relationship-building activities.
  3. Generate growth that supports the bank's goals by retaining, growing, and attracting clients.
  4. Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners.
  5. Ensure engagement in community activities to demonstrate community involvement and support, facilitate Bank branding/name recognition, and promote business development and staff recruitment efforts.
  6. Model and coach daily activities, including opportunity spotting/referrals, client relationship building, account opening, lending, outbound business development activities, and lobby management.
  7. Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud.
  8. Manage the day-to-day operations of the banking center, executing strategic and tactical plans to ensure sound operational performance and effective audit results.
  9. Proactively resolve client concerns in a timely, professional, and positive manner.
  10. Maintain responsibility and accountability for banking center security for all employees occupying the banking center and ensure compliance with the bank's security program, policies, and procedures.
  11. Ensure regular and effective communication with banking center team members and regional leadership.
  12. Ensure continuous improvement and engagement of the team through documented observational and trend-based coaching sessions.
  13. Identify and recruit talent to build a highly effective team.
  14. Model and champion the Bank's standards for exceptional customer service.
  15. Enthusiastically embrace, support, and model the bank's values and mission.
  16. Display a high degree of integrity, trustworthiness, and professionalism at all times.
  17. Regularly exercise discretion and judgment in the performance of essential job functions.
  18. Complete all essential training timely.
  19. Maintain consistently good punctuality and attendance to work.
  20. Demonstrate competency and accountability to maintain banking center operational standards, ensuring compliance with internal controls, operational procedures, and risk management.
  21. Adhere to all Bank policies, procedures, and guidelines.

Knowledge, Skills & Abilities
  1. Knowledge of retail bank products and services
  2. Knowledge of bank regulations, policies, procedures, and operational standards
  3. Knowledge of business development techniques in a retail environment
  4. Ability to demonstrate a continuous focus on quality, profitability, and efficiency in the pursuit of business growth
  5. Ability to think strategically and translate goals into actionable, detailed, day-to-day execution.
  6. Ability to manage, lead, and train team members effectively, inspiring them to meet business objectives
  7. Ability to demonstrate effective planning and organizational skills in a dynamic business environment.
  8. Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition
  9. Ability to communicate effectively both verbally and in writing
  10. Ability to act as a team-oriented leader, capable of managing and thriving in a continually changing environment
  11. Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail
  12. Ability to maintain confidentiality
  13. Ability to follow policy and procedure including safety and security procedures
  14. Skill in identifying client needs to develop and grow business
  15. Skill in using computer and Microsoft Office applications necessary to perform essential job functions

Basic Qualifications
  1. Bachelor's degree or commensurate work experience required
  2. 2+ years' retail client service and/or business development experience required
  3. 1+ year business development management/leadership experience strongly preferred
  4. Proven achievement of business growth goals and financial targets required
  5. Experience managing, leading and coaching professionals required
  6. Comprehensive knowledge of bank products/services and regulations required
  7. Valid driver's license and good driving record required
  8. NMLS, or successful completion of NMLS process within 30 days of hire, required.

Job Expectations
Operate customary equipment and technology used in a business environment, with or without accommodation.
Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.
#LI-RB1
EEO Statement
Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

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