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Investment Operations Associate Jobs in Sandy, UT

Reefcp

Private Equity Associate, Joint Ventures

Lehi, UT · On-site

$120 - $140/hr

Built on two decades of success, our investment approach combines proven expertise with purposeful ... operational initiatives at portfolio companies * Act as the point of coordination between the ...

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Investment Operations Associate information

See Sandy, UT salary details

$20.9K

$92.2K

$202.9K

How much do investment operations associate jobs pay per year?

As of Aug 10, 2026, the average yearly pay for investment operations associate in Sandy, UT is $92,244.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,800.00 and $111,700.00 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 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 Sandy, UT look for? The top searched job categories for Investment Operations Associate jobs in Sandy, UT are:
What cities near Sandy, UT are hiring for Investment Operations Associate jobs? Cities near Sandy, UT with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Sandy, UT as of August 2026, with employment types broken down into 83% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $92,244 per year, or $44.3 per hour.

Client Delivery Associate

PrincePerelson & Associates

Salt Lake City, UT • On-site

$60K - $90K/yr

Other

Re-posted 3 days ago

Job description

Client Delivery Associate

Salary: $60,000-$90,000 + annually, plus performance bonus

Benefits: Excellent benefits package, career growth opportunities, and a collaborative, high-performance culture

Location: Salt Lake City, UT (Hybrid flexibility available)

About Us

We are a fast-growing, high-performing transportation services company helping some of the nation’s top fleets save money, stay compliant, and maximize uptime. Through a powerful combination of expert support, industry-leading managed services, and proprietary technology, we deliver real value and peace of mind to our clients every day.

Our team is small but mighty, ambitious, collaborative, and driven by excellence. We believe in organizational clarity, autonomy, and accountability. We care deeply about our people, push one another to succeed, and celebrate growth at every level.

About the Role

We’re seeking a Client Delivery Associate who thrives in a fast-paced environment and takes pride in delivering exceptional client experiences. In this role, you’ll be a key player ensuring the seamless execution of critical client projects while supporting their day-to-day operational needs.

Key Responsibilities:

  • Transaction Support: Coordinate large-scale client projects involving vehicle registration, permitting, and licensing. You’ll be the go-to person ensuring fast, accurate, and complete execution — even under tight deadlines.

  • Reporting and Analytics: Analyze data and create reports using Excel formulas and functions to track trucks and monitor processes.

  • Client Communication: Serve as a direct point of contact for clients, maintaining clear communication, setting expectations, and ensuring satisfaction through proactive follow-up and accountability.

  • Process Improvement: Continuously refine and improve workflows, contributing ideas and driving enhancements to make operations smoother and more efficient.

About You

You’re a detail-driven, articulate professional with a proven record of success in client service, project coordination, or operational support roles. You’re motivated by excellence and thrive in environments that value initiative and ownership.

You bring:

  • Exceptional adaptability and eagerness to learn new systems and processes.

  • Proficiency in Excel, including formulas and functions, with the ability to analyze data and create reports to track trucks and processes.

  • A strong attention to detail, organization and accuracy come naturally to you.

  • Clear, confident,communication skills and comfort interfacing with clients.

  • A track record of high performance in a dynamic, team-oriented environment.

Why Join Us

This is a unique opportunity to grow with a company that’s scaling rapidly and investing in its people. You’ll have a clear career path, meaningful work that makes an impact, and the chance to be part of a collaborative culture where your contributions truly matter.

If you’re looking for challenge, growth, and the opportunity to make a real difference we’d love to hear from you.

PrincePerelson & Associates is an Equal Opportunity Employer and complies with all provisions of the EEO and ADA laws. We do not discriminate in our employment practices on the basis of race, color, religion, national origin, sex (including sexual orientation and sexual identity), age, genetic information, parental status, military status, disability, or any non-merit-based factors or other federal, state, or locally protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.

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