In the Senior Associate role, you will be responsible for handling the day-to-day execution of all ... Support operational management and reporting for Evergreen investment vehicles. * Master and ...
In the Senior Associate role, you will be responsible for handling the day-to-day execution of all ... Support operational management and reporting for Evergreen investment vehicles. * Master and ...
In the Senior Associate role, you will be responsible for handling the day-to-day execution of all ... Support operational management and reporting for Evergreen investment vehicles. * Master and ...
In the Senior Associate role, you will be responsible for handling the day-to-day execution of all ... Support operational management and reporting for Evergreen investment vehicles. * Master and ...
Operations Supervisor
Pittston, PA · On-site
Communicate policies to Associates and act as the primary information source for the team, maintain ... We invest over $10 million annually in research and development to ensure our technology and ...
Operations Supervisor
Pittston, PA · On-site
Communicate policies to Associates and act as the primary information source for the team, maintain ... We invest over $10 million annually in research and development to ensure our technology and ...
Operations Manager
Pittston, PA · On-site
Create and maintain a safe work environment for all Associates and Leaders * Operations Managers ... We invest over $10 million annually in research and development to ensure our technology and ...
Operations Manager
Pittston, PA · On-site
Create and maintain a safe work environment for all Associates and Leaders * Operations Managers ... We invest over $10 million annually in research and development to ensure our technology and ...
Create and maintain a safe work environment for all Associates and Leaders * Operations Managers ... We invest over $10 million annually in research and development to ensure our technology and ...
Quick apply
Create and maintain a safe work environment for all Associates and Leaders * Operations Managers ... We invest over $10 million annually in research and development to ensure our technology and ...
Full-Time Stock Associate
Tannersville, PA · On-site
$13.50 - $17/hr
Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...
Full-Time Stock Associate
Tannersville, PA · On-site
$13.50 - $17/hr
Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...
Full-Time Stock Associate
Tannersville, PA · On-site
$13.50 - $17/hr
Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...
Full-Time Stock Associate
Tannersville, PA · On-site
$13.50 - $17/hr
Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...
Full-Time Stock Associate
Tannersville, PA · On-site
$13.50 - $17/hr
Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...
Full-Time Stock Associate
Tannersville, PA · On-site
$13.50 - $17/hr
Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...
Full-Time Stock Associate
$13.50 - $17/hr
Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...
Full-Time Stock Associate
$13.50 - $17/hr
Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...
Full-Time Stock Associate
$13.50 - $17/hr
Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...
Full-Time Stock Associate
$13.50 - $17/hr
Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...
Full-Time Stock Associate
$13.50 - $17/hr
Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...
Full-Time Stock Associate
$13.50 - $17/hr
Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...
Full-Time Stock Associate
$13.50 - $17/hr
Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...
Full-Time Stock Associate
$13.50 - $17/hr
Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...
Join a Fortune 500 team that invests in your growth, values your contributions, and challenges you ... Associates or two-year technical degree Physical and Environment Work Requirements: Must be willing ...
Join a Fortune 500 team that invests in your growth, values your contributions, and challenges you ... Associates or two-year technical degree Physical and Environment Work Requirements: Must be willing ...
Join a Fortune 500 team that invests in your growth, values your contributions, and challenges you ... Associates or two-year technical degree Physical and Environment Work Requirements: Must be willing ...
Join a Fortune 500 team that invests in your growth, values your contributions, and challenges you ... Associates or two-year technical degree Physical and Environment Work Requirements: Must be willing ...
Join a Fortune 500 team that invests in your growth, values your contributions, and challenges you ... Associates or two-year technical degree Physical and Environment Work Requirements: Must be willing ...
Join a Fortune 500 team that invests in your growth, values your contributions, and challenges you ... Associates or two-year technical degree Physical and Environment Work Requirements: Must be willing ...
Seasonal, Operations Technical Specialist (Part Time)
Scranton, PA · On-site
$51K - $68K/yr
That same commitment to care extends to our associates. When you join us, you become part of a High ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...
Seasonal, Operations Technical Specialist (Part Time)
Scranton, PA · On-site
$51K - $68K/yr
That same commitment to care extends to our associates. When you join us, you become part of a High ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...
Full-Time Sales Associate
Tannersville, PA · On-site
$12.50 - $17/hr
... operations, and contribute to a positive, customer-focused culture. Our P.R.I.D.E. Culture At ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...
Full-Time Sales Associate
Tannersville, PA · On-site
$12.50 - $17/hr
... operations, and contribute to a positive, customer-focused culture. Our P.R.I.D.E. Culture At ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...
Full-Time Sales Associate
$12.50 - $17/hr
... operations, and contribute to a positive, customer-focused culture. Our P.R.I.D.E. Culture At ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...
Full-Time Sales Associate
$12.50 - $17/hr
... operations, and contribute to a positive, customer-focused culture. Our P.R.I.D.E. Culture At ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...
Full-Time Sales Associate
$12.50 - $17/hr
... operations, and contribute to a positive, customer-focused culture. Our P.R.I.D.E. Culture At ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...
Full-Time Sales Associate
$12.50 - $17/hr
... operations, and contribute to a positive, customer-focused culture. Our P.R.I.D.E. Culture At ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...
Full-Time Sales Associate
$12.50 - $17/hr
... operations, and contribute to a positive, customer-focused culture. Our P.R.I.D.E. Culture At ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...
Full-Time Sales Associate
$12.50 - $17/hr
... operations, and contribute to a positive, customer-focused culture. Our P.R.I.D.E. Culture At ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...
Investment Operations Associate information
See Scranton, PA salary details
$21.8K - $39K
4% of jobs
$39K - $56.2K
14% of jobs
$60.1K is the 25th percentile. Wages below this are outliers.
$56.2K - $73.5K
32% of jobs
The median wage is $74K / yr.
$73.5K - $90.7K
18% of jobs
$90.7K - $107.9K
7% of jobs
$108.3K is the 75th percentile. Wages above this are outliers.
$107.9K - $125.2K
12% of jobs
$125.2K - $142.4K
9% of jobs
$142.4K - $159.6K
4% of jobs
$159.6K - $176.9K
0% of jobs
$176.9K - $194.1K
0% of jobs
$194.1K - $211.3K
0% of jobs
$21.8K
$96.1K
$211.3K
How much do investment operations associate jobs pay per year?
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.

Full-time
Medical, Dental, Life, Retirement, PTO
Re-posted 15 days ago
Job description
What we do:
As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $140.9 billion in discretionary assets and have oversight of an additional $845.3 in non-discretionary assets as of June 30, 2025.
The Opportunity:
The Investor Services Team is responsible for a variety of activities throughout the lifecycle of our co-mingled funds investment programs. In the Senior Associate role, you will be responsible for handling the day-to-day execution of all Fund-related operations activity across reconciliation, reporting, and investor support. The successful candidate must be able to communicate effectively and operate in a fast-paced and deadline-driven environment where priorities often change.
Your responsibilities will be to:
- Oversee the reporting and reconciliation process for complex or high-profile fund structures and sensitive client relationships, ensuring accuracy, compliance, and insightful analysis in quarterly financial reports.
- Analyze fund financial statements and investment activity to identify performance drivers, leveraging advanced accounting knowledge and adept data extraction from financial or bank statements.
- Support operational management and reporting for Evergreen investment vehicles.
- Master and utilize HL Technologies for seamless report generation, reconciliations, and fulfillment of investor data requests.
- Manage and resolve complex investor inquiries through the HL investor portal, ensuring timely, accurate, and client-focused responses for an exceptional investor experience.
- Collaborate cross-functionally with teams across Investment, Research, Reporting, Business Development, Legal, and Product Management to achieve strategic objectives.
- Lead or manage projects and strategic initiatives, from planning through execution, including project scoping, resource allocation, and quality assurance, ensuring successful outcomes.
- Supervise, coach, and develop Analysts, Senior Analysts, and Associates, fostering knowledge sharing, skill development, high performance, and delivery of formal and ongoing feedback.
- Serve as the escalation point for complex or sensitive investor situations unresolved at lower levels, providing expert solutions and maintaining client confidence.
- Drive the documentation, implementation, and continuous improvement of internal controls, policies, and procedures to enhance operational efficiency and regulatory compliance.
- Coordinate multi-departmental initiatives, championing process and system enhancements in collaboration with cross-functional partners.
- Model leadership expectations and cultivate a culture of accountability, continuous improvement, and team development within Investor Services.
Your background will include:
Must-haves:
- College degree (B.A., B.S. or B.B.A.)
- 6-10 years working experience
- Financial Services and/or private equity experience
- Highly motivated and organized; detail-oriented
- Excellent written and verbal communication skills with the ability to exercise sound judgment and take initiative in resolving problems.
- Ability to manage multiple projects simultaneously and be able to prioritize workload
- Day-to-day flexibility for ad hoc projects
- Proactively identify challenges and offer solutions
- Must be highly proficient in Microsoft applications (Word, Excel, PowerPoint)
Nice to haves:
- Familiarity with iLEVEL, SimCorp, Allvue Credit, Wall Street Office, and or cash reconciliation tool experience.
- Private Markets Evergreen fund operations experience.
Travel:
- If located in Scranton, travel to headquarters in Conshohocken at least quarterly.
- If located in headquarters in Conshohocken, travel to Scranton at least quarterly.
Benefits:
At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring.
To do this, Hamilton Lane offers the following benefits:
Enhancing Your Physical and Emotional Health
Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
Developing Your Career
Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.
Supporting Your Family & Community
For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team.
For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents.
Safeguarding Your Financial Wellbeing
Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.
We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts.
Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law.
If you need a reasonable accommodation to complete your application, please contact Human Resources at humanresources@hamiltonlane.com.
Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.
About Hamilton Lane
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
201 - 500 Employees
Headquarters location
Philadelphia, PA, US
Year founded
1991