Associate
Seattle, WA · On-site
$78K/yr
... operations rapidly and efficiently. Position Overview: Standish Management is looking for ... Corresponding with investors' requests regarding the fund information * Responsible for the clients ...
Seattle, WA · On-site
$78K/yr
... operations rapidly and efficiently. Position Overview: Standish Management is looking for ... Corresponding with investors' requests regarding the fund information * Responsible for the clients ...
Seattle, WA · On-site
$78K/yr
... operations rapidly and efficiently. Position Overview: Standish Management is looking for ... Corresponding with investors' requests regarding the fund information * Responsible for the clients ...
... operations, market research, and growth-focused workstreams. THE ROLE As a Business Research Associate, you will help identify promising markets, companies, products, operators, and investment or ...
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... operations, market research, and growth-focused workstreams. THE ROLE As a Business Research Associate, you will help identify promising markets, companies, products, operators, and investment or ...
... operations, market research, and growth-focused workstreams. THE ROLE As a Business Research Associate, you will help identify promising markets, companies, products, operators, and investment or ...
Quick apply
... operations, market research, and growth-focused workstreams. THE ROLE As a Business Research Associate, you will help identify promising markets, companies, products, operators, and investment or ...
... operations, market research, and growth-focused workstreams. THE ROLE As a Acquisition Research Associate, you will help identify promising markets, companies, products, operators, and investment or ...
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... operations, market research, and growth-focused workstreams. THE ROLE As a Acquisition Research Associate, you will help identify promising markets, companies, products, operators, and investment or ...
... operations, market research, and growth-focused workstreams. THE ROLE As a Strategy Research Associate, you will help identify promising markets, companies, products, operators, and investment or ...
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... operations, market research, and growth-focused workstreams. THE ROLE As a Strategy Research Associate, you will help identify promising markets, companies, products, operators, and investment or ...
$90K - $115K/yr
... Associate Manager, OperationalRiskto join our Operational Risk Management team. This role is ideal ... Support the Russell Investments corporate insurance program. * Monitor changes to RI's business and ...
$90K - $115K/yr
... Associate Manager, OperationalRiskto join our Operational Risk Management team. This role is ideal ... Support the Russell Investments corporate insurance program. * Monitor changes to RI's business and ...
THE ROLE As a Corporate Growth Research Associate, you will help identify promising markets ... investment research, product strategy, software, AI/data, business operations, corporate ...
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THE ROLE As a Corporate Growth Research Associate, you will help identify promising markets ... investment research, product strategy, software, AI/data, business operations, corporate ...
... operations, market research, and growth-focused workstreams. THE ROLE As a Private Markets Research Associate, you will help identify promising markets, companies, products, operators, and investment ...
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... operations, market research, and growth-focused workstreams. THE ROLE As a Private Markets Research Associate, you will help identify promising markets, companies, products, operators, and investment ...
... operations, market research, and growth-focused workstreams. THE ROLE As a Growth Markets Research Associate, you will help identify promising markets, companies, products, operators, and investment ...
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... operations, market research, and growth-focused workstreams. THE ROLE As a Growth Markets Research Associate, you will help identify promising markets, companies, products, operators, and investment ...
... operations, market research, and growth-focused workstreams. THE ROLE As a Private Capital Research Associate, you will help identify promising markets, companies, products, operators, and investment ...
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... operations, market research, and growth-focused workstreams. THE ROLE As a Private Capital Research Associate, you will help identify promising markets, companies, products, operators, and investment ...
THE ROLE As a Automation Strategy Research Associate, you will help identify promising markets ... investment research, product strategy, software, AI/data, business operations, corporate ...
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THE ROLE As a Automation Strategy Research Associate, you will help identify promising markets ... investment research, product strategy, software, AI/data, business operations, corporate ...
Bellevue, WA · On-site
$130K - $131K/yr
ARES), a leading global alternative investment manager offering clients complementary primary and ... Associate,Business and Program Managementserves as a senior strategic and operational leader ...
Bellevue, WA · On-site
$130K - $131K/yr
ARES), a leading global alternative investment manager offering clients complementary primary and ... Associate,Business and Program Managementserves as a senior strategic and operational leader ...
THE ROLE As a Market Intelligence Research Associate, you will help identify promising markets ... investment research, product strategy, software, AI/data, business operations, corporate ...
New
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THE ROLE As a Market Intelligence Research Associate, you will help identify promising markets ... investment research, product strategy, software, AI/data, business operations, corporate ...
New
THE ROLE As a Capital Strategy Research Associate, you will help identify promising markets ... investment research, product strategy, software, AI/data, business operations, corporate ...
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THE ROLE As a Capital Strategy Research Associate, you will help identify promising markets ... investment research, product strategy, software, AI/data, business operations, corporate ...
THE ROLE As a Capital Strategy Research Associate, you will help identify promising markets ... investment research, product strategy, software, AI/data, business operations, corporate ...
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THE ROLE As a Capital Strategy Research Associate, you will help identify promising markets ... investment research, product strategy, software, AI/data, business operations, corporate ...
... operations, market research, and growth-focused workstreams. THE ROLE As a Search Fund Research Associate, you will help identify promising markets, companies, products, operators, and investment or ...
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... operations, market research, and growth-focused workstreams. THE ROLE As a Search Fund Research Associate, you will help identify promising markets, companies, products, operators, and investment or ...
... operations, market research, and growth-focused workstreams. THE ROLE As a AI Business Research Associate, you will help identify promising markets, companies, products, operators, and investment or ...
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... operations, market research, and growth-focused workstreams. THE ROLE As a AI Business Research Associate, you will help identify promising markets, companies, products, operators, and investment or ...
Bellevue, WA · Hybrid
$105K - $180K/yr
Associate Director, Investor Services Locations: Bellevue, WA - Hybrid About the Role As the ... Attend and contribute to operational, client and regulatory meetings in order to maintain and ...
Bellevue, WA · Hybrid
$105K - $180K/yr
Associate Director, Investor Services Locations: Bellevue, WA - Hybrid About the Role As the ... Attend and contribute to operational, client and regulatory meetings in order to maintain and ...
Seattle, WA · On-site
$28 - $30/hr
Client Service Associate Our client, a leading independent investment management firm, is seeking ... Summary The SMA Client Service team partners with the portfolio management team, operations ...
Seattle, WA · On-site
$28 - $30/hr
Client Service Associate Our client, a leading independent investment management firm, is seeking ... Summary The SMA Client Service team partners with the portfolio management team, operations ...
... operations, market research, and growth-focused workstreams. THE ROLE As a Commercial Due Diligence Associate, you will help identify promising markets, companies, products, operators, and investment ...
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... operations, market research, and growth-focused workstreams. THE ROLE As a Commercial Due Diligence Associate, you will help identify promising markets, companies, products, operators, and investment ...
$25K - $44.8K
4% of jobs
$44.8K - $64.7K
14% of jobs
$69.1K is the 25th percentile. Wages below this are outliers.
$64.7K - $84.5K
32% of jobs
The median wage is $85.1K / yr.
$84.5K - $104.3K
18% of jobs
$104.3K - $124.1K
7% of jobs
$124.5K is the 75th percentile. Wages above this are outliers.
$124.1K - $143.9K
12% of jobs
$143.9K - $163.7K
9% of jobs
$163.7K - $183.5K
4% of jobs
$183.5K - $203.3K
0% of jobs
$203.3K - $223.2K
0% of jobs
$223.2K - $243K
0% of jobs
$25K
$110.5K
$243K
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.
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.
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.

$78K/yr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 13 days ago
Sourced by ZipRecruiter
Investment clubs and venture capital companies
501 - 1,000 Employees
Boston, MA, US
2007