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Investment Operations Associate Jobs in Springfield, MA

Lowe's

Operations Supervisor Night

Hartford, CT · On-site

... you, and associates genuinely appreciate each other. * Financial Future: We invest in you - own ... Resolve operational issues to minimize disruptions in supply chain operations. * Communicate ...

NFP Corp

Sr. Performance Analyst

Windsor, CT · On-site

Partner with Investment Operations colleagues to provide accurate data for various client-related ... an associate to successfully perform the essential functions of this job: • Must be able to ...

New

NFP Corp

Sr. Performance Analyst

Windsor, CT · Hybrid

Partner with Investment Operations colleagues to provide accurate data for various client-related ... an associate to successfully perform the essential functions of this job: • Must be able to ...

New

Aon

Sr. Performance Analyst

Windsor, CT · On-site

Partner with Investment Operations colleagues to provideaccuratedata for various client-related ... by an associate to successfully perform the essential functions of this job: * Must be able to ...

New

Raymour & Flanigan

Operations Manager

Manchester, CT · On-site

... associates by recognizing each individual's potential and investing in their future success ... Interact with customers and contractors as well as overseeing all warehouse operations and creating ...

NFP Corp

Performance Analyst

Windsor, CT · On-site

$65K - $90K/yr

Partner with Investment Operations colleagues to provide accurate data for various client-related ... an associate to successfully perform the essential functions of this job: • Must be able to ...

New

NFP Corp

Performance Analyst

Windsor, CT · Hybrid

$65K - $90K/yr

Partner with Investment Operations colleagues to provide accurate data for various client-related ... an associate to successfully perform the essential functions of this job: • Must be able to ...

New

SS&C

Associate Manager

Windsor, CT · Hybrid

Associate Manager, Investor Services Locations: New York, NY| Union, NJ | Windsor, CT | Braintree ... and other investor-related communications. * Monitor and enhance operational workflows and ...

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Investment Operations Associate information

See Springfield, MA salary details

$21.9K

$96.7K

$212.8K

How much do investment operations associate jobs pay per year?

As of Aug 22, 2026, the average yearly pay for investment operations associate in Springfield, MA is $96,733.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,800.00 and $117,100.00 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 are the most commonly searched types of Investment Operations jobs in Springfield, MA?

The most popular types of Investment Operations jobs in Springfield, MA are:

What job categories do people searching Investment Operations Associate jobs in Springfield, MA look for?

The top searched job categories for Investment Operations Associate jobs in Springfield, MA are:

What cities near Springfield, MA are hiring for Investment Operations Associate jobs?

Cities near Springfield, MA with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Springfield, MA as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 13% Part Time, 1% Temporary, 3% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $96,733 per year, or $46.5 per hour.

Symmetry - Senior Investment Associate

HR & Talent Acquisition

Glastonbury, CT • On-site

$140K - $150K/yr

Full-time

Re-posted 7 days ago

Job description

Senior Investment Associate - Investments is a full-time, salaried, exempt position reporting to the head of the Investment team. The position supports the firm's investment team in the implementation, monitoring, and ongoing management of existing client portfolios as well as development of new strategies. This role bridges investment research, wealth strategies, portfolio oversight, and advisor support, ensuring that portfolios and strategies are implemented accurately, aligned with the firm's investment strategy, and periodically enhanced.
Responsibilities:
Strategy & Solutions Development:
  • Contribute to the development of a robust pipeline of potential new products and solutions to enhance the firm's competitive positioning.
  • Collaborate with sales and distribution teams to identify gaps and opportunities in the firm's investment offerings.
  • Enhance existing models and strategies to align with market trends and emerging client demands.
  • Partner with implementation and operational teams, including on broker dealer platforms, to ensure the seamless onboarding of new products.
  • Support product launches with internal training, investment collateral, videos, and webinars.
  • Engage directly with advisors to introduce and demonstrate the value of new strategies.
  • Regularly review the product lineup to identify opportunities for filling gaps and diversifying offerings.

Portfolio Management, Implementation & Trading
  • Work as a member of the portfolio management team on managing Symmetry's ETF & Mutual Fund model portfolios, SMAs, and other strategies, including portfolio operations, sub-Advisor oversight, reporting and regulatory responsibilities.
  • Manage systematic model and strategy updates, ensuring smooth implementation.
  • Collaborate and consult with executive management on curation and evolution of Investment solutions.
  • Research new and enhanced implementation strategies and solutions.
  • Work with trading team on with tax-aware portfolio management, including tax-loss harvesting and gain management.

Wealth Strategies
  • Support OCIO relationships, including consulting with Advisors, developing portfolios, monitoring, and providing ongoing updates.
  • Research, recommend, and help onboard providers of Wealth Strategies services.
  • Work on case design proposals, including research, recommendations, and presentation.
  • Coordinate with operations and custodians to ensure accurate trade execution of Wealth Strategies accounts.

Portfolio Maintenance & Enhancements
  • Assist in maintaining the firm's model portfolios and asset allocation frameworks.
  • Research and recommend enhancements to the firm's model portfolios as well as individual funds and SMA strategies.
  • Ensure consistent implementation of model changes across client accounts on all platforms.

Portfolio Monitoring & Analytics
  • Regularly assess the firm's performance reporting framework and recommend enhancements to improve efficiency, accuracy, and presentation.
  • Monitor performance attribution analysis and assist with periodic reporting.
  • Monitor investment holdings and flag material changes in risk, performance, or strategy.

Investment Research & Due Diligence:
  • Evaluate investment managers, including strategy, performance attribution, risk profile, and organizational stability.
  • Evaluate investment strategies, including strategy, risk profile, and market positioning.
  • Assist with the selection and replacement of funds/managers/strategies.

Market & Economic Research:
  • Analyze macroeconomic trends, market developments, and new strategies.
  • Create and promote regular research notes and white papers
  • Help produce and present periodic market commentary and investment insights for advisors and investors.

Advisor, Client, and Platform Support:
  • Oversee the creation and timely updates of investment marketing materials, including factsheets, model allocations, performance collateral, commentary, etc.
  • Develop investment-related content to articulate the value proposition of proprietary strategies and support advisor and client engagement.
  • Provide internal and external training on strategies.
  • Provide internal guidance on portfolio construction and investment implementation.
  • Work with National Accounts to provide Research Support for adding new strategies to existing platforms as well as strategies on new platforms.

Other Responsibilities:
  • Oversee and mentor analysts, providing guidance to improve performance and team effectiveness.
  • Participate in setting firm investment policy as participant in Investment Committee meetings.
  • Support the sales team by joining client and advisor calls, providing insights, and addressing investment-related questions.
  • Perform any other duties reasonably related to the responsibilities described above.

Minimum Competencies & Qualities:
  • Bachelor's degree, preferably in finance, economics, or a related analytical field.
  • 5 - 10 years of relevant experience in an investment-related field.
  • Chartered Financial Analyst® holder preferred -or completion of Levels I and/or Level II a plus.
  • Excellent critical thinking and analytical skills; ability to interpret financial and statistical information, demonstrating an understanding of measures/metrics and their relationship to financial performance.
  • Proficient in Microsoft Office Suite, with special expertise in Excel.
  • Experience with Morningstar and Bloomberg desired.
  • Strong understanding of portfolio construction and asset allocation.
  • Experience with systematic/ quantitative investment strategies.
  • Knowledge of portfolio trading and rebalancing processes.
  • Effective written and verbal communication skills; ability to present complex issues clearly.
  • Possesses good organizational and project management skills; ability to multi-task and prioritize competing tasks.
  • Ability to work independently or collaboratively on cross-functional projects.

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