ZipRecruiter

Log In

1

Investment Operations Associate Jobs in Stamford, CT

MTO Financial Services

Be Seen First

Investment Operations Associate

Stony Brook, NY · On-site

$60K - $80K/yr

Role Description The Investment Operations Associate will support investment reporting, client service, portfolio administration, trading support, and back-office operations for RIAs and wealth ...

Lead Advisor

Be Seen First

Investment Operations Associate

Westport, CT · On-site

$69K - $80K/yr

Investment Operations Service Associate Our client is an award-winning wealth management and financial planning practice in Westport, CT (ranked #1 in CT by Forbes in 2024) is hiring for a registered ...

Range

Investment Operations Associate

New York, NY · On-site

... Associate to Specialist to Lead is measured by how many of them you can run independently and, eventually, teach to someone else. You'll report to the Head of Investment Operations on a small team ...

AngelList

Investment Operations Associate

New York, NY · On-site

$150K/yr

This is a rare opportunity to reshape how the public invests in innovation. You'll come in at the ground level to help build a world-class operations function at the forefront of venture and fintech ...

AngelList

Investment Operations Associate

New York, NY · On-site

$150K/yr

This is a rare opportunity to reshape how the public invests in innovation. You'll come in at the ground level to help build a world-class operations function at the forefront of venture and fintech ...

Range

Investment Operations Lead

New York, NY · On-site

$166K/yr

About the role Investment Operations is where a member's money actually moves. Our team owns the ... Act as second approver on work performed by Associates and Specialists, catching issues before they ...

Range

Investment Operations Specialist

New York, NY · On-site

Serve as a licensed point of contact for members and a resource Associates escalate to * Own at ... investment operations, brokerage operations, or a comparable financial services role * Deep ...

next page

Showing results 1-20

All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Stamford, CT

Investment Operations Associate information

See Stamford, CT salary details

$23.5K

$103.5K

$227.7K

How much do investment operations associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for investment operations associate in Stamford, CT is $103,506.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,300.00 and $125,300.00 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 popular job titles related to Investment Operations Associate jobs in Stamford, CT?

For Investment Operations Associate jobs in Stamford, CT, the most frequently searched job titles are:

What job categories do people searching Investment Operations Associate jobs in Stamford, CT look for?

The top searched job categories for Investment Operations Associate jobs in Stamford, CT are:

What cities near Stamford, CT are hiring for Investment Operations Associate jobs?

Cities near Stamford, CT with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Stamford, CT as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $103,506 per year, or $49.8 per hour.

Investment Operations Associate

MTO Financial Services

Stony Brook, NY • On-site

$60K - $80K/yr

Full-time

Medical, Retirement, PTO

Re-posted 20 hours ago

Be Seen First

After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

Job description

Company Description

MTO Financial Services partners with RIAs, family offices, hedge funds, and wealth management firms as an extension of their operations team. We specialize in investment reporting, alternative investment data management, outsourced COO services, back-office operations, and trading support. Our mission is to simplify complex operational workflows so advisors can spend more time serving clients and growing their businesses.


Role Description

The Investment Operations Associate will support investment reporting, client service, portfolio administration, trading support, and back-office operations for RIAs and wealth management firms. This position is ideal for someone who enjoys working with investment data, technology platforms, and client-facing operational processes.


Qualifications:


  • MUST have experience in using Addepar. Please DO NOT apply if no experience.
  • This position is "on-site" in Stony Brook, NY.

·        Prepare investment performance reports using Addepar and Black Diamond.

·        Maintain client portfolios and reconcile investment data.

·        Monitor asset allocations, cash balances, and investment restrictions.

·        Assist with trade execution, trade blotters, and trade confirmations.

·        Process account paperwork and coordinate client onboarding.

·        Communicate with custodians, advisors, and clients regarding account activity.

·        Support alternative investment reporting and document collection.

·        Maintain accurate client records and reporting databases.

·        Provide exceptional client service while ensuring operational accuracy.

·        Bachelor's degree in Business Administration, Finance or Economics.


Company Description

MTO Financial Services partners with RIAs, family offices, hedge funds, and wealth management firms as an extension of their operations team. We specialize in investment reporting, alternative investment data management, outsourced COO services, back-office operations, and trading support. Our mission is to simplify complex operational workflows so advisors can spend more time serving clients and growing their businesses.