ZipRecruiter

Log In

1

Investment Operations Associate Jobs in Suffield, CT

Lowe's

Operations Supervisor Night

Hartford, CT

... 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 ...

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 ...

SS&C Technologies

Associate Manager

Windsor, CT · On-site

Associate Manager, Investor Services Locations: Evansville, IN or Union, NJ or New York, NY or ... and other investor-related communications. * Monitor and enhance operational workflows and ...

SS&C

Associate Manager

Windsor, CT · Hybrid

Associate Manager, Investor Services Locations: Evansville, IN or Union, NJ or New York, NY or ... and other investor-related communications. * Monitor and enhance operational workflows and ...

SS&C

Associate Manager

Windsor, CT · Hybrid

$70K - $135K/yr

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

next page

Showing results 1-20

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

Investment Operations Associate information

See Suffield, CT salary details

$21.4K

$94.3K

$207.4K

How much do investment operations associate jobs pay per year?

As of Jul 25, 2026, the average yearly pay for investment operations associate in Suffield, CT is $94,318.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,200.00 and $114,200.00 per year, depending on experience, location, and employer.

What is an Investment Operations Associate job?

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 are the most commonly searched types of Investment Operations jobs in Suffield, CT? The most popular types of Investment Operations jobs in Suffield, CT are:
What job categories do people searching Investment Operations Associate jobs in Suffield, CT look for? The top searched job categories for Investment Operations Associate jobs in Suffield, CT are:
What cities near Suffield, CT are hiring for Investment Operations Associate jobs? Cities near Suffield, CT with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Associate, Investment Operations (Hybrid)

Associate, Investment Operations (Hybrid)

Selective Insurance Company of America

Farmington, CT • On-site

Full-time

Medical, Retirement, PTO

Posted 6 days ago

Job description

About Us
At Selective, we don't just insure uniquely, we employ uniqueness.
Selective is a midsized U.S. domestic property and casualty insurance company with a history of strong, consistent financial performance for nearly 100 years. Selective's unique position as both a leading insurance group and an employer of choice is recognized in a wide variety of awards and honors, including listing in Forbes Best Midsize Employers in 2025 and certification as a Great Place to Work® in 2025 for the sixth consecutive year.
Employees are empowered and encouraged to Be Uniquely You by being their true, unique selves and contributing their diverse talents, experiences, and perspectives to our shared success. Together, we are a high-performing team working to serve our customers responsibly by helping to mitigate loss, keep them safe, and restore their lives and businesses after an insured loss occurs.
Overview
This position reports to the Manager, Investment Operations and Data Management, and provides essential day-to-day operational support to Selective's investment team. Primary responsibilities include supporting routine investment operations, including trade settlement, data reconciliation, compliance monitoring, and systems maintenance. The role works closely with internal and external business partners to ensure accurate processing, strong controls, and efficient information flow. The role is ideal for candidates who are seeking to build career skills in investment operations and insurance asset management. All job duties and responsibilities must be carried out in compliance with applicable legal and regulatory requirements.
Responsibilities
  • Oversee trade processing and settlement for internally managed assets by recording trades, confirming settlements, and resolving discrepancies with brokers and custodians. Maintain the trade blotter and provide necessary trade confirmations to custodians and investment accounting.
  • Maintain custody and safekeeping records for private placements and other non-standard assets, including transfer-agent contacts, account authorities, settlement instructions, and retained legal or closing documents.
  • Onboard new counterparties by coordinating workflows across managers, custodians, systems, and internal counterparts. Manage KYC materials, subscription documents, and required templates for setup.
  • Liaise with accounting, treasury, custodians, and external managers to resolve operational issues and ensure timely, accurate information flow. Respond to ad hoc operational requests and support smooth coordination across teams.
  • Support month-end investment close activities by assisting investment accounting with tie-outs of cash, positions, income, and realized/unrealized activity; maintain close checklists; and resolve exceptions ahead of reporting deadlines.
  • Prepare quarter-end investment reporting for the Investment Committee and Finance Committee, ensuring accuracy, completeness, and timeliness of materials.
  • Maintain internal databases and reporting tools by updating data inputs, refreshing datasets, and supporting the integrity of reports used for operational, financial, and risk oversight.
  • Monitor portfolio- and manager-level compliance with internal policies, regulatory requirements, and manager guidelines. Maintain logs of compliance breaches and support the investigation and resolution of exceptions.
  • Support internal and external audit activity by assembling transaction support, manager statements, confirmations, and control evidence for periodic audits, examinations, and financial reporting requests.
  • Maintain procedural documentation and support process improvement initiatives, including internal control reviews and documentation updates. Participate in efforts to strengthen operational rigor and system efficiency.

Qualifications
Knowledge and Requirements
  • Basic understanding of capital markets.
  • Proficiency with Microsoft Office applications.
  • Strong analytical and critical thinking skills, with the ability to exercise sound judgment.
  • Excellent communication and organizational skills.
  • Ability to manage multiple workstreams with competing deadlines and effectively prioritize assignments.
  • Ability to work independently and as part of a team.
  • Highly organized, detail-oriented, and comfortable working in an evolving environment.
  • Comfortable using new technology and software, with a proactive approach to improving processes.
  • Intellectual curiosity and a willingness to ask questions, seek clarity, and contribute to a positive team culture.

Education and Experience
  • College degree in finance, accounting, business, economics, or other related major preferred, with 1-3 years of relevant work experience in a business environment.

Total Rewards
Selective Insurance offers a total rewards package that includes a competitive base salary, incentive plan eligibility at all levels, and a wide array of benefits designed to help you and your family stay healthy, achieve your financial goals, and balance the demands of your work and personal life. These benefits include comprehensive health care plans, retirement savings plan with company match, discounted Employee Stock Purchase Program, tuition assistance and reimbursement programs, and 20 days of paid time off. Additional details about our total rewards package can be found by visiting our benefits page.
The actual base salary is based on geographic location, and the range is representative of salaries for this role throughout Selective's footprint. Additional considerations include relevant education, qualifications, experience, skills, performance, and business needs.
Pay Range
USD $76,000.00 - USD $98,000.00 /Yr.
Additional Information
Selective is an Equal Employment Opportunity employer. That means we respect and value every individual's unique opinions, beliefs, abilities, and perspectives. We are committed to promoting a welcoming culture that celebrates diverse talent, individual identity, different points of view and experiences - and empowers employees to contribute new ideas that support our continued and growing success. Building a highly engaged team is one of our core strategic imperatives, which we believe is enhanced by diversity, equity, and inclusion. We expect and encourage all employees and all of our business partners to embrace, practice, and monitor the attitudes, values, and goals of acceptance; address biases; and foster diversity of viewpoints and opinions.
For Massachusetts Applicants
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Apply