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Investment Operations Associate Jobs in Topsfield, MA

Atlantic Group

Client Service Associate

Boston, MA · On-site

$65K/yr

This opportunity offers broad exposure to alternative investments, portfolio operations, client ... Responsibilities as the Client Service Associate: * Client Support: Assist with client account ...

Chase

Client Service - Associate I

Boston, MA · On-site

As an Associate I in Investment Middle Office Services - Client Operations, your key responsibility will be to provide premier service delivery and ensure the accurate and timely delivery of the ...

Shields Health Solutions

Strategy Associate

Boston, MA · On-site

$105K - $120K/yr

Strategic Operations Associate Location: Boston Metro Area (Highly preferred) Ideal Backgrounds: Investment Banking, Private Equity, Management Consulting, Corporate Strategy, Strategic Finance ...

J.P. Morgan

Client Service - Associate I

Boston, MA · On-site

$15.75 - $21.75/hr

  • Medical

  • Retirement

As an Associate I in Investment Middle Office Services - Client Operations, your key responsibility will be to provide premier service delivery and ensure the accurate and timely delivery of the ...

JP Morgan Chase

Client Service - Associate I

Boston, MA · On-site

$15.75 - $21.75/hr

  • Medical

  • Retirement

As an Associate I in Investment Middle Office Services - Client Operations, your key responsibility will be to provide premier service delivery and ensure the accurate and timely delivery of the ...

JPMorgan Chase & Co

Client Service - Associate I

Boston, MA · On-site

$15.75 - $21.75/hr

  • Medical

  • Retirement

As an Associate I in Investment Middle Office Services - Client Operations, your key responsibility will be to provide premier service delivery and ensure the accurate and timely delivery of the ...

JPMorgan Chase & Co.

Client Service - Associate I

Boston, MA · On-site

$74K - $100K/yr

  • Medical

  • Retirement

As an Associate I in Investment Middle Office Services - Client Operations, your key responsibility will be to provide premier service delivery and ensure the accurate and timely delivery of the ...

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All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Topsfield, MA

Investment Operations Associate information

See Topsfield, MA salary details

$23.8K

$105.1K

$231.2K

How much do investment operations associate jobs pay per year?

As of Aug 13, 2026, the average yearly pay for investment operations associate in Topsfield, MA is $105,132.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,400.00 and $127,300.00 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 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 cities near Topsfield, MA are hiring for Investment Operations Associate jobs? Cities near Topsfield, MA with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Topsfield, MA as of August 2026, with employment types broken down into 86% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $105,132 per year, or $50.5 per hour.

Client Service Associate

Atlantic Group

Boston, MA • On-site

$65K/yr

Other

Re-posted 17 days ago

Job description

  • Location: Boston, MA, Massachusetts
  • Type: Perm (Contingency)
  • Job #49538
  • Salary: $65,000
Job Overview - Client Service Associate
Compensation: $65,000 - $80,000/year + bonus
Location: Boston, MA
Schedule: Monday to Friday (Hybrid)
Atlantic Group is hiring a Client Service Associate in Boston, MA for our client, supporting client account management, investment operations, portfolio reporting, and client service initiatives within an institutional investment environment. This opportunity offers broad exposure to alternative investments, portfolio operations, client servicing, and investment execution while working closely with investment professionals and senior client service team members. The ideal candidate will bring strong analytical skills, attention to detail, and a commitment to delivering exceptional client support.
Responsibilities as the Client Service Associate:
  • Client Support: Assist with client account administration, respond to client-related requests, and support the delivery of a high-quality client experience.
  • Investment Execution: Prepare and review investment documentation, subscription and redemption materials, wire instructions, and related transaction records.
  • Portfolio Reporting: Support the preparation and review of client reports, performance statements, presentations, and account documentation.
  • Account Management: Maintain client records, update CRM systems, support AML/KYC documentation, and coordinate with custodians and third-party service providers.
  • Operations Coordination: Monitor client cash activity, assist with capital calls and funding obligations, and ensure investment transactions are accurately tracked and recorded.
  • Process Improvement: Support operational enhancements, reporting efficiencies, and ongoing initiatives designed to improve client service and operational effectiveness.
Qualifications for the Client Service Associate:
  • Education: Bachelor's degree is required.
  • Experience: 2-4 years of experience in client service, investment operations, fund operations, financial services, or a related field is required.
  • Industry Knowledge: Exposure to investment management, wealth management, or related financial services environments is required.
  • Technical Skills: Proficiency with Microsoft Excel, PowerPoint, Outlook, and CRM systems is required.
  • Skills & Attributes: Strong analytical, organizational, communication, and problem-solving skills with exceptional attention to detail, professionalism, and the ability to manage multiple priorities in a fast-paced environment are required.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
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