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Investment Operations Associate Jobs in Waltham, MA

Partners Capital

Data Operations Associate

Boston, MA · On-site

$65K - $80K/yr

Firm Description Founded in 2001, Partners Capital is a Global Investment Office acting for ... Position Description The Associate will join our Boston office as a member of the Data Operations ...

Kforce Inc.

Operations Associate

Boston, MA · On-site

Kforce has a client that is seeking an Operations Associate in Boston, MA. Position Overview ... A leading alternative investment manager seeks a high-performing professional for its Private Debt ...

Groma

Junior Property Operations Associate

Boston, MA · On-site

Our investor technology platform makes owning these assets accessible to a broad array of investors ... The Property Operations Associate will play a crucial role in overseeing the day-to-day operational ...

Groma

Junior Property Operations Associate

Boston, MA · On-site

Our investor technology platform makes owning these assets accessible to a broad array of investors ... The Property Operations Associate will play a crucial role in overseeing the day-to-day operational ...

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

Investment Operations Associate information

See Waltham, MA salary details

$24K

$105.8K

$232.7K

How much do investment operations associate jobs pay per year?

As of Aug 30, 2026, the average yearly pay for investment operations associate in Waltham, MA is $105,790.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,800.00 and $128,100.00 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 job categories do people searching Investment Operations Associate jobs in Waltham, MA look for?

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

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

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

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Waltham, MA as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $104,727 per year, or $50.3 per hour.

Private Credit Operations Associate

Atlantic Group

Boston, MA • On-site

$85K/yr

Other

Re-posted yesterday

Job description

  • Location: Boston, MA
  • Type: Perm (Contingency)
  • Job #48521
  • Salary: $85,000
Job Overview - Private Credit Operations Associate
Compensation: $85,000 - $130,000/year + bonus
Location: Boston, MA
Schedule: Monday to Friday (Hybrid)
Atlantic Group is hiring a Private Credit Operations Associate in Boston, MA for our client, supporting trade settlements, fund operations, and treasury activity within an alternative investment environment. In this role, you will handle post-trade execution, cash movement, and portfolio support while partnering with investment, finance, and operations teams to ensure accuracy and efficiency. The ideal candidate has private debt operations experience, strong Excel skills, and exposure to systems such as WSO, ClearPar, or similar platforms.
Responsibilities as the Private Credit Operations Associate:
  • Trade Settlements: Manage primary and secondary trade settlements for private debt transactions and ensure timely execution.
  • Allocations & Coordination: Partner with internal teams to confirm trade allocations and support deal closing requirements.
  • Bank & Counterparty Management: Coordinate with agent banks and external parties to resolve settlement issues and support funding timelines.
  • Cash & Treasury Operations: Support cash movement, wire activity, and funding processes in coordination with finance and treasury teams.
  • Portfolio & Systems Management: Maintain accurate portfolio data and record transaction activity across internal systems.
Qualifications for the Private Credit Operations Associate:
  • Education: Bachelor's degree in Finance, Accounting, Economics, Business, or a related field is required.
  • Experience: 4-8 years of operations experience within private debt, bank loan operations, fund operations, or trade settlements.
  • Industry Knowledge: Familiarity with private credit products, CLOs, treasury workflows, and fund operations processes is strongly preferred.
  • Technical Skills: Advanced Excel skills are required and experience with WSO, ClearPar, Black Mountain, or similar investment operations systems is highly valued.
  • Skills & Attributes: Strong attention to detail, sound organizational skills, and the ability to manage time-sensitive workflows in a collaborative environment are essential.
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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