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Investment Operations Associate Jobs in Warren, MI

Stifel

Operations Coordinator

Southfield, MI · On-site

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... We are a global wealth management and investment banking firm serious about innovation and fresh ...

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Investment Operations Associate information

See Warren, MI salary details

$20.6K

$91K

$200K

How much do investment operations associate jobs pay per year?

As of Aug 23, 2026, the average yearly pay for investment operations associate in Warren, MI is $90,950.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,900.00 and $110,100.00 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 cities near Warren, MI are hiring for Investment Operations Associate jobs?

Cities near Warren, MI with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Warren, MI as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, 1% Temporary, 2% Contract, and 3% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $90,950 per year, or $43.7 per hour.

Operations Coordinator

Stifel

Southfield, MI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

Stifel rating

8.3

Company rating: 8.3 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Operations Coordinator performs the daily cashiering and operational functions for the branch office. The Coordinator is also responsible for liaising between the branch and home office on operational matters as well as providing overflow support to other branch associates.
What We're Looking For
  • Perform daily cashiering functions for the branch related to incoming deposits of checks and securities, outgoing wires and checks.
  • Execute routine operational functions including margin notifications and resolution, processing corporate reorganization (reorg) selections, and handling account transfer requests.
  • Liaise between the branch and home office for all operational matters that arise and communicate the impact to branch personnel.
  • Provide overflow support for the daily operation of the Financial Advisors- businesses not limited to opening client accounts, preparing and processing investment documentation, facilitating outgoing check requests and other disbursements, and maintaining current client information.
  • Maintain accurate and complete account and trade records/files as required by Firm policy and industry regulation.
  • Identify matters that require escalation including suspicious activity, customer complaints, trading errors, and violation of industry regulation or Firm policy.

What You'll Bring
  • Effectively collaborate and work as a team with a diverse group of individuals.
  • Ability to organize large amounts of information and prioritize workload to meet deadlines.
  • Basic understanding of the Financial Services industry.
  • Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving

Education & Experience
  • Minimum Required: High School Diploma or equivalent experience
  • Minimum Required: 1+ years- Administrative experience

Licenses & Credentials
  • Minimum Required: None

Systems & Technology
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook

About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.

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