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Investment Operations Associate Jobs in Waterloo, IA

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Investment Operations Associate information

See Waterloo, IA salary details

$21.7K

$95.7K

$210.5K

How much do investment operations associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for investment operations associate in Waterloo, IA is $95,719.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,100.00 and $115,900.00 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 Waterloo, IA are hiring for Investment Operations Associate jobs?

Cities near Waterloo, IA with the most Investment Operations Associate job openings:

Infographic showing various Investment Operations Associate job openings in Waterloo, IA as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, 1% Temporary, 4% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $95,719 per year, or $46 per hour.

Sr. Analyst, Cost Accounting

MasterBrand Cabinets LLC

Waterloo, IA • On-site

$81K - $103K/yr

Full-time

Re-posted 6 days ago


MasterBrand Cabinets rating

6.7

Company rating: 6.7 out of 10

Based on 96 frontline employees who took The Breakroom Quiz

31st of 52 rated furniture manufacturers


Job description

For more than 70 years, MasterBrand has been shaping the places where people come together, enriching lives and creating meaningful memories for our customers. We are the #1 manufacturer of residential cabinets in North America, and our associates produce the most comprehensive portfolio of superior cabinetry products for the kitchen, bath and other parts of the home. Come see why our associates love working at MasterBrand.


Job Description:

TheSeniorAnalyst, Costing Accounting will support theperformance management ofmanufacturingoperations.This positionwillbe responsible foraspectsofbudgeting, forecasting, monthly close, compliance, reporting, performance analysis, and special projects as they arise.Thisposition requires the ability to work effectively individually and on teams within a matrix organization while handling multiple priorities across functions and levels throughout the business. In addition, this position requiresdeveloping knowledge in accounting, finance, financial control, systems, informationanalysisand reporting.

Responsibilities:

  • Assistswith the preparation and review of the annual budget, periodic forecasts, and operating plans.

  • Performs assigned close tasks accurately andtimely.

  • Prepares assigned journal entries and account reconciliations and substantiations.

  • Assistswith the assessment of monthly financial performance, including root cause analysis, and highlighting performance improvement areas to the operations team.

  • Performs profitability assessments on product lines, customers, capital investments, and other business decisions.

  • Ensuresfinancial integrity by following established procedures and company internalcontrolsthat arein accordance withGenerally Accepted Accounting Principles (GAAP), MasterBrand policies, Code of Conduct, and other applicable guidelines.Ensuresthe financial statements are prepared in the same accordance.

  • Performs financial modeling andtrendand sensitivity analyses.

  • Assistsin the maintenance and accuracy of standard costing.

  • Prepares and coordinates capital expenditure requests as well asparticipatesin long term capital planning.

  • Supports inventory and other assetcontrol.

  • Develops detailed knowledge of accounting systems such as OraclePlanning and Budgeting Cloud Services/Smartview, Insight,andFriedman).

  • Maintains financial integrity by following established procedures, policies, and internal controls.

  • Develops in-depth knowledge of all MasterBrand strategic business units.Leverages ideas from other reviews and co-workers to provide value-added recommendations and best practices to others.

  • Demonstrates teamwork by responsively collaborating with the Financemanagement andstaff, sharing information and ideas, proactivelyseeking, and accepting constructive feedback.

  • Consistentlydemonstratesthe MasterBrand Way, positioning the company for growth and helpingidentifyopportunities to reduce waste, complexity, and improve our work environment.

  • Performs other duties andparticipatesin special projects as assigned.

Qualifications

  • Bachelors degree inAccounting required (Finance, Economics, or equivalentalso to be considered).

  • 3+ yearsofaccounting experience- withmanufacturingexperience preferred.

  • Proficient in the use of Microsoft OfficeSuite(PowerPoint, Word, Outlook).Intermediate or advancedExcel skillsrequired.

  • Knowledge andexperienceEnterprise Resource Planning (ERP) and/or Material Requirements Planning (MRP) such as Oracle and Mainframe are preferred.

  • Certified Public Accountant (or Chartered Accountant equivalent),CertifiedManagement Accountant,and/or Master of Business Administrationis a plus.

  • Working knowledge of Generally Accepted Accounting Principles(GAAP), and/or International Financial Reporting Standards (IFRS),Sarbanes Oxley, costaccountingand accounting acumen.

  • Positive,and solution-orientated attitude and approach.

  • Ability to travel 5% annually (domestic).

Equal Employment Opportunity

MasterBrand Cabinets LLC is an equal opportunity employer. MasterBrand Cabinets LLC's policy is not to discriminate against any applicant or employee based on race, color, religion, sex, gender identity or expression, national origin, ancestry, age, disability/handicap status, marital status, military status, sexual orientation, genetic history or information, or any other basis protected by federal, state or local laws. MasterBrand Cabinets LLC also prohibits harassment of applicants or employees based on any of these protected categories. It is also MasterBrand Cabinets LLC's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Reasonable Accommodations

MasterBrand Cabinets LLC is committed to working with and providing reasonable accommodations to individuals with disabilities. If you have a disability and wish to discuss potential accommodations related to applying for employment, please contact us at staffing@masterbrand.com.


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