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Investment Operations Associate Jobs in Wheaton, IL

Headquartered in Chicago and backed by top-tier venture capital and major health system investors ... The opportunity PatientIQ is hiring a Strategy & Operations Associate to help drive the company ...

In addition, this role will support related investment verticals that are critical to the performance and success of Scion's operations. The Associate fosters strong cross departmental working ...

In addition, this role will support related investment verticals that are critical to the performance and success of Scion's operations. The Associate fosters strong cross departmental working ...

Am Law top 10 and one of the world's most elite law firms seeks a highly qualified associate to ... and operation of investment funds. Candidates with experience in M&A and other corporate ...

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Investment Operations Associate information

See Wheaton, IL salary details

$21.3K

$93.8K

$206.3K

How much do investment operations associate jobs pay per year?

As of Aug 19, 2026, the average yearly pay for investment operations associate in Wheaton, IL is $93,822.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,800.00 and $113,600.00 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 Wheaton, IL are hiring for Investment Operations Associate jobs?

Cities near Wheaton, IL with the most Investment Operations Associate job openings:

Infographic showing various Investment Operations Associate job openings in Wheaton, IL as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% 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 $93,822 per year, or $45.1 per hour.

Strategy and Operations Associate

ONETRACK.AI

Chicago, IL • On-site, Remote

Full-time

Re-posted 12 hours ago


Job description

Why This Role, Why Now

OneTrack is a profitable, growth-stage AI company redefining warehouse and logistics technology. We have product-market fit, marquee enterprise clients, and a business that is scaling fast across every function:  sales, marketing, communications, people, and the way we run the company itself. The work outpaces the team, and we need someone with the range, instincts, and drive to plug into wherever the leverage is highest. This role reports into the Chief of Staff; it is a foundational hire for our operating team and one of the highest-impact roles we can make as we scale.

About the Role

As Strategy & Operations Associate, you will work shoulder-to-shoulder with our leadership team to take on the most important, ambiguous, and cross-cutting problems facing the company. One week you are standing up a new GTM motion, the next you are launching a brand campaign, then designing how our team experiences working at OneTrack, then automating an internal workflow with AI agents.

You will define the problem, structure the work, and build the thing (whether that is a market entry plan, a product launch playbook, a recruiting funnel, or an agentic workflow that replaces a manual corporate process). The surface area is enormous and the work is genuinely varied. That is the point. We are looking for a generalist who is hungry to learn how a company gets built, excited to create the path forward, and deeply commercial at every altitude.

Requirements

Key Responsibilities

       Flex across the company's highest-priority initiatives. Partner with leadership to scope, plan, and execute work spanning go-to-market, marketing, communications, employee experience, and internal operations. The portfolio shifts with the business - so will you.

       Analyze. Build. Repeat. Turn strategic ideas into operational reality. Stand up new processes, launch campaigns, design programs, and ship internal tools. We value the person who closes the loop.

       Reinvent corporate processes with AI. Identify manual, repetitive, or judgment-heavy workflows across the business and rebuild them with AI agents and automation. 

       Drive GTM and marketing initiatives. Support sales motions, campaign launches, content production, and external communications. You will move comfortably between strategy work (positioning, segmentation, pricing experiments) and execution (writing the post, briefing the agency, tailoring the pitch).

       Shape the very best employee experience. Help us build a place people are proud to work at. Stand up development programs, design rituals, support recruiting, and own the everyday details that make the team feel like a team.

       Innovate with permission. Spot the gap, propose the fix, and go. We don't want someone who waits to be told what the next thing is.

 Experience & Qualifications

       2-5 years of experience in an environment that demanded breadth, ownership, and pace - top-tier consulting, investment banking or private equity, a hyper-growth startup, a founding or early-team role, or a chief of staff seat at a venture-backed company

       Flawless written and verbal communication; you can write a launch announcement, brief a CEO, and explain a new process to a new hire with equal clarity

       Sharp instincts for prioritization and the judgment to know what matters most when everything feels urgent

       Hands-on with modern AI tools and a real point of view on how agents and automation can change how companies operate; bonus if you have already built workflows with LLMs, Claude, ChatGPT, Lovable, Replit, or similar

       Creative, resourceful, and comfortable starting from a blank page -find your way to "yes"

       A bias toward action and a strong work ethic; you would rather try something imperfect than wait for the perfect plan

       Genuine excitement about warehouses, logistics, and physical operations is a plus; obsession with how things actually get built is required

Benefits

Compensation & Location

We are predominantly located in New York and Chicago but remain open to remote employees. Compensation will be commensurate with experience and is estimated to range from $110,000 to $130,000. The role is eligible for a performance-based cash bonus and equity awards.