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Investment Operations Associate Jobs in Worcester, MA

Unitil

Operations Support Associate

Fitchburg, MA · On-site

Unitil is an investor-owned public utility proudly serving Maine, Massachusetts and New Hampshire ... Qualifications High school diploma or equivalent; associate degree preferred. 2+ years of ...

Unitil

Operations Support Associate

Lunenburg, MA · On-site

Unitil is an investor-owned public utility proudly serving Maine, Massachusetts and New Hampshire ... High school diploma or equivalent; associate degree preferred. * 2+ years of administrative ...

Johnston & Murphy

Full-Time Stock Associate

Natick, MA · On-site

$15.50 - $19.50/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...

Johnston & Murphy

Full-Time Stock Associate

Natick, MA

$15.50 - $19.50/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...

Johnston & Murphy

Full-Time Stock Associate

Natick, MA · On-site

$15.50 - $19.50/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...

Johnston & Murphy

Full-Time Stock Associate

Natick, MA · On-site

$15.50 - $19.50/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...

Johnston & Murphy

Full-Time Stock Associate

Natick, MA · On-site

$15.50 - $19.50/hr

Operational Support Support inventory accuracy and daily store operations while helping protect ... Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ...

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Investment Operations Associate information

See Worcester, MA salary details

$22K

$96.9K

$213K

How much do investment operations associate jobs pay per year?

As of Aug 25, 2026, the average yearly pay for investment operations associate in Worcester, MA is $96,861.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,900.00 and $117,200.00 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 Worcester, MA look for?

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

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

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

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Worcester, MA as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 13% Part Time, 1% Temporary, 3% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $96,861 per year, or $46.6 per hour.

Senior Manager, Compliance Operations

Smithfield, RI • On-site

Fidelity Investments
10K+ employees

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

17th of 151 rated financial services

People enjoy working here

Good employer

Recommended by students

Learn more about Fidelity Investmentsexternal

Full-time

Re-posted 20 days ago

Job description


Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Senior Manager, Compliance Operations oversees the escheatment operations team for Fidelity Digital Assets, FILI, eFILI, HR Services, Accounts Payable, Charitable, Green Pier, Workplace Investing, Fidelity Institutional Asset Management and Fidelity Management Trust Company. This role is also responsible for onboarding and implementing new lines of business, including developing policies, procedures, and controls. The role involves leading technological initiatives, responding to inquiries from internal and external stakeholders, supporting process improvements, and strengthening controls. The Senior Manager ensures that all team responsibilities and deliverables are completed accurately and on time.
Responsibilities Include:
  • Manage workflow of state requests and assignment of state requests to analysts.
  • Hire, lead, mentor, and develop a team of associates, fostering a high performance and continuous improvement in culture.
  • Coordinate annual escheatment with internal and external business partners, which includes managing to strict timelines and problem-solving.
  • Ensure on-going compliance with SEC and state required due diligence mailings. Integrate state changes to mailing parameters, re-write customer correspondence as required, and obtain business partner consensus and eReview approvals.
  • Lead project work, defining system requirements, drafting project documentation, and validating UAT results.
  • Responsible for records management and policy and procedure documentation.
  • Resource to other members of the department providing direction and technical expertise as needed.

The Expertise and Skills You Bring
  • BA/BS degree required.
  • Experience: 5 to 8 years of experience in one or more of the following areas: Escheatment, brokerage operations, Risk and Compliance.
  • Some knowledge of state escheatment rules is a plus.
  • 5 plus years in business analysis and or project management in financial services.
  • Excellent interpersonal, communication and time management skills.
  • Working knowledge of Fidelity systems including FBSI, XTRAC, TrackerPro is a plus.
  • Strong collaboration skills and ability to influence cross-functional partners.
  • Process oriented mindset with a focus on automation, efficiency, and error reduction.
  • Strong program management, prioritization, and attention to detail.
  • Ability to clearly communicate technical concepts to non-technical stakeholders.
  • Comfortable working in fast paced environments.
  • Strong regulatory and control mindset.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
Investment Operations
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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