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Investment Operations Associate Jobs (NOW HIRING)

MicroVentures

Investment Operations Associate

Austin, TX · On-site

The team is responsible for the full investment life cycle, including: establishment and funding of ... Collaborate with compliance, operations, and executive leadership teams to meet all requirements to ...

MicroVentures

Investment Operations Associate

Austin, TX · On-site

The team is responsible for the full investment life cycle, including: establishment and funding of ... Collaborate with compliance, operations, and executive leadership teams to meet all requirements to ...

Cappelle Wealth Management - Northwestern Mutual

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Investment Operations Associate

Schaumburg, IL · On-site

$70K - $75K/yr

Preparing investment policy statement Processing Accounts * Preparing and processing all paperwork needed for investment/advisory accounts * Monitoring, processing and following up on asset transfers ...

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Investment Operations Associate information

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$22K

$97.1K

$213.5K

How much do investment operations associate jobs pay per year?

As of Jun 11, 2026, the average yearly pay for investment operations associate in the United States is $97,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $117,500.00 per year, depending on experience, location, and employer.

What is an Investment Operations Associate job?

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 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 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.

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Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in the United States as of June 2026, with employment types broken down into 65% Full Time, 33% Part Time, 1% Contract, and 1% Nights. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $97,073 per year, or $46.7 per hour.
Investment Operations Associate

Investment Operations Associate

Cassaday & Company

Mclean, VA • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

POSITION SUMMARY

Cassaday & Company, Inc. is seeking an Investment Operations Associate to join the Investment Management & Research (IMR) team in McLean, Virginia. This role focuses on investment data integrity, performance and cost basis reporting, and operational support across portfolio management and trading functions, while also assisting with investment research initiatives, analytical projects, and investment-related communications.

RESPONSIBILITIES

  • Maintain and audit investment data across portfolio accounting and reporting systems, with a focus on cost basis accuracy and reconciliation.

  • Support the firm’s GIPS® verification process through data preparation, validation, and auditor coordination.

  • Prepare investment analyses and materials for internal and client-facing use.

  • Coordinate fund manager due diligence processes, including meeting scheduling, documentation, and follow-up tracking.

  • Support Investment Policy Committee (IPC) meeting preparation, logistics, and materials.

  • Assist with departmental reporting and operational workflow management across IMR and Trading functions.

  • Assist in the drafting and reviewing of client-facing investment communications.

REQUIREMENTS

  • Bachelor’s degree with a strong academic record.

  • Strong interest in investment management and financial markets.

  • Progress toward CFA® designation preferred.

  • Ability to obtain the SIE, Series 7, and Series 66 (or equivalent) within six months of hire.

  • Advanced proficiency in Microsoft Excel; VBA experience preferred.

  • Familiarity with investment platforms and research tools such as Bloomberg, FactSet, Morningstar, or YCharts preferred.

  • Experience with Python, R, SQL, or other analytical tools is a plus.

  • Strong analytical, quantitative, and organizational skills.

  • High attention to detail and ability to manage multiple priorities effectively.

This position offers a hybrid schedule following successful completion of the introductory period.

ABOUT US

Cassaday & Company manages over $7.7 billion in assets for approximately 3200 households.

Since its inception in 1993, Cassaday & Company has been recognized for employee development, community service, as a best place to work, as one of the fastest growing companies in the country, and as one of the top wealth advisors in the United States by outlets such as Barron’s, Forbes, Inc. 5000, Investment News, Financial Times, Washingtonian, and more.

CASSADAY & COMPANY BENEFITS PACKAGE

  • Healthcare options, including medical, dental, vision, life, and disability insurance, with majority of premiums paid by the firm
  • 401(k) options
  • Paid time off
  • Telework options
  • Health & Wellness Program, including:
    • Monthly Wellness Allowance
    • quarterly & annual employee wellness events
  • Paid parking in covered garage, OR monthly public transit subsidy
  • Tax-free Dependent Care Assistance and Education & Tuition Assistance programs
  • Company-sponsored employee appreciation events

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