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Investment Operations Associate Jobs (NOW HIRING)

Careers at KKR

AVP, Investment Operations

Boston, MA · On-site

$120K - $160K/yr

PC Operations is part of the larger Enterprise Investment Operations organization, ensuring seamless integration across multiple business units. POSITION SUMMARY KKR seeks to recruit an Assistant ...

Atlantic Group - New Jersey

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Fund Operations Associate

Conshohocken, PA · On-site

$85K - $100K/yr

... Operations Associate in Conshohocken, Pennsylvania. This role requires someone who can manage ... Must have experience working with Alternative Investments. This is a hybrid role based on of ...

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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 Jul 3, 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.

More about Investment Operations Associate jobs
What cities are hiring for Investment Operations Associate jobs? Cities with the most Investment Operations Associate job openings:
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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 42% Full Time, 53% Part Time, and 5% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $97,073 per year, or $46.7 per hour.

Operations Associate - Investment Platform

Whitecap

New York, NY • On-site

$100K/yr

Full-time

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

Job description

Our client, a collaborative and forward-thinking investment platform designed to break traditional barriers, is seeking an Operations Associate to join their team in New York. This is a great opportunity to gain hands-on experience in a high-performing environment that values innovation and creative problem-solving. The role offers excellent compensation and the chance to build a strong foundation in operational finance within a dynamic firm.
Job Description:
Compensation : $ 100000
Job ID : 45045
Job Function:
  • Lead daily tracking, valuation, and marking of alternative investments, including funds of funds, directs, and sports teams using NAV and IRR adjustments.
  • Prepare founder's daily net worth, P&L, and liquidity report for a multi-billion-dollar portfolio across all assets and liabilities.
  • Generate quarterly tear sheets with fund performance metrics, historical data, and commentary using Burgiss MSCI tools.
  • Reconcile trades, cash, and position differences with prime brokers across asset classes including CLOs and private trades.
  • Support deal closings by reviewing allocations, verifying documents, ensuring regulatory compliance, and coordinating wire transfers.
  • Maintain ongoing deal activity in internal systems, including accruals, paydowns, borrows, and participations.
  • Enhance operational workflows by implementing tools such as Duco, Burgiss, Jira, and Canoe.

Job Requirements:
Job Requirements:
  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • 1 - 3 years of experience in investment operations, fund accounting, or a similar role within financial services.
  • Strong understanding of alternative investments and general knowledge of capital activity (NAV, IRR, P&L).
  • Proficiency with Excel; experience with tools such as Burgiss, Duco, Jira, Canoe, or similar platforms is a plus.

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
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