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About the role Investment Operations is where a member's money actually moves. Our team owns the ... The path from Specialist to Lead is measured by how many functions you can teach, how little ...

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Investment Operations Specialist

New York, NY · On-site

About the role Investment Operations is where a member's money actually moves. Our team owns the ... The path from Specialist to Lead is measured by how many functions you can teach, how little ...

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Investment Operations Specialist information

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$30.5K

$68.4K

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How much do investment operations specialist jobs pay per year?

As of Sep 12, 2026, the average yearly pay for investment operations specialist in the United States is $68,426.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $81,500.00 per year, depending on experience, location, and employer.

What does an investment operations specialist do?

An Investment Operations Specialist manages the administrative and operational aspects of investment processes. They handle trade settlements, reconciliations, reporting, and ensure compliance with financial regulations. Their role supports portfolio managers and traders by ensuring smooth transaction processing and accurate financial data management. Effective communication with internal teams and external partners is key to success in this role.

What skills and qualifications are needed to thrive as an investment operations specialist?

To thrive as an Investment Operations Specialist, you need a solid understanding of financial markets, investment products, and operational processes, usually supported by a bachelor’s degree in finance, accounting, or a related field. Familiarity with portfolio management systems, trade settlement platforms, and certifications such as CFA or CIPM are often advantageous. Strong attention to detail, analytical thinking, and effective communication skills set top performers apart. These abilities are crucial to ensure accurate processing of investment transactions, mitigate risks, and facilitate seamless collaboration with internal and external stakeholders.

Is investment operations a good career?

Investment operations is a stable career path that involves managing and processing financial transactions, ensuring compliance, and supporting investment activities. It requires strong attention to detail, knowledge of financial systems, and often benefits from certifications like the CFA or CPA. The role offers opportunities for advancement within financial firms and a solid understanding of investment processes.
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Investment Operations Specialist jobs near you
Infographic showing various Investment Operations Specialist job openings in the United States as of September 2026, with employment types broken down into 83% Full Time, and 17% Contract. Highlights an 100% In-person job distribution, with an average salary of $68,426 per year, or $32.9 per hour.

Investment Operations Specialist

Manhattan, NY • On-site

Career Launch AI
See more jobs at Career Launch AIexternal

$140K - $185K/yr

Other

Posted 4 days ago

Job description

Investment Operations Specialist

Location: New York, NY
Employment Type: Full-Time
Estimated Compensation:
$140,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Investment Operations Specialist position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with roles supporting the operational infrastructure of investment management organizations.

Actual openings may vary based on employer type (asset managers, hedge funds, private equity firms, investment advisors, fund administrators, or fintech platforms), asset class focus, and organizational structure.

For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/

Position Overview

Investment Operations Specialists support the end-to-end operational processes that enable investment teams to function efficiently and accurately. The role combines transaction processing, data oversight, and cross-functional coordination to support portfolio managers and traders while maintaining strong operational controls.

These roles often involve close collaboration with trading desks, portfolio managers, fund accounting, compliance, risk management, and external service providers.

Key Responsibilities

  • Support daily investment operations, including trade capture, settlement, and reconciliation

  • Ensure accuracy of positions, cash balances, and transaction records across systems

  • Coordinate with brokers, custodians, and fund administrators to resolve breaks and discrepancies

  • Support portfolio and fund-level reporting, including performance, exposures, and cash flows

  • Assist with operational aspects of portfolio rebalancing and investment implementation

  • Maintain operational procedures, documentation, and internal controls

  • Support audits, regulatory requests, and compliance reviews

  • Analyze operational workflows to identify inefficiencies and recommend improvements

  • Prepare daily, weekly, and ad-hoc operational reports for internal stakeholders

Preferred Qualifications

  • Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field

  • Understanding of investment operations, transaction lifecycles, and financial instruments

  • Experience or coursework in operations, middle office, or asset management (preferred)

  • Strong attention to detail and ability to manage high-volume workflows

  • Proficiency in Excel; familiarity with SQL, Python, or operations systems is a plus

  • Strong problem-solving and analytical skills

  • Ability to work effectively in deadline-driven, process-oriented environments

  • Clear written and verbal communication skills

  • Strong interest in investment operations, asset management, and operational excellence

About the Career Launch AI Talent Network

The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:

  • Skills-based role matching

  • Resume and profile optimization

  • Guidance on outreach to investment operations and asset management teams

  • Interview preparation for investment operations, middle-office, and financial services roles

To learn more or express interest in investment operations and asset management roles, visit:
https://www.careerlaunch.ai/