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Investment Operations Specialist Jobs (NOW HIRING)

DSB Rock Island

Investment Trading Specialist

Hopkins, MN · On-site

$70K - $100K/yr

Build your career in investment operations with a Top 25 Twin Cities CPA and Wealth Management firm ... DSB Rock Island is seeking an Investment Trading Specialist to join our Wealth Management team. In ...

Dodge & Cox

Securities Operations Specialist

Boston, MA · On-site +1

$130K - $155K/yr

The Securities Operations Specialist will be a key member of the Investment Operations department with a primary focus on security reference data, characteristics data and overall asset data quality.

TEKsystems

Operations Specialist

Fort Mill, SC · Hybrid

$18 - $23/hr

Operations Specialist (Account Opening) Location: Fort Mill, SC (Hybrid) Job Type: Contract ... Experience within a broker-dealer, financial services, banking, or investment operations ...

Robert Half

(Senior) Operations Associate

Boston, MA · On-site

... operations specialist to join a financial services firm. This position supports the end-to-end processing of private debt and loan transactions while partnering with investment, finance, treasury ...

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Investment Operations Specialist information

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$30.5K

$68.4K

$111K

How much do investment operations specialist jobs pay per year?

As of Aug 23, 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 August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $68,426 per year, or $32.9 per hour.

Investor Operations Specialist

LGT Capital Partners

New York, NY • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 24 days ago

Job description

Job Description
Investor Onboarding Specialist- Private Markets Investor Operations
Country: New York, US
Job Information
LGT Capital Partners is a global multi-alternatives investment firm privately owned by the Princely Family of Liechtenstein. Founded in 1998, the firm has grown to manage over $120 billion and is a leader in alternative investing. LGT CP provides investment solutions that leverage their expertise in private markets, diversifying strategies, as well as dedicated sustainable and impact strategies.
With a strong and stable global platform, LGT CP is ideally positioned to partner with more than 700 institutional clients around the world. The company has over 900 professionals across 16 offices, with major investment hubs in Europe, North America and Asia-Pacific. The U.S. team comprises over 100 professionals, across our New York and San Francisco offices.
Job description
Investor Onboarding Specialist (New York)
The Private Markets Investor Operations team is expanding and we're looking for a highly service-driven Investor Onboarding Specialist who excels at coordination and maintaining a clear overview across multiple tasks and stakeholders. In this role, you will shape the first impression investors have of us - ensuring a smooth, professional, and truly outstanding onboarding experience.
Requirements
  • Bachelor's degree in finance, economics, business administration, or a related field;

  • 5 years of experience in a similar role in the financial industry, preferably in private equity/private credit

  • Positive, client-centric mindset with a strong service orientation;

  • Working knowledge of AML/Compliance regulations;

  • Excellent English writing and communication skills, familiarity with working in an international firm preferred;

  • Strong team player with excellent communication skills;

  • Maintain a high level of trust, discretion, and professionalism;

  • Keen eye for detail-oriented administrative tasks;

  • Demonstrate efficiency, accuracy, organization, and flexibility;

  • Strong ability to take ownership and responsibility for various tasks.

  • Proficient in Microsoft Office; experience with database management is a bonus.

  • Willingness to travel to Switzerland and other offices from time to time

Benefits
  • We're proud to be owned by the Princely family of Liechtenstein and our successful company is greatly inspired by their entrepreneurial attitude;

  • Current hybrid schedule with three (3) days a week in the office;

  • Healthcare w/HSA - both paid at 100%;

  • Dental/Vision Package;

  • 401k Plan participation; 1:1 match up to 6% (Traditional & Roth);

  • Long-term disability & Life insurance;

  • Commuter benefits;

  • Discounted gym reimbursement;

  • 14-weeks Parental leave paid at 100%;

  • 20 Vacation days; 16 paid holidays;

  • One time remote work stipend of $1,000

Contact Information
If you are interested in becoming an integral part of a successful alternative investment management team in an international, multicultural working environment we will be pleased to get to know you soon.
For further information please contact us.
Caroline Hicks
Human Resources
LGT Capital Partners (USA) Inc.
Contact:

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