The Investment Services Associate is a key member of the Portfolio Management and Investments Operations teams supporting areas including trade processes, data management, client reporting, portfolio ...
The Investment Services Associate is a key member of the Portfolio Management and Investments Operations teams supporting areas including trade processes, data management, client reporting, portfolio ...
Investment Operations Associate
Manhattan, NY · On-site
$65K - $75K/yr
The Investment Services Associate is a key member of the Portfolio Management and Investments Operations teams supporting areas including trade processes, data management, client reporting, portfolio ...
Investment Operations Associate
Manhattan, NY · On-site
$65K - $75K/yr
The Investment Services Associate is a key member of the Portfolio Management and Investments Operations teams supporting areas including trade processes, data management, client reporting, portfolio ...
Investment Operations Associate
Crystal Lake, IL · On-site
$55K - $75K/yr
This role is ideal for an organized, detail-oriented professional who enjoys supporting advisors ... What You'll Do As an Investment Operations Associate, your responsibilities will include:
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Investment Operations Associate
Crystal Lake, IL · On-site
$55K - $75K/yr
This role is ideal for an organized, detail-oriented professional who enjoys supporting advisors ... What You'll Do As an Investment Operations Associate, your responsibilities will include:
Investment Operations Associate
Pittsburgh, PA · Hybrid
$90K - $110K/yr
On-Site (1 Day per Week Remote option) - Pittsburgh, PA The Operations Associate supports the management of a multi-billion-dollar institutional investment portfolio, providing critical operational ...
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Investment Operations Associate
Pittsburgh, PA · Hybrid
$90K - $110K/yr
On-Site (1 Day per Week Remote option) - Pittsburgh, PA The Operations Associate supports the management of a multi-billion-dollar institutional investment portfolio, providing critical operational ...
Support accurate and timely portfolio recordkeeping by validating account activity, maintaining data integrity, and ensuring operational information is complete and reliable for downstream use.
Support accurate and timely portfolio recordkeeping by validating account activity, maintaining data integrity, and ensuring operational information is complete and reliable for downstream use.
Investment Operations Analyst
Bellevue, WA · On-site
$90K - $122K/yr
About the Role The Investment Operations Analyst will provide day-to-day derivatives operations ... The position will support the middle- and back-office functions of the derivatives portfolio, with ...
Investment Operations Analyst
Bellevue, WA · On-site
$90K - $122K/yr
About the Role The Investment Operations Analyst will provide day-to-day derivatives operations ... The position will support the middle- and back-office functions of the derivatives portfolio, with ...
This role is responsible for supporting cash flow management, daily reconciliations, transaction ... investment operations technology is a plus. * Risk & Control Awareness: Follow established ...
This role is responsible for supporting cash flow management, daily reconciliations, transaction ... investment operations technology is a plus. * Risk & Control Awareness: Follow established ...
Investment Operations Analyst
Farmington, CT · On-site
$90K - $122K/yr
About the Role The Investment Operations Analyst will provide day-to-day derivatives operations ... The position will support the middle- and back-office functions of the derivatives portfolio, with ...
Investment Operations Analyst
Farmington, CT · On-site
$90K - $122K/yr
About the Role The Investment Operations Analyst will provide day-to-day derivatives operations ... The position will support the middle- and back-office functions of the derivatives portfolio, with ...
Investment Operations Associate
Evansville, IN · On-site
$60K - $70K/yr
The ideal candidate will demonstrate strong analytical skills, exceptional attention to detail, and a commitment to supporting clients' financial goals through efficient investment operations and ...
Investment Operations Associate
Evansville, IN · On-site
$60K - $70K/yr
The ideal candidate will demonstrate strong analytical skills, exceptional attention to detail, and a commitment to supporting clients' financial goals through efficient investment operations and ...
$90K - $122K/yr
About the Role The Investment Operations Analyst will provide day-to-day derivatives operations ... The position will support the middle- and back-office functions of the derivatives portfolio, with ...
$90K - $122K/yr
About the Role The Investment Operations Analyst will provide day-to-day derivatives operations ... The position will support the middle- and back-office functions of the derivatives portfolio, with ...
In this role you will be supporting both our UHNW client base and the endowments. Investment operations sit at the center of everything we do, from the moment a client commitment is made through ...
In this role you will be supporting both our UHNW client base and the endowments. Investment operations sit at the center of everything we do, from the moment a client commitment is made through ...
Investment Operations Coordinator
Wayzata, MN · On-site
$60K - $70K/yr
Position Overview The Investment Operations Coordinator supports the Investment Operations team, owning and supporting a variety of processes within the Investment Operations department and Waycrosse ...
Investment Operations Coordinator
Wayzata, MN · On-site
$60K - $70K/yr
Position Overview The Investment Operations Coordinator supports the Investment Operations team, owning and supporting a variety of processes within the Investment Operations department and Waycrosse ...
Investment Operations Specialist
Manhattan, NY · On-site
$140K - $185K/yr
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 ...
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Investment Operations Specialist
Manhattan, NY · On-site
$140K - $185K/yr
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 ...
Investment Operations Associate
Princeton, NJ · On-site
$90K - $110K/yr
In this role you will be supporting both our UHNW client base and the endowments. Investment operations sit at the center of everything we do, from the moment a client commitment is made through ...
Quick apply
Investment Operations Associate
Princeton, NJ · On-site
$90K - $110K/yr
In this role you will be supporting both our UHNW client base and the endowments. Investment operations sit at the center of everything we do, from the moment a client commitment is made through ...
At Ares, Investment Operations is a strategic partner to the investment business, ensuring the ... Provide operational guidance and support to junior team members where appropriate. Process ...
At Ares, Investment Operations is a strategic partner to the investment business, ensuring the ... Provide operational guidance and support to junior team members where appropriate. Process ...
Investment Operations Associate
New York, NY · On-site
$120K - $140K/yr
Great Place to Work Certified™ The Role As an Investment Operations Associate , you will support the operational infrastructure behind Savvy's centralized investment platform. As part of the SWIM ...
Investment Operations Associate
New York, NY · On-site
$120K - $140K/yr
Great Place to Work Certified™ The Role As an Investment Operations Associate , you will support the operational infrastructure behind Savvy's centralized investment platform. As part of the SWIM ...
Investment Operations Associate 136192 Zurich Group Investment Management, Inc. (ZGIM), a part of ... Supporting internal initiatives, system enhancements, and client-specific requirements.
Investment Operations Associate 136192 Zurich Group Investment Management, Inc. (ZGIM), a part of ... Supporting internal initiatives, system enhancements, and client-specific requirements.
Position Overview The Investment Operations Coordinator supports the Investment Operations team, owning and supporting a variety of processes within the Investment Operations department and Waycrosse ...
Position Overview The Investment Operations Coordinator supports the Investment Operations team, owning and supporting a variety of processes within the Investment Operations department and Waycrosse ...
Investment Operations Associate
Princeton, NJ · On-site
$90K - $110K/yr
In this role you will be supporting both our UHNW client base and the endowments. Investment operations sit at the center of everything we do, from the moment a client commitment is made through ...
Quick apply
Investment Operations Associate
Princeton, NJ · On-site
$90K - $110K/yr
In this role you will be supporting both our UHNW client base and the endowments. Investment operations sit at the center of everything we do, from the moment a client commitment is made through ...
Investment Operations Coordinator
Wayzata, MN · On-site
$60K - $70K/yr
Position Overview The Investment Operations Coordinator supports the Investment Operations team, owning and supporting a variety of processes within the Investment Operations department and Waycrosse ...
Quick apply
Investment Operations Coordinator
Wayzata, MN · On-site
$60K - $70K/yr
Position Overview The Investment Operations Coordinator supports the Investment Operations team, owning and supporting a variety of processes within the Investment Operations department and Waycrosse ...
Investment Operations Support information
See salary details
$13.94 - $15.95
5% of jobs
$15.95 - $17.96
7% of jobs
$19.93 is the 25th percentile. Wages below this are outliers.
$17.96 - $19.97
13% of jobs
$19.97 - $21.98
9% of jobs
$21.98 - $23.99
5% of jobs
The median wage is $25.90 / hr.
$23.99 - $26.01
11% of jobs
$26.01 - $28.02
12% of jobs
$28.02 - $30.03
9% of jobs
$30.75 is the 75th percentile. Wages above this are outliers.
$30.03 - $32.04
9% of jobs
$32.04 - $34.05
11% of jobs
$34.05 - $36.06
8% of jobs
$13
$26
$36
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Investment Operations Associate
Manhattan, NY • On-site
Other
Posted 20 days ago
Northwestern Mutual rating
8.0
Based on 76 frontline employees who took The Breakroom Quiz
Job description
The Investment Services Associate is a key member of the Portfolio Management and Investments Operations teams supporting areas including trade processes, data management, client reporting, portfolio management functions and oversight of Investment Policy violations. This position requires strong analytical skills, attention to detail, a positive professional attitude, and ability to work in a team environment.
Responsibilities- Process or collaborate to open/fund investment accounts and investment service requests such as funds disbursements, account transfers and trade correction requests.
- Manage account maintenance and service requests including funds disbursements, account transfers.
- Respond to registered representative administrative requests.
- Process trade correction requests per approval from Agency Supervisor/Senior Investment Operations Associate.
- Act as Liaison for FR NMIS needs, client service access, mutual fund access, and troubleshoot paperwork that is lost or processed incorrectly.
- Compile meeting kits which include all materials needed for the approach, close, and delivery.
- Conduct weekly status reports/summary of Financial Representatives supported.
- Keeping appropriate notes of trade activity and handling other assigned administrative duties.
- Interfacing with research departments, investment operations, and financial advisors.
- Assisting the research department and investment operations when the market is closed.
- Executing strategic asset allocation and/or investment changes.
- Staying up to date on accounting and financial.
- Providing administrative coordination with trading, operations, client service.
- Overseeing Investment Policy Violations and keeping portfolios within allowable variance.
- Processing trade corrections for both brokerage and advisory, if necessary.
- Bachelor's degree or equivalent.
- Strong interpersonal skills and a self-motivated.
- 1-3 years working experience.
- SIE and Series 7 preferred (or willing to obtain within 90-days).
- Proficient in Microsoft Suite Programs (Excel, Word, Outlook, PowerPoint).
What Northwestern Mutual employees say
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About Northwestern Mutual
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Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
Milwaukee, WI, US