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Investment Operations Jobs in Alabama (NOW HIRING)

Philadelphia Green Capital Corp.

Operations and Finance Coordinator Reports to: Operations Manager Number of direct reports: 0 ... Since 2016, PEA has supported over $1.3 billion in investment, creating more than 10,000 jobs in ...

Suburban Propane

Operations Manager

Moulton, AL

Overview We are currently looking for an energetic and motivated Operations Manager to play a ... producer of and investor in low carbon fuel alternatives, servicing the energy needs of ...

New

Suburban Propane

Operations Manager

Moulton, AL · On-site

We are currently looking for an energetic and motivated Operations Manager to play a pivotal role ... producer of and investor in low carbon fuel alternatives, servicing the energy needs of ...

New

Suburban Propane

Operations Manager

Moulton, AL · On-site

Overview We are currently looking for an energetic and motivated Operations Manager to play a ... producer of and investor in low carbon fuel alternatives, servicing the energy needs of ...

New

Suburban Propane

Operations Manager

Moulton, AL · On-site

We are currently looking for an energetic and motivated Operations Manager to play a pivotal role ... producer of and investor in low carbon fuel alternatives, servicing the energy needs of ...

New

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Investment Operations information

See Alabama salary details

$10

$23

$48

How much do investment operations jobs pay per hour?

As of Aug 24, 2026, the average hourly pay for investment operations in Alabama is $23.79, according to ZipRecruiter salary data. Most workers in this role earn between $16.11 and $27.45 per hour, depending on experience, location, and employer.

What is investment operations?

Investment Operations refer to the behind-the-scenes processes and systems that support the buying, selling, and management of investment assets in financial institutions. This includes trade settlement, reconciliation, portfolio accounting, reporting, and ensuring compliance with regulatory requirements. Investment Operations professionals ensure that transactions are processed accurately and efficiently, helping firms to minimize risks and meet client expectations. Their work is critical for the smooth functioning of asset management, hedge funds, pension funds, and investment banks.

What are the key skills and qualifications needed to thrive in investment operations?

To thrive in Investment Operations, you need strong analytical skills, attention to detail, and a background in finance or accounting, often supported by a bachelor's degree. Familiarity with portfolio management systems, trade settlement platforms, and industry regulations, as well as certifications like CFA or CIPM, is highly valued. Excellent problem-solving abilities, organizational skills, and effective communication set top performers apart in this field. These competencies are essential for ensuring accurate transaction processing, regulatory compliance, and seamless support of investment activities.

What are some common challenges faced in investment operations, and how can professionals effectively address them?

Investment Operations professionals often encounter challenges such as managing high transaction volumes, ensuring data accuracy, and adapting to frequent regulatory changes. To address these, strong attention to detail, robust internal controls, and staying current with industry regulations are crucial. Collaboration with portfolio managers, compliance teams, and IT staff also helps streamline processes and resolve issues efficiently. Developing proficiency with investment management systems and a proactive approach to problem-solving can further enhance effectiveness in this role.

What is the difference between Investment Operations vs Fund Accountant?

AspectInvestment OperationsFund Accountant
Primary ResponsibilitiesOversees trade processing, settlement, data management, and compliance across investment portfolios.Manages fund accounting, NAV calculations, and financial reporting for investment funds.
Required Skills & CertificationsKnowledge of investment processes, Excel, and industry regulations; certifications like CFA or CPA are common.Strong accounting skills, familiarity with fund accounting software; CPA or equivalent often preferred.
Work EnvironmentTypically in asset management firms, hedge funds, or banks, focusing on operational efficiency.Primarily in fund management companies, focusing on accurate financial reporting.

While both roles support investment firms, Investment Operations has a broader scope covering trade processing and compliance, whereas Fund Accountants focus specifically on fund financials and NAV calculations. Both roles often require similar certifications and work in related environments, but their core functions differ in scope and daily tasks.

Is investment operations a good career?

Investment operations is a stable career path within the finance industry, involving tasks such as trade settlement, data management, and compliance. It requires strong attention to detail, proficiency with financial systems, and often benefits from certifications like the CFA or CPA. The role offers opportunities for advancement and specialization in areas like risk management or technology.

What are the duties of investment operations?

Investment operations professionals are responsible for processing and settling trades, maintaining client accounts, reconciling transactions, and ensuring compliance with regulations. They also handle reporting, data management, and support the investment team with administrative tasks, often using specialized software and requiring attention to detail. These duties help ensure the smooth and accurate functioning of investment activities within financial firms.

What do you do in investment operations?

In investment operations, professionals handle the processing and settlement of trades, maintain client accounts, and ensure compliance with regulations. They use tools like portfolio management systems and often work closely with investment managers and custodians to ensure accurate and timely transaction execution.

What are the most commonly searched types of Investment Operations jobs in Alabama?

The most popular types of Investment Operations jobs in Alabama are:

What are popular job titles related to Investment Operations jobs in Alabama?

For Investment Operations jobs in Alabama, the most frequently searched job titles are:

What job categories do people searching Investment Operations jobs in Alabama look for?

The top searched job categories for Investment Operations jobs in Alabama are:

Investment Operations jobs near you
Infographic showing various Investment Operations job openings in Alabama as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, 1% Temporary, 4% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $49,478 per year, or $23.8 per hour.

Operations Manager Corporate Trust

Synovus

Birmingham, AL • On-site

Full-time

Re-posted 26 days ago

Synovus rating

8.9

Company rating: 8.9 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

12th of 172 rated banks

Job description

Job Summary:
Manages various segments of Trust Operations, overseeing operational aspects to include systems supporting those functions, and administrative services performed by those departments. Partners with the Trust division leadership team on financial and strategic business issues, and long range planning. Responsible for ensuring the maintenance and/or development of proper internal controls for the types and volume of business transacted by the departments they oversee. Ensures the most effective and efficient process workflows are employed and maintained, to ensure prompt and seamless service and support to both internal and external clients.
Job Duties and Responsibilities:
  • Consults with the Director of Operations to develop, plan and implement department goals and initiatives. Oversees the effective and efficient execution of the departments operation and tactical plans. Plans and coordinates the department's projects, directs workflow to ensure adherence to regulatory and firm guidelines, SOPs, and ensures successful completion in accordance with established timelines.
  • Responsible for the effective and efficient performance of one or more of the following Trust Operations functions: trust accounting, cash movement/reconcilement, asset movement, investment operations, tax, middle office, and trust data.
  • Trust Accounting, Cash Reconcilement, Asset Movement: Manages processing of securities purchases and sales, cash reconcilement for all Trust operational accounts, asset maintenance, coordination of securities receipts and deliveries, asset pricing, dividend and interest collections.
  • Investment Operations: Manages all trading and settlement functions including trading assets. Generates reports and performance verifications. Works with outsourcing provider to ensure all trades are settled in a timely and efficient manner.
  • Middle Office: Manages account set-up and closing, statement production, disbursements, and all system maintenance.
  • Trust Data and Business Analytics: Manages and oversees the data maintained in the core trust system and other ancillary systems including data flow, accuracy, reporting and information risk and resiliency. Manages Trust data maintained on the firm intranet site.
  • Tax: Manages the production of all tax reporting including production of 1099's and tax worksheets for use in preparing fiduciary returns for the firm. Works with accounting firms to ensure all returns are prepared and filed in a timely manner. Responds to all IRS notices issued to Trust.
  • Consults with the Trust division management and other functional teams to ensure the services provided by their areas of responsibilities meet their needs and to solicit feedback on additional services and support that may be required.
  • Manages the business risk for their areas of responsibility to include developing and implementing plans for disaster recovery/business continuity including identifying methods to be used in performing risk and business impact analyses on those respective areas.
  • Provides exceptional client service to internal and external clients. Ensures services provided are efficient and cost effective, while adding value. Establishes high client service standards, removing any barriers that might stand in the way of that delivery. Works with department personnel to resolve service issues in a timely manner ensuring adherence to standards.
  • Negotiates with various trust support service business partners and consultants regarding pricing for consultative services, system enhancements, subscriptions. Ensures the services provided meet the business needs and flexibility of the trust organization.
  • Oversees compliance with all policies and procedures team memberd with their respective areas of responsibility including development, implementation, and management of day to day activities to ensure adherence to all policies and procedures. Stays abreast of legislation, regulatory rulings, firm changes, and market trends.
  • Manages the annual performance management and merit processes for direct and indirect reports. Coaches and develops team members and builds a work environment where team members are engaged and feel a positive sense of achievement about their role in the firm. Works closely with Human Resources regarding employee relations, compensation, training, posting and filling vacant positions and other Human Resources related matters.
  • Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Firm authority in a timely fashion.
  • Performs other related duties as required.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Minimum Education: Bachelor's degree in Finance, Economics or a related discipline or an equivalent combination of education and experience.
Minimum Experience: 8 years of experience in securities processing, income collections, data processing systems, collective investing, fund accounting and/or cost accounting; and experience managing projects that cross organizational lines Regular office environment;
Required Knowledge, Skills & Abilities:
  • May sit for long periods of time;
  • Talk and hear regularly;
  • Use of hands, ability to reach;
  • Ability to see objects up close or at a distance, use peripheral vision, identify basic colors;
  • Up to 10 pounds weight lifting/force exertion required;
  • Weight/force exertion required less than 10% of the time;
  • Travel required less than 10% of the time.

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