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Investment Operations Jobs in Arizona (NOW HIRING)

LPL Financial

Alt Investment Ops Associate Analyst

Tempe, AZ · On-site

$24.71 - $41.15/hr

The Alternative Investment Operations team is comprised of recon, transfers (incoming, outgoing and internal), conversions and dividends/corporate actions. We are seeking a candidate who has previous ...

New

U-Haul

Investment Accountant

Phoenix, AZ · On-site

... operational knowledge. * Working or Academic knowledge of Banking functions, Cash Management ... Investment Reporting & Analysis. * Effectively communicate with customers inside and outside of the ...

U-Haul

Investment Accountant

Phoenix, AZ · On-site

... operational knowledge. * Working or Academic knowledge of Banking functions, Cash Management ... Investment Reporting & Analysis. * Effectively communicate with customers inside and outside of the ...

First Citizens Bank

Investment Specialist

Phoenix, AZ · On-site

From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power ...

First Citizens Bank

Investment Specialist

Phoenix, AZ · On-site

From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power ...

US Bank

PWM Portfolio Investment Analyst

Scottsdale, AZ

$75K - $89K/yr

On the Job Training will focus on teaching the Analyst the technical aspects of Investments. Will ... operations/policies and U.S. Bank products and services - Effective interpersonal, verbal and ...

MUFG

Middle Office Investment Banking Analyst

Tempe, AZ · Hybrid

$70K - $85K/yr

This means investing in talent, technologies, and tools that empower you to own your career. Join ... In this team, Analysts provide daily operational support to our Front Office Account Officers and ...

Deloitte

Senior Manager

Tempe, AZ · On-site

Ability to mentor and provide clear guidance to others The team Deloitte's Investment Wealth Management practice supports clients across wealth management, asset management, and investment operations.

AssetMark, Inc.

Senior Portfolio Analyst

Phoenix, AZ · On-site

$77K - $95K/yr

Ability to build collaborative relationships across Operations, Client Experience, Product, Engineering, Investments, and Compliance. * Experience coordinating cross-functional initiatives.

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Investment Operations information

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$10

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$49

How much do investment operations jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for investment operations in Arizona is $24.46, according to ZipRecruiter salary data. Most workers in this role earn between $16.59 and $28.22 per hour, depending on experience, location, and employer.

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 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 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 salary of an investment operations career path?

The salary for an investment operations professional typically ranges from $60,000 to $100,000 annually, depending on experience, location, and the size of the firm. Entry-level roles may start lower, while experienced specialists or managers can earn higher salaries, often supplemented with bonuses and benefits.

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 often use specialized software and work closely with portfolio managers, custodians, and compliance teams to ensure accurate and efficient investment activities.

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.

What are the most commonly searched types of Investment Operations jobs in Arizona? The most popular types of Investment Operations jobs in Arizona are:
What are popular job titles related to Investment Operations jobs in Arizona? For Investment Operations jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Investment Operations jobs in Arizona look for? The top searched job categories for Investment Operations jobs in Arizona are:
Investment Operations jobs near you
Infographic showing various Investment Operations job openings in Arizona as of August 2026, with employment types broken down into 83% Full Time, 13% Part Time, 1% Temporary, and 3% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $50,870 per year, or $24.5 per hour.

Alt Investment Ops Associate Analyst

LPL Financial Holdings, Inc.

Tempe, AZ • On-site

$24.71 - $41.15/hr

Full-time

Medical, Retirement, PTO

Posted 3 days ago

New

LPL Financial rating

7.3

Company rating: 7.3 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

124th of 150 rated financial services

Job description

Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
The Alternative Investment Operations team is comprised of recon, transfers (incoming, outgoing and internal), conversions and dividends/corporate actions. We are seeking a candidate who has previous experience and operational knowledge, specifically in Alternatives. The ideal candidate will need to aide in the design, implementation and ongoing support of various projects. Have an understanding of data analysis, project management, and reporting tools and technology in general to effectively analyze business requirements, track project status, and translate business/regulatory needs into technical requirements. The candidate will also need strong interpersonal, organization and communication skills (written and verbal) to be effective in the role.
Responsibilities:
  • Manage daily processing and service-oriented tasks.
  • Reconcile and analyze reports. Responsible for daily quality control, managing error rates, exception review processing and daily reporting.
  • Analytical skills to reconcile suspense accounts and validate transactions to ensure compliance with corporate and regulatory policies and procedures.
  • Effectively and confidently communicate with other internal departments as well as parties external 3rd including, but not limited to; contra brokers, transfer agents, issuers, vendors and partners.
  • Research and process service requests that are created by service teams.
  • Support and contribute toward the successful execution of projects and initiatives that support LPL's priorities. Participate in UAT.
  • Leverage technology to automate manual work and simplify processes where feasible to create a highly scalable, flexible, and efficient infrastructure.
  • Contribute feedback for risk-based mitigation approaches that may yield changes to functions, and departmental requirements.
  • Understand and Interpret rule modifications in an ever-changing regulatory environment, and understand the business needs of LPL, our advisors, and other departments.
  • Developing quality service standards and processes to create a consistent service experience.
  • Handle escalations by both the Service Center and Advisors.
  • Other assignments as required by Management.

What are we looking for?
We want collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements:
  • 2-3 years of wealth management operations experience (preferably alternative investments)
  • Microsoft applications, particularly Outlook, Excel, (VBA), Word, and Access

Core Competencies:
  • Personable and reliable self-starter who requires minimal management oversight for day-to-day work responsibilities.
  • Ability to work with and communicate effectively to various levels of management throughout the organization.
  • A positive and curious attitude with a willingness to take on difficult and complex situations and see them through to resolution.
  • Attention to detail with a pro-active approach to solving and preventing problems.
  • Ability to work under pressure and manage multiple priorities with conflicting deadlines and urgency.
  • Time management and organizational skills.

Preferences:
  • Bachelor's degree; preferably in business, accounting, or finance
  • SIE or Series 7 preferred

Pay Range:
$24.71-$41.15/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.
EAC 5.19.26

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