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Investment Operations Jobs in Florida (NOW HIRING)

Northern Trust Corp

Sr Investment Associate

Miami, FL · On-site

$70 - $90/hr

Sr Investment Associate page is loaded## Sr Investment Associatelocations: Miami, FLtime type: Full ... operation since 1889.Northern Trust is proud to provide innovative financial services and guidance ...

HBKS Wealth Advisors

Chief Investment Officer

Sarasota, FL · On-site

$350 - $700/hr

The CIO chairs the Investment Committee, sets and communicates firm-wide views, and ensures investment and operational consistency across all offices and client portfolios. The CIO leads through a ...

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Investment Operations information

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$8

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$39

How much do investment operations jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for investment operations in Florida is $19.61, according to ZipRecruiter salary data. Most workers in this role earn between $13.27 and $22.64 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 Florida?

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

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

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

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

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

What cities in Florida are hiring for Investment Operations jobs?

Cities in Florida with the most Investment Operations job openings:

Investment Operations jobs near you
Infographic showing various Investment Operations job openings in Florida as of August 2026, with employment types broken down into 100% Full Time. Highlights an 60% In-person, 20% Hybrid, and 20% Remote job distribution, with an average salary of $40,793 per year, or $19.6 per hour.

Senior Investment Operations Associate

DePrince, Race & Zollo, Inc.

Winter Park, FL • On-site

Other

Medical, Retirement

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Company Description DePrince, Race & Zollo, Inc. (DRZ) is a 31-year, employee-owned asset management firm based in Winter Park, FL, specializing in value-focused equity investment strategies for institutional clients. Team members are part of a collaborative culture focused on performance and exceptional client service.

Role Description The Senior Investment Operations Associate is a full-time, on-site position located in Winter Park, FL, responsible for supporting the firm’s investment and client servicing activities through accurate and timely operational execution. Daily responsibilities include trade processing, reconciliation of accounts and positions, and coordination with custodians, brokers, and other external partners to resolve breaks and operational issues. The role also involves maintaining and validating data within portfolio accounting and trading systems, preparing operational reports, and supporting performance measurement and client reporting processes. The associate collaborates closely with portfolio managers, compliance, and client service teams to ensure operational integrity, adherence to internal controls, and alignment with regulatory requirements. This role is expected to identify process improvements, document procedures, and contribute to a high standard of efficiency and risk management across the operations function.

Qualifications

  • The ideal candidate will possess a deep understanding of investment operations and will be prepared to take on a leadership role, with a clear path to transition into the Director of Operations role within 3-5 years. 
  • Investment operations and portfolio accounting skills, including trade processing, cash and position reconciliation, and familiarity with custodial platforms.
  • Data management and reporting capabilities, such as maintaining accurate investment data, supporting performance measurement, and preparing client and internal reports.
  • Risk, compliance, and control orientation, with experience following documented procedures, supporting audits, and adhering to regulatory and firm policies.
  • Technical proficiency with investment operations systems (e.g., portfolio accounting and trading platforms), Microsoft Excel, and other office productivity tools.
  • Strong analytical and problem-solving skills, with attention to detail and the ability to resolve operational issues in a timely manner.
  • Effective written and verbal communication skills, with the ability to collaborate across investment, operations, compliance, and client service teams.
  • 7-10 years of relevant experience in asset management or financial services operations; prior work with institutional clients or equity strategies is beneficial.
  • Bachelor’s degree in finance, accounting, economics, business, or a related field.
  • Ability to work full time, on-site in Winter Park, FL, demonstrating reliability, integrity.

Benefits

DRZ offers highly competitive compensation and benefit programs rooted in our culture of excellence which include highly competitive salary, annual discretionary performance-based bonus, robust medical benefits, 401(k) and profit-sharing plan, and generous paid leaves. 


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