ZipRecruiter

Log In

1

Investment Operations Jobs in Florida (NOW HIRING)

Northern Trust

Sr Investment Associate

Miami, FL · On-site

... in continuous operation since 1889. Northern Trust is proud to provide innovative financial ... Senior Investment Associate The Senior Investment Associate partners closely with Portfolio ...

Northern Trust

Sr Investment Associate

Miami, FL · On-site

... in continuous operation since 1889. Northern Trust is proud to provide innovative financial ... Senior Investment Associate The Senior Investment Associate partners closely with Portfolio ...

Northern Trust

Sr Investment Associate

Miami, FL · On-site

... in continuous operation since 1889. Northern Trust is proud to provide innovative financial ... Senior Investment Associate The Senior Investment Associate partners closely with Portfolio ...

F-Prime Capital

Director, Data Operations

Jacksonville, FL · On-site

$180 - $220/hr

Director, Data Operations COMPANY: Canoe Intelligence LOCATION: Jacksonville, NYC, or London Hybrid ... Develop and enforce extraction standards across investor reporting, fund-level data, and underlying ...

next page

Showing results 1-20

All JobsInvestment Operations JobsInvestment Operations Jobs in Florida

Investment Operations information

See Florida salary details

$8

$19

$39

How much do investment operations jobs pay per hour?

As of Aug 9, 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 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 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 85% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $40,793 per year, or $19.6 per hour.

Director of Investment Operations

GG Group Ventures LLC

Orlando, FL • On-site

$90K - $130K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 15 days ago

Job description

Director OF INVESTMENT OPERATIONS ROLE

 

General Responsibilities

The responsibilities of the Director of Investment Operations are to build out and be an advocate for efficient investment operations and wealth management at GFG Solutions. This position trains and oversees the investment operational activities, including work performed by representatives, their staff and office related to order processing, account set up and maintenance, check deposits, funds disbursements and service requests. This position plays a crucial role in designing portfolios and managing assets in a manner that meets clients’ unique needs. This requires daily monitoring and research on economic and investment trends.

Department management

·      This role reports to the COO

·      Report weekly to COO to provide status report on Investment Department

·      Manage Investment Department team members, including initial and ongoing training, performance evaluations, quality assurance product accuracy, timely execution, and proper delegation of duties and responsibilities

·      Engage with clients on investments strategies, products and recommendations

·      Represent GFG in community and build effective relationships and networks

·      Ensure client case tracking is maintained daily, oversee implementation of account set up, asset transfers, service requests, and ensure reporting to advisors is completed in timely fashion

·      Participate in training advisors regarding investment related services

·      Ensure implementation of firm compliance policies, including maintenance of client case files and performance and regulatory reporting

·      Tracking Investment Department revenue goals and actuals

·      Assist with Investments related commission payments to advisors as part of firm payroll process

·      Create internal and client-facing market commentary

PORTFOLIO MANAGEMENT OVERSIGHT

·      Oversight of the following:

o   Monitor market performance daily and regularly report on market conditions and industry trends

o   Prepare and modify investment/advisory proposals for clients, providing recommendations on individual securities, investment products, and overall strategies

o   Develop and oversee client investment strategy, including asset allocation, portfolio construction, and risk management

o   Complete all trade requests inside of client accounts, including reallocations and rebalancing, cash raises, and allocation changes

o   Correspond and meet with clients regarding portfolio management, explaining advisory products and performance, discussing tax consequences and advisory fees, and answering client inquiries regarding their assets and any services issues

o   Generate and submit monthly management fees and corresponding fee file to custodian of record

o   Create internal and client-facing market commentary

Qualifications

·      Required: Series 65 or Series 66

·      Three to five years of securities industry and portfolio management experience required

·      Familiarity with operations and supervisory requirements associated with general securities

·      Leadership skills

·      Experience communicating investment advice to clients

·      Degree in Finance preferred

·      Strong organizational and time management skills with ability to set priorities and meet deadlines

·      Ability to build rapport and exercise resourcefulness and understanding

·      Excellent oral and written communication skills with the ability to collaborate effectively with others

·      Proficient computer skills

·      Detail oriented and accurate

·      Excellent analytical and problem-solving skills

·      Experience using Y-CHARTS and Orion preferred

Company Description

We help business owners align their business decisions with their financial goals.