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Investment Operations Jobs in Florida (NOW HIRING)

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Operations Manager - Registered Investment Advisory

Boca Raton, FL · On-site

$110K - $120K/yr

Operations Manager - Boca Raton, FL (Onsite) Our client is a well-established, highly respected Registered Investment Advisory (RIA) firm seeking an experienced Operations Manager to work on-site in ...

prosperity

Investment Analyst

Miami, FL

Investment Oversight * Monitors and assesses performance of investment managers. * Communicates asset allocation strategies. * Build credit surveillance processes. * Identify and track key ...

Prosperity

Investment Analyst

Miami, FL · On-site

Investment Oversight * Monitors and assesses performance of investment managers. * Communicates asset allocation strategies. * Build credit surveillance processes. * Identify and track key ...

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How much do investment operations jobs pay per hour?

As of Aug 17, 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.

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 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 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.

Billing Associate

Concurrent Investment Advisors

Tampa, FL

$60K - $75K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago

Job description

Description
We are seeking a Billing Associate to support the firm’s advisory fee billing and other revenue generating billing operations by processing, reviewing, reconciling, and resolving billing activity across custodians, internal billing systems, and advisor teams. This role works closely with Finance, Operations, advisors, custodians, and other business partners to support accurate and timely advisory fee billing, payment reconciliation, and resolution of billing exceptions.
This role is responsible for executing assigned billing responsibilities with a high degree of accuracy, responsiveness, and ownership while meeting established service level expectations. The ideal candidate has two or more years of relevant professional experience, with a strong preference for experience in the financial services, wealth management, or Registered Investment Advisor industry and direct exposure to advisory fee billing or related custodian billing processes.

Responsibilities
  • Perform other related duties and responsibilities as reasonably assigned to support advisory billing and finance operations.
  • Identify recurring billing issues and stakeholder feedback and assist in developing process improvements that enhance accuracy, efficiency, scalability, and control.
  • Provide responsive, high-quality service and maintain open communication with advisors and internal and external business partners while meeting established service level expectations.
  • Maintain complete and organized documentation supporting billing submissions, reconciliations, exception resolution, and adjustments.
  • Coordinate with custodians, vendors, and partner contacts to maintain access to billing, remittance, and supporting information needed to complete billing and reconciliation activities.
  • Review billing documentation and support billing data setup and maintenance to help ensure account, advisor, fee, revenue, and other relevant information is accurate, complete, and timely.
  • Post and reconcile client payment and fee activity within applicable systems, including research of unmatched activity, suspense items, and reconciliation differences; escalate unresolved exceptions as appropriate.
  • Coordinate with advisor teams, Finance, Operations, custodians, and other stakeholders to resolve billing discrepancies and communicate account-level exceptions through resolution.
  • Monitor billing results and research accounts where fees cannot be collected due to insufficient funds, account restrictions, closed accounts, missing information, or other exceptions.
  • Prepare and submit advisory fee billing files through applicable custodian platforms and internal systems in accordance with established procedures and deadlines.
  • Review billing preview files and supporting account-level data to identify errors, incomplete information, unusual activity, or other exceptions requiring resolution prior to final processing.
  • Support recurring advisory fee billing cycles across the firm, including billing preparation, review, processing, reconciliation, and exception resolution.

Qualifications
  • Bachelor’s degree from an accredited university, preferably in Accounting, Finance, Business Administration, or a related field, or equivalent relevant experience.
  • Two or more years of experience in billing, finance, accounting, investment operations, revenue operations, or a related professional services function.
  • Strong preference for prior experience in the financial services, wealth management, or Registered Investment Advisor industry.
  • Experience with advisory fee billing, investment management fee billing, custodian billing processes, or similar fee-based revenue operations is highly preferred.
  • Familiarity with custodian platforms such as Charles Schwab, Fidelity (Wealthscape), or similar platforms is preferred.
  • Experience with portfolio management, advisory billing, or wealth management technology platforms is preferred.
  • General understanding of accounting and bookkeeping concepts, including reconciliations, cash application, and revenue processes.
  • Experience researching and resolving billing discrepancies, payment exceptions, or reconciliation variances.
  • Intermediate to advanced proficiency with Microsoft Office, including strong Microsoft Excel skills.
  • Ability to compile, analyze, reconcile, and interpret financial and operational data to support decision-making.
  • Strong organizational and time-management skills with the ability to manage high-volume workloads and recurring deadlines.
  • Demonstrated ability to work independently and collaboratively with minimal supervision.
  • Strong written and verbal communication skills, including the ability to communicate effectively with advisors, internal stakeholders, custodians, and external partners.

Benefits
  • 401(k) matching
  • Dental Insurance
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance