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Investment Operations Jobs in Florida (NOW HIRING)

Itau

Investment Products Specialist

Miami, FL · On-site

The Investment Products Specialist supports the design, development, and lifecycle management of ... Work closely with legal, compliance, risk, operations, and finance teams to support product ...

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 ...

Prosperity Life Group

Investment Analyst

Miami, FL · On-site

$70 - $90/hr

We're looking for a Investment Analyst who will play a critical role in executing Prosperity Life's investment strategy. In this role, you'll work as part of the Office of the CIO to oversee ...

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 ...

Initio Capital

Investment Partner (Miami)

Miami, FL · On-site

Investors who want exposure without sourcing or operational overhead. What Makes This Different Most investors face: Limited access to top opportunities. Fragmented diligence and execution. Initio ...

Accenture

Investment Banking Consultant

Tampa, FL · On-site

We invest in training and development in a big way, so you can build your future along with ours ... Understanding of operational resilience concepts within banking, including operational risk ...

Accenture

Investment Banking Consultant

Miami, FL · On-site

We invest in training and development in a big way, so you can build your future along with ours ... Understanding of operational resilience concepts within banking, including operational risk ...

Northern Trust

Investment Associate

Coral Gables, FL · On-site

Rebalances portfolios with Portfolio Advisor guidance. 6. Manages client investment objective letters proactively for Portfolio Advisors such that they are updated before expiring. 7. Completes the ...

Northern Trust

Investment Associate

Coral Gables, FL · On-site

Rebalances portfolios with Portfolio Advisor guidance. 6. Manages client investment objective letters proactively for Portfolio Advisors such that they are updated before expiring. 7. Completes the ...

Northern Trust Corp

Investment Associate

Coral Gables, FL · On-site

$70 - $90/hr

Rebalances portfolios with Portfolio Advisor guidance. * 6. Manages client investment objective letters proactively for Portfolio Advisors such that they are updated before expiring. * 7. Completes ...

PGA TOUR

Treasury Analyst

Ponte Vedra Beach, FL · On-site

Bachelor's degree in finance, Accounting, Economics, Business Administration, or related field. * 1-4 years of experience in Treasury, Finance, Accounting, Banking, Investment Operations, or related ...

PGA TOUR, Inc

Treasury Analyst

Ponte Vedra Beach, FL · On-site

$70 - $95/hr

QUALIFICATIONSBachelor's degree in finance, Accounting, Economics, Business Administration, or related field.1-4 years of experience in Treasury, Finance, Accounting, Banking, Investment Operations ...

Citi

Investment Counselor Lead - Director

Jacksonville, FL · On-site

$200K - $300K/yr

... operations of the business. Necessitates a degree of responsibility over technical strategy ... Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at ...

PGA Tour

Treasury Analyst

Ponte Vedra Beach, FL · On-site

Bachelor's degree in finance, Accounting, Economics, Business Administration, or related field. * 1-4 years of experience in Treasury, Finance, Accounting, Banking, Investment Operations, or related ...

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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 Sep 6, 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.

Investment Counselor Wealthbuilder (Entry Level Financial Advisor Alternative)

Fisher Investments

Tampa, FL • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 6 hours ago

Fisher Investments rating

8.5

Company rating: 8.5 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

Job description

Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.

The Opportunity:

The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.

Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn’t stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.

This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.


The Day-to-Day:

  • Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients
  • Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals
  • Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
  • Respond and manage client communication while working directly with internal departments to fulfill client operational requests

Your Qualifications:

  • 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting
  • Bachelor’s degree or equivalent combination of education and experience required
  • Required to pass the Series 65 (we provide robust training and support once you start)
  • A thoughtful consultative approach with an emphasis on client focus

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, 10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. 

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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