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Investment Operations Jobs in Indiana (NOW HIRING)

SimCorp

Lead Software Engineer

Warsaw, IN · On-site

$120 - $160/hr

Investment Operations is a product area withinSimCorp'sProduct Division, which delivers functionality enabling theoperationsusers to be highly efficient. It also offers full STP and automation ...

Elevance Health

Investment Analyst

Indianapolis, IN · Hybrid

Investment Analyst Investment Analyst Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support ...

Elevance Health

Investment Analyst

Indianapolis, IN · On-site

Investment Analyst Investment Analyst Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support ...

Elevance Health

Investment Analyst

Indianapolis, IN · Hybrid

Investment Analyst Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work ...

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All JobsInvestment Operations JobsInvestment Operations Jobs in Indiana

Investment Operations information

See Indiana salary details

$10

$24

$50

How much do investment operations jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for investment operations in Indiana is $24.97, according to ZipRecruiter salary data. Most workers in this role earn between $16.92 and $28.80 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 Indiana?

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

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

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

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

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

What cities in Indiana are hiring for Investment Operations jobs?

Cities in Indiana with the most Investment Operations job openings:

Investment Operations jobs near you
Infographic showing various Investment Operations job openings in Indiana as of August 2026, with employment types broken down into 9% Internship, 82% Full Time, and 9% Part Time. Highlights an 91% In-person, and 9% Hybrid job distribution, with an average salary of $51,944 per year, or $25 per hour.

Investment Operations Associate

GSG Wealth Management

Evansville, IN • On-site

$60K - $70K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 6 days ago

Job description

General Responsibilities

GSG Wealth Management is a comprehensive financial planning firm seeking a professional and detail-oriented Investment Operations Associate. In this role, the professional will carry out operations and servicing for investment accounts for clients of GSG Wealth Management. The ideal candidate will demonstrate strong analytical skills, exceptional attention to detail, and a commitment to supporting clients' financial goals through efficient investment operations and financial planning support. As a member of the 17-person GSG team, this associate will help maintain an efficient, effective, and highly organized office environment. Specific responsibilities may include but are not limited to:

Investment Operations

  • Communicate effectively with advisors and clients
  • Initiate purchase and sale of securities that align with clients’ goals
  • Process fund/NMIS transfers, exchanges, and redemption requests
  • Understand, open accounts for, and initiate changes to sophisticated investment strategies (MAMs, SMAs, alternative investment solutions)
  • Thoroughly review NMIS forms for completeness and proactively attain any missing informationProcess service requests including funds disbursements, account transfers, and journaling between accounts
  • File new statements, account forms and other investment-related materials
  • Complete initial data input for investment account analysis
  • Utilize financial software to track investments, generate reports, and analyze data effectively
  • Act as liaison between Financial Advisor and third-party investment firms to troubleshoot business, client, and access needs
  • Assist in receiving and forwarding checks and related paperwork to the network and home office
  • Work with network office, NMIS, and fund families to resolve client account issues
  • Analyze client investment holdings and opportunities and provide potential solutions to Financial Advisor

 

Client Service

  • Deliver excellent service to clients, ensuring questions are answered quickly and accurately 
  • Process account maintenance requests
  • Contact clients to confirm receipt of forms and request return of outstanding documents
  • Prepare/print letters of instruction for client signature
  • Participate, with the support of employing financial advisor, in various activities of the sales cycle
  • Maintain efficient systems for account follow-up and service requirements

Team Responsibilities

  • Understand and support the firm’s vision, mission and strategy
  • Collaborate with team members on complex investment cases
  • Continually improve processes and procedures to best serve clients
  • Complete strategic initiatives and projects as assigned by GSG Partners and/or Practice Manager

Qualifications

  • Required: Attainment of Series 7 & 63 within 6 months of employment (material & testing covered by GSG)
  • Preferred: Experience in securities industry and/or administrative support/customer service

                       Bachelor’s degree

  • Proficiency in financial software applications for data analysis and reporting
  • Strong organizational and time management skills
  • Ability to maintain a high degree of accuracy in handling detailed work
  • Proactivity in problem solving
  • Curiosity, pattern recognition, and ability to perform simple analysis of financial holdings
  • Excellent communication skills (verbal and written) with the ability to collaborate effectively with others
  • Strong math and data entry skills
  • Ability to multi-task, prioritize, and meet deadlines
  • Ability to adapt to change and identify opportunities for process improvements
  • Ability to maintain confidentiality


Salary and Benefits:

  • Range: $60,000-$70,000
  • Professional development assistance
  • 401(k)
  • 401(k) matching
  • Paid time off
  • Health insurance
  • Vision insurance
  • Dental insurance


Apply