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Investment Operations Jobs in Indiana (NOW HIRING)

OneAmerica

Investment Ops Analyst

Indianapolis, IN · Hybrid

The Investment Ops Analyst plays a critical role in supporting the Investment Real Estate Division ... Identify opportunities to improve operational efficiency, streamline processes, and enhance ...

OneAmerica

Investment Ops Analyst

Indianapolis, IN · On-site

The Investment Ops Analyst plays a critical role in supporting the Investment Real Estate Division ... Identify opportunities to improve operational efficiency, streamline processes, and enhance ...

Robert Half

Investment Manager

Indianapolis, IN · On-site

$65 - $80/hr

This Long-term Contract position will focus on portfolio oversight, investment operations, governance support, and collaboration with external advisors and managers. The role is well suited for ...

Old National Bank

Investment Associate

Evansville, IN · On-site

$44K - $84K/yr

The Investment Associate will work closely with portfolio managers to specific create a successful client experience. They will work with Portfolio Managers in obtaining investment policy objectives ...

Old National Bank

Investment Associate

Evansville, IN

$44K - $84K/yr

The Investment Associate partners with other Wealth Management employees to develop and retain high net worth clients. The Investment Associate will work closely with portfolio managers to specific ...

Old National Bank

Investment Associate

Evansville, IN · On-site

$44K - $84K/yr

Investment Associate Job Locations US-IN-Evansville Category/Function Trust/Wealth Management Position Type Regular Full-Time Requisition ID 2026-19820 Workplace Type On Site Overview Old National ...

SS&C

Manager, Investor Services

Evansville, IN · Hybrid

Manager, Alternative Investor Services Locations: Evansville, IN, Union, NJ New York City, NY ... Lead and develop team operations by managing daily workflows, conducting performance reviews ...

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Investment Operations information

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$10

$24

$50

How much do investment operations jobs pay per hour?

As of Jul 27, 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 are the key skills and qualifications needed to thrive in Investment Operations, and why are they important?

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 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 jobs make $3,000 a day?

High-level investment professionals such as hedge fund managers, private equity partners, and senior traders can earn $3,000 or more per day through large bonuses, profit sharing, or substantial salaries. These roles typically require extensive experience, advanced degrees, and strong analytical skills, often working in fast-paced financial environments with significant risk and responsibility.

How much does an investment operations specialist make?

An investment operations specialist typically earns between $60,000 and $90,000 annually, depending on experience, location, and the size of the firm. Entry-level roles may start around $50,000, while experienced professionals with certifications like CFA can earn higher salaries. The role often requires proficiency with financial systems and attention to detail.

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 jobs make $1,000,000 a year?

In investment operations, high-level roles such as Chief Investment Officer or senior portfolio managers at large firms can earn $1,000,000 or more annually through base salary, bonuses, and profit sharing. These positions typically require extensive experience, advanced certifications like CFA, and a strong track record in managing significant assets. Compensation varies widely based on firm size, performance, and geographic location.

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 is the role of investment operations?

Investment operations involve managing the processing, settlement, and reconciliation of investment transactions to ensure accurate and efficient handling of assets. Professionals in this role support portfolio management by maintaining data integrity, overseeing compliance, and utilizing tools like trading platforms and reporting systems. Attention to detail and knowledge of financial regulations are essential for success in this field.
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 July 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 Management Operations Coordinator

Investment Management Operations Coordinator

Goelzer Investment Management

Carmel, IN • On-site

Full-time

Medical, Dental, Retirement, PTO

Posted 15 days ago

Job description

Responsive recruiter
Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off

We are looking for a self-starter who displays initiative and a positive attitude, a high level of integrity, and the motivation to take on a variety of tasks in a team-oriented environment. The successful candidate will be an individual who demonstrates a high level of respect for each person they encounter, is truly interested in continual personal and professional growth, and finds personal fulfillment in providing outstanding service and generally helping others. Above all, we are looking for a highly qualified individual who sees this as a tremendous opportunity for a long-term career at Goelzer and who will be passionately committed to continuous improvement.
Job Summary: The Investment Management Operations Coordinator (IMOC) serves as the primary expert and administrator of the firm's trading and reporting functions. The IMOC ensures that the firm's trading systems facilitate accurate and efficient trade execution and timely and reliable monitoring of client accounts. The IMOC will also serve as the primary contact point with custodians to ensure data integration and integrity.
Key Responsibilities:Trading
  • Design and implement model-based trading strategies across client accounts and households. Coordinate all trade activities, including block trades and trade allocation.
  • Identify, document, and assist in resolving trade exceptions and error corrections, as necessary Maintain required trade documentation and order records
  • Support trade reviews, execution quality analysis, and pricing validation as directed.

Reporting
  • Create and maintain reporting templates for our Private Client and Institutional teams.
  • Ensure integrity of portfolio and transaction data, coordinating with technology and custodial partners to improve integration as necessary.
  • Act as a liaison between investment management, operations, technology, custodial partners, and external vendors.
  • Coordinate accurate and timely reconciliation of pricing, transactions, and cost basis across custodians.
  • Assist with internal operational reviews related to trading activity, system behavior, reporting processes, and investment data accuracy.
  • Escalate operational risks, data integrity concerns, or system limitations to appropriate leadership in a timely manner.
  • Drive continuous improvement of investment operations processes, data feeds, and system workflows.

Work Experience / Knowledge:
  • 5 or more years of professional working experience preferred.
  • Relevant experience in wealth management or related financial services required.
  • Operational level experience with portfolio accounting, reporting, and rebalancing software. Administrative experience with the Tamarac product suite, including Tamarac Portfolio Center, preferred.

Skills / Other Personal Attributes Required:
  • Dedication to professionalism, ethics, and confidentiality.
  • Proficiency with MS Office: Advanced Microsoft Excel, including lookup and reference functions, as well as the ability to extract and integrate data between different applications.
  • Passion for the industry and a constant desire to continually learn and research relevant subject matter.
  • Excellent communication skills (both verbal and written), organizational skills, and keen attention to detail are critical.
  • Ability to produce high-quality work in a demanding, time-constrained, environment is crucial.
  • Demonstrate initiative, creativity, judgment, maturity, and poise.

Education:
  • Minimum requirements: 5 years of relevant operations and trading experience, or a bachelor's degree in finance or a related field with some Tamarac experience.
  • Series 65 or Series 66 + Series 7.

With over 50 years of experience and more than $4 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live.
Our Core Values:
  • Trust: We earn and uphold confidence by acting in the best interests of those we serve.
  • Integrity: We choose the difficult right over the easy wrong.
  • Respect: We value and seek understanding among different perspectives.
  • Thoughtfulness: We listen and we reflect. When we act, we do so with intention and care.
  • Commitment: We are unwavering in our dedication to exceeding expectations.

Apply