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Investment Operations Jobs in Indiana (NOW HIRING)

Trade Operations & Data Analyst

Francisco, IN · On-site +1

$130K - $155K/yr

The Trade Operations & Data Analyst will be a key member of the Investment Operations department with a primary focus on security reference data, characteristics data and overall asset data quality.

We are a fast-paced, dynamic team leading innovation in investment operations technology. Our mission is to develop, maintain, implement, and expand Singularity , our next-generation cloud-based AI ...

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 ...

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 ...

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 ...

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 ...

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 ...

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Showing results 1-20

Investment Operations information

See Indiana salary details

$10

$24

$50

How much do investment operations jobs pay per hour?

As of Jun 8, 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 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 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 cities in Indiana are hiring for Investment Operations jobs? Cities in Indiana with the most Investment Operations job openings:
Sr Investment Operations Analyst - HYBRID (Carmel, IN)

Sr Investment Operations Analyst - HYBRID (Carmel, IN)

CNO Financial Group

Carmel, IN • On-site

$81K - $121K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago


CNO Financial Group rating

9.9

Company rating: 9.9 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

1st of 260 rated insurance


Job description

Job Details

The stated pay range is based on a national average location. Actual salary is determined by factors including relevant work experience, skills and location. This position is bonus-eligible.

CNO Financial Group's 40|86 Advisors are hiring a Sr. Investment Operations Analyst to assist in the development and adherence of controls within the Investment Operations group and assist in the certain investment operations processes. This role will provide direct support to mid-level business or functional leaders of 40|86 Advisors and is also responsible for identifying process improvements and value-added project work while maintaining business continuity and timely reporting. This work also requires regular interaction with 40|86/CNO senior leaders and internal/external auditors.

This is your opportunity to exercise significant judgment, quality documentation, and strong communication skills within a SOX audit-controlled environment.

As a Sr. Investment Operations Analyst, your responsibilities will include:

  • Ensuring SOX key controls are adhered to, and designing and implementing new internal controls as needed.

  • Working with internal and external auditors regarding Investment Operation internal controls and substantiative testing work.

  • Interfacing with portfolio managers, traders, custodians, and broker dealers in support of investment decisions.

  • Detailed analytical and evaluative review of investment data.

  • Fixed Income and Option trade processing.

  • Mortgage loan set-up and payment processing.

  • Collateral review and processing.

The Sr. Investment Operations Analyst position is well-suited for you if you:

  • Have knowledge of financial and investment principles and practices.

  • Have strong business acumen, analysis skills, and written and verbal communication skills.

  • Can excel with new, complex, and evolving tasks in a fast-paced environment.

  • Are proficient with MS Excel, Access, Word, PowerPoint, and Oracle BI.

  • Are familiar with investment systems such as Bloomberg and WSO Markit.

What you'll need:

  • Bachelor's degree in Finance, Accounting, or related field.

  • 5 years of related work experience.

  • Understanding of and prior experience with SOX internal controls.

What will set you apart:

  • Problem-solving skills along with project management skills.

The Company offers the following benefits for this position, subject to applicable eligibility requirements:

  • Medical insurance

  • Dental insurance

  • Vision insurance

  • 401(k) retirement plan with company match

  • Short-term & long-term disability insurance

  • Paid time off and corporate holidays,

  • Paid parental leave

  • Company-paid life insurance

Click on this link for additional information.

This role is affiliated to the Carmel Corporate Office, and candidates for this role need to reside within a 60-mile radius of that corporate office and will be required to come into that office. CNO embraces flexibility, and encourages you to work with your manager to develop the workstyle that meets your personal needs as well as the needs of the business. You may be asked to travel to other corporate offices periodically. Please be aware that work cannot be performed from outside of the United States.

CNO provides life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands and supported by our associates and agents. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.2 million policies and more than $35 billion in total assets. Our 3,400 associates, 8,600 exclusive agents and independent partner agents guide individuals, families and businesses through a lifetime of financial decisions.

We are financially strong and well positioned for continued growth, and we are grounded in our core values of People Focused, Integrity, Customer Driven, and Excellence. We have offices in more than 260 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Orlando and Milwaukee.

At CNO Financial Group, we're always looking forward-to the security and stability we help create for our insurance brands' customers, and the growth we create within our own company. We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences.

If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit CNOinc.com.

#LI-CD1

Compensation

Pay Range: $81,000.00 - $121,600.00 Annual

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.


CNO Financial Group logo

About CNO Financial Group

Sourced by ZipRecruiter

CNO provides life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands and supported by our associates and agents. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.2 million policies and more than $35 billion in total assets. Our 3,400 associates, 8,600 exclusive agents and independent partner agents guide individuals, families and businesses through a lifetime of financial decisions. We are financially strong and well positioned for continued growth, and we are grounded in our core values of Diversity, Equity & Inclusion (DE&I); Integrity, Customer Focus, Excellence, and Teamwork. We have offices in more than 260 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Philadelphia, Orlando and Milwaukee. At CNO Financial Group, we're always looking forward-to the security and stability we help create for our insurance brands' customers, and the growth we create within our own company. We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences. If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit CNOinc.com.

Industry

Insurance services

Company size

5,001 - 10,000 Employees

Headquarters location

Carmel, IN, US

Year founded

1979

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