Experience with brokerage and/or investment operations Skills That Set You Apart * Proven marketing, product development, and growth-oriented mindset * Strong client relationship and interpersonal ...
Experience with brokerage and/or investment operations Skills That Set You Apart * Proven marketing, product development, and growth-oriented mindset * Strong client relationship and interpersonal ...
Experience with brokerage and/or investment operations Skills That Set You Apart * Proven marketing, product development, and growth-oriented mindset * Strong client relationship and interpersonal ...
Experience with brokerage and/or investment operations Skills That Set You Apart * Proven marketing, product development, and growth-oriented mindset * Strong client relationship and interpersonal ...
Investor Service Representative
Carmel, IN · On-site
$39K - $54K/yr
... operational excellence. In collaboration with the Investment Team and supporting departments, this role helps onboard new investors, serve existing investors, administer funds-transfer requests ...
Investor Service Representative
Carmel, IN · On-site
$39K - $54K/yr
... operational excellence. In collaboration with the Investment Team and supporting departments, this role helps onboard new investors, serve existing investors, administer funds-transfer requests ...
Senior Operations Analyst- Reams Asset Management
Indianapolis, IN · Hybrid
Medical
Dental
Vision
Life
Retirement
PTO
Summary Reams Asset Management ("Reams"), an affiliate of Raymond James Investment Management, is a ... Act as a senior operations point of contact for internal teams, custodians, and counterparties
Senior Operations Analyst- Reams Asset Management
Indianapolis, IN · Hybrid
Medical
Dental
Vision
Life
Retirement
PTO
Summary Reams Asset Management ("Reams"), an affiliate of Raymond James Investment Management, is a ... Act as a senior operations point of contact for internal teams, custodians, and counterparties
Senior Operations Analyst- Reams Asset Management
Indianapolis, IN · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Summary Reams Asset Management ("Reams"), an affiliate of Raymond James Investment Management, is a ... Act as a senior operations point of contact for internal teams, custodians, and counterparties
Senior Operations Analyst- Reams Asset Management
Indianapolis, IN · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Summary Reams Asset Management ("Reams"), an affiliate of Raymond James Investment Management, is a ... Act as a senior operations point of contact for internal teams, custodians, and counterparties
Investment Analyst
Indianapolis, IN · Hybrid
Medical
Dental
Vision
Life
Retirement
PTO
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 Analyst
Indianapolis, IN · Hybrid
Medical
Dental
Vision
Life
Retirement
PTO
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
Medical
Dental
Vision
Retirement
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 ...
Investment Associate
Evansville, IN · On-site
$44K - $84K/yr
Medical
Dental
Vision
Retirement
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 ...
Investment Associate
Evansville, IN · On-site
$44K - $84K/yr
Medical
Dental
Vision
Retirement
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
Evansville, IN · On-site
$44K - $84K/yr
Medical
Dental
Vision
Retirement
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 Analyst
Indianapolis, IN · On-site
Medical
Dental
Vision
Life
Retirement
PTO
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 Analyst
Indianapolis, IN · On-site
Medical
Dental
Vision
Life
Retirement
PTO
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 Analyst
Indianapolis, IN · Hybrid
Medical
Dental
Vision
Life
Retirement
PTO
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
Indianapolis, IN · Hybrid
Medical
Dental
Vision
Life
Retirement
PTO
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 Associate
Evansville, IN · On-site
$44K - $84K/yr
Medical
Dental
Vision
Retirement
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 ...
Investment Associate
Evansville, IN · On-site
$44K - $84K/yr
Medical
Dental
Vision
Retirement
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 ...
Handles settlement issues with brokers and trust operations department. * Conducts investment research as requested covering various market sectors. * Collects and aggregates, sector and performance ...
Handles settlement issues with brokers and trust operations department. * Conducts investment research as requested covering various market sectors. * Collects and aggregates, sector and performance ...
Manager, Investor Services
Evansville, IN · Hybrid
Medical
Dental
Vision
Retirement
PTO
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 ...
Manager, Investor Services
Evansville, IN · Hybrid
Medical
Dental
Vision
Retirement
PTO
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 ...
Manager, Investor Services
Evansville, IN · On-site
Medical
Dental
Vision
Retirement
PTO
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 ...
Manager, Investor Services
Evansville, IN · On-site
Medical
Dental
Vision
Retirement
PTO
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 ...
Drive accurate and efficient pension asset operations by managing daily investment activities, reconciliations, fund transfers, reporting, and payment processes to ensure smooth plan administration.
Drive accurate and efficient pension asset operations by managing daily investment activities, reconciliations, fund transfers, reporting, and payment processes to ensure smooth plan administration.
Drive accurate and efficient pension asset operations by managing daily investment activities, reconciliations, fund transfers, reporting, and payment processes to ensure smooth plan administration.
Drive accurate and efficient pension asset operations by managing daily investment activities, reconciliations, fund transfers, reporting, and payment processes to ensure smooth plan administration.
Drive accurate and efficient pension asset operations by managing daily investment activities, reconciliations, fund transfers, reporting, and payment processes to ensure smooth plan administration.
Drive accurate and efficient pension asset operations by managing daily investment activities, reconciliations, fund transfers, reporting, and payment processes to ensure smooth plan administration.
Drive accurate and efficient pension asset operations by managing daily investment activities, reconciliations, fund transfers, reporting, and payment processes to ensure smooth plan administration.
Drive accurate and efficient pension asset operations by managing daily investment activities, reconciliations, fund transfers, reporting, and payment processes to ensure smooth plan administration.
Regional Pension Investment Manager
Columbus, IN · On-site
$120 - $180/hr
Drive accurate and efficient pension asset operations by managing daily investment activities, reconciliations, fund transfers, reporting, and payment processes to ensure smooth plan administration.
Regional Pension Investment Manager
Columbus, IN · On-site
$120 - $180/hr
Drive accurate and efficient pension asset operations by managing daily investment activities, reconciliations, fund transfers, reporting, and payment processes to ensure smooth plan administration.
Investment Consultant - Carmel, IN
Carmel, IN · On-site
$24.66 - $47.07/hr
As an Investment Consultant (IC) in Schwab's Branch Network, you'll take a critical first step on the path toward becoming a Financial Consultant. This role is designed for individuals who are ...
Investment Consultant - Carmel, IN
Carmel, IN · On-site
$24.66 - $47.07/hr
As an Investment Consultant (IC) in Schwab's Branch Network, you'll take a critical first step on the path toward becoming a Financial Consultant. This role is designed for individuals who are ...
Investment Operations information
See Indiana salary details
$10.75 - $14.39
9% of jobs
$16.76 is the 25th percentile. Wages below this are outliers.
$14.39 - $18.03
24% of jobs
The median wage is $20.80 / hr.
$18.03 - $21.67
22% of jobs
$21.67 - $25.31
16% of jobs
$26.92 is the 75th percentile. Wages above this are outliers.
$25.31 - $28.95
9% of jobs
$28.95 - $32.59
7% of jobs
$32.59 - $36.22
4% of jobs
$36.22 - $39.86
4% of jobs
$39.86 - $43.50
3% of jobs
$43.50 - $47.14
1% of jobs
$47.14 - $50.78
0% of jobs
$10
$24
$50
How much do investment operations jobs pay per hour?
As of Aug 16, 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?
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 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 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 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 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 difference between Investment Operations vs Fund Accountant?
| Aspect | Investment Operations | Fund Accountant |
|---|---|---|
| Primary Responsibilities | Oversees trade processing, settlement, data management, and compliance across investment portfolios. | Manages fund accounting, NAV calculations, and financial reporting for investment funds. |
| Required Skills & Certifications | Knowledge 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 Environment | Typically 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 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:
Full-time
Re-posted 17 hours ago
Job description
Build relationships. Drive growth. Shape financial futures.
Are you energized by client relationships, market strategy, and meaningful portfolio work? We're seeking an Investment Officer who is passionate about helping clients in the Emerging Investor Market grow and protect their wealth. This role blends relationship management, business development, and investment oversight, offering the opportunity to make a visible impact while working with a high degree of autonomy.
If you thrive in a client-facing environment, enjoy translating investment concepts into clear guidance, and want to help expand a growing investment platform, this is your next move.
Why This Role Matters
As an Investment Officer, you'll be trusted to manage and grow client relationships while contributing directly to portfolio performance and business expansion. You'll partner with clients to understand their goals, support investment decision-making, and ensure every interaction reflects exceptional service and professionalism.
What You'll Do
Grow Relationships & the Business
- Support business development within the Emerging Investor Market through proactive outreach and relationship building
- Assist in creating and executing marketing, retention, and growth strategies
- Conduct calls with prospective and existing clients to identify needs, opportunities, and service enhancements
- Schedule and coordinate client and prospect meetings
- Represent the investment platform with confidence and credibility
Deliver Investment Expertise
- Prepare and present client and prospect investment presentations and proposals
- Facilitate risk assessments and discuss investment priorities and objectives
- Educate clients on asset allocation strategies and available investment models
- Participate in annual client meetings to evaluate portfolio performance versus financial goals
- Contribute to monitoring investment performance against benchmarks
Support Portfolio & Account Administration
- Assist with client enrollment and onboarding, including account setup, asset transfers, and allocation model registration
- Monitor account performance, client communications, and fee tracking
- Support asset allocation modeling and preparation of customized client reports
- Maintain accurate records and support ongoing account maintenance
Collaborate & Stay Compliant
- Serve on Wealth Management committees as assigned
- Stay current on laws and regulations impacting investment accounts, IRAs, and asset allocation
- Ensure all activities comply with applicable regulatory requirements
- Consistently demonstrate a service-oriented, client-first approach
What You'll Bring
Education & Experience
- College degree in business, economics, or finance preferred (or equivalent experience)
- Working knowledge of securities, mutual funds, and model portfolio management
- Minimum of 3 years of business development experience
- Experience with brokerage and/or investment operations
Skills That Set You Apart
- Proven marketing, product development, and growth-oriented mindset
- Strong client relationship and interpersonal skills
- Excellent written, verbal, and presentation skills, including public speaking
- High attention to detail and accuracy
- Proficiency with Microsoft Word and Excel; financial planning software experience a plus
- Ability to work independently, prioritize effectively, and manage competing demands
About National Bank of Indianapolis
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
201 - 500 Employees
Headquarters location
Indianapolis, IN, US
Year founded
1993