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Investment Operations Jobs in Indiana (NOW HIRING)

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Investment Management Paralegal

Indianapolis, IN · Hybrid

$45 - $55/hr

We understand that our people are critical to our success and we are committed to investing in our paraprofessional, administrative and operations professionals. We are always looking for talented ...

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Investment Operations information

See Indiana salary details

$10

$24

$50

How much do investment operations jobs pay per hour?

As of Aug 28, 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.

Financial Advisory - Relationship Manager

Kestra Holdings

Fort Wayne, IN • On-site

Full-time

Medical, Retirement

Re-posted 21 days ago

Job description

Lead with Purpose. Partner with Impact. As the Client Relationship Manager, you will report to the Director of Operations and serve as a key leader within the operations team. You will oversee client service delivery, drive operational excellence, and partner closely with Investment Advisors to strengthen client relationships and enhance the overall client experience.
In this role, you will provide strategic direction across account management, financial planning support, and client engagement, while ensuring consistency, accuracy, and compliance across all client activities. You will play a critical role in scaling best practices and contributing to the firm's growth strategy.
What You'll Do:
  • Lead client relationship management efforts, ensuring a high-touch, proactive service model that deepens trust and retention
  • Oversee end-to-end client onboarding, including account setup, asset transfers, and coordination with custodians and internal operations teams
  • Manage complex client service activities, including account maintenance, transactions (wires, transfers, checks), and issue resolution
  • Partner closely with Lead Advisors and Managing Directors to review financial planning assumptions, portfolio strategies, and client recommendations
  • Supervise portfolio implementation activities, including asset allocation, rebalancing, and trade execution in partnership with the Lead Advisors
  • Review and approve client deliverables, including performance reports, financial materials, and presentations
  • Drive CRM and portfolio management system integrity, ensuring all client data, documentation, and compliance records are accurate and up to date
  • Act as a senior point of contact for clients, handling advanced inquiries and providing guidance on account access, reporting, and investment-related questions
  • Participate in client meetings, delivering insights, and strengthening relationships
  • Identify process improvements and efficiencies, partnering with Operations and Leadership to enhance scalability and service delivery
  • Ensure adherence to compliance standards, maintaining audit-ready client files and regulatory documentation

What You Bring:
  • Proven ability to lead client relationships and deliver a high-caliber client experience in a wealth management or financial advisory environment
  • Strong expertise in investment operations, account administration, and client lifecycle management
  • High attention to detail and commitment to compliance, documentation, and operational excellence
  • Advanced organizational skills with the ability to manage competing priorities, ensure accuracy, and drive accountability
  • Deep familiarity with custodians, CRM systems, and portfolio management platforms
  • Strong analytical capabilities with experience supporting or contributing to financial planning and portfolio construction
  • Working knowledge of asset allocation, portfolio management, and investment strategies
  • Exceptional communication and presentation skills, with confidence engaging directly with clients and senior stakeholders
  • A proactive, solutions-oriented mindset with a strong sense of ownership
  • Demonstrated interest in continued professional growth and contributing to the strategic direction of the advisory practice

Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
  • Competitive pay and benefits with a large employer (over 1600 employees nationwide)
  • 401(k), health insurance, and a competitive benefits package
  • Work in a supportive, collaborative environment committed to professional excellence
  • Help clients navigate meaningful financial decisions with confidence
  • Opportunities for training, development, and long-term growth within the firm
  • Tuition reimbursement for qualified expenses

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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