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Investment Operations Jobs in Michigan (NOW HIRING)

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Investment Operations information

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$9

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$46

How much do investment operations jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for investment operations in Michigan is $22.87, according to ZipRecruiter salary data. Most workers in this role earn between $15.48 and $26.39 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 Michigan?

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

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

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

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

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

Investment Operations jobs near you
Infographic showing various Investment Operations job openings in Michigan as of August 2026, with employment types broken down into 80% Full Time, 19% Part Time, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $47,579 per year, or $22.9 per hour.

Relationship Manager (Ann Arbor, MI)

Mercer Advisors

Ann Arbor, MI • Hybrid

Full-time

Re-posted 3 days ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Job Summary:

The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department.  The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care.

This role is responsible for overseeing the execution of the firm's service model, ensuring that client experiences align with the firm's standards and values. The Relationship Manager I plays a critical role in practice management, client retention, and business growth, serving as a key contributor to the success of the advisory team.

This role offers a clear career path to Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.

Essential Job Functions for this role include:

Client Experience Oversight

  • Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm's client experience standards.
  • Manage service workflows and client touchpoints to ensure timely and accurate execution.
  • Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.
  • Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.
  • Other duties as assigned.

Advisor Partnership & Practice Management

  • Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.
  • Facilitate in implementing and refining the advisory team's service model, including client communication strategies and engagement protocols.
  • Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.
  • Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency.

Growth & Retention Support

  • Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.
  • Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.
  • Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.

Knowledge, Skills, and Abilities:

    • Strong understanding of wealth management processes and service models.
    • Proven ability to manage complex client relationships and resolve issues effectively.
    • Leadership and mentoring experience within a team environment.
    • Excellent communication, organizational, and problem-solving skills.
    • Proficiency in CRM systems and workflow management tools.
    • Strategic thinker and strong ability to influence and collaborate across teams.

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.    

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

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