ZipRecruiter

Log In

1

Investment Operations Jobs in Oregon (NOW HIRING)

Upstart

Manager, Investor Services

OR · On-site +1

As the Investor Enablement Operations Manager, you will serve as the operational backbone of the team, driving execution across complex cross-functional initiatives, improving operational governance ...

next page

Showing results 1-20

All JobsInvestment Operations JobsInvestment Operations Jobs in Oregon

Investment Operations information

See Oregon salary details

$11

$27

$56

How much do investment operations jobs pay per hour?

As of Aug 19, 2026, the average hourly pay for investment operations in Oregon is $27.75, according to ZipRecruiter salary data. Most workers in this role earn between $18.80 and $32.02 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 Oregon?

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

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

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

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

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

What cities in Oregon are hiring for Investment Operations jobs?

Cities in Oregon with the most Investment Operations job openings:

Investment Operations jobs near you
Infographic showing various Investment Operations job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $57,716 per year, or $27.7 per hour.

Manager, Investor Services

Upstart

OR • On-site, Remote

Part-time

Re-posted 13 days ago

Upstart rating

7.6

Company rating: 7.6 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

Job description

The Team:

Upstart's Investor Services team partners with institutional investors that provide  the capital powering Upstart's lending platform, ensuring they can efficiently purchase, fund, and manage investments across Upstart's growing suite of products. The team oversees the end-to-end investor lifecycle, including diligence, onboarding, loan sales, investor operations, and new product readiness, while partnering across Capital Markets, Product, Engineering, Legal, Operations, Treasury, and Compliance teams to deliver a seamless investor experience.

As the Investor Enablement Operations Manager, you will serve as the operational backbone of the team, driving execution across complex cross-functional initiatives, improving operational governance, and helping scale the processes that support Upstart's investor platform. This role is ideal for a highly organized operator who enjoys solving ambiguous problems, driving alignment across teams, and building systems that improve how work gets done.

How you'll make an impact:

  • Drive execution across strategic Capital Markets  initiatives, ensuring workstreams remain coordinated, on track, and aligned across multiple teams.
  • Own operational governance by improving visibility, accountability, prioritization, and execution across diligence, onboarding, loan sales, investor operations, and new product readiness.
  • Lead cross-functional programs involving Capital Markets, Product, Engineering, Legal, Operations, Treasury, and Compliance to deliver investor-facing initiatives successfully.
  • Manage investor-impacting operational escalations, identify risks early, remove blockers, and drive timely resolution.
  • Design and implement scalable operating mechanisms, processes, and governance frameworks that improve organizational efficiency and reduce execution risk.
  • Partner with leadership to improve operational readiness for new investors, products, partnerships, and strategic business initiatives.
  • Identify opportunities for automation, AI adoption, and process improvement to increase organizational leverage and reduce manual work.
  • Develop reporting, metrics, and operating cadences that improve decision-making and provide greater visibility into organizational health.

What we're looking for:

  • Minimum qualifications:
    • 5+ years of experience in operations, program management, business operations, strategic operations, investor operations, or a related field.
    • Demonstrated success leading complex cross-functional initiatives involving multiple stakeholders and competing priorities.
    • Experience driving operational execution, managing escalations, and improving business processes in a fast-paced environment.
    • Strong organizational, analytical, and problem-solving skills with the ability to navigate ambiguity and drive outcomes.
    • Proven ability to influence stakeholders and build alignment without direct authority.
    • Excellent written and verbal communication skills, including experience communicating with senior leaders and cross-functional partners.
    • Experience balancing strategic thinking with hands-on execution.
  • Preferred qualifications:
    • Experience in fintech, financial services, banking, lending, Capital Markets, or investor operations.
    • Experience partnering closely with Product and Engineering teams to launch new products or improve operational workflows.
    • Experience building operating cadences, governance frameworks, dashboards, and reporting mechanisms.
    • Experience managing operational readiness, partner onboarding, or large-scale cross-functional implementations.
    • Experience leading process transformation, operational excellence, or organizational scaling initiatives.
    • Familiarity with loan sales, investor onboarding, investor diligence, servicing operations, or secondary market activities.
    • Experience leveraging AI tools (i.e. ChatGPT, Glean, Claude, Delphina, or similar) to improve productivity, analysis, documentation, and operational execution.

Position location - This role is available in the following locations: Remote 

Time zone requirements - West Coast (PST/PT) hours strongly preferred.

Travel requirements As a digital first company, the majority of your work can be accomplished remotely. The majority of our employees can live and work anywhere in the U.S but are encouraged to to still spend high quality time in-person collaborating via regular onsites. The in-person sessions' cadence varies depending on the team and role; most teams meet once or twice per quarter for 2-4 consecutive days at a time.

#LI-REMOTE

#LI-NotApplicable

#LI-MidSenior 

What Upstart employees say

Pay

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply