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Investment Operations Jobs in Utah (NOW HIRING)

SoFi

Investment Specialist II

Cottonwood Heights, UT · On-site

Problem solve any operational or technical issues pertaining to SoFi Invest products * Perform ongoing monitoring of member accounts with attention to detail and accuracy * Work with SoFi's custodial ...

SoFi

Investment Specialist II

Cottonwood Heights, UT · On-site

Problem solve any operational or technical issues pertaining to SoFi Invest products * Perform ongoing monitoring of member accounts with attention to detail and accuracy * Work with SoFi's custodial ...

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Investment Operations information

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$10

$23

$48

How much do investment operations jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for investment operations in Utah is $23.89, according to ZipRecruiter salary data. Most workers in this role earn between $16.20 and $27.60 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 Utah?

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

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

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

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

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

Investment Operations jobs near you
Infographic showing various Investment Operations job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% 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 $49,696 per year, or $23.9 per hour.

Investment Oversight Analyst

Strategic Staffing Solutions

Salt Lake City, UT

$23/hr

Full-time

Posted 5 days ago

Job description

Job Description Investment Oversight Operations Analyst Location: Salt Lake City, UT Pay Rate: $23/hour Position Overview Seeking a detail-oriented Investment Oversight Operations Analyst to support investment operations, risk monitoring, reporting, and client-related activities within Asset & Wealth Management. The ideal candidate will have strong Excel and analytical skills, excellent attention to detail, and the ability to collaborate across Operations, Trading, Risk, and other investment teams. Key Responsibilities Support day-to-day investment oversight and operational activities, including account and transaction monitoring.

Prepare accurate client, portfolio, and operational reports and customized materials. Analyze data and maintain risk, exposure, limit, and control reporting. Build and maintain Excel-based reports, dashboards, and analytical tools.

Partner with Trading, Risk, Operations, and Product teams to resolve issues and improve workflows. Assist with risk management and control processes to ensure compliance with established guidelines. Identify operational issues and provide practical, data-driven solutions.

Manage multiple priorities and meet tight deadlines while maintaining a high degree of accuracy. Qualifications 1-5 years of professional experience preferred. Advanced or highly proficient Excel skills.

Strong analytical, quantitative, communication, and interpersonal skills. Exceptional attention to detail and ability to produce accurate reporting. Collaborative, self-motivated, and comfortable working across multiple teams.

Previous Operations, Investment Management, or Financial Services experience preferred. Exposure to risk management, controls, portfolio monitoring, or investment operations is highly desirable. Experience with Bloomberg, Python, and/or Tableau is a plus.

CFA designation or progress toward the CFA is a plus. Key Skills: Investment Operations | Advanced Excel | Risk & Controls | Portfolio Monitoring | Financial Services | Reporting & Analytics | Bloomberg | Tableau | Python

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