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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 ...

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Investment Operations information

See Utah salary details

$10

$23

$48

How much do investment operations jobs pay per hour?

As of Aug 2, 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 are the key skills and qualifications needed to thrive in Investment Operations, and why are they important?

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 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 jobs make $3,000 a day?

High-level investment professionals such as hedge fund managers, private equity partners, and senior traders can earn $3,000 or more per day through large bonuses, profit sharing, or substantial salaries. These roles typically require extensive experience, advanced degrees, and strong analytical skills, often working in fast-paced financial environments with significant risk and responsibility.

How much does an investment operations specialist make?

An investment operations specialist typically earns between $60,000 and $90,000 annually, depending on experience, location, and the size of the firm. Entry-level roles may start around $50,000, while experienced professionals with certifications like CFA can earn higher salaries. The role often requires proficiency with financial systems and attention to detail.

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 jobs make $1,000,000 a year?

In investment operations, high-level roles such as Chief Investment Officer or senior portfolio managers at large firms can earn $1,000,000 or more annually through base salary, bonuses, and profit sharing. These positions typically require extensive experience, advanced certifications like CFA, and a strong track record in managing significant assets. Compensation varies widely based on firm size, performance, and geographic location.

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.

What is the role of investment operations?

Investment operations involve managing the processing, settlement, and reconciliation of investment transactions to ensure accurate and efficient handling of assets. Professionals in this role support portfolio management by maintaining data integrity, overseeing compliance, and utilizing tools like trading platforms and reporting systems. Attention to detail and knowledge of financial regulations are essential for success in this field.
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 July 2026, with employment types broken down into 67% Full Time, and 33% Part Time. Highlights an 100% In-person job distribution, with an average salary of $49,696 per year, or $23.9 per hour.

Alternative Investment Operations - Associate

iCapital

Salt Lake City, UT • Remote

$70K - $85K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 23 days ago

Job description

About the Role

iCapital is seeking an Associate to join the Platform Operations team. This role sits at the center of iCapital's mission, focusing on enhancing operational scalability, driving innovation, and ensuring the delivery of exceptional support experiences to iCapital clients and partners. This individual will become an expert and advisor on the iCapital platform while striving for operational excellence.

The ideal candidate will build strong client relationships and become a strategic problem solver together with team Leads and Associates. This role is highly collaborative, with a strong focus on improving iCapital's clients' overall satisfaction and operational processes as a team.

Responsibilities

  • Develop an in-depth understanding of all interfaces on the iCapital platform, ensuring the seamless launch of fund launches, recurring client activities, and ongoing health of our alternative clients with key relationships with wirehouses, RIAs, and IBDs.
  • Execute end-to-end technical and operations deliverables on recurring platforms, manage daily workflows to ensure consistent, high-quality service delivery, and maintain a client-first approach in all operational activities.
  • Partner closely with Product and Technology teams to investigate platform behavior, troubleshoot complex issues, and support root-cause analysis across workflows, integrations, and data dependencies.
  • Operate confidently within technical systems and tools that support the iCapital platform, including configuration management, workflow logic, and issue triage across multiple platform interfaces.
  • Act as the primary contact for clients, managing inquiries and optimizing their platform experience while also prioritizing and categorizing requests for efficient resolution.
  • Meet and exceed service level agreements and performance targets through effective queue management.
  • Work with internal teams to escalate and resolve high-priority issues, ensuring quick resolution.
  • Enhance and maintain product documentation and internal resources to support platform users.
  • Maintain fund collateral and offerings to keep the platform updated with varying alternative investment products.

Qualifications

  • 2-5+ years of experience in a client-facing role within the finance industry
  • Bachelor's degree is required
  • Experience analyzing complex technical problems, breaking them down into actionable steps and driving them toward a resolution
  • Able to thrive in a fast-paced, dynamic environment, demonstrating flexibility and the ability to quickly adjust to new challenges and priorities
  • Proactive team member who seeks ways to improve client satisfaction and operational efficiency, contributing positively to our team culture and client success
  • Experience with support ticketing tools and a strong foundation in technical troubleshooting with the ability to take a patient and client-centric approach to delivering technical and platform support
  • Strong verbal and written interpersonal skills with the ability to explain complex concepts to clients and internal parties with limited knowledge of the topic
  • Able to convey complex concepts clearly and concisely to a diverse audience
  • High attention to detail with the ability to manage complex workflows, identify discrepancies, and ensure accuracy across platform operations and client deliverables
  • Self-starter with a strong sense of ownership; able to work independently, prioritize effectively, and proactively drive issues through resolution
  • Strong technical aptitude, including comfort working "under the hood" of platforms to understand system behavior, workflows, and dependencies
  • Ability to analyze technical and operational issues using structured problem-solving, including reviewing data, logs, or system outputs to identify root causes
  • Comfort translating technical concepts and platform behavior into clear, actionable explanations for both clients and non-technical internal partners

Benefits

The base salary range for this role is $70,000 to $85,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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