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Investment Operations Jobs in Washington (NOW HIRING)

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Investment Specialist

Mclean, VA · On-site

About the role We're looking for an experienced investment operations leader to be a key member of our investment team. This individual will be responsible for a full range of trading, monitoring ...

World Bank

Principal Operations Officer

Washington, DC · On-site

... investing in groundbreaking projects and using data, research, and technology to develop solutions ... The role requires deep knowledge of IFC's strategy and operations, cross-sector knowledge and ...

DLA Piper

Manager, Investment Funds

Reston, VA · On-site

$71K - $98K/yr

Manages and supports the day-to-day operations, investment execution, reporting, and administration of the Firm's investment funds, including multiple investment vehicles. * Serves as a central point ...

Dlapiper

Manager, Investment Funds

Reston, VA · Hybrid

$71K - $98K/yr

Manages and supports the day-to-day operations, investment execution, reporting, and administration of the Firm's investment funds, including multiple investment vehicles. * Serves as a central point ...

Socket.dev

Head of Alternative Investments

Mclean, VA · On-site

$250 - $450/hr

This role sits at the intersection of investment strategy, technology, and client experience -- partnering closely with Planning, Investment Operations, Product, and Compliance to bring institutional ...

New

Range

Head of Alternative Investments

Mclean, VA · On-site

This role sits at the intersection of investment strategy, technology, and client experience - partnering closely with Planning, Investment Operations, Product, and Compliance to bring institutional ...

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Investment Operations information

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$12

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How much do investment operations jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for investment operations in Washington is $29.72, according to ZipRecruiter salary data. Most workers in this role earn between $20.14 and $34.33 per hour, depending on experience, location, and employer.

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 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 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 salary of an investment operations career path?

The salary for an investment operations professional typically ranges from $60,000 to $100,000 annually, depending on experience, location, and the size of the firm. Entry-level roles may start lower, while experienced specialists or managers can earn higher salaries, often supplemented with bonuses and benefits.

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 often use specialized software and work closely with portfolio managers, custodians, and compliance teams to ensure accurate and efficient investment activities.

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 are the most commonly searched types of Investment Operations jobs in Washington? The most popular types of Investment Operations jobs in Washington are:
What are popular job titles related to Investment Operations jobs in Washington? For Investment Operations jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Investment Operations jobs in Washington look for? The top searched job categories for Investment Operations jobs in Washington are:
What cities in Washington are hiring for Investment Operations jobs? Cities in Washington with the most Investment Operations job openings:
Investment Operations jobs near you
Infographic showing various Investment Operations job openings in Washington as of August 2026, with employment types broken down into 82% Full Time, 14% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $61,827 per year, or $29.7 per hour.

Investment Operations

Kestra Financial Independent Advisor

Columbia, MD • On-site

Full-time

Re-posted 9 days ago

Job description

The Investment Operations person has responsibility for the efficient and effective operations. This includes the managing of client relations, investment operations and general office responsibilities.

Essential Duties & Responsibilities:

Client Responsibilities

  • Record conversations and requests in SmartOffice
  • Process distribution requests

Investment Operations Responsibilities

  • Maintain client records and notes in SmartOffice.
  • Open new investment accounts/schedule client meetings
  • Utilize Advice Pay
  • Enter contributions in Wealthscape/Assetmark and other investment platforms.
  • Request trading on new investments
  • Maintain and report all investment activity (weekly)
  • Set up bank links to investment accounts.
  • Set up monthly Periodic Investment Plans (PIP) for clients.
  • Submit “Securities-Based Line of Credit” (SBLOC) applications.
  • Assist with Maryland 529 applications.
  • Annually process Required Minimum Distributions (RMD)

Office Responsibilities

  • Answers phone calls
  • Greet public that comes into the office.
  • Schedule Appointments
  • Scan/Fax/Record all documents.
  • Sort Mail
  • Submit invoices outside of Advice Pay
  • Monitor Investment licensure for staff by state of client.
  • Submit correspondence and extensions to Kestra Financial for approval of staff written documents.
  • Maintain all compliant requirements.
  • Maintain Office lobby and kitchen with supplies and ensure “Client Ready” appearance.
  • Order/Maintain all needed office equipment/furniture/supplies.
  • Additional responsibilities may be assigned from time to time.

Education & Experience:

Four-year bachelor's degree in finance, accounting, or other closely related field. May substitute 1.5 years of experience for one year of education.

Knowledge, Skills & Abilities:

  • Strong ability to communicate and work effectively as a team member.
  • Attention to detail, thoroughness, and number accuracy.
  • Ability to clearly follow direction and articulate and write responses in English.
  • Must have sound judgment when dealing with clients and staff members.
  • Work under pressure and meet mandatory deadlines as needed.
  • Sound judgment in determining prioritization of work.
  • Keen sense of ownership of job responsibilities
  • Knowledge of Microsoft Suite and able to comprehend and use software common in the industry.

Supervisory Responsibilities: None

Physical Demands and Work Environment:

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform these essential functions.

  • Routine 8-hour shift; but may be subject to irregular hours based on shift demands.
  • Ability to lift to 15 lbs.
  • Visual and auditory acuity sufficient to read Company materials and view monitor and telephone.
  • Employees will work in an indoor environment; may be exposed to variations in room temperature and noise level.
  • Must be able to voice/write communication with staff and clients in English.
  • Must be able to use normal office equipment to include, but not limited to computer (laptop), telephone, printers, scanner, postage machine, and multiple computer monitors.

EEO/AAP Statement:

We provide equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that employees are treated during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated.