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Investment Operations Jobs in Washington (NOW HIRING)

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Investment Analyst

Mclean, VA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

This is a unique opportunity to join a team building both a suite of institutional-quality investment offerings and the operational infrastructure to implement them from the ground up. You'll work ...

CloudHQ LLC

Investment Associate

Washington, DC · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Who We Are Cloud Capital is a global investment management firm founded by Hossein Fateh, the ... Strong quantitative/numerical skills - advanced financial and operational modelling skills

Initio Capital

Investment Thesis Analyst

Washington, DC · Remote

... operations, market research, and growth-focused workstreams. THE ROLE As a Investment Thesis ... Analyst, you will help identify promising markets, companies, products, operators, and investment ...

Icmarc

Investment Analyst, Equity

Washington, DC · On-site +1

$73K - $110K/yr

  • Medical

  • Retirement

Support the execution of investment reporting, operational, and process management activities. * Assist with the preparation, validation, and distribution of investment-related reports, data, and ...

MissionSquare

Investment Analyst, Equity

Washington, DC · On-site

$74 - $111/hr

  • Retirement

Support the execution of investment reporting, operational, and process management activities.Assist with the preparation, validation, and distribution of investment-related reports, data, and ...

New

5 Legal

Investment Funds Associate

Washington, DC · On-site

... and operation, as well as in various transactions such as financings, acquisitions and formation of alternative investment structures. Key Qualifications * Minimum of 2 years of fund formation ...

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Investment Operations information

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$12

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$60

How much do investment operations jobs pay per hour?

As of Aug 19, 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 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 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 1% As Needed, 80% Full Time, 9% Part Time, 3% Temporary, 6% Contract, and 1% Nights. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $61,827 per year, or $29.7 per hour.

Investment Services Operations Specialist

Navy Federal Credit Union

Vienna, VA • On-site

Full-time

Posted 6 days ago

Navy Federal Credit Union rating

8.1

Company rating: 8.1 out of 10

Based on 275 frontline employees who took The Breakroom Quiz

61st of 150 rated financial services

Job description

Provides operational and administrative support functions for Navy Federal Financial Group's brokerage, digital, and insurance services. Acts as a "Principal" for assigned new accounts for NFIS and reviews/approves new accounts and trades for securities, digital investor, and insurance businesses. Focuses on processing, documentation, and compliance support under the guidance of senior staff. Ensure accuracy in account setup, document handling, and regulatory adherence while developing foundational expertise in securities operations.

Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.

Our approach to careers is simple yet powerful: Make our mission your passion.

  • FORTUNE 100 Best Companies to Work For 2025
  • Yello and WayUp Top 100 Internship Programs
  • Computerworld Best Places to Work in IT
  • Newsweek Most Loved Workplaces
  • 2025 PEOPLE Companies That Care
  • Newsweek Most Trustworthy Companies in America
  • Military Times 2025 Best for Vets Employers
  • Best Companies for Latinos to Work for 2025
  • Forbes 2025 America's Best Large Employers
  • Forbes 2025 America's Best Employers for New Grads
  • Forbes 2025 America's Best Employers for Tech Workers
  • 2025 RippleMatch Campus Forward Award Winner for Overall Excellence 
  • Military.com Top Military Spouse Employers 2025 
  • 2025 Handshake Early Talent Award

From Fortune. 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.

Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.

Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.

Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.

Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.

Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

  • 2+ years of experience in the financial services industry, preferably in Securities and Insurance, providing operational and/or administrative support
  • Knowledge of Securities and Insurance, and application of broker/dealer operations methods, and procedures
  • Working knowledge of SEC and FINRA regulations regarding the maintenance of securities records
  • Upon selection for this position, the incumbent will be required to obtain FINRA Series 7 and 24, NASAA Series 65 or 66 (and 63 in states where required) registration and Life & Health Insurance License to be obtained within 120 days
  • Experience using CRD & IARD databases to create/update registered securities employee records
  • Ability to work independently and in a team environment
  • Effective skill following, interpreting and applying relevant data/instructions to guidelines, procedures, practices and regulations
  • Skill interacting with staff, management, vendors, members diplomatically & tactfully
  • Skill to influence, negotiate & persuade to reach agreeable exchange & positive outcomes

  • Effective verbal and written communication skills 

    Desired                                                          

  • Proficiency with database, imaging systems and word processing software
  • Demonstrated ability to exercise initiative and judgment, and to work independently and as a team member

  • FINRA Series 7 and 24, NASAA Series 65 or 66 (and 63 in states where required) registration and Life & Health Insurance License

    Hours:

  • Monday - Friday 8:30 AM - 5:00 PM

          Location:

  • 820 Follin Lane, Vienna, VA 22180
  • 9999 Willow Creek Road, San Diego, CA 92131
  • 5550 Heritage Oaks Drive, Pensacola, FL 32526
     
  • Review, process, and approve account paperwork for investment services and digital investor for completeness and accuracy
  • Support internal and external audits by gathering and organizing required documentation
  • Respond to routine inquiries from internal staff and vendors regarding account status and documentation
  • Maintain current knowledge of SEC, FINRA, and internal policies; escalate complex issues to senior staff
  • Assist in tracking and filing securities and insurance records in compliance with regulatory standards
  • Participate in team meetings and training sessions to build operational knowledge
  • Monitor shared mailboxes, open ticket queues, coordinate responses to operational, compliance, technical, and data and analytics requests, and support timely resolution
  • Collaborate with Client Relationship Managers and other internal stakeholders to resolve basic operational issues
  • Compile statistical/historical data for group/division reports, audits and projects, distributes to management or third parties/auditors
  • Contact members, Navy Federal staff and vendors to obtain additional information, initiate resolution of missing and/or incomplete document issues
  • Educate Client Relationship Managers on systems, process and procedures, timelines and best practices related to securities and insurance documentation, filing and reporting
  • Perform other related duties as assigned or appropriate
     

What Navy Federal Credit Union employees say

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About Navy Federal Credit Union

Sourced by ZipRecruiter

Navy Federal Credit Union, based in Vienna, Virginia, United States, is a significant player in the financial services industry. Their official website is navyfederal.org. With its roots dating back to 1933, it was initially established to provide credit to Navy members. Over the years, Navy Federal has magnified its scope, evolving into a full-service credit union serving all branches of the military, the Department of Defense, veterans, and their families. The company’s core values include integrity, service, education, and leadership. Navy Federal aims to be the most preferred and trusted financial institution serving the military and their families.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Vienna, VA, US

Year founded

1933

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