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Investment Operations Jobs in Wisconsin (NOW HIRING)

BCForward

Investment Operations Specialist

Milwaukee, WI · On-site

$21 - $22/hr

Investment Operations Specialist Pay Rate: $22 /hr on W2 Expected Duration: 6 Months contract with possibility of extension Location : - 1555 N RiverCenter Dr, Milwaukee, Wisconsin, United States of ...

Dexian

Investment Operations Specialist

Shorewood, WI · On-site

$20 - $22/hr

Investment Operations Specialist Work Location: Milwaukee, WI 53202 Duration: 12+ months Payrate $20- $22 per hour * Typical types of collateral include broadly syndicated, middle market and private ...

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$11

$26

$53

How much do investment operations jobs pay per hour?

As of Jul 31, 2026, the average hourly pay for investment operations in Wisconsin is $26.49, according to ZipRecruiter salary data. Most workers in this role earn between $17.93 and $30.58 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 Wisconsin? The most popular types of Investment Operations jobs in Wisconsin are:
What are popular job titles related to Investment Operations jobs in Wisconsin? For Investment Operations jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Investment Operations jobs in Wisconsin look for? The top searched job categories for Investment Operations jobs in Wisconsin are:
What cities in Wisconsin are hiring for Investment Operations jobs? Cities in Wisconsin with the most Investment Operations job openings:
Investment Operations jobs near you
Infographic showing various Investment Operations job openings in Wisconsin as of July 2026, with employment types broken down into 87% Full Time, 10% Part Time, and 3% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $55,099 per year, or $26.5 per hour.

Investment Operations Analyst

State of Wisconsin Investment Board

Madison, WI • Hybrid

Full-time

Re-posted 12 days ago

Job description

Sophisticated Work. In a Great City. Making a Difference.

The State of Wisconsin Investment Board (SWIB) manages more than $178 billion in assets, including those of the fully-funded Wisconsin Retirement System (WRS). SWIB operates at a level more often seen in top-tier global asset managers than in typical public pension funds. SWIB is a home for top talent. Approximately 61 percent of SWIB's investment professionals are Chartered Financial Analyst (CFA) charterholders.
The City of Madison, the state capitol and home of Wisconsin's flagship university, makes regular appearances on lists of best places to live, eat, and play. SWIB offers a modern workspace, hybrid work options, and competitive compensation and benefits.


Serving over 703,000 WRS beneficiaries, SWIB is driven by a clear mission: securing the financial future of those who serve Wisconsin. When you work at SWIB, you know your work matters.

Job Description:

About the Team

The Funds and Liquidity Operations team is responsible for providing analytical and operational support and oversight of SWIB's investments. The primary functions of the team are to support SWIB's collateral management, asset allocation, re-balancing, leverage, liquidity, and treasury activities.

Position Overview

  • Monitor cash forecasting and instruct cashflows between accounts as appropriate
  • Support monthlyrebalancesand assettransition activity
  • Facilitate account onboarding and maintenance
  • Operationally support the agency's Securities Finance program
  • Trackborrowsand loans across all sources and move to minimize borrowing costs
  • Track available High Quality Liquid Assets (HQLA)
  • Provide daily operational support for exchange-traded and over-the-counter derivativesincluding validation ofdaily initial and variation margin calculations
  • Serve as operational support for new investment instruments, strategic initiatives and projects
  • Develop procedures and internal control documentation
  • Maintain operational relationships with custodians, FCMs and Prime Brokers
  • Identify operational process improvements and recommend solutions

The ideal candidate:

  • Bachelor's Degree in business, finance, economics, accounting, or equivalent experience
  • Has 2+ years of experience in investment operations or related industry
  • Experience in a variety of asset classes including equities, fixed income, FX,orderivatives (exchanged-traded andover-the-counter)is a plus
  • Has a firm grasp of basic accounting principles
  • Prefer experience with SimCorp Dimension
  • Demonstrates curiosity
  • Strong analytic and problem-solving skills
  • Excellent verbal and written communication skills
  • Ability to be adaptive and thrive in a fast-paced, changing environment
  • Superb work ethic, attention to detail, team orientation, and commitment to excellence
SWIB Offers:
  • Competitive total cash compensation, based on AON (formerly McLagan) industry benchmarks
  • Comprehensive benefits package
  • Educational and training opportunities
  • Tuition reimbursement
  • Challenging work in a professional environment
  • Hybrid work environment
The position requires U.S. work authorization.
Pursuant to our Hybrid Remote Work Policy, all staff have the flexibility to work remotely, but are required to have a weekly presence in our offices, the frequency of which is dependent on their distance from office. Staff are not required to reside locally; however, we offer relocation reimbursement to the Dane County area per our policy.
All SWIB employees are subject to SWIB's Ethics Policy and Personal Trade Approvals Policy. These policies include restrictions on outside business activities and employment and have limits on personal trading. You may request copies of these policies from SWIB's talent acquisition team and any questions can be answered by SWIB's compliance team.

Apply