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Investment Operations Jobs in Wisconsin (NOW HIRING)

Scottish Rite for Children

WI · On-site

$90 - $120/hr

Investment Operations Analyst Sr. Location: Dallas - Shared Services Additional Posting Details: Monday - Friday 8:00am - 5:00pm Posting Summary: This position is responsible for daily investment ...

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Investment Operations information

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$11

$26

$53

How much do investment operations jobs pay per hour?

As of Aug 24, 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 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 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 August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 11% 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 $55,099 per year, or $26.5 per hour.

Investment Operations Specialist

Northwestern Mutual Life Insurance Company

Milwaukee, WI

$65K - $97K/yr

Full-time

Posted 19 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

167th of 311 rated insurance

Job description

About the Job:

Northwestern Mutual's Investment Operations team supports the management of the company's institutional investments. Team membersassistin operational tasks related to those assets, with a focus on accuracy, efficiency, and risk management.

What You'll Do:

  • Assistin monitoring investment portfolios by reconciling cash positions, investment holdings, and critical data attributes to ensure accuracy and timeliness.

  • Respond to internal and external inquiriesregardinginvestment holdings, activities, and portfolio details.

  • Help prepare internal reports and external regulatory filings using tools likePowerBI, Snowflake, and Microsoft Excel.

  • Participate in process modernization efforts, incorporating digital tools, automation, and AI-driven analytics to streamline workflows and enhance data governance.

  • Collaborate with teams across Finance and Risk and Institutional Investments to ensure seamless operations and alignment with companyobjectives.

  • Assistin risk management activities, including conducting basic risk assessments and ensuring adherence to risk policies and regulatory standards.

  • Support enterprise risk management efforts byidentifyingpotentialoperational risks in investment activities and contributing to resiliency planning.

  • Assistin data governance activities, including ensuring data quality, implementing governance policies and standards, and supporting data stewardship.

  • Ensure accurate, efficient, and timely execution of operational activities across asset classes and managed accountsof reoccurring transactions inpublic, private, and/or real estate asset classesmost asset classes in PI, MSA, NMC and NMRE's public and private managed portfolios including domestic fixed income, common stock, foreign, private placements, real estate equity and mortgage loans. Work withfrontoffice to settle transactions.

  • Collaborate withsenior staff members to solve more complex issuesandwork with custodial bank representatives, brokers,traders,and field offices.

  • Maintain investment data on various systems, conductreconciliations,and work closely with Investment Accounting, Financial Management,Lawand other related investment areas to resolve issues.

  • Respondto andinvestigate cash receivable and payable exceptions. Resolve a wide variety of standard problems.

  • Stay informed of industryand regulatorychanges and developments that affect processing procedures.

  • Assist with testing, system enhancements, upgrades, new initiatives and other projects involving procedural and workflow changes and may make recommendations for process improvements.

  • Ensure adherence to contractual terms and amendments through interpretation and analysis of basic legal documents.

What You'll Bring to the Role:

  • Adaptability and a growth mindset

  • Skills in data literacy

  • Basic experience in data visualization or automation software

  • Attention to detail

  • Ability to handle data intensive tasks in a fast-paced setting

  • Bachelor's degree in business with emphasis in finance, accounting, management, real estate or information systems or equivalent related experience.

  • 1-3 years of related, investment operations experience preferred.

  • General knowledge of a variety of investment asset types.

  • Strong verbal and written communication skills.

  • Strongproblem-solvingskills and analytical ability.

#LI-Onsite

#LI-Hybrid

Compensation Range:

Pay Range - Start:

$56,640.00

Pay Range - End:

$84,960.00

Geographic Specific Pay Structure:

Structure 110:

$62,320.00 USD - $93,480.00 USD

Structure 115:

$65,120.00 USD - $97,680.00 USD

We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.


Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!


Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.


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About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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