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Investment Operations Jobs in Wisconsin (NOW HIRING)

Truity Partners

Accounting Analyst

Milwaukee, WI · On-site

$30 - $35/hr

Support process documentation and other operational needs REQUIREMENTS * 1+ years of accounting, finance, reconciliation, or investment operations experience * Bachelor's degree in Accounting ...

Hammes Company

Investment Associate

Milwaukee, WI · On-site

Other duties as assigned by the Investment, Asset Management and Operations team. Supervisory Duties and Responsibilities The Associate will supervise a team of Financial Analysts and will be ...

Baird

Investment Products Consultant

Milwaukee, WI · On-site

Partner internally with Legal/Compliance, Operations, Investment Solutions, Marketing & Communications, and other areas necessary to ensure the consistent application of broader strategic initiatives

InforCapital, partnership

Investment Analyst

Milwaukee, WI · On-site

$60 - $80/hr

# Investment AnalystHammes PartnersAnalystReal EstateFull-timeLocationMilwaukee, United StatesDate PostedJune 16, 2026Stay ahead of the marketGet instant notifications when new job openings matching ...

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Accenture

Investment Banking Consultant

Milwaukee, WI · On-site

We invest in training and development in a big way, so you can build your future along with ours ... Understanding of operational resilience concepts within banking, including operational risk ...

landmarkcu

Investment Representative

New Berlin, WI · On-site

Reports to the SVP, Landmark Investment Center. Assists in providing investment products and services to Landmark Credit Union members and prospective members. Supports client relationship ...

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Investment Operations information

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$11

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$53

How much do investment operations jobs pay per hour?

As of Sep 4, 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 86% Full Time, 13% Part Time, and 1% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $55,099 per year, or $26.5 per hour.

Portfolio Operations Analyst

Allspring Global Investments Holdings, LLC

Milwaukee, WI • On-site

$70K - $85K/yr

Full-time

Re-posted yesterday

Job description

Overview
Allspring Global Investments is looking for a portfolio accountant to join our Portfolio Accounting team. The candidate should have a minimum of 2 years of experience in portfolio accounting or related operations experience with a history of increasing responsibilities. A track record of identifying and implementing improvements, including controls to mitigate risk, is considered a strong plus. In addition, candidate must have proven leadership skills and demonstrate a willingness to lead teams and projects.
We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days per week.
Location(s): Milwaukee, WI or Minneapolis, MN
Responsibilities
  • Prepare and review daily, weekly and monthly separate account reconciliations between internal accounting system and both trading system and custodians
  • Thoroughly research discrepancies and resolve in a timely manner
  • Set up newly funded accounts with cash and assets on accounting and trading systems
  • Work cooperatively with team members on shared responsibilities
  • Lead and contribute to improvements and oversight
  • Candidate must be able to clearly and effectively communicate with custodians, internal operational team members, investment team contacts and relationship managers to resolve issues and build sound working relationships

Qualifications
Required Qualifications
  • 2 plus years of investment operations experience
  • Strong attention to detail and accuracy
  • Demonstrated time management, analytical and organizational skills
  • Ability to articulate issues, risks, and proposed solutions to various levels of staff and management
  • Proven ability to manage risk, mitigate risk and make sound decisions
  • Ability to work effectively in a team environment
  • Excellent verbal, written, and interpersonal communication skills
  • Remain in stationary position for prolonged periods of time
  • Operate computer programs and software
  • Ability to communicate effectively with audiences in person and in electronic formats
  • Day-to-day contact with others (co-workers and/or public)
  • Ability to work in a collaborative business environment in close quarters with peers and varying interruptions.

Preferred Qualifications
  • Ability to drive continuous improvement and execution excellence
  • Enjoys working in a changing environment but able to focus on the task at hand
  • Experience in other mid- and back-office roles including trade support, performance, portfolio operations, and client administration
  • Experience with Advent Portfolio Exchange (APX), Bloomberg, CRD, Wall Street Office (WSO) and SS&C Recon
  • Advanced experience with MS Excel and general facility with technology tools such as MS Access and Power BI

Please note: This position does not offer sponsorship for employment visas. Applicants must be legally authorized to work in The United States without sponsorship now or in the future.
Compensation
Base Pay Range: $70,000 - $85,000
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)
#LI-JD1
#Hybrid
Disclosure
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status

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