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Investment Operations Jobs in Wisconsin (NOW HIRING)

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

Markel

Operations Support Specialist

Milwaukee, WI · On-site

$50K - $68K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Markel Group (NYSE - MKL) a fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world.

Markel Corporation

Operations Support Specialist

Milwaukee, WI · On-site

$50K - $68K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Markel Group (NYSE - MKL) a fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world.

Markel International

Operations Support Specialist

Milwaukee, WI · Hybrid

$50K - $68K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Markel Group (NYSE - MKL) a fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world.

UMB Financial

Alt Investments Ops Spec l

Milwaukee, WI

$44K - $65K/yr

... operations process when the Funds Services division acquires new clients. You will be assigned a group of alternative investment clients, and be responsible for processing all documents for ...

Texas Capital Bank

WI · On-site

$90 - $130/hr

We are seeking qualified candidates with a passion for a long‑term career in Investment Banking, who possess extraordinary levels of critical thinking, motivation, and initiative and aspire to ...

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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 15, 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?

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 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 84% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $55,099 per year, or $26.5 per hour.

Top Advisor Srvcs Spec (NRF)

Northwestern Mutual Life Insurance Company

Franklin, WI • On-site

$70K - $105K/yr

Full-time

Posted 10 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 74 frontline employees who took The Breakroom Quiz

164th of 308 rated insurance

Job description

Summary
This position has been classified as an Access Person, which will require the reporting of your personal securities transactions. This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required forms.
  • FINRA non-registered fingerprinted person
  • WMC access person

Primary Duties & Responsibilities
  • Resolves a variety of investment operations inquiries and escalations from home office leaders, field staff or other team members. Uses industry knowledge and analytical skills to resolve problems.
  • Researches and responds to client issues including but is not limited to placing trades, assisting clients with system access and navigation, assisting clients with account maintenance and inquiries, discussing the latest market trends responding to research requests and providing investment education to our clients.
  • Provides ongoing home office supervision/oversight function of investment advisory accounts to ensure supervisory integrity and compliance to ensure core fiduciary responsibilities are being met.
  • Promotes client retention and identifies opportunities to build existing relationships through timely and accurate operational processing and service quality. Establishes and maintains strong relationships with customers and team members while providing quality service and support.
  • Works with other specialists, consultants and managers to handle the day-to-day monitoring of the area including managing service levels for the call center and daily processing work. Developing ability to direct and coordinate the team's service activities and identifying changing service demands.
  • Assists team members as they work through complex case work or items beyond their knowledge base.
  • Prioritizes and organizes responsibilities and uses appropriate resources within and outside of immediate work area. Collaborates with internal customers and cross-functional teams to resolve problems as needed.
  • May review work of office staff team members to ensure quality and accuracy. May contribute input into performance evaluation process.
  • Participates in and may lead process improvement, product introduction, or system enhancement across the division. Participates in system testing and system maintenance that requires operational expertise.
  • Keeps informed of developments in the industry and anticipates information needed by others and is responsible for communicating change.
  • Applies deep industry and securities trading knowledge and experience, including products, functions of trading, associated regulatory framework, and trading systems.
  • Partners closely with top Wealth Management Advisors & their teams to develop relationships to support field investment operations success.
  • Establish & maintain deep subject mattery expertise around all investment operation core areas
  • Role may require some travel, including meeting in person with Top Advisor teams, presenting at network office visits and attending other required field or industry events.

Qualifications
  • Bachelor's degree in Business or related field or equivalent industry experience.
  • Broad professional knowledge of the investment industry gained through a minimum of three years in an investment service or operations capacity.
  • Demonstrated leadership and interpersonal skills
  • Demonstrated analytical skills and confidence to make judgments and decisions involving ambiguity
  • Strong interpersonal and written communication skills
  • Demonstrated ability to positively influence and work cooperatively with employees at all levels
  • Demonstrated ability to proactively react to change
  • Self-motivated and self-directed with the ability to manage multiple assignments with minimal guidance or direction
  • Strong technical knowledge of the operational aspects related to brokerage and advisory services/products.>>Demonstrated ability to apply knowledge across complex business areas and manage projects in a cross functional environment.
  • Strong business acumen and demonstrated ability to learn new business concepts and procedures.
  • Depending on the specific job responsibilities assigned, this position could either require a minimum of a FINRA Series 6 or FINRA Series 7.

This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA
Compensation Range:
Pay Range - Start:
$0.00
Pay Range - End:
$0.00
Geographic Specific Pay Structure:
Structure 110:
$66,960.00 USD - $100,440.00 USD
Structure 115:
$70,000.00 USD - $105,000.00 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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