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Investment Operations Jobs in Raleigh, NC (NOW HIRING)

CFA Institute

Treasury Director

Durham, NC · On-site

$180 - $260/hr

Oversee custody banking, trust structures, investment operations support, and asset servicing processes. * Direct collateral and margin monitoring activities, including settlement and treasury ...

Posted today

Fundfire

Investment Analyst

Raleigh, NC · On-site

$70 - $100/hr

For the Investment Analyst position, qualified candidates will likely have 1-5 years of experience working in a corporate, financial, or operations role. Ideal candidates will have demonstrated ...

New

Ignites

Investment Analyst

Raleigh, NC · On-site

$70 - $110/hr

For the Investment Analyst position, qualified candidates will likely have 1-5 years of experience working in a corporate, financial, or operations role. Ideal candidates will have demonstrated ...

New

Fidelity Investments

Senior Data Engineer - PL/SQL

Durham, NC · On-site

$102K - $139K/yr

The Team Asset Management Technology (AMT) offers global technology and assistance to the Investment Management, Research, Trading, and Investment Operations departments at Fidelity. Our team ...

Fidelity Investments

Senior Data Engineer - PL/SQL

Durham, NC · On-site

$102K - $139K/yr

The Team Asset Management Technology (AMT) offers global technology and assistance to the Investment Management, Research, Trading, and Investment Operations departments at Fidelity. Our team ...

First Citizens Bank

Investment Specialist

Raleigh, NC · On-site

From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power ...

First Citizens Bank

Investment Specialist

Raleigh, NC · On-site

From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power ...

First Citizens Bank

Investment Specialist

Raleigh, NC · On-site

From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power ...

Fidelity Investments

VP, Insider Trust Program

Durham, NC · On-site

$130K - $264K/yr

... Investment Operations, Global Site business lines, and Enterprise Resiliency and Crisis Management. More broadly, it sits within the Fidelity Risk Group, which brings together the major Risk ...

Novo Nordisk A/S

Senior Investment Analyst

Clayton, NC · On-site

$90 - $120/hr

Act as a finance partner supporting investment decision‑making at Novo Nordisk by providing ... Collaborate with project teams, Engineering, Finance, and Operations to ensure financial ...

New

Novo Nordisk

Senior Investment Analyst

Clayton, NC

$72K - $90K/yr

Collaborate with project teams, Engineering, Finance, and Operations to ensure financial ... Contribute to post-investment reviews and lessons learned activities to improve future investment ...

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Investment Operations information

See Raleigh, NC salary details

$10

$25

$51

How much do investment operations jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for investment operations in Raleigh, NC is $25.51, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $29.42 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 Raleigh, NC?

The most popular types of Investment Operations jobs in Raleigh, NC are:

What are popular job titles related to Investment Operations jobs in Raleigh, NC?

For Investment Operations jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Investment Operations jobs in Raleigh, NC look for?

The top searched job categories for Investment Operations jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Investment Operations jobs?

Cities near Raleigh, NC with the most Investment Operations job openings:

Investment Operations jobs near you
Infographic showing various Investment Operations job openings in Raleigh, NC as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $53,061 per year, or $25.5 per hour.

Investment Operations Analyst

Focus Financial Partners

Chapel Hill, NC

$65K - $75K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 11 days ago

Job description

Position Summary

Eton Advisors is a Multi-Family Office dedicated to providing discerning, ultra-high net-worth clients with sophisticated wealth management and family office services. Our commitment is a customized approach designed to meet the needs, exceed the expectations and help achieve the dreams of every family we serve.  We aspire to become a focal point for the client's financial and operational affairs, integrating all aspects - investments, education, retirement planning, estate planning, tax optimization, and supporting disciplines - into congruency.

Eton Advisors is looking for an Investment Operations Analyst to assist in compiling, organizing, and interpreting a broad range of investment-related data and research to support ongoing investment decision-making, investment implementation/execution, portfolio reporting, and client communications. 

This is a full-time in-person position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m.

Primary Responsibilities

The Investment Analyst will be responsible for the following functions and processes:

  • Assist with various investment-related and client-related activities
    • Quarterly reporting processes
    • Portfolio trading activities
    • Researching client questions regarding specific existing or prospective investments
    • Client and prospective client meeting presentations
    • Monitor data reconciliation with outsourced back-office firm
    • Process investment-related bill pay transactions and ensure proper recording for performance purposes
  • Develop, maintain and distribute data, analyses, and reports on a regular and timely basis
  • Assist with the investment implementation for Eton's pooled funds
  • Assist with manager due diligence
  • Utilize available tools and data sets to regularly supply investment data and information to key internal constituencies
  • Provide assistance and support as needed periodically in various investment-related and client-related activities

Qualifications

  • Bachelor's Degree with financial experience required
  • 2+ years of industry experience
  • Ability to effectively handle multiple tasks in a fast-paced environment
  • Strong commitment to service excellence and the highest standards of integrity, professionalism, loyalty, honesty, and business ethics
  • Ability to work in a highly confidential, low-profile environment
  • Excellent organizational skills and attention to details
  • Excellent oral and written communication skills
  • Strong analytical skills
  • Understanding of accounting processes, procedure and internal controls
  • High proficiency in MS Office Suite (Word, Excel, PowerPoint, Outlook, Access)

This position is a non-exempt position. The annualized base pay range for this role is expected to be between $65,000-$75,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

#LI-JS1
Eton Advisors is part of the Focus Financial Partners' network firm community. As part of the partnership, Eton Advisors remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.

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