ZipRecruiter

Log In

1

Investment Operations Jobs (NOW HIRING)

AdvisorEngine

Investment Operations

Raleigh, NC · On-site

The Investment Operations professional is responsible for supporting all operational aspects of our TAMP investment management services, including trade execution, monitoring portfolios including ...

Careers at KKR

AVP, Investment Operations

Boston, MA · On-site

$120K - $160K/yr

PC Operations is part of the larger Enterprise Investment Operations organization, ensuring seamless integration across multiple business units. POSITION SUMMARY KKR seeks to recruit an Assistant ...

next page

Showing results 1-20

All JobsInvestment Operations Jobs

Investment Operations information

See salary details

$11

$26

$53

How much do investment operations jobs pay per hour?

As of Jun 15, 2026, the average hourly pay for investment operations in the United States is $26.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $30.29 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 does an investment operator do?

An investment operator manages and executes investment transactions, monitors portfolio performance, and ensures compliance with investment strategies. They often use financial analysis tools and require strong attention to detail and understanding of market conditions.

What is an investment operations job?

An investment operations job involves managing the administrative and operational tasks related to investment portfolios, such as trade processing, record keeping, compliance, and reporting. Professionals in this role ensure the smooth functioning of investment activities, often using specialized software and adhering to industry regulations.

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 an investment operation?

An investment operation involves managing and processing the day-to-day activities related to investment portfolios, such as trade settlement, record keeping, compliance, and reporting. Investment operations professionals ensure accurate transaction processing and data integrity, often using specialized software and adhering to regulatory standards.

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.

More about Investment Operations jobs
What cities are hiring for Investment Operations jobs? Cities with the most Investment Operations job openings:
What are the most commonly searched types of Investment Operations jobs? The most popular types of Investment Operations jobs are:
What states have the most Investment Operations jobs? States with the most job openings for Investment Operations jobs include:
What job categories do people searching Investment Operations jobs look for? The top searched job categories for Investment Operations jobs are:
Investment Operations jobs near you
Investment Operations Analyst

Investment Operations Analyst

Daley And Associates, LLC

Manhattan, NY

$19 - $20/hr

Other

Posted 17 days ago

Job description

Investment Operations Analyst 

We are currently seeking candidates for an Investment Operations Analyst opportunity at a highly successful Investment Management firm located in New York, NY. This is an entry-level position, providing an excellent opportunity to gain hands-on back-middle office experience at a top-tier Investment Management firm. 
This is a contract-to-hire opportunity, paying $19-$20/hour (depending on experience). 
Responsibilities:

  • Analyze monthly fixed income portfolio asset reports for client accounts
  • Submit daily/monthly asset and cash reconciliations for custodian banks
  • Monitor cash flows, daily expenses, collateral holdings, and income receivables for client portfolios
  • Research and report variances and incorrect holdings within accounts, and maintained correspondence with banks on any account issues, monitoring futures and options within client portfolios, ensuring swaps are reported correctly
  • Use Bloomberg to research portfolio discrepancies between the firm and the Bank
  • Provide additional support as needed
Qualifications:
  • Bachelor's degree in Finance or Economics (required)
  • GPA above 3.0 (required)
  • 0-1 years experience (internships included)
  • Proficiency in Microsoft Excel (V-Lookups and Pivot-Tables)
  • Ability to work well in a team environment and also independently
  • Demonstrated interest in investment operations 
  • Excellent communication (written and verbal) and interpersonal skills 
  • Detail-oriented, highly organized, and eager to learn


For immediate consideration, interested and qualified candidates should send their resume to Jenny at jfriedman@daleyaa.com. 

Apply