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Investment Operations Jobs (NOW HIRING)

Wilton Re

Manager, Investment Operations

Norwalk, CT · Hybrid

Manager,Investment Operations Hybrid Norwalk, CT About the Company: Wilton Re is an industryleader in the life (re)insurance space, specializing in the acquisition of inforce life insurance and ...

AngelList

Investment Operations Associate

New York, NY

$150K/yr

This is a rare opportunity to reshape how the public invests in innovation. You'll come in at the ground level to help build a world-class operations function at the forefront of venture and fintech ...

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How much do investment operations jobs pay per hour?

As of Aug 16, 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?

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.

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Investment Operations jobs near you
Infographic showing various Investment Operations job openings in the United States as of August 2026, with employment types broken down into 86% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $54,588 per year, or $26.2 per hour.

Investment Operations Coordinator

Thrivent Financial

Loveland, CO

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 18 days ago

Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

Job description

Purpose Driven Wealth is seeking an Investment Operations Coordinator with a trading focus to support advisor-directed trading, portfolio implementation, client money movement, and investment operations. This role requires strong attention to detail, sound investment knowledge, and the ability to execute requests accurately across multiple systems and account types. The Investment Operations Coordinator reports to and is employed by Purpose Driven Wealth.
This role is full-time and fully in-office out of Loveland, CO.
Hours: 8am to 5pm, Monday - Friday
Compensation: $60K to $80K based on licensing and experience. Bonus opportunities available.
Benefits package: Medical, Dental, Vision, 401k, Paid time off plus 12 paid holidays.

Position Roles/Responsibilities/Accountabilities

  • Execute advisor-directed trades, account rebalances, cash deployment, new account investments, Roth conversions, and internal money movements across qualified and non-qualified accounts.
  • Support tax-aware trading, capital gains management, restricted positions, household allocation alignment, and income-based strategies.
  • Establish and maintain systematic withdrawals, periodic investment plans, and other recurring account activity.
  • Maintain Excel-based team resources and support investment analysis, client review preparation, and other operational needs.
  • Communicate with Thrivent advisors and internal partners to ensure requests are executed accurately and timely.
  • Note CAN NOT be listed as the servicing representative AND need to note their FA is selling agent within the rep questionnaire.

Position Qualifications

  • 1-3 years of experience in trading, investment operations, portfolio administration, or wealth management.
  • Must be securities registered (i.e. 7 & 66 or 6 & 63).
  • Must be securities registered in all states in which the candidate would be doing support work for Purpose Driven Wealth
  • Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
  • Proficiency in Excel, Salesforce, Morningstar Advisor Workstation, Morningstar Direct, Envestnet, and Wealthscape
  • Strong understanding of equities, ETFs, mutual funds, fixed income, and qualified/non-qualified accounts.
  • VBA experience preferred.
  • Strong verbal and written communication skills.
  • Ability to maintain integrity of sensitive/confidential information

External/Internal Dependencies

  • Must be able to work with all roles of the Purpose Driven Wealth.
  • Must be able to represent the organization in work with external clients
  • Must be able to cultivate and maintain relationships with outside organizations

As part of Purpose Driven Wealth's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

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Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email tohuman.resources@thrivent.comor call800-847-4836and request Human Resources.

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