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Investment Operations Jobs (NOW HIRING)

OneWell

Investment Operations Associate

Princeton, NJ · Hybrid

Operations Associate OneWell | Investment Operations Location: Princeton, NJ Schedule: Hybrid Reports to: Director of Operations Experience Level: 3 to 5 Years About OneWell At OneWell, we serve ...

Fairway Wealth Advisors

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Investment Operations Associate

Orlando, FL · On-site

$60K - $100K/yr

Responsibilities of Investment Operations: · New Account Processing · Account Maintenance o IRA Conversions o ACH Management o Transfer of Assets o Portfolio Allocation o Tax Loss Harvesting · ...

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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.

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Investment Operations jobs near you

Investment Operations Specialist

Petersen Hastings

Kennewick, WA • On-site

Full-time

Posted yesterday

Job description

Salary: $65,000-$78,000 Annually DOQ

Its a great time to join our close knit and growing, fiduciary wealth management firm. Get all the advantages of working with a large company in a small business environment. Not only do we take pride in what we do, we have fun changing lives every day!

As recognized byInvestmentNewsand the Tri-Cities Journal of Business as a Best Place to Work for Financial Advisors, Petersen Hastings Wealth Advisors is a high-energy, collaborative team, with a mentoring culture that focuses on excellence, integrity, and servicing our clients to the best of our ability. If you have a desire to grow in the financial services industry, enjoy being incentivized for exceptional work, and thrive on exceeding the financial needs and goals of our clients, apply today!

Overview

The Investment Operations Specialist is part of an internal group of professionals with broad financial backgrounds focusing on wealth management and financial consulting. The Investment Operations Specialist is responsible for working with the Petersen Hastings team to perform a wide range of investment related services for new and existing clients. These duties include execute security transactions (equity and fixed income), review and maintain client account asset allocation targets, prepare financial reports, and provide general support and research of portfolio and investment strategies.

Essential Duties and Responsibilities

  • Trading: Implement asset allocation plan, portfolio rebalancing, buy/sell/exchange securities as needed, cash investments, tax loss harvesting.
  • Execute money movement: distributions, contributions.
  • Understand investment options, strategies, and vehicles.
  • Perform database maintenance/updates in Trading System, escalate and resolve issues as needed.
  • Perform account maintenance: product set up, model set up/updates, cost basis.
  • Review and execute proxy voting.
  • Understand and able to communicate and apply custodian fee schedules.
  • Thoroughly investigate and follow up on reconciliation and settlement issues.
  • Communicate with custodians regarding trade related interfaces, best execution, etc.
  • Assist in the creation of internal reports/processes for monitoring data points.


Prerequisites

Education and Experience

  • Bachelors degree in business administration, economics, or related field preferred.
  • Minimum of 2-5 years of related experience in an investment operations role in the financial services industry.
  • Series 65 license preferred.

Skills and Knowledge

  • Proficient in mathematical concepts and calculations.
  • Excellent research and problem-solving abilities.
  • Detail-oriented with a high degree of accuracy.
  • Spirit to serve; detailed, flexible, reliable, genuine concern for client satisfaction.
  • Comprehensive understanding of investment products, securities operations, and the servicing requirements of specific entities.
  • Proficiency in Office 365.
  • Demonstrated sensitivity to and ability to identify critical information; the ability to quickly research and collect pertinent information, to integrate essential information, and use that information to define and test options and alternatives.
  • Demonstrated ability to develop recommendations and justification for the most productive course of action - requiring insightful and creative skill in reasoning and logic, and in quantitative analysis.
  • Excellent knowledge of and demonstrated experience in trading and interest in investment research.

Personal and Interpersonal

  • Committed to strong values and upholding the highest ethical behavior.
  • Adhere to strict standard for confidentiality and discretion of all client information.
  • Ability to project a professional image of her/himself and Petersen Hastings to clients, prospects, and other third parties.
  • Work well under pressure and willing to contribute to the wider strategic picture.
  • Capable of developing partnerships with internal departments and external organizations with clarity, flexibility, and sensitivity.
  • Collaborative, able to work with and through others.


About Petersen Hastings Wealth Advisors

With current offices located in Kennewick and Walla Walla, WA, Petersen Hastings provides financially established individuals with clear and personalized visions of their unique financial futures. The result is a more meaningful wealth management experience because of the connections between the firm, advisor, and client.

We do this by utilizing our proprietary client discovery process to dig deeper into each individual situation, always acting only in the best interests of our clients, and by building a team of great advisors through a culture of shared success. For more information about Petersen Hastings, please visit us at:www.PetersenHastings.com.

If you find that you have the above characteristics, we invite you to discuss being a part of our team.To apply, submit your cover letter and resume to https://petersenhastings.bamboohr.com/jobs/.Petersen Hastings is an equal opportunity employer.