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Investment Processor Jobs (NOW HIRING)

LG Electronics

Investment Associate

Santa Clara, CA

* Assist the investment directors throughout the investment process from sourcing deals to screening / due diligence / writing memos for investment committee Synchronize investment strategy by ...

Liberty

Investment Analyst I

Lynchburg, VA

Contribute to ad-hoc projects related to improving investment process, portfolio monitoring and operations. * Work effectively with other university departments such as the accounting and legal ...

Valinor

Investment Professional

Manhattan, NY · On-site

You will be a core member of a small investment team with direct impact on what we invest in, how we structure it, and how our investment process evolves. The right candidate has strong credit ...

Valinor

Investment Professional

Manhattan, NY · On-site

You will be a core member of a small investment team with direct impact on what we invest in, how we structure it, and how our investment process evolves. The right candidate has strong credit ...

Prospect Capital

Investment Professional

Manhattan, NY

$100K - $300K/yr

Participate in and grow into leading all aspects of the investment process, including idea generation, origination, evaluation, underwriting, negotiating, closing, and exiting * Conduct fundamental ...

Prospect Capital

Investment Professional

Manhattan, NY · On-site

$100K - $300K/yr

Participate in and grow into leading all aspects of the investment process, including idea generation, origination, evaluation, underwriting, negotiating, closing, and exiting * Conduct fundamental ...

Prospect Capital

Investment Professional

Manhattan, NY · On-site

Participate in and grow into leading all aspects of the investment process, including idea generation, origination, evaluation, underwriting, negotiating, closing, and exiting * Conduct fundamental ...

Prospect Capital

Investment Professional

Manhattan, NY · On-site

$100K - $300K/yr

Participate in and grow into leading all aspects of the investment process, including idea generation, origination, evaluation, underwriting, negotiating, closing, and exiting * Conduct fundamental ...

Titan

Investment Analyst

New York, NY · On-site

$100K - $200K/yr

Also be prepared to discuss your prior firm's investment process and your role therein, where you added the most value, and some of the most compelling insights you have regarding a successful ...

LG Electronics

Investment Associate

Santa Clara, CA · On-site

$115K - $165K/yr

At LG, we strive to make Life Good for Everyone. * Assist the investment directors throughout the investment process from sourcing deals to screening / due diligence / writing memos for investment ...

Beth Israel Lahey Health

Investment Associate

Boston, MA · On-site

$90K - $115K/yr

Through this process, you will meet exceptional investors and begin to develop your own investment philosophy, which will shape your role in evaluating and selecting managers. You will also play an ...

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Investment Processor information

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$25

How much do investment processor jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for investment processor in the United States is $16.74, according to ZipRecruiter salary data. Most workers in this role earn between $13.46 and $19.23 per hour, depending on experience, location, and employer.

What is the difference between Investment Processor vs Financial Analyst?

AspectInvestment ProcessorFinancial Analyst
Required CredentialsTypically a high school diploma or associate degree; certifications like FINRA Series 7 may be preferredBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are common
Work EnvironmentFinancial firms, banks, investment companies; primarily office-basedCorporate finance departments, investment firms, consulting; office-based with some client interaction
Employer & Industry UsageUsed mainly in investment firms and banks for processing transactionsUsed across finance sectors for analyzing financial data and advising clients

While both roles operate within the finance industry, Investment Processors focus on transaction handling and data entry, whereas Financial Analysts analyze financial data to guide investment decisions. The roles differ in required education, certifications, and daily responsibilities, with Financial Analysts typically holding higher qualifications and engaging in more strategic analysis.

What is the highest paying job in investment?

In investment roles, senior positions such as Chief Investment Officer (CIO) or Portfolio Manager typically have the highest salaries, often exceeding several hundred thousand dollars annually. These roles require extensive experience, advanced certifications like the CFA, and strong decision-making skills in managing large assets or investment strategies.

What are the key skills and qualifications needed to thrive as an Investment Processor, and why are they important?

To thrive as an Investment Processor, you need strong attention to detail, knowledge of financial products, and a background in finance or business administration. Familiarity with portfolio management software, investment processing platforms, and compliance systems is typically required, often supported by relevant certifications such as FINRA Series 6 or 7. Excellent organizational skills, analytical thinking, and effective communication set top performers apart in this field. These skills are crucial to ensure accurate transaction processing, regulatory compliance, and smooth coordination among clients, advisors, and internal teams.

What are some common challenges faced by Investment Processors, and how can applicants prepare to handle them?

Investment Processors often encounter challenges such as managing high transaction volumes accurately under tight deadlines, staying updated with frequently changing financial regulations, and coordinating effectively with multiple teams like compliance and client services. To handle these, applicants should develop strong attention to detail, organizational, and communication skills. Familiarity with investment products and transaction systems will also help candidates adapt more quickly and efficiently to the demands of the role.

Is it hard to find a job as an investment banker?

Finding a job as an investment banker can be competitive, often requiring strong academic credentials, relevant internships, and networking. Entry-level positions typically demand knowledge of financial modeling, valuation, and proficiency with tools like Excel and PowerPoint, with many roles favoring candidates with a finance or related degree.

What does an Investment Processor do?

An Investment Processor is responsible for handling the administrative and operational tasks related to investment transactions. This includes processing trades, maintaining accurate records, reconciling accounts, and ensuring compliance with financial regulations. They work closely with financial advisors, clients, and other departments to ensure investments are processed accurately and efficiently. Their role is crucial in ensuring timely settlement of trades and supporting the overall investment management process.

Is 25 too old for investment banking?

Investment banking is a career that typically values relevant skills, experience, and educational background over age. Starting at 25 is common for those pursuing a career change or after completing higher education, and many professionals enter the field in their mid-20s or later. Age is generally not a barrier if you have the necessary qualifications and demonstrate strong analytical and financial skills.

What jobs make $1,000,000 a year?

Investment processors typically do not earn $1,000,000 annually; such high earnings are usually associated with top executives, successful entrepreneurs, hedge fund managers, or highly specialized professionals in finance and technology. Achieving this level of income often requires extensive experience, advanced skills, and significant responsibility or ownership in a business. Most jobs with this income level are rare and often involve performance-based bonuses or profit sharing.
More about Investment Processor jobs
What states have the most Investment Processor jobs? States with the most job openings for Investment Processor jobs include:
What job categories do people searching Investment Processor jobs look for? The top searched job categories for Investment Processor jobs are:
Investment Processor jobs near you
Infographic showing various Investment Processor job openings in the United States as of July 2026, with employment types broken down into 91% Full Time, 6% Part Time, and 3% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $34,822 per year, or $16.7 per hour.
PM Investment Associate

PM Investment Associate

Meketa Investment Group

Westwood, MA • On-site

$71K - $75K/yr

Full-time

Re-posted 14 days ago

Job description

Private Markets Investment Associate
Meketa Investment Group is a growing, independent investment consulting firm providing strategic investment advice to large institutional clients. Our private markets team oversees more than $20 billion of commitments to the private equity, private credit, infrastructure, natural resources, and real estate asset classes on behalf of more than 100 clients, including large public and private pension funds, endowments and foundations. We provide a team-oriented, stimulating environment and outstanding benefits.
Position Summary:
The Private Markets Investment Associate’s primary responsibility is to support the private markets research efforts and client service projects and reporting for assigned clients. The individual works directly with consultants and other private markets investment professionals to provide investment consulting and investment management services. The Private Markets Investment Associate will participate in a range of investment activities, including: assisting with creating presentations of our research and recommendations to private market and general consulting clients, supporting the firm’s marketing efforts, assisting with private markets investment research and conducting private markets manager due diligence.
The Private Markets Investment Associate position is a pre-MBA investment position and the Investment Associate is expected to progressively increase their level of knowledge regarding general and alternative investment topics, the investment consulting and management industry, and firm-specific investment processes. As the Investment Associate masters the position’s core responsibilities, they will have additional opportunities to formally contribute to investment research and join a client team.
The Private Markets Investment Associate works closely with senior private markets investment professionals in carrying out the position’s duties. On a daily basis, the position reports to a Private Markets Consultant.
Requirements:
  • Bachelor’s Degree with evidence of strong academic achievement. Progress towards or willingness to pursue a CFA designation preferred.
  • 0 – 3 years of professional experience.
  • Sound understanding of economic and investment theory and practices.
  • Ability to gather, organize, and analyze data from disparate sources.
  • Strong quantitative skills, including facility with financial and statistical concepts.
  • Ability to effectively convey opinions through excellent written and verbal communication skills.
  • Superb computer skills, including facility with Microsoft Office Suite.
  • Skill at analyzing, evaluating, and reviewing quantitative information, with a high degree of accuracy; familiarity with investment statistics.
  • Excellent attention to detail and organized work habits.
  • Ability to work efficiently and accurately under time pressure and meet deadlines.
  • Ability to work well with employees from other company departments and external contacts.
  • Ability to work independently and to proactively seek new responsibilities.
Responsibilities:
  • Assist in the investment due diligence and manager selection process for all private markets asset classes (private equity, private credit, real estate, infrastructure, and natural resources).
  • Review private market fund offering materials and attend meetings with internal investment staff and external investment managers to further evaluate funds for potential investment on behalf of clients.
  • Apply knowledge of economic indicators, investment markets, attribution, and benchmarks to analysis of investment results.
  • Maintain and regularly update databases of investment information.
  • Assist in the development of internal indices and analytical tools.
  • Proof and verify client-ready quarterly and monthly reports, including reviewing data for accuracy and reasonableness.
  • Investigate and resolve performance discrepancies; reconcile and validate results, ensuring that asset transfers and prices are appropriately reflected.
  • Gather, organize, and verify financial data related to client accounts and investment managers and strategies.
  • Calculate and verify client-related investment data and statistics.
  • Fulfill any and all other duties deemed necessary by management, including special projects, original research, deal sourcing, and marketing initiatives.
Measures of Success:
  • Mastery of general investment topics, and the investment consulting industry.
  • Accuracy and timeliness of client-related work and investment research.
  • Levels of satisfaction of Investment Analysts and Consultants with respect to the Investment Associate’s contribution to the investment process.
  • Contribution to improvements in the efficiency of the company’s data oriented processes and procedures.
  • Level of proficiency with internal proprietary software, as well as external data providers.
  • Level of effectiveness in interacting with external data suppliers (custody banks, investment managers, placement agents).
  • Maintenance of good working relationships with other employees.
About Meketa Investment Group
Meketa Investment Group is an employee-owned full service investment consulting and advisory firm. We work with some of the nation’s largest and most sophisticated institutional investors including public and private plan sponsors. We have a staff of ~250 employees among our six U.S. office locations and London.
Meketa recognizes that our workforce is a reflection of our company, and we operate in an inclusive environment that accepts and promotes diversity. We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved. To support employees, Meketa offers a competitive compensation structure, a wide range of benefits from core insurance benefits to time-based benefits, as well as flexible schedules and support for continuing education.
Meketa is an Equal Employment Opportunity and Affirmative Action Employer.
If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us.

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