Our thorough understanding of investment processes, financial instruments, and regulatory frameworks enables us to adapt quickly, uphold rigorous standards, and provide timely, meaningful support to ...
Our thorough understanding of investment processes, financial instruments, and regulatory frameworks enables us to adapt quickly, uphold rigorous standards, and provide timely, meaningful support to ...
Our thorough understanding of investment processes, financial instruments, and regulatory frameworks enables us to adapt quickly, uphold rigorous standards, and provide timely, meaningful support to ...
Our thorough understanding of investment processes, financial instruments, and regulatory frameworks enables us to adapt quickly, uphold rigorous standards, and provide timely, meaningful support to ...
Analyst, Investment Analytics
Addison, TX · On-site
While our process is based on rigor, our culture is based on our guiding principles: Meritocracy ... Position Summary The Investment Analytics Analyst will have direct exposure to NLG Capital ...
Analyst, Investment Analytics
Addison, TX · On-site
While our process is based on rigor, our culture is based on our guiding principles: Meritocracy ... Position Summary The Investment Analytics Analyst will have direct exposure to NLG Capital ...
About the role We are seeking an enthusiastic team member to join our Investment Policy & Process team. This team plays a critical role in driving scale across the SMA Solutions investment ecosystem ...
About the role We are seeking an enthusiastic team member to join our Investment Policy & Process team. This team plays a critical role in driving scale across the SMA Solutions investment ecosystem ...
Serve as a key contributor for scaling our current investment process and for creating new investment solutions. * Work in a collaborative environment to develop portfolio optimization solutions ...
Serve as a key contributor for scaling our current investment process and for creating new investment solutions. * Work in a collaborative environment to develop portfolio optimization solutions ...
Serve as a key contributor for scaling our current investment process and for creating new investment solutions. * Work in a collaborative environment to develop portfolio optimization solutions ...
Serve as a key contributor for scaling our current investment process and for creating new investment solutions. * Work in a collaborative environment to develop portfolio optimization solutions ...
Serve as a key contributor for scaling our current investment process and for creating new investment solutions. * Work in a collaborative environment to develop portfolio optimization solutions ...
Serve as a key contributor for scaling our current investment process and for creating new investment solutions. * Work in a collaborative environment to develop portfolio optimization solutions ...
Continuously improve investment processes and governance frameworks What We're Looking For: Required Experience & Skills * 3-7 years' experience in institutional investing, wealth management, or a ...
Quick apply
Continuously improve investment processes and governance frameworks What We're Looking For: Required Experience & Skills * 3-7 years' experience in institutional investing, wealth management, or a ...
Serve as a key contributor for scaling our current investment process and for creating new investment solutions. * Work in a collaborative environment to develop portfolio optimization solutions ...
Serve as a key contributor for scaling our current investment process and for creating new investment solutions. * Work in a collaborative environment to develop portfolio optimization solutions ...
Serve as a key contributor for scaling our current investment process and for creating new investment solutions. * Work in a collaborative environment to develop portfolio optimization solutions ...
Serve as a key contributor for scaling our current investment process and for creating new investment solutions. * Work in a collaborative environment to develop portfolio optimization solutions ...
Investment Analyst - Graduate Internship
Chicago, IL · On-site
$10K - $15K/mo
Exemplify the core values of Zuckerman Investment Group. * Assist in sourcing, researching, and evaluating new equity investment ideas within the firm's investment process. * Support the development ...
Investment Analyst - Graduate Internship
Chicago, IL · On-site
$10K - $15K/mo
Exemplify the core values of Zuckerman Investment Group. * Assist in sourcing, researching, and evaluating new equity investment ideas within the firm's investment process. * Support the development ...
Investment Analyst | Wake Robin
Holland, MI · On-site
$41.58 - $58.21/hr
Continuously improve investment processes and governance frameworks What We're Looking For: Required Experience & Skills * 3-7 years' experience in institutional investing, wealth management, or a ...
Investment Analyst | Wake Robin
Holland, MI · On-site
$41.58 - $58.21/hr
Continuously improve investment processes and governance frameworks What We're Looking For: Required Experience & Skills * 3-7 years' experience in institutional investing, wealth management, or a ...
Join a fast-paced team dedicated to delivering value in the investment process. #J-18808-Ljbffr
Join a fast-paced team dedicated to delivering value in the investment process. #J-18808-Ljbffr
Support the senior Roark investment team in all aspects of the investment process, including due diligence, modeling, financing, and data analysis * Take a lead role in the analysis and modeling of ...
Support the senior Roark investment team in all aspects of the investment process, including due diligence, modeling, financing, and data analysis * Take a lead role in the analysis and modeling of ...
The team manages all aspects of the investment process for fund secondary, GP-led, and direct secondary transactions on behalf of Cambridge Associates' client base. The Secondaries Team evaluates ...
The team manages all aspects of the investment process for fund secondary, GP-led, and direct secondary transactions on behalf of Cambridge Associates' client base. The Secondaries Team evaluates ...
The team manages all aspects of the investment process for fund secondary, GP-led, and direct secondary transactions on behalf of Cambridge Associates' client base. The Secondaries Team evaluates ...
The team manages all aspects of the investment process for fund secondary, GP-led, and direct secondary transactions on behalf of Cambridge Associates' client base. The Secondaries Team evaluates ...
Investment Analyst, DUMAC
Durham, NC · On-site
$100K - $108K/yr
Analysts are involved in all stages of the investment process-from sourcing, origination, and due diligence to implementation of investment opportunities, followed by monitoring and portfolio ...
Investment Analyst, DUMAC
Durham, NC · On-site
$100K - $108K/yr
Analysts are involved in all stages of the investment process-from sourcing, origination, and due diligence to implementation of investment opportunities, followed by monitoring and portfolio ...
Investment Process Analyst - Private Markets (Contractor)
Manhattan, NY · On-site
$1K - $10K/mo
A leading investment consulting firm is seeking Investment Process Analysts to manage and optimize private market transaction workflows. The role offers compensation based on successful deal closures ...
Investment Process Analyst - Private Markets (Contractor)
Manhattan, NY · On-site
$1K - $10K/mo
A leading investment consulting firm is seeking Investment Process Analysts to manage and optimize private market transaction workflows. The role offers compensation based on successful deal closures ...
Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting-edge technology to validate and execute on timeless and universal ...
Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting-edge technology to validate and execute on timeless and universal ...
Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting-edge technology to validate and execute on timeless and universal ...
Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting-edge technology to validate and execute on timeless and universal ...
Investment Processor information
See salary details
$8.89 - $10.45
6% of jobs
$10.45 - $12
6% of jobs
$13.34 is the 25th percentile. Wages below this are outliers.
$12 - $13.55
14% of jobs
$13.55 - $15.10
19% of jobs
The median wage is $15.49 / hr.
$15.10 - $16.65
15% of jobs
$16.65 - $18.20
13% of jobs
$18.35 is the 75th percentile. Wages above this are outliers.
$18.20 - $19.76
9% of jobs
$19.76 - $21.31
5% of jobs
$21.31 - $22.86
5% of jobs
$22.86 - $24.41
3% of jobs
$24.41 - $25.96
3% of jobs
$8
$16
$25
How much do investment processor jobs pay per hour?
What are the key skills and qualifications needed to thrive as an Investment Processor, and why are they important?
What are some common challenges faced by Investment Processors, and how can applicants prepare to handle them?
What does an Investment Processor do?
What is the difference between Investment Processor vs Financial Analyst?
| Aspect | Investment Processor | Financial Analyst |
|---|---|---|
| Required Credentials | Typically a high school diploma or associate degree; certifications like FINRA Series 7 may be preferred | Bachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are common |
| Work Environment | Financial firms, banks, investment companies; primarily office-based | Corporate finance departments, investment firms, consulting; office-based with some client interaction |
| Employer & Industry Usage | Used mainly in investment firms and banks for processing transactions | Used 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.

Job description
At Investment Administration & Accounting (IAA), expertise and quality are the foundations of everything we do. As the investment landscape grows more complex and technology rapidly evolves, we rely on deep technical competence, strong analytical capability, and a commitment to excellence to deliver high-quality outcomes for the business. Our thorough understanding of investment processes, financial instruments, and regulatory frameworks enables us to adapt quickly, uphold rigorous standards, and provide timely, meaningful support to our partners and stakeholders. Quality outcomes for the business. Our thorough understanding of investment processes, financial instruments, and regulatory frameworks enables us to adapt quickly, uphold rigorous standards, and provide timely, meaningful support to our partners and stakeholders
IAA is a global function within Zurich Investment Management, responsible for ensuring the accuracy, transparency, and governance of investment accounting, valuation, and reporting activities across the organization. We safeguard the integrity of investment data, ensure compliance with regulatory and audit requirements, and deliver insights that shape strategic portfolio and business decisions. Through this critical work, our team plays a central role in strengthening the reliability and credibility of investment information enterprise wide.
We are continuously enhancing and standardizing our processes across regions, leveraging technology, automation, and cross-team collaboration to drive efficiency and build operational resilience. As a trusted partner to Investment Management, Finance, and Operations, we are committed to delivering reliable, transparent, and high-quality investment information that supports effective decision making across the company.
Responsibilities:
- Processing, posting, and clearing of transactions related to private debt instruments and alternative investment products
- Processing income payments, capital calls, distributions, and lifecycle events for private market assets
- Ensuring accurate and timely month-end closing activities for private debt instruments and alternative investments products
- Performing monthly reconciliations of private asset holdings, alternative investments products and related cash accounts
- Generate insights and recommendations by addressing specific technical queries from clients and delivering appropriate solutions.
- Supporting internal initiatives, system enhancements, and client-specific requirements.
- Collaborating with investment teams, custodians, and third-party administrators to resolve complex operational issues.
- Using digital tools effectively to organize, track, and complete work, while supporting automation and digitalization initiatives related to private and illiquid assets
- Validating and continuously improving controls and quality checks as part of the closing process and internal frameworks
Basic Qualifications:
- Bachelor's Degree with 2 or more years' experience in Business Administration, Finance or Accounting OR
- High School Diploma (or equivalent) and 4 or more years of experience in Investment operations AND
- Demonstrated knowledge and practical experience working with private debt asset classes and alternative investments products
Preferred Qualifications:
- Familiarity with investment instruments such as bonds, equities, private debt asset classes and alternative investments products
- Experience with FSCM, FAM, or TRM modules in SAP Treasury; financial technical skills are an asset.
- A proactive, solutions focused mindset to support reporting and operational activities.
- Willingness to learn new tools, processes, and evolving Operational requirements.
- Strong motivation to stay current with emerging technologies, including the practical application of AI features, to drive innovation and continuous improvement.
- Ability to work independently while managing day-to-day priorities in a fast-paced environment.
- Great written and verbal communication skills, with the ability to convey complex information clearly and effectively.
- Strong problem solving and decision-making skills, with the ability to resolve operational issues and escalate more complex matters appropriately.
- Strong analytical skills with high attention to detail.
- Ability to enhance and standardize processes across regions, leveraging technology, automation, and cross team collaboration to drive efficiency
Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply-your unique background matters to us.
The pay range shown is a national average and may vary by location. The proposed salary range for this position is $82,375 - $134,875, with short-term incentive bonus eligibility set at 10%.
We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards here.]
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Why Zurich?
At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment-so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500.
Join us for a brighter future-for yourself and our customers.
Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets.
Zurich complies with 18 U.S. Code 1033.
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Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal.
Location(s): AM - Parsippany
Remote Working: Hybrid
Schedule: Full Time
Employment Sponsorship Offered: No Â
Linkedin Recruiter Tag: #LI-MG1 #LI-ASSOCIATEÂ
About Zurich Insurance
Sourced by ZipRecruiter
Industry
Insurance services
Company size
10,000+ Employees
Headquarters location
Schaumburg, IL, US