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Manager Investment Operations Associate Jobs in Colorado

The Rinks

Operations Associate

Lakewood, CO

$21/hr

Operations Associate Pay Details: The starting hourly rate for this position is $21.00 per hour ... Manage customer flow, including timeliness of service and line flow * Collect, inspect, and ...

OCVIBE

Operations Associate

Lakewood, CO

$21/hr

Operations Associate Pay Details: The starting hourly rate for this position is $21.00 per hour ... Manage customer flow, including timeliness of service and line flow * Collect, inspect, and ...

Crate&Barrel

Operations Associate

Littleton, CO

As a C&B Operations Associate, you will play a vital role in maintaining an efficient stockroom and ... Lead by example and support store management in holding self and others accountable for store ...

Crate&Barrel

Operations Associate

Littleton, CO

As a C&B Operations Associate, you will play a vital role in maintaining an efficient stockroom and ... Lead by example and support store management in holding self and others accountable for store ...

Crateandbarrel

As a C&B Operations Associate, you will play a vital role in maintaining an efficient stockroom and ... Lead by example and support store management in holding self and others accountable for store ...

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Manager Investment Operations Associate information

What is the difference between Manager Investment Operations Associate vs Investment Operations Analyst?

AspectManager Investment Operations AssociateInvestment Operations Analyst
ResponsibilitiesOversees operational processes, manages teams, ensures compliancePerforms data analysis, supports transaction processing, reports
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA), experience in investment operationsBachelor's degree, often pursuing certifications like CFA, entry to mid-level experience
Work EnvironmentTeam management, strategic planning, client interactionData analysis, transaction support, reporting tasks
Industry UsageCommonly found in asset management, hedge funds, private equityFound across investment firms, banks, asset managers

The Manager Investment Operations Associate typically has leadership responsibilities, overseeing teams and processes, while the Investment Operations Analyst focuses on supporting operational tasks and data analysis. Both roles require relevant certifications and industry experience, but the manager position involves more strategic oversight and team management.

How much does a Manager Investment Operations Associate make?

A Manager Investment Operations Associate typically earns a salary ranging from $80,000 to $130,000 annually, depending on experience, location, and the size of the firm. They often have strong analytical skills and familiarity with investment platforms and compliance standards. Compensation may also include bonuses and benefits aligned with industry standards.

What does a Manager Investment Operations Associate do?

A Manager Investment Operations Associate oversees the daily processing of investment transactions, ensures data accuracy, and maintains compliance with regulatory standards. They often use investment management software and collaborate with teams such as portfolio managers and compliance officers to support efficient fund operations.

What cities in Colorado are hiring for Manager Investment Operations Associate jobs?

Cities in Colorado with the most Manager Investment Operations Associate job openings:

Manager Investment Operations Associate jobs near you

Investment Operations Coordinator

Loveland, CO • On-site

Thrivent
Insurance Services • 5 - 10K employees
Learn more about Thriventexternal

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 13 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.
Pay Transparency
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 to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.

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