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Manager Investment Operations Jobs in Colorado (NOW HIRING)

Fund Administration, you will lead core fund administration and investor operations processes ... Manage the distribution and portal posting of quarterly reports, flash reports, tax documents ...

Own at Vectis Investment Operations * Serve as the primary investment professional for Vectis RIA clients, delivering institutional-grade portfolio management to UHNW individuals and families. * Own ...

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Manager Investment Operations information

See Colorado salary details

$32.6K

$66.7K

$124.6K

How much do manager investment operations jobs pay per year?

As of Aug 7, 2026, the average yearly pay for manager investment operations in Colorado is $66,725.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,100.00 and $81,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a manager investment operations, and why are they important?

To thrive as a Manager Investment Operations, you need expertise in investment operations, portfolio administration, and a strong understanding of financial markets, typically backed by a finance degree and relevant experience. Familiarity with investment management systems (like Bloomberg, SimCorp, or Charles River), trade settlement platforms, and often certifications such as CFA or CIPM are highly valued. Outstanding analytical skills, attention to detail, leadership, and effective communication set exceptional candidates apart. These skills ensure accurate transaction processing, regulatory compliance, and efficient operational workflows critical to supporting investment strategies.

What is a manager investment operations?

A Manager of Investment Operations oversees the day-to-day processes related to managing investment portfolios, including trade settlements, reconciliations, reporting, and ensuring regulatory compliance. They supervise teams that handle the operational aspects of investment transactions, making sure that all procedures are efficient and accurate. This role acts as a bridge between portfolio managers, traders, and back-office staff to ensure smooth execution and record-keeping. Their responsibilities also include implementing process improvements, managing risk, and liaising with custodians, auditors, and other stakeholders.

What are some common challenges faced by a manager investment operations, and how can they be effectively addressed?

A Manager Investment Operations often faces challenges such as ensuring accurate and timely trade settlements, managing operational risks, and maintaining compliance with evolving regulations. These can be addressed by implementing robust internal controls, leveraging advanced technology for automation, and fostering clear communication channels across teams. Collaborating closely with portfolio managers, compliance officers, and external custodians is essential to proactively identify and resolve issues. Staying updated on industry best practices and regulatory changes also helps maintain efficiency and compliance.

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

AspectManager Investment OperationsInvestment Analyst
CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like CFA are commonUsually holds a bachelor's degree; CFA or similar certifications are advantageous but not always required
Work EnvironmentOversees operational teams, manages processes, and ensures compliance within investment firmsConducts research, analyzes data, and supports investment decision-making
Employer & Industry UsageCommonly employed in asset management firms, hedge funds, and investment banksFound across investment firms, banks, and financial advisory companies

The Manager Investment Operations focuses on overseeing the operational aspects of investment processes, managing teams, and ensuring compliance. In contrast, the Investment Analyst primarily conducts research and analysis to support investment decisions. Both roles require strong financial knowledge and certifications like CFA, but differ in responsibilities and daily tasks.

What are the most commonly searched types of Investment Operations jobs in Colorado? The most popular types of Investment Operations jobs in Colorado are:
What are popular job titles related to Manager Investment Operations jobs in Colorado? For Manager Investment Operations jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Manager Investment Operations jobs in Colorado look for? The top searched job categories for Manager Investment Operations jobs in Colorado are:
What cities in Colorado are hiring for Manager Investment Operations jobs? Cities in Colorado with the most Manager Investment Operations job openings:
Infographic showing various Manager Investment Operations job openings in Colorado as of July 2026, with employment types broken down into 88% Full Time, 9% Part Time, and 3% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $66,725 per year, or $32.1 per hour.

Investment Operations Coordinator

Thrivent

Loveland, CO • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 10 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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