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Manager Investment Operations Jobs in Florida (NOW HIRING)

Northern Trust

Sr Investment Associate

Miami, FL

Provide coverage for Portfolio Managers' desks as needed, including distributing research and ... operations, client service, or personal trust servicing. * Bilingual Spanish Education and ...

Northern Trust

Sr Investment Associate

Miami, FL · On-site

Provide coverage for Portfolio Managers' desks as needed, including distributing research and ... operations, client service, or personal trust servicing. * Bilingual Spanish Education and ...

Northern Trust

Sr Investment Associate

Miami, FL · On-site

Provide coverage for Portfolio Managers' desks as needed, including distributing research and ... operations, client service, or personal trust servicing. * Bilingual Spanish Education and ...

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Operations Manager - Registered Investment Advisory

Boca Raton, FL · On-site

$110K - $120K/yr

Operations Manager - Boca Raton, FL (Onsite) Our client is a well-established, highly respected Registered Investment Advisory (RIA) firm seeking an experienced Operations Manager to work on-site in ...

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Manager Investment Operations information

See Florida salary details

$23.2K

$47.4K

$88.6K

How much do manager investment operations jobs pay per year?

As of Aug 2, 2026, the average yearly pay for manager investment operations in Florida is $47,420.00, according to ZipRecruiter salary data. Most workers in this role earn between $30,600.00 and $57,900.00 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 are 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 Florida? The most popular types of Investment Operations jobs in Florida are:
What are popular job titles related to Manager Investment Operations jobs in Florida? For Manager Investment Operations jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Manager Investment Operations jobs in Florida look for? The top searched job categories for Manager Investment Operations jobs in Florida are:
What cities in Florida are hiring for Manager Investment Operations jobs? Cities in Florida with the most Manager Investment Operations job openings:
Manager Investment Operations jobs near you
Infographic showing various Manager Investment Operations job openings in Florida as of July 2026, with employment types broken down into 89% Full Time, 9% Part Time, and 2% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $47,420 per year, or $22.8 per hour.

Director of Investment Operations

GG Group Ventures LLC

Orlando, FL • On-site

$90K - $130K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 days ago

Job description

Director OF INVESTMENT OPERATIONS ROLE

 

General Responsibilities

The responsibilities of the Director of Investment Operations are to build out and be an advocate for efficient investment operations and wealth management at GFG Solutions. This position trains and oversees the investment operational activities, including work performed by representatives, their staff and office related to order processing, account set up and maintenance, check deposits, funds disbursements and service requests. This position plays a crucial role in designing portfolios and managing assets in a manner that meets clients’ unique needs. This requires daily monitoring and research on economic and investment trends.

Department management

·      This role reports to the COO

·      Report weekly to COO to provide status report on Investment Department

·      Manage Investment Department team members, including initial and ongoing training, performance evaluations, quality assurance product accuracy, timely execution, and proper delegation of duties and responsibilities

·      Engage with clients on investments strategies, products and recommendations

·      Represent GFG in community and build effective relationships and networks

·      Ensure client case tracking is maintained daily, oversee implementation of account set up, asset transfers, service requests, and ensure reporting to advisors is completed in timely fashion

·      Participate in training advisors regarding investment related services

·      Ensure implementation of firm compliance policies, including maintenance of client case files and performance and regulatory reporting

·      Tracking Investment Department revenue goals and actuals

·      Assist with Investments related commission payments to advisors as part of firm payroll process

·      Create internal and client-facing market commentary

PORTFOLIO MANAGEMENT OVERSIGHT

·      Oversight of the following:

o   Monitor market performance daily and regularly report on market conditions and industry trends

o   Prepare and modify investment/advisory proposals for clients, providing recommendations on individual securities, investment products, and overall strategies

o   Develop and oversee client investment strategy, including asset allocation, portfolio construction, and risk management

o   Complete all trade requests inside of client accounts, including reallocations and rebalancing, cash raises, and allocation changes

o   Correspond and meet with clients regarding portfolio management, explaining advisory products and performance, discussing tax consequences and advisory fees, and answering client inquiries regarding their assets and any services issues

o   Generate and submit monthly management fees and corresponding fee file to custodian of record

o   Create internal and client-facing market commentary

Qualifications

·      Required: Series 65 or Series 66

·      Three to five years of securities industry and portfolio management experience required

·      Familiarity with operations and supervisory requirements associated with general securities

·      Leadership skills

·      Experience communicating investment advice to clients

·      Degree in Finance preferred

·      Strong organizational and time management skills with ability to set priorities and meet deadlines

·      Ability to build rapport and exercise resourcefulness and understanding

·      Excellent oral and written communication skills with the ability to collaborate effectively with others

·      Proficient computer skills

·      Detail oriented and accurate

·      Excellent analytical and problem-solving skills

·      Experience using Y-CHARTS and Orion preferred

Company Description

We help business owners align their business decisions with their financial goals.