With over $32 billion in assets under management as of June 30, 2026, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated ® -bringing unwavering financial peace of ...
With over $32 billion in assets under management as of June 30, 2026, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated ® -bringing unwavering financial peace of ...
Associate, Investment Operations
Atlanta, GA · On-site +1
With over $32 billion in assets under management as of June 30, 2026, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated-bringing unwavering financial peace of ...
Associate, Investment Operations
Atlanta, GA · On-site +1
With over $32 billion in assets under management as of June 30, 2026, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated-bringing unwavering financial peace of ...
Position Overview The Investment Operations and Administration Manager will serve as a key partner and operational leader within the Investments team, helping to ensure the investments function ...
Quick apply
Position Overview The Investment Operations and Administration Manager will serve as a key partner and operational leader within the Investments team, helping to ensure the investments function ...
Position Overview The Investment Operations and Administration Manager will serve as a key partner and operational leader within the Investments team, helping to ensure the investments function ...
Position Overview The Investment Operations and Administration Manager will serve as a key partner and operational leader within the Investments team, helping to ensure the investments function ...
Position Overview The Investment Operations and Administration Manager will serve as a key partner and operational leader within the Investments team, helping to ensure the investments function ...
Quick apply
Position Overview The Investment Operations and Administration Manager will serve as a key partner and operational leader within the Investments team, helping to ensure the investments function ...
To support the firm in all aspects of the investment management process through trading,investment ... Providing general investment and operational support for the Firm's financial advisors, financial ...
Quick apply
To support the firm in all aspects of the investment management process through trading,investment ... Providing general investment and operational support for the Firm's financial advisors, financial ...
About the Firm We are a global investment management firm reimagining the next-generation ... You will gain broad exposure across operations, trading, compliance, and product, and work on the ...
About the Firm We are a global investment management firm reimagining the next-generation ... You will gain broad exposure across operations, trading, compliance, and product, and work on the ...
About the Firm We are a global investment management firm reimagining the next-generation ... You will gain broad exposure across operations, trading, compliance, and product, and work on the ...
Quick apply
About the Firm We are a global investment management firm reimagining the next-generation ... You will gain broad exposure across operations, trading, compliance, and product, and work on the ...
Investment Analyst, OCIO Operations
Atlanta, GA · Hybrid
$62K - $81K/yr
These activities involve interfacing with hedge fund managers, private equity managers, asset ... In addition to the investment operations support, this individual will be responsible for taking ...
Investment Analyst, OCIO Operations
Atlanta, GA · Hybrid
$62K - $81K/yr
These activities involve interfacing with hedge fund managers, private equity managers, asset ... In addition to the investment operations support, this individual will be responsible for taking ...
Representative Senior, BPS Operations Processing
$70K - $119K/yr
... manage multiple priorities and deadlines Preferred Qualifications * Experience supporting CLOs, CDOs, private credit, leveraged loans, or alternative investment products * Familiarity with loan ...
Representative Senior, BPS Operations Processing
$70K - $119K/yr
... manage multiple priorities and deadlines Preferred Qualifications * Experience supporting CLOs, CDOs, private credit, leveraged loans, or alternative investment products * Familiarity with loan ...
Representative Senior, BPS Operations Processing
$70K - $119K/yr
... manage multiple priorities and deadlines Preferred Qualifications * Experience supporting CLOs, CDOs, private credit, leveraged loans, or alternative investment products * Familiarity with loan ...
Representative Senior, BPS Operations Processing
$70K - $119K/yr
... manage multiple priorities and deadlines Preferred Qualifications * Experience supporting CLOs, CDOs, private credit, leveraged loans, or alternative investment products * Familiarity with loan ...
Investment Advisor
Atlanta, GA · On-site
Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to ...
Investment Advisor
Atlanta, GA · On-site
Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to ...
Investment Advisor
Atlanta, GA · On-site
Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to ...
Quick apply
Investment Advisor
Atlanta, GA · On-site
Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to ...
The team interacts heavily with deal professionals, program managers, Capital Markets, Treasury, and Operations. Responsibilities * Track each new investment opportunity in the Antares Capital ...
The team interacts heavily with deal professionals, program managers, Capital Markets, Treasury, and Operations. Responsibilities * Track each new investment opportunity in the Antares Capital ...
The team interacts heavily with deal professionals, program managers, Capital Markets, Treasury, and Operations. Responsibilities * Track each new investment opportunity in the Antares Capital ...
The team interacts heavily with deal professionals, program managers, Capital Markets, Treasury, and Operations. Responsibilities * Track each new investment opportunity in the Antares Capital ...
Senior Portfolio Operations Analyst
Alpharetta, GA · On-site +1
Buy-side funds operations experience preferred. The Senior Portfolio Operations Analyst is ... Help maintain and build technology to support investment trading and portfolio management, and ...
New
Senior Portfolio Operations Analyst
Alpharetta, GA · On-site +1
Buy-side funds operations experience preferred. The Senior Portfolio Operations Analyst is ... Help maintain and build technology to support investment trading and portfolio management, and ...
New
Wealth - Investment Counselor - Senior Vice President
Atlanta, GA · On-site
$174K - $261K/yr
... operations of the business. Necessitates a degree of responsibility over technical strategy ... Responsible for handling staff management issues, including resource management and allocation of ...
Wealth - Investment Counselor - Senior Vice President
Atlanta, GA · On-site
$174K - $261K/yr
... operations of the business. Necessitates a degree of responsibility over technical strategy ... Responsible for handling staff management issues, including resource management and allocation of ...
Sr. Investment Associate
Atlanta, GA · On-site
$70K - $119K/yr
... management clients. This role combines investment support, client service, and operational ... execution, with increasing responsibility in portfolio oversight and client engagement. The ideal ...
Sr. Investment Associate
Atlanta, GA · On-site
$70K - $119K/yr
... management clients. This role combines investment support, client service, and operational ... execution, with increasing responsibility in portfolio oversight and client engagement. The ideal ...
Sr. Investment Associate
Atlanta, GA · On-site
$70K - $119K/yr
... management clients. This role combines investment support, client service, and operational ... execution, with increasing responsibility in portfolio oversight and client engagement. The ideal ...
Sr. Investment Associate
Atlanta, GA · On-site
$70K - $119K/yr
... management clients. This role combines investment support, client service, and operational ... execution, with increasing responsibility in portfolio oversight and client engagement. The ideal ...
Fund Administrator (The Family Office)
Atlanta, GA · On-site
$65K - $89K/yr
... and investor reporting. Serves as the primary relationship manager for external administrators, underlying fund managers, and other service providers. Resolves operational issues, strengthens ...
Fund Administrator (The Family Office)
Atlanta, GA · On-site
$65K - $89K/yr
... and investor reporting. Serves as the primary relationship manager for external administrators, underlying fund managers, and other service providers. Resolves operational issues, strengthens ...
Manager Investment Operations information
See Georgia salary details
$26.2K - $32.9K
20% of jobs
$34.6K is the 25th percentile. Wages below this are outliers.
$32.9K - $39.6K
20% of jobs
The median wage is $44.5K / yr.
$39.6K - $46.3K
14% of jobs
$46.3K - $53K
9% of jobs
$53K - $59.8K
11% of jobs
$61.2K is the 75th percentile. Wages above this are outliers.
$59.8K - $66.5K
6% of jobs
$66.5K - $73.2K
6% of jobs
$73.2K - $79.9K
4% of jobs
$79.9K - $86.6K
3% of jobs
$86.6K - $93.3K
2% of jobs
$93.3K - $100.1K
4% of jobs
$26.2K
$53.6K
$100.1K
How much do manager investment operations jobs pay per year?
What are the key skills and qualifications needed to thrive as a manager investment operations, and why are they important?
What is a manager investment operations?
What are some common challenges faced by a manager investment operations, and how can they be effectively addressed?
What is the difference between Manager Investment Operations vs Investment Analyst?
| Aspect | Manager Investment Operations | Investment Analyst |
|---|---|---|
| Credentials | Typically requires a bachelor's degree in finance, economics, or related field; certifications like CFA are common | Usually holds a bachelor's degree; CFA or similar certifications are advantageous but not always required |
| Work Environment | Oversees operational teams, manages processes, and ensures compliance within investment firms | Conducts research, analyzes data, and supports investment decision-making |
| Employer & Industry Usage | Commonly employed in asset management firms, hedge funds, and investment banks | Found 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.

Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 21 days ago
Job description
Full-time
Description
HB Wealth ("HB") is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Columbia and Greenville, SC; and Nashville, TN.
Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $32 billion in assets under management as of June 30, 2026, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated®-bringing unwavering financial peace of mind to the clients we are privileged to serve.
At HB Wealth, we foster a healthy, collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning, growing, sharing ideas, and making a meaningful impact for our clients.
Position Summary
HB is seeking an Investment Operations Associate to assist the Operations Team in the investment administration process for clients. This role will execute documentation related to new and existing private investments, coordinate client signatures, and work with fund managers to facilitate client transactions.
Job Responsibilities
- Work with advisors, clients, and the Operations Team to administer the subscription process for all private investments.
- Assist with client's requests and inquiries regarding private investments.
- Liaise between client advisors and 3rd party managers to resolve matters regarding private investments.
- Monitor communication from 3rd party managers and ensure information is circulated across the firm as needed.
- Maintain documentation for ongoing private investments including W-9s, Partnership Amendments, and Quarterly Reports.
- Help resolve client issues through independent research and collaboration with the underlying investment manager or other private investment team members.
- Understand private investment transactions such as transfers, redemptions, distributions, and capital calls and work with internal stakeholders as well as investment managers to ensure these transactions are processed accurately and on time.
- Identify processes and systems needing improvement and work with internal stakeholders to facilitate improvements.
- Complete special projects and other duties as assigned.
Requirements
- Bachelor's Degree from an accredited college or university.
- 3 to 5 years of relevant industry experience.
- Proficiency with Microsoft Office Suite, including but not limited to Word and Excel, as well as Adobe Acrobat.
- Excellent oral and written communication skills.
- Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility.
- Highly organized with exceptional attention to detail and excellent follow-through.
- Self-starter with high initiative and comfort managing processes in an entrepreneurial, fast-paced environment.
- Positive attitude and strong work ethic.
- Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of colleagues.
- Ability to work effectively within a team environment and a willingness to "pitch in" when necessary.
- Strong analytical and problem-solving skills.
- Ability to successfully pass criminal background / credit check required.
Benefits
- Competitive PTO/Holiday policy
- 401k match
- 1st day eligible benefits offering; medical, dental, vision, telemed, disability, +
- Paid Maternity/Paternity leave
- Fun and welcoming office environment with monthly and quarterly events
- Ability to work remotely 40%
- Cell phone stipend
- Equity Participation Plan
Why HB is a great place to work
Employees enjoy the collaborative, inclusive, team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities, our client base, and the comprehensive benefit package round out the competitive compensation.
HB is an Equal Employment Opportunity Employer. HB only invites professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected, it is empowering, it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference, creativity, and spirit. It is in our DNA, and we like it that way.