The Investment Management Operations Coordinator (IMOC) serves as the primary expert and administrator of the firm's trading and reporting functions. The IMOC ensures that the firm's trading systems ...
The Investment Management Operations Coordinator (IMOC) serves as the primary expert and administrator of the firm's trading and reporting functions. The IMOC ensures that the firm's trading systems ...
Working knowledge of securities, mutual funds, and model portfolio management * Minimum of 3 years of business development experience * Experience with brokerage and/or investment operations Skills ...
Working knowledge of securities, mutual funds, and model portfolio management * Minimum of 3 years of business development experience * Experience with brokerage and/or investment operations Skills ...
Working knowledge of securities, mutual funds, and model portfolio management * Minimum of 3 years of business development experience * Experience with brokerage and/or investment operations Skills ...
Working knowledge of securities, mutual funds, and model portfolio management * Minimum of 3 years of business development experience * Experience with brokerage and/or investment operations Skills ...
Investor Service Representative
Carmel, IN ยท On-site
... Investment Operations ("DIO") and Vice President of Investments & Operations ("VPIO") in managing daily workflows, strengthening investor experience, reducing operational risk, and identifying ...
Investor Service Representative
Carmel, IN ยท On-site
... Investment Operations ("DIO") and Vice President of Investments & Operations ("VPIO") in managing daily workflows, strengthening investor experience, reducing operational risk, and identifying ...
Manager, Investor Services
Evansville, IN ยท Hybrid
Manager, Alternative Investor Services Locations: Evansville, IN, Union, NJ New York City, NY ... Lead and develop team operations by managing daily workflows, conducting performance reviews ...
Manager, Investor Services
Evansville, IN ยท Hybrid
Manager, Alternative Investor Services Locations: Evansville, IN, Union, NJ New York City, NY ... Lead and develop team operations by managing daily workflows, conducting performance reviews ...
Summary Reams Asset Management ("Reams"), an affiliate of Raymond James Investment Management, is a ... Act as a senior operations point of contact for internal teams, custodians, and counterparties
Summary Reams Asset Management ("Reams"), an affiliate of Raymond James Investment Management, is a ... Act as a senior operations point of contact for internal teams, custodians, and counterparties
Manager, Investor Services
Evansville, IN ยท On-site
Manager, Alternative Investor Services Locations: Evansville, IN, Union, NJ New York City, NY ... Lead and develop team operations by managing daily workflows, conducting performance reviews ...
Manager, Investor Services
Evansville, IN ยท On-site
Manager, Alternative Investor Services Locations: Evansville, IN, Union, NJ New York City, NY ... Lead and develop team operations by managing daily workflows, conducting performance reviews ...
Summary Reams Asset Management ("Reams"), an affiliate of Raymond James Investment Management, is a ... Act as a senior operations point of contact for internal teams, custodians, and counterparties
Summary Reams Asset Management ("Reams"), an affiliate of Raymond James Investment Management, is a ... Act as a senior operations point of contact for internal teams, custodians, and counterparties
The Associate will also support a senior level asset manager on the oversight, performance, and ... Prepare the execution of Property Business Plans to optimize investment performance * Participate ...
The Associate will also support a senior level asset manager on the oversight, performance, and ... Prepare the execution of Property Business Plans to optimize investment performance * Participate ...
Drive accurate and efficient pension asset operations by managing daily investment activities, reconciliations, fund transfers, reporting, and payment processes to ensure smooth plan administration.
Drive accurate and efficient pension asset operations by managing daily investment activities, reconciliations, fund transfers, reporting, and payment processes to ensure smooth plan administration.
Drive accurate and efficient pension asset operations by managing daily investment activities, reconciliations, fund transfers, reporting, and payment processes to ensure smooth plan administration.
Drive accurate and efficient pension asset operations by managing daily investment activities, reconciliations, fund transfers, reporting, and payment processes to ensure smooth plan administration.
Drive accurate and efficient pension asset operations by managing daily investment activities, reconciliations, fund transfers, reporting, and payment processes to ensure smooth plan administration.
Drive accurate and efficient pension asset operations by managing daily investment activities, reconciliations, fund transfers, reporting, and payment processes to ensure smooth plan administration.
Drive accurate and efficient pension asset operations by managing daily investment activities, reconciliations, fund transfers, reporting, and payment processes to ensure smooth plan administration.
Drive accurate and efficient pension asset operations by managing daily investment activities, reconciliations, fund transfers, reporting, and payment processes to ensure smooth plan administration.
Regional Pension Investment Manager
Columbus, IN ยท On-site
$120 - $180/hr
Drive accurate and efficient pension asset operations by managing daily investment activities, reconciliations, fund transfers, reporting, and payment processes to ensure smooth plan administration.
Regional Pension Investment Manager
Columbus, IN ยท On-site
$120 - $180/hr
Drive accurate and efficient pension asset operations by managing daily investment activities, reconciliations, fund transfers, reporting, and payment processes to ensure smooth plan administration.
Operations Development Manager
Batesville, IN ยท On-site
$66K - $108K/yr
Beyond retail banking, we also offer commercial banking, wealth management, investment management ... Responsibilities The Operations Development Manager drives strategic business development ...
Quick apply
Operations Development Manager
Batesville, IN ยท On-site
$66K - $108K/yr
Beyond retail banking, we also offer commercial banking, wealth management, investment management ... Responsibilities The Operations Development Manager drives strategic business development ...
Operations Development Manager
$66K - $108K/yr
Beyond retail banking, we also offer commercial banking, wealth management, investment management ... Responsibilities The Operations Development Manager drives strategic business development ...
Quick apply
Operations Development Manager
$66K - $108K/yr
Beyond retail banking, we also offer commercial banking, wealth management, investment management ... Responsibilities The Operations Development Manager drives strategic business development ...
Strong expertise in investment operations, account administration, and client lifecycle management ... High attention to detail and commitment to compliance, documentation, and operational excellence
Strong expertise in investment operations, account administration, and client lifecycle management ... High attention to detail and commitment to compliance, documentation, and operational excellence
Operations Development Manager
Batesville, IN ยท On-site
$66K/yr
Beyond retail banking, we also offer commercial banking, wealth management, investment management ... Responsibilities The Operations Development Manager drives strategic business development ...
Operations Development Manager
Batesville, IN ยท On-site
$66K/yr
Beyond retail banking, we also offer commercial banking, wealth management, investment management ... Responsibilities The Operations Development Manager drives strategic business development ...
Trust Operations Specialist
Frankfort, IN ยท On-site
Acts as back-up for Trust Operations Officer. * Prepare, open, and close account files and scan ... Oversee and manage Investment Policy Statement process. * Once in effect, be the point person with ...
Trust Operations Specialist
Frankfort, IN ยท On-site
Acts as back-up for Trust Operations Officer. * Prepare, open, and close account files and scan ... Oversee and manage Investment Policy Statement process. * Once in effect, be the point person with ...
... managers. ESSENTIAL REQUIREMENTS * Executes trades from various staff members who have authority ... Handles settlement issues with brokers and trust operations department. * Conducts investment ...
... managers. ESSENTIAL REQUIREMENTS * Executes trades from various staff members who have authority ... Handles settlement issues with brokers and trust operations department. * Conducts investment ...
Manager Investment Operations information
See Indiana salary details
$29.5K - $37.1K
20% of jobs
$39K is the 25th percentile. Wages below this are outliers.
$37.1K - $44.6K
20% of jobs
The median wage is $50.2K / yr.
$44.6K - $52.2K
14% of jobs
$52.2K - $59.8K
9% of jobs
$59.8K - $67.3K
11% of jobs
$68.9K is the 75th percentile. Wages above this are outliers.
$67.3K - $74.9K
6% of jobs
$74.9K - $82.5K
6% of jobs
$82.5K - $90.1K
4% of jobs
$90.1K - $97.6K
3% of jobs
$97.6K - $105.2K
2% of jobs
$105.2K - $112.8K
4% of jobs
$29.5K
$60.4K
$112.8K
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.
What are the most commonly searched types of Investment Operations jobs in Indiana?
The most popular types of Investment Operations jobs in Indiana are:
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For Manager Investment Operations jobs in Indiana, the most frequently searched job titles are:
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The top searched job categories for Manager Investment Operations jobs in Indiana are:
What cities in Indiana are hiring for Manager Investment Operations jobs?
Cities in Indiana with the most Manager Investment Operations job openings:

Full-time
Medical, Dental, Retirement, PTO
Re-posted 4 days ago
Job description
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
We are looking for a self-starter who displays initiative and a positive attitude, a high level of integrity, and the motivation to take on a variety of tasks in a team-oriented environment. The successful candidate will be an individual who demonstrates a high level of respect for each person they encounter, is truly interested in continual personal and professional growth, and finds personal fulfillment in providing outstanding service and generally helping others. Above all, we are looking for a highly qualified individual who sees this as a tremendous opportunity for a long-term career at Goelzer and who will be passionately committed to continuous improvement.
Job Summary: The Investment Management Operations Coordinator (IMOC) serves as the primary expert and administrator of the firm's trading and reporting functions. The IMOC ensures that the firm's trading systems facilitate accurate and efficient trade execution and timely and reliable monitoring of client accounts. The IMOC will also serve as the primary contact point with custodians to ensure data integration and integrity.
Key Responsibilities:Trading
- Design and implement model-based trading strategies across client accounts and households. Coordinate all trade activities, including block trades and trade allocation.
- Identify, document, and assist in resolving trade exceptions and error corrections, as necessary Maintain required trade documentation and order records
- Support trade reviews, execution quality analysis, and pricing validation as directed.
Reporting
- Create and maintain reporting templates for our Private Client and Institutional teams.
- Ensure integrity of portfolio and transaction data, coordinating with technology and custodial partners to improve integration as necessary.
- Act as a liaison between investment management, operations, technology, custodial partners, and external vendors.
- Coordinate accurate and timely reconciliation of pricing, transactions, and cost basis across custodians.
- Assist with internal operational reviews related to trading activity, system behavior, reporting processes, and investment data accuracy.
- Escalate operational risks, data integrity concerns, or system limitations to appropriate leadership in a timely manner.
- Drive continuous improvement of investment operations processes, data feeds, and system workflows.
Work Experience / Knowledge:
- 5 or more years of professional working experience preferred.
- Relevant experience in wealth management or related financial services required.
- Operational level experience with portfolio accounting, reporting, and rebalancing software. Administrative experience with the Tamarac product suite, including Tamarac Portfolio Center, preferred.
Skills / Other Personal Attributes Required:
- Dedication to professionalism, ethics, and confidentiality.
- Proficiency with MS Office: Advanced Microsoft Excel, including lookup and reference functions, as well as the ability to extract and integrate data between different applications.
- Passion for the industry and a constant desire to continually learn and research relevant subject matter.
- Excellent communication skills (both verbal and written), organizational skills, and keen attention to detail are critical.
- Ability to produce high-quality work in a demanding, time-constrained, environment is crucial.
- Demonstrate initiative, creativity, judgment, maturity, and poise.
Education:
- Minimum requirements: 5 years of relevant operations and trading experience, or a bachelor's degree in finance or a related field with some Tamarac experience.
- Series 65 or Series 66 + Series 7.
With over 50 years of experience and more than $4 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live.
Our Core Values:
- Trust: We earn and uphold confidence by acting in the best interests of those we serve.
- Integrity: We choose the difficult right over the easy wrong.
- Respect: We value and seek understanding among different perspectives.
- Thoughtfulness: We listen and we reflect. When we act, we do so with intention and care.
- Commitment: We are unwavering in our dedication to exceeding expectations.
About Goelzer Investment Management
Sourced by ZipRecruiter
Industry
Investment management and consulting services
Company size
11 - 50 Employees
Headquarters location
Indianapolis, IN, US
Year founded
1969