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Manager Investment Operations Jobs in Oregon (NOW HIRING)

As the Investor Enablement Operations Manager, you will serve as the operational backbone of the team, driving execution across complex cross-functional initiatives, improving operational governance ...

Portfolio Manager

Portland, OR · Hybrid

$160K - $200K/yr

Coldstream is seeking an experienced Portfolio Manager to join its NE Portland team and play a key ... investment portfolios * Oversee trading and rebalancing of client portfolios * Develop operational ...

As a CBRE PM Operations Manager, you will assist with the management of the team responsible ... Real Estate Investments (investment management, development). Please visit our website at www.cbre ...

Portfolio Manager

Portland, OR · On-site

$160K - $200K/yr

Coldstream is seeking an experienced Portfolio Manager to join its NE Portland team and play a key ... investment portfolios * Oversee trading and rebalancing of client portfolios * Develop operational ...

Proven ability to translate complex investment operations concepts into product requirements and user experiences for both internal Portfolio Managers and external sponsor/wealth management clients

Position: Marketing Operations Manager Location: Remote Overview: We are seeking a strategic ... Analyze marketing budget performance and spend attainment to support planning and investment ...

New

Overview of the Operations Manager role As an Operations Manager, you will lead a team of hourly ... investment opportunities • Paid vacations and personal days • Health benefits, dental and ...

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Showing results 1-20

Manager Investment Operations information

See Oregon salary details

$32.8K

$67.1K

$125.3K

How much do manager investment operations jobs pay per year?

As of Aug 21, 2026, the average yearly pay for manager investment operations in Oregon is $67,091.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,300.00 and $81,900.00 per year, depending on experience, location, and employer.

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 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 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 Oregon?

The most popular types of Investment Operations jobs in Oregon are:

What are popular job titles related to Manager Investment Operations jobs in Oregon?

For Manager Investment Operations jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Manager Investment Operations jobs in Oregon look for?

The top searched job categories for Manager Investment Operations jobs in Oregon are:

What cities in Oregon are hiring for Manager Investment Operations jobs?

Cities in Oregon with the most Manager Investment Operations job openings:

Manager, Investor Services

Upstart

OR • On-site, Remote

Part-time

Re-posted 15 days ago


Upstart rating

7.6

Company rating: 7.6 out of 10

Based on 6 frontline employees who took The Breakroom Quiz


Job description

The Team:

Upstart's Investor Services team partners with institutional investors that provide  the capital powering Upstart's lending platform, ensuring they can efficiently purchase, fund, and manage investments across Upstart's growing suite of products. The team oversees the end-to-end investor lifecycle, including diligence, onboarding, loan sales, investor operations, and new product readiness, while partnering across Capital Markets, Product, Engineering, Legal, Operations, Treasury, and Compliance teams to deliver a seamless investor experience.

As the Investor Enablement Operations Manager, you will serve as the operational backbone of the team, driving execution across complex cross-functional initiatives, improving operational governance, and helping scale the processes that support Upstart's investor platform. This role is ideal for a highly organized operator who enjoys solving ambiguous problems, driving alignment across teams, and building systems that improve how work gets done.

How you'll make an impact:

  • Drive execution across strategic Capital Markets  initiatives, ensuring workstreams remain coordinated, on track, and aligned across multiple teams.
  • Own operational governance by improving visibility, accountability, prioritization, and execution across diligence, onboarding, loan sales, investor operations, and new product readiness.
  • Lead cross-functional programs involving Capital Markets, Product, Engineering, Legal, Operations, Treasury, and Compliance to deliver investor-facing initiatives successfully.
  • Manage investor-impacting operational escalations, identify risks early, remove blockers, and drive timely resolution.
  • Design and implement scalable operating mechanisms, processes, and governance frameworks that improve organizational efficiency and reduce execution risk.
  • Partner with leadership to improve operational readiness for new investors, products, partnerships, and strategic business initiatives.
  • Identify opportunities for automation, AI adoption, and process improvement to increase organizational leverage and reduce manual work.
  • Develop reporting, metrics, and operating cadences that improve decision-making and provide greater visibility into organizational health.

What we're looking for:

  • Minimum qualifications:
    • 5+ years of experience in operations, program management, business operations, strategic operations, investor operations, or a related field.
    • Demonstrated success leading complex cross-functional initiatives involving multiple stakeholders and competing priorities.
    • Experience driving operational execution, managing escalations, and improving business processes in a fast-paced environment.
    • Strong organizational, analytical, and problem-solving skills with the ability to navigate ambiguity and drive outcomes.
    • Proven ability to influence stakeholders and build alignment without direct authority.
    • Excellent written and verbal communication skills, including experience communicating with senior leaders and cross-functional partners.
    • Experience balancing strategic thinking with hands-on execution.
  • Preferred qualifications:
    • Experience in fintech, financial services, banking, lending, Capital Markets, or investor operations.
    • Experience partnering closely with Product and Engineering teams to launch new products or improve operational workflows.
    • Experience building operating cadences, governance frameworks, dashboards, and reporting mechanisms.
    • Experience managing operational readiness, partner onboarding, or large-scale cross-functional implementations.
    • Experience leading process transformation, operational excellence, or organizational scaling initiatives.
    • Familiarity with loan sales, investor onboarding, investor diligence, servicing operations, or secondary market activities.
    • Experience leveraging AI tools (i.e. ChatGPT, Glean, Claude, Delphina, or similar) to improve productivity, analysis, documentation, and operational execution.

Position location - This role is available in the following locations: Remote 

Time zone requirements - West Coast (PST/PT) hours strongly preferred.

Travel requirements As a digital first company, the majority of your work can be accomplished remotely. The majority of our employees can live and work anywhere in the U.S but are encouraged to to still spend high quality time in-person collaborating via regular onsites. The in-person sessions' cadence varies depending on the team and role; most teams meet once or twice per quarter for 2-4 consecutive days at a time.

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#LI-NotApplicable

#LI-MidSenior 


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