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Manager Investment Operations Jobs in Boca Raton, FL

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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 ...

AJAIA

Investment Manager

Fort Lauderdale, FL · On-site

Manage the end-to-end execution of transactions from initial evaluation to closing ... Coordinate financial, operational, and market diligence for prospective investments or acquisitions.

AJAIA

Investment Executive

Fort Lauderdale, FL · On-site

Manage the end-to-end execution of transactions from initial evaluation to closing. * Coordinate financial, operational, and market diligence for prospective investments or acquisitions. * Work ...

AJAIA

Strategic Investment Manager

Fort Lauderdale, FL · On-site

$78K - $79K/yr

As the Strategic Investment Manager, you will lead the financial evaluation and execution of ... Coordinate financial, operational, and market diligence for prospective investments or acquisitions.

Solomon Page

Family Office Accountant

Palm Beach, FL · On-site

$90K - $100K/yr

Managing payment activity related to investments, philanthropy, real estate, and personal expense ... Family office accounting or operations * Private client services (HNW/UHNW individuals and trusts)

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Manager Investment Operations information

See Boca Raton, FL salary details

$29.4K

$60.2K

$112.5K

How much do manager investment operations jobs pay per year?

As of Aug 12, 2026, the average yearly pay for manager investment operations in Boca Raton, FL is $60,218.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,900.00 and $73,500.00 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 Boca Raton, FL? The most popular types of Investment Operations jobs in Boca Raton, FL are:
What job categories do people searching Manager Investment Operations jobs in Boca Raton, FL look for? The top searched job categories for Manager Investment Operations jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Manager Investment Operations jobs? Cities near Boca Raton, FL with the most Manager Investment Operations job openings:
Manager Investment Operations jobs near you
Infographic showing various Manager Investment Operations job openings in Boca Raton, FL as of August 2026, with employment types broken down into 82% Full Time, 15% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $60,218 per year, or $29 per hour.

Investment Analyst - Private Markets

JM Family Enterprises

Deerfield Beach, FL • On-site

Full-time

Retirement

Re-posted 23 days ago

JM Family Enterprises rating

9.1

Company rating: 9.1 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

3rd of 151 rated car dealerships

Job description

The Investment Analyst will join the Investment Team in managing JM Family's investment portfolios (Corporate, Insurance, Pension and 401k). The position will play a key role in supporting the investment team in underwriting new investment mandates, monitoring existing portfolio investments and conducting tailored investment research to benefit portfolio objectives. The position will work directly with the team's Portfolio Managers to assist in the evaluation of co-investments and fund investments across private equity, venture capital, private credit and public markets.
Responsibilities:
  • Responsible for investment monitoring activities for existing investments by attending review meetings, preparing research notes and integrating forecasting into performance monitoring systems
  • Support due diligence underwriting process for new investments by assessing fund offering documents, private placement memorandums and financial models
  • Evaluate investment performance with established metrics (e.g., benchmarks, expected risks and returns, strategies, etc.) to ensure investments perform as expected, enable timely corrective actions, and minimize negative exposure
  • Prepare insights regarding investment portfolio performance, including analytics, exposure, performance and other miscellaneous reports
  • Conduct industry, market and manager-level research to support broader investment and portfolio construction decisions
  • Assist with review and analysis of portfolio performance reports for specific investments to highlight areas of over- and under-performance and to identify areas requiring in-depth analysis
  • Perform research and analysis on investment strategies
  • Work with Investment Operations team regarding the reconciliation of transactions, valuations and investment returns, and custodian bank and portfolio management systems reconciliations
  • Assist and coordinate with the preparation of content for Investment Committee meeting materials
  • Other responsibilities as assigned

Qualifications:
  • 3+ years of related investment management / analytical experience
  • Bachelor's degree in Finance, Economics, Accounting or a related field
  • CFA or CAIA designation, or progress toward completion, is preferred but not required
  • Strong quantitative analytical skills
  • Familiarity with private markets investing and/or institutional portfolio management
  • Exceptional written and verbal communication skills
  • Ability to work independently or with a team and with changing priorities and deadlines
  • Exceptional knowledge of MS Office Products and specialized investment management tools such as NASDAQ TopQ, Pitchbook, FactSet and DealEdge

#Hybrid
#LI-NK1
This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of JM Family. All work arrangements are subject to associate performance, business need and manager discretion, and may be revised as necessary.
JM FAMILY IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER
JM Family Enterprises, Inc. is an Equal Employment Opportunity employer. We are committed to recruiting, hiring, retaining, and promoting qualified associates without regard to age, race, religion, color, gender, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity, gender expression, mental or physical disability, national origin, marital status, citizenship, military status, genetic information, veteran status, or any other characteristic protected by federal, state, provincial, or local law.
DISABILITY ACCOMMODATIONS
If you have a disability and require a reasonable accommodation to complete the job application process, please contact JM Family's Talent Acquisition department at talentacquisition@jmfamily.com for assistance. If you have an accommodation request for one of our recruiting events, please notify us at least 72 hours prior so that we may provide assistance.

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