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Manager Investment Operations Jobs (NOW HIRING)

Osaic

Investment Operations Analyst

Boston, MA

$65K - $85K/yr

Investment Operations & Analytics Position Summary The Investment Operations Analyst plays a ... This position supports portfolio management, reporting, data integrity, and systems integration ...

Osaic

Investment Operations Analyst

Boston, MA · On-site

$65K - $85K/yr

Investment Operations & Analytics Position Summary The Investment Operations Analyst plays a ... This position supports portfolio management, reporting, data integrity, and systems integration ...

KeyState

Associate - Investment Operations

Las Vegas, NV · On-site

The Investment Operations Associate supports the Investment Subsidiary and Portfolio Management team by performing core operational functions that enable the effective management of client investment ...

Osaic

Investment Operations Analyst

Boston, MA · On-site

$65K - $85K/yr

Investment Operations Analyst Location: Boston Department: Investment Operations & Analytics ... This position supports portfolio management, reporting, data integrity, and systems integration ...

Waycrosse

Investment Operations Coordinator

Wayzata, MN · On-site

$60K - $70K/yr

We provide comprehensive wealth management services to our clients including facilitating legal ... Position Overview The Investment Operations Coordinator supports the Investment Operations team ...

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Manager Investment Operations information

See salary details

$31K

$63.5K

$118.5K

How much do manager investment operations jobs pay per year?

As of Aug 10, 2026, the average yearly pay for manager investment operations in the United States is $63,456.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $77,500.00 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.

More about Manager Investment Operations jobs
What cities are hiring for Manager Investment Operations jobs? Cities with the most Manager Investment Operations job openings:
What are the most commonly searched types of Investment Operations jobs? The most popular types of Investment Operations jobs are:
What states have the most Manager Investment Operations jobs? States with the most job openings for Manager Investment Operations jobs include:
What job categories do people searching Manager Investment Operations jobs look for? The top searched job categories for Manager Investment Operations jobs are:
Manager Investment Operations jobs near you
Infographic showing various Manager Investment Operations job openings in the United States as of August 2026, with employment types broken down into 86% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $63,456 per year, or $30.5 per hour.

Investment Operations

Kestra Financial Independent Advisor

Columbia, MD

Full-time

Re-posted 14 days ago

Job description

The Investment Operations person has responsibility for the efficient and effective operations. This includes the managing of client relations, investment operations and general office responsibilities.

Essential Duties & Responsibilities:

Client Responsibilities   

  • Record conversations and requests in SmartOffice
  • Process distribution requests

Investment Operations Responsibilities

  • Maintain client records and notes in SmartOffice.
  • Open new investment accounts/schedule client meetings
  • Utilize Advice Pay
  • Enter contributions in Wealthscape/Assetmark and other investment platforms.
  • Request trading on new investments
  • Maintain and report all investment activity (weekly)
  • Set up bank links to investment accounts.
  • Set up monthly Periodic Investment Plans (PIP) for clients.
  • Submit "Securities-Based Line of Credit" (SBLOC) applications.
  • Assist with Maryland 529 applications.
  • Annually process Required Minimum Distributions (RMD)

Office Responsibilities

  • Answers phone calls
  • Greet public that comes into the office.
  • Schedule Appointments
  • Scan/Fax/Record all documents.
  • Sort Mail
  • Submit invoices outside of Advice Pay
  • Monitor Investment licensure for staff by state of client.
  • Submit correspondence and extensions to Kestra Financial for approval of staff written documents.
  • Maintain all compliant requirements.
  • Maintain Office lobby and kitchen with supplies and ensure "Client Ready" appearance.
  • Order/Maintain all needed office equipment/furniture/supplies.
  • Additional responsibilities may be assigned from time to time.

Education & Experience:

Four-year bachelor's degree in finance, accounting, or other closely related field. May substitute 1.5 years of experience for one year of education.

Knowledge, Skills & Abilities: 

  • Strong ability to communicate and work effectively as a team member.
  • Attention to detail, thoroughness, and number accuracy.
  • Ability to clearly follow direction and articulate and write responses in English.
  • Must have sound judgment when dealing with clients and staff members.
  • Work under pressure and meet mandatory deadlines as needed.
  • Sound judgment in determining prioritization of work.
  • Keen sense of ownership of job responsibilities
  • Knowledge of Microsoft Suite and able to comprehend and use software common in the industry.

Supervisory Responsibilities: None

Physical Demands and Work Environment:

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform these essential functions.

  • Routine 8-hour shift; but may be subject to irregular hours based on shift demands.
  • Ability to lift to 15 lbs.
  • Visual and auditory acuity sufficient to read Company materials and view monitor and telephone.
  • Employees will work in an indoor environment; may be exposed to variations in room temperature and noise level.
  • Must be able to voice/write communication with staff and clients in English.
  • Must be able to use normal office equipment to include, but not limited to computer (laptop), telephone, printers, scanner, postage machine, and multiple computer monitors.

EEO/AAP Statement:

We provide equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.  Further, the company takes affirmative action to ensure that employees are treated during employment without regard to any of these characteristics.  Discrimination of any type will not be tolerated.

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