Investment Operations Mentor
$200 - $500/hr
Direct access to fund managers and active investment platforms * Monetize operational expertise without full-time constraints * Build visible credibility as an institutional operations leader
Quick apply
$200 - $500/hr
Direct access to fund managers and active investment platforms * Monetize operational expertise without full-time constraints * Build visible credibility as an institutional operations leader
Quick apply
$200 - $500/hr
Direct access to fund managers and active investment platforms * Monetize operational expertise without full-time constraints * Build visible credibility as an institutional operations leader
East Rutherford, NJ · On-site
$151K - $215K/yr
Job Title: Director, Investment Company: Prologis Title: Director, Investment Location: East ... The role adds value by identifying market trends, managing diligence and entitlement efforts, and ...
East Rutherford, NJ · On-site
$151K - $215K/yr
Job Title: Director, Investment Company: Prologis Title: Director, Investment Location: East ... The role adds value by identifying market trends, managing diligence and entitlement efforts, and ...
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 ...
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 ...
The Managing Director will play a pivotal role as part of the leadership team for Agentis' North American investment banking practice, splitting time between (i) originating financial advisory ...
The Managing Director will play a pivotal role as part of the leadership team for Agentis' North American investment banking practice, splitting time between (i) originating financial advisory ...
Boston, MA · On-site
The organization manages approximately $16 billion in client assets. Boston Trust Walden ... Investment Operations Analyst The Investment Operations Analyst is a key contributor to the ...
Quick apply
Boston, MA · On-site
The organization manages approximately $16 billion in client assets. Boston Trust Walden ... Investment Operations Analyst The Investment Operations Analyst is a key contributor to the ...
Investment Operations Associate 136192 Zurich Group Investment Management, Inc. (ZGIM), a part of Zurich North America, is seeking an Investment Operations Associate to join the Investment ...
New
Investment Operations Associate 136192 Zurich Group Investment Management, Inc. (ZGIM), a part of Zurich North America, is seeking an Investment Operations Associate to join the Investment ...
New
Execute advisor-directed trades, account rebalances, cash deployment, new account investments, Roth ... Support tax-aware trading, capital gains management, restricted positions, household allocation ...
Execute advisor-directed trades, account rebalances, cash deployment, new account investments, Roth ... Support tax-aware trading, capital gains management, restricted positions, household allocation ...
New York, NY · Hybrid
$275K - $325K/yr
UBS SECURITIES LLC is seeking a Director, Investment Banker in New York, NY Are you an innovative ... management interviews. Own workstreams across the deal cycle from origination and initial pitch ...
New York, NY · Hybrid
$275K - $325K/yr
UBS SECURITIES LLC is seeking a Director, Investment Banker in New York, NY Are you an innovative ... management interviews. Own workstreams across the deal cycle from origination and initial pitch ...
Reno, NV · On-site
Investment Operations Manager -- An Investment Operations Manager is responsible ... for managing and maintaining client accounts, both directly and through leadership of a team ...
Reno, NV · On-site
Investment Operations Manager -- An Investment Operations Manager is responsible ... for managing and maintaining client accounts, both directly and through leadership of a team ...
The Managing Director will set and execute the technology strategy, strengthen engineering and ... Strong understanding of back-office operations, trade lifecycle management, investment operations ...
New
The Managing Director will set and execute the technology strategy, strengthen engineering and ... Strong understanding of back-office operations, trade lifecycle management, investment operations ...
New
Carmel, IN · On-site
$157K - $236K/yr
CNO Financial Group's 40|86 Advisors is hiring a Sr. Director, Investment Operations and Data who ... Monitor data feeds, resolve breaks, and manage discrepancies to ensure accurate processing.
Carmel, IN · On-site
$157K - $236K/yr
CNO Financial Group's 40|86 Advisors is hiring a Sr. Director, Investment Operations and Data who ... Monitor data feeds, resolve breaks, and manage discrepancies to ensure accurate processing.
Boston, MA · On-site
The organization manages approximately $16 billion in client assets. Boston Trust Walden ... Investment Operations Analyst The Investment Operations Analyst is a key contributor to the ...
Boston, MA · On-site
The organization manages approximately $16 billion in client assets. Boston Trust Walden ... Investment Operations Analyst The Investment Operations Analyst is a key contributor to the ...
Charlotte, NC · Hybrid
$5.0K - $10K/mo
Series 7 required and Series 63 or 66 preferred Experience: 2-5 years within wealth management Our ... Our client is seeking an Investment Operations Specialist to support the day to day administration ...
Quick apply
Charlotte, NC · Hybrid
$5.0K - $10K/mo
Series 7 required and Series 63 or 66 preferred Experience: 2-5 years within wealth management Our ... Our client is seeking an Investment Operations Specialist to support the day to day administration ...
Naperville, IL · On-site
$50K - $60K/yr
PTMA Financial Solutions, provides treasury management, liquidity management, and other financial ... Correct errors as directed. * Assist in the review and improvement of processes and procedures.
Naperville, IL · On-site
$50K - $60K/yr
PTMA Financial Solutions, provides treasury management, liquidity management, and other financial ... Correct errors as directed. * Assist in the review and improvement of processes and procedures.
Milwaukee, WI · On-site
$65K - $97K/yr
Northwestern Mutual's Investment Operations team supports the management of the company's institutional investments. Team members assist in operational tasks related to those assets, with a focus on ...
Milwaukee, WI · On-site
$65K - $97K/yr
Northwestern Mutual's Investment Operations team supports the management of the company's institutional investments. Team members assist in operational tasks related to those assets, with a focus on ...
Parsippany, NJ · On-site
$82K - $134K/yr
Zurich Group Investment Management, Inc. (ZGIM), a part of Zurich North America, is seeking an Investment Operations Associate to join the Investment Administration and Accounting (IAA) team. The ...
Parsippany, NJ · On-site
$82K - $134K/yr
Zurich Group Investment Management, Inc. (ZGIM), a part of Zurich North America, is seeking an Investment Operations Associate to join the Investment Administration and Accounting (IAA) team. The ...
Milwaukee, WI · On-site
$65K - $97K/yr
Northwestern Mutual's Investment Operations team supports the management of the company's institutional investments. Team members assist in operational tasks related to those assets, with a focus on ...
Milwaukee, WI · On-site
$65K - $97K/yr
Northwestern Mutual's Investment Operations team supports the management of the company's institutional investments. Team members assist in operational tasks related to those assets, with a focus on ...
Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.They ...
Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.They ...
Chicago, IL · On-site
The VP, Director of Investment oversees investment, activation, and portfolio management across all media channels. They provide consistent leadership by bringing new ideas, innovation, and ...
Chicago, IL · On-site
The VP, Director of Investment oversees investment, activation, and portfolio management across all media channels. They provide consistent leadership by bringing new ideas, innovation, and ...
Correct errors as directed. * Assist in the review and improvement of processes and procedures ... Other duties and responsibilities as assigned by management. Required Skills/Abilities * Must be ...
Correct errors as directed. * Assist in the review and improvement of processes and procedures ... Other duties and responsibilities as assigned by management. Required Skills/Abilities * Must be ...
$34K - $47.2K
4% of jobs
$47.2K - $60.5K
8% of jobs
$60.5K - $73.7K
11% of jobs
$75.8K is the 25th percentile. Wages below this are outliers.
$73.7K - $86.9K
12% of jobs
$86.9K - $100.1K
14% of jobs
The median wage is $101.9K / yr.
$100.1K - $113.4K
12% of jobs
$113.4K - $126.6K
13% of jobs
$129.9K is the 75th percentile. Wages above this are outliers.
$126.6K - $139.8K
9% of jobs
$139.8K - $153K
9% of jobs
$153K - $166.3K
5% of jobs
$166.3K - $179.5K
3% of jobs
$34K
$107.7K
$179.5K
For Managing Director Investment Operations jobs, the most frequently searched job titles are:

New York, NY
$200 - $500/hr
Other
Posted 6 days ago
Independent Contractor Role
Initio Sphere — Private Capital Ecosystem
https://initiosphere.org
Compensation:
$200–$500/hour or transaction-based earnings, depending on scope, fund complexity, and advisory engagement
Initio Sphere is a private capital ecosystem where capital meets talent. We connect fund managers, investors, operators, and analysts through live deal flow, institutional operating frameworks, and curated relationships.
Investment Operations Mentors are a senior advisory tier within the ecosystem—experienced professionals who guide funds and sponsors on operational infrastructure, governance, reporting, and post-investment execution, while mentoring analysts and operators on institutional best practices.
Initio Sphere is onboarding Investment Operations Mentors to support fund managers, sponsors, and investment teams with operational strategy, fund mechanics, and execution discipline across the investment lifecycle.
This is not a traditional employment role. Mentors operate as independent contractors, activated through a selective verification and approval process.
Once approved, Investment Operations Mentors:
Advise funds on operational setup, governance, and ongoing investment operations
Support sponsors with post-close execution, reporting, and portfolio oversight
Mentor analysts and deal scouts on fund operations and investment lifecycle mechanics
Access curated advisory engagements and transaction-linked earning opportunities
Build a verified Operations Mentor Track Record within the Initio Sphere ecosystem
This role is ideal for professionals who have run funds, managed portfolios, or built institutional operating systems, not just executed deals.
Approved Investment Operations Mentors may:
Advise fund managers on operational infrastructure, controls, and workflows
Support fund launches with operational readiness, service provider coordination, and governance design
Guide post-investment processes including reporting, monitoring, and portfolio reviews
Assist sponsors with operational diligence, integration planning, and execution oversight
Mentor analysts and deal scouts on fund mechanics, reporting standards, and operational best practices
Provide insights on scalability, compliance readiness, and institutional expectations
Mentors focus on operational leadership, oversight, and mentorship—not day-to-day accounting or administrative execution unless explicitly approved.
Fund operations and investment lifecycle management
Portfolio monitoring, reporting, and performance frameworks
Governance, controls, and operational risk oversight
Operational diligence and post-close execution strategy
Analyst and deal scout mentorship in fund and investment operations
Service provider coordination (administrators, auditors, legal)
Approval is granted based on demonstrated operational experience and institutional-grade judgment.
Independent contractor engagement
Hourly rates: $200–$500, based on experience, scope, and operational complexity
Transaction-based incentives available for advisory tied to successful closes or milestones
Payments issued upon completion of advisory milestones or fund events
No cap on earning potential for consistent, high-value operational contributions
Submit an Operations Mentor application with background and operational track record
Complete verification and operational category approval
Receive platform promotion and engagement matching
Begin working with funds, sponsors, and analysts on approved operational engagements
This process ensures credibility, quality, and alignment with real operational needs.
Investment Operations Mentors do not:
Provide investment advice to the public
Solicit securities
Market investments outside approved channels
Represent Initio Sphere in a regulated capacity
All work must comply with applicable securities laws and focus on operational guidance, mentorship, and investment support.
Former or current fund COOs, CFOs, or senior operations leaders
Senior PE, VC, private credit, or real asset operations professionals
Experienced operators who have managed portfolio oversight and reporting
Advisors who can mentor analysts on institutional operations and execution
Direct access to fund managers and active investment platforms
Monetize operational expertise without full-time constraints
Build visible credibility as an institutional operations leader
Mentor top-tier analysts and operators across live funds
One platform for operational advisory, capital exposure, and long-term growth