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Remote Investment Operations Associate Jobs in Ohio

Miamioh

EMSS Operations Coordinator

Oxford, OH · On-site +1

$50K/yr

Remote work is not a right, but a working arrangement that can be modified or revoked by Miami ... Associate's Degree or 2 years of relevant experience Preferred Requirements: - Bachelor's degree ...

Cayenta

(Remote) Support Analyst

New Hampshire, OH · Remote

... their operations running smoothly. In this role, you will manage and resolve support tickets ... Our success has been realized through investments in our proprietary software and market expertise.

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Remote Investment Operations Associate information

What is the difference between Remote Investment Operations Associate vs Remote Investment Analyst?

AspectRemote Investment Operations AssociateRemote Investment Analyst
Primary FocusHandling operational tasks, trade settlements, and data managementConducting market research, financial analysis, and investment evaluations
Required SkillsAttention to detail, data management, basic financial knowledgeAnalytical skills, financial modeling, market analysis
CertificationsTypically none required; relevant certifications like CFA Level I may be a plusOften requires CFA Level I or similar credentials
Work EnvironmentSupportive, process-oriented, often back-officeResearch-driven, client-facing, strategic

While both roles support investment firms, the Remote Investment Operations Associate primarily manages operational tasks and data accuracy, whereas the Remote Investment Analyst focuses on analyzing markets and making investment recommendations. Understanding these differences helps candidates align their skills and career goals with the right position.

What are popular job titles related to Remote Investment Operations Associate jobs in Ohio? For Remote Investment Operations Associate jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Remote Investment Operations Associate jobs in Ohio look for? The top searched job categories for Remote Investment Operations Associate jobs in Ohio are:
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Remote Investment Operations Associate jobs near you
Infographic showing various Remote Investment Operations Associate job openings in Ohio as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.
Project & Operations Coordinator

Project & Operations Coordinator

Connect Centric

Akron, OH • On-site, Remote

$65K - $75K/yr

Full-time

Posted 10 days ago

Job description

Project Coordinator & Business Operations Associate
Connect Centric
About Connect Centric
At Connect Centric, we are more than just consultants-we are partners committed to our clients' success. We take a hands-on approach, working closely with our clients to transform strategies into measurable, real-world outcomes. As a strategy execution team, we take full ownership of every initiative from start to finish, ensuring that our clients see tangible results, not just ideas. Our work is grounded in IQ, EQ, and TQ-combining intelligence, empathy, and technology acumen to turn strategy into real-world outcomes.Interview Process
Applicants who match the qualifications for this role will be invited to a conversational interview our AI interview assistant completed on your own schedule. Our team personally reviews every AI powered screening interview and selects which candidates move forward to meet with Connect Centric and our client team directly.Position Description
This is a blended role that combines client project coordination with internal business support. On the client side, you will coordinate the day-to-day execution of projects, with an emphasis on Salesforce application initiatives, reporting to a Senior Project Manager, translating direction into action, driving deliverables forward, and serving as a clear point of contact for clients. On the company side, you will support operations and day-to-day business needs. We're looking for a versatile, self-directed person who thrives on variety and takes ownership across both delivery and operations.Client Delivery Responsibilities
Execution & Team Coordination
  • Take direction from the Senior Project Manager and ensure tasks are carried through to completion.
  • Track deliverables across the team, monitoring progress against timelines and flagging risks early.
  • Identify and remove blockers, escalating to the Senior PM when needed.
  • Help define and communicate priorities so the team stays focused on what matters most.
Client Communication
  • Serve as a primary point of contact for clients, providing clear and timely status updates.
  • Track down information from clients and stakeholders to keep work moving.
  • Translate client needs and feedback into actionable tasks for the team.
Project Support
  • Coordinate projects, including implementations, enhancements, and integrations.
  • Maintain visibility into requirements, configuration work, testing, and release activities.
  • Partner with technical team members to ensure deliverables meet client expectations.
Project Administration
  • Maintain project plans, task boards, meeting notes, and documentation.
  • Facilitate working sessions, and status meetings.
  • Keep project tracking tools current and accurate.
  • Other duties as assigned
Business Support Responsibilities
  • Maintain the CRM, keeping records, pipeline, and client information accurate and up to date.
  • Assist in preparing proposals, statements of work, and pitch materials.
  • Support new client onboarding and coordinate follow-ups with prospects.
  • Help manage the company website, social media presence, and newsletter.
  • Assist in developing case studies from
  • Other duties as assigned
Qualifications
  • 3-5 years of experience coordinating projects, ideally enterprise applications including Salesforce.
  • Proven ability to take direction and independently drive work to completion.
  • Strong written and verbal communication skills, with client-facing experience.
  • Ability to track multiple workstreams, anticipate blockers, and keep teams progressing.
  • Comfort with project management and collaboration tools (e.g., Jira, Smartsheet.)
  • Highly organized, proactive, and detail-oriented.
  • Versatile and self-directed, comfortable switching between client delivery and internal business tasks.
  • Experience with business operations is a plus.
  • Salesforce certifications (e.g., Administrator, Associate) are a plus.
Position Details
  • Position Type: Full-time W2 (1099 arrangements are not available for this role)
  • Location: Remote
  • Travel Required: Occasional in-person travel to client sites as needed
  • Relocation Assistance: No
  • Salary: $65,000 - $75,000, dependent on experience

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