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Ria Operations Jobs in Washington (NOW HIRING)

Potomac

Project Manager

Bethesda, MD · On-site

$80K - $115K/yr

... broker-dealer and RIA channel Headquartered in Bethesda, MD, we combine institutional-grade ... This position is responsible for maintaining the integrity of our project management operations ...

Pathstone

Manager, Center for Innovation

Alexandria, VA · On-site

... operational workflows within an RIA or family office environment preferred. * Familiarity with core operational functions such as investment performance reporting, trade execution, account opening ...

Potomac

Video Associate

Bethesda, MD · On-site

$60K - $80K/yr

... broker-dealer and RIA channel Headquartered in Bethesda, MD, we combine institutional-grade ... Demonstratable photography and videography skills, including basic camera operation and lighting.

Esswd

Investment Management Paralegal

Washington, DC · Hybrid

$45 - $55/hr

... operations professionals. We are always looking for talented, service-focused individuals to join ... Prepare and file regulatory registration forms with the SEC, CFTC and NFA, including RIA and CPO ...

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Ria Operations information

What are some common challenges faced in a Ria Operations role, and how can I prepare for them?

In a Ria Operations role, you may frequently encounter challenges related to compliance with international money transfer regulations, managing high transaction volumes, and ensuring accuracy in data processing. Being detail-oriented and staying updated on regulatory changes are critical to overcoming these challenges. Additionally, developing strong communication skills will help you collaborate effectively with compliance teams, customer service, and external partners. Proactively learning about anti-money laundering (AML) and fraud prevention practices can also give you a competitive edge.

What are the key skills and qualifications needed to thrive as a Ria Operations specialist?

To thrive as a Ria Operations specialist, you need a solid understanding of financial operations, compliance, and transaction processing, often supported by a degree in finance or business administration. Familiarity with payment processing systems, anti-money laundering (AML) compliance tools, and Ria’s proprietary platforms is typically required. Attention to detail, problem-solving skills, and effective communication are crucial soft skills in this role. These competencies ensure accurate, secure, and efficient handling of financial transactions while maintaining regulatory compliance.

What is Ria Operations?

Ria Operations typically refer to the functions and processes involved in managing money transfer and remittance services within the Ria Money Transfer company. This includes handling transactions, ensuring compliance with financial regulations, customer service, and supporting the secure and efficient movement of funds across borders. Operations staff work to prevent fraud, resolve customer issues, and maintain smooth workflow within the company. Their role is crucial in delivering reliable and timely remittance services to customers worldwide.
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What cities in Washington are hiring for Ria Operations jobs? Cities in Washington with the most Ria Operations job openings:
Ria Operations jobs near you
Infographic showing various Ria Operations job openings in Washington as of August 2026, with employment types broken down into 82% Full Time, 14% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution.

Investment Analyst-Chevy Chase, MD

RK Partners

Chevy Chase, DC • On-site

$127K - $175K/yr

Full-time

Re-posted 7 days ago

Job description

Investment Analyst

Location: Chevy Chase, Maryland

We are seeking a highly analytical and driven Investment Analyst to join a growing RIA firm. This role is designed for someone who thrives in a client-focused investment environment, enjoys rigorous analysis, and wants direct exposure to portfolio construction and investment strategy within a fiduciary framework.

Working closely with the Chief Investment Officer, the Investment Analyst will play a critical role in supporting investment decisions across client portfolios. This position offers hands-on experience across asset allocation, manager due diligence, equity research, and portfolio analytics, with an emphasis on disciplined risk management and long-term client outcomes.

Key Responsibilities

Investment Research & Strategy

  • Conduct fundamental research on public companies, asset classes, and investment strategies relevant to long-term wealth management portfolios.
  • Support macroeconomic and capital market research used in asset allocation and portfolio positioning.
  • Generate research insights that enhance portfolio construction and manager selection decisions.

Financial & Quantitative Analysis

  • Build and maintain financial valuation models (DCF, comparables, precedent transactions) to support equity and investment analysis.
  • Develop and maintain quantitative models for portfolio monitoring, risk analysis, and performance evaluation.
  • Utilize Bloomberg BQL extensively and leverage Python (or R) to analyze datasets, automate workflows, and enhance investment reporting and monitoring.

Portfolio Management Support

  • Assist with portfolio rebalancing, implementation, and monitoring across client accounts.
  • Analyze portfolio performance, attribution, risk exposures, and consistency with investment policy objectives.
  • Identify opportunities to improve portfolio efficiency, diversification, and risk-adjusted returns.

Manager Research & Due Diligence

  • Support due diligence and ongoing monitoring of third-party investment managers and strategies.
  • Analyze performance, risk metrics, and qualitative factors across asset classes.

Client & Advisor Support

  • Contribute to quarterly investment outlooks, client communications, and investment commentary.
  • Help translate complex investment concepts into clear, client-friendly materials for advisors and clients.
  • Provide analytical support to the advisory team on investment-related inquiries.

Trading & Investment Operations

  • Provide analytical and execution support related to trading, portfolio transitions, and operational processes.

Collaboration & Professional Standards

  • Collaborate closely with investment, advisory, and operations teams to support a unified client experience.
  • Uphold the highest standards of professionalism, fiduciary responsibility, and regulatory compliance.
Qualifications

Education & Experience

  • Bachelor’s degree in Finance, Economics, Mathematics, or a related field.
  • 4–7+ years of experience in wealth management, investment management, or financial services.
  • CFA® candidate or strong interest in pursuing the designation.

Technical & Analytical Skills

  • Strong financial modeling and valuation experience.
  • Demonstrated quantitative skills with the ability to work comfortably with complex data.
  • Experience using Bloomberg BQL is required.
  • Python experience is highly desired for data analysis, modeling, or automation (R acceptable).
  • Advanced Excel skills; proficiency in PowerPoint for investment and client communications.

Investment Knowledge

  • Solid understanding of financial markets, asset allocation, portfolio management, and performance attribution.
  • Familiarity with a multi-asset, long-term, goals-based investment approach.

Personal Attributes

  • Highly detail-oriented with strong time-management and multitasking abilities.
  • Intellectual curiosity and a disciplined, analytical mindset.
  • Self-motivated and accountable, with the ability to independently drive projects to completion.
  • Strong written and verbal communication skills.
  • Collaborative team player who thrives in a client-centric, high-standards environment.
Career Growth & Development

This role offers a clear growth path within a sophisticated wealth management investment team. The Investment Analyst will benefit from close mentorship, increasing responsibility, and exposure to portfolio strategy and client-facing investment discussions over time. The firm is committed to long-term development and values analytical excellence, thoughtful risk management, and continuous learning.