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Senior Investment Operations Associate Jobs in Florida

Mantra Health

Care Operations Associate

Orlando, FL

We've raised over $34m from leading investors. We're looking for ambitious, talented, action ... Care Operations Associate to play a critical role in ensuring smooth and efficient student care ...

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Senior Investment Operations Associate information

What are the primary responsibilities of a senior investment operations associate?

A Senior Investment Operations Associate oversees and manages the daily operational processes related to investment portfolios, such as trade settlements, reconciliations, and reporting. They ensure accuracy in transaction processing, monitor compliance with regulatory standards, and work closely with portfolio managers, custodians, and other stakeholders. Additionally, they may help implement process improvements, resolve discrepancies, and support audit and risk management activities within the investment operations team.

What are the key skills and qualifications needed to thrive as a senior investment operations associate?

To excel as a Senior Investment Operations Associate, you need a solid background in finance or accounting, strong analytical skills, and several years of experience in investment operations. Familiarity with portfolio management systems, trade settlement platforms, and industry regulations like SEC and FINRA is typically required, along with proficiency in Excel or similar data analysis tools. Attention to detail, problem-solving abilities, and effective communication are vital soft skills for managing complex transactions and collaborating with internal and external stakeholders. These competencies ensure accurate trade processing, regulatory compliance, and smooth investment operations, which are critical for minimizing risk and supporting business objectives.

How does a senior investment operations associate typically collaborate with portfolio managers and compliance teams?

As a Senior Investment Operations Associate, you'll play a crucial liaison role between portfolio managers and compliance teams. You'll facilitate timely settlement of trades, ensure accurate portfolio accounting, and help implement compliance checks to adhere to regulatory standards. Regular communication with portfolio managers is essential to resolve discrepancies, while you’ll work closely with compliance teams to address any potential operational risks. This collaborative environment ensures seamless investment operations and minimizes errors across the investment lifecycle.
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Infographic showing various Senior Investment Operations Associate job openings in Florida as of August 2026, with employment types broken down into 85% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution.

Research & AI Operations Associate

GVW Group, LLC

Miami, FL • On-site

Full-time

Re-posted 24 days ago

Job description

Description

                                                                                                                     

Description
Position at GVW Group, LLC
 
GVW Group is a privately held, entrepreneurial industrial and investment holding company that invests in and scales businesses that disrupt legacy industries. We operate with a relentless focus on customer-centric innovation, strategic discipline, and operational excellence. GVW grows companies and invests across manufacturing, logistics, technology, and services, all while embodying a culture where loyalty, results, and ownership drive everything we do for the next 1000 years.
 
Job Overview:
The Research & AI Operations Associate role is designed to extend the effectiveness of a senior operator working across businesses, investments, and strategic initiatives.
The focus is on high-quality research, structured analysis, and building AI-driven workflows that create leverage and speed.
You will act as a force multiplier. Your output should reduce decision time, improve clarity, and uncover non-obvious opportunities.
 
Expected Outcomes:
Research and Intelligence
•    Conduct deep research on industries, companies, markets, and technologies
•    Synthesize large volumes of information into clear, decision-ready insights
•    Identify trends, risks, and asymmetric opportunities
•    Build and maintain internal knowledge systems

Analysis and Decision Support
•    Structure ambiguous problems into clear frameworks
•    Build simple models, comparisons, and scenario analyses
•    Pressure-test assumptions and surface second-order effects
•    Deliver concise briefs with clear recommendations

AI Systems and Workflow Automation
•    Design, build, and maintain AI agents to automate recurring workflows
•    Identify high-leverage opportunities for automation across operations and investments
•    Integrate tools (e.g., APIs, no-code/low-code platforms, LLM tools) into usable systems
•    Continuously improve prompt design, workflows, and outputs

Execution and Operational Support
•    Assist in executing strategic initiatives across multiple projects
•    Track key priorities, deadlines, and follow-ups
•    Prepare materials for meetings, decisions, and external communication
•    Act as a reliable second brain for ongoing workstreams

Information Management
•    Organize research, notes, and outputs into structured, retrievable systems
•    Maintain clean documentation of processes and insights
•    Ensure continuity and institutional memory

Required Skills and Traits
Analytical Ability
•    Strong structured thinking
•    Ability to break down complex topics quickly
•    Comfortable working with incomplete information

Research Depth
•    Skilled at finding high-quality, non-obvious sources
•    Able to distinguish signal from noise
•    Fast synthesis without losing accuracy

AI Fluency
•    Hands-on experience with LLMs and AI tools
•    Understanding of prompt engineering and agent workflows
•    Comfortable experimenting with new tools and frameworks

Technical Skills
•    Basic scripting (Python or similar)
•    Familiarity with APIs, automation tools, or data tools
•    Experience with no-code/low-code platforms

Communication
•    Clear, concise written communication
•    Ability to present insights in a structured format
•    Strong interpersonal skills and responsiveness

Work Style
•    High ownership and accountability
•    Fast execution with attention to detail
•    Low ego, high curiosity
•    Comfortable operating in unstructured environments

Output Expectations
•    Briefs are concise, structured, and decision-focused
•    Research goes beyond surface-level summaries
•    AI workflows reduce manual work and improve speed
•    Communication is clear, direct, and actionable

What Success Looks Like
•    Decision-making becomes faster and better informed
•    Repetitive work is increasingly automated
•    Insights consistently surface opportunities others miss
•    The role scales output without increasing complexity

Candidate Profile
•    Early career (0–3 years experience) or exceptional recent graduate
•    Demonstrated track record of independent projects or research
•    Strong interest in business, investing, and technology
•    Evidence of building or experimenting with AI tools

Location: Miami, Florida — In-office presence required daily; travel expected as needed.

What We Offer
  • Competitive compensation includes a base salary, performance bonus, and full benefits.
  • Direct access to C-level strategic decision-making and transformative projects.
  • Mentorship from a seasoned entrepreneur and exposure to company-building at the highest level.
  • A culture that values outcomes over optics, loyalty over politics, and boldness over bureaucracy. 
 
The Bottom Line
If you're someone who is naturally proactive, thrives in intensity, who wants to move fast and execute hard, and who is humble enough to ask, but strong enough to lead - this role will put you in the center of gravity of a growing portfolio of companies and investments.
 
If you’re looking for impact, intensity, and influence, this is where it all converges. The Chairman’s priorities are your North Star - every day, without exception.
 
GVW Group is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
 
Physical Requirements: Capable of wearing personal protective equipment which may include safety shoes, gloves, safety glasses, and ear protection.
Capable of meeting OSHA standards for manual lifting guidelines: Ability to stand, sit, and/or walk for extended periods. 

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