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Senior Investment Operations Associate Jobs in Florida

Through 20 years of continued investment in technology, data analytics, and innovative marketing ... Main purpose of the Operations Associate role: This is a full-time position that will be supporting ...

Billing Associate

Tampa, FL

$60K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Description We are seeking a Billing Associate to support the firm's advisory fee billing and other ... Two or more years of experience in billing, finance, accounting, investment operations, revenue ...

Associate - Service Operations

Miami, FL · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Consulting Associate - Service Operations Job ID: 100701 * Atlanta * Austin * Boston * Chicago ... Your colleagues-at all levels-will invest deeply in your development, just as much as they invest ...

Associate, Clearing Operations

Saint Petersburg, FL · On-site

$75K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Our vision has always been to empower individual investors with the tools and resources they need ... About The Role & Team The Associate, Clearing Operations supports end-to-end back-office clearing ...

Senior Portfolio Advisor II

Miami, FL · On-site

$130K - $131K/yr

What You'll Do Investment Management & Client Advisory (Senior Portfolio Advisor) Manage investment ... Impact the achievement of customer, operational, project, and service objectives through individual ...

Associate Operations Manager

Orlando, FL

$31 - $33/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing ... The Associate Operations Manager (AOM) plays a key role in supporting the operational and ...

Senior Portfolio Advisor II

Miami, FL

$130K - $131K/yr

What You'll Do Investment Management & Client Advisory (Senior Portfolio Advisor) Manage investment ... Impact the achievement of customer, operational, project, and service objectives through individual ...

Showing results 41-60

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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What cities in Florida are hiring for Senior Investment Operations Associate jobs?

Cities in Florida with the most Senior Investment Operations Associate job openings:

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.

Representative Senior, BPS Operations Processing

Worldpay, Inc.

Jacksonville, FL • On-site

$70K - $119K/yr

Full-time

Posted 24 days ago


Job description

Job Description

We are FIS. Our technology powers the world's economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients and communities. If you're ready to start learning, growing and making an impact with a career in fintech, we'd like to know: Are you FIS?

About the Role

You will play a key role in supporting syndicated loan and alternative investment operations by maintaining accurate portfolio data, processing complex transactions, and ensuring operational integrity. In this role, you will collaborate with internal teams, agents, and clients to resolve discrepancies, manage corporate actions, and support reporting accuracy. Success is measured through high-quality execution, data accuracy, timely issue resolution, and adherence to operational and regulatory requirements.

What You Will Be Doing

  • Research and process corporate actions, loan restructures, and lifecycle events across syndicated loan portfolios
  • Maintain accurate facility, issuer, and portfolio data to support downstream reporting and operational activities
  • Investigate and resolve data discrepancies through coordination with agents, counterparties, and internal stakeholders
  • Interpret credit agreements, legal documents, and transaction records to ensure accurate transaction processing
  • Monitor operational controls and identify risks, exceptions, or process gaps impacting data quality
  • Prepare and analyze operational reports, reconciliations, and reporting deliverables for clients and business partners
  • Support monthly reporting cycles by identifying, researching, and resolving data and reconciliation issues
  • Document procedures and contribute to process improvements that enhance efficiency and reduce operational risk
  • Assist with employee training, knowledge sharing, system enhancements, and user acceptance testing activities
  • Collaborate across operations, technology, and client-facing teams to deliver accurate and timely service outcomes

Required Qualifications

  • Bachelor's degree in business, finance, accounting, or related discipline, or equivalent combination of education and experience
  • Typically, 5+ years of experience in financial services, trust operations, syndicated loan operations, or related investment operations environments
  • Experience processing syndicated loans, corporate actions, restructures, and complex financial transactions
  • Strong understanding of loan accruals, payment processing rules, and operational controls
  • Ability to read, interpret, and apply provisions within credit agreements and other legal transaction documents
  • Advanced analytical and problem-solving skills with proven ability to identify and resolve complex discrepancies
  • Proficiency with Microsoft Excel, Word, Outlook, and financial operations systems
  • Strong attention to detail with excellent organizational skills and the ability to manage multiple priorities and deadlines

Preferred Qualifications

  • Experience supporting CLOs, CDOs, private credit, leveraged loans, or alternative investment products
  • Familiarity with loan servicing, portfolio accounting, or trust administration platforms
  • Experience participating in system implementations, process automation, or testing initiatives
  • Knowledge of reconciliation processes, financial reporting, and operational risk management practices
  • Demonstrated experience training, mentoring, or onboarding team members

What We Offer you

At FIS, you can grow your career as far as you want to take it. Here's what else we offer:

  • Opportunities to make an impact in fintech
  • Personal and professional learning
  • Inclusive, diverse work environment
  • Resources to give back to your community
  • Competitive salary and benefits


FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $70,390.00 - $119,670.00 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined by additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process.

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here


For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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