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Senior Investment Operations Associate Jobs in Indiana

Bilingual HR Generalist

Lebanon, IN · On-site

$60K - $65K/yr

Join our dynamic Human Resources team as an HR Generalist Junior and build a strong foundation for a rewarding HR career. In this role, you'll gain hands-on experience across a variety of HR ...

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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.

What are popular job titles related to Senior Investment Operations Associate jobs in Indiana?

For Senior Investment Operations Associate jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Senior Investment Operations Associate jobs in Indiana look for?

The top searched job categories for Senior Investment Operations Associate jobs in Indiana are:

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

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

Infographic showing various Senior Investment Operations Associate job openings in Indiana as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution.

Senior Investment Professional, Private Equity

Aksia

Florence, IN

$180K - $250K/yr

Full-time

Re-posted 3 hours ago


Job description

Aksia Overview

Aksia is an alternative assets specialist, providing investment solutions for institutional investors globally. Our business provides clients with investment management, advisory and research services across private equity, private credit, real assets, and hedge funds. As of May 31st, 2026, Aksia advises on over $343bn and manages $38bn of client capital.

Team Overview

Aksia's Private Equity team sources, evaluates, and invests in primary funds, co-investments, and secondary opportunities. The team partners with clients to design customized solutions spanning investment management, advisory, and research & data. As of May 31, 2026, Aksia's Private Equity team oversaw $116 billion in private equity client assets.

Position Overview

Aksia is seeking a senior investment professional to join its Private Equity team to lead client-focused teams working with sophisticated institutional investors on investment strategy, asset allocation, portfolio construction, and investment selection. The successful candidate will build and maintain trusted relationships with clients and prospects, serving as a strategic partner in helping them evaluate investment opportunities and develop programs to align with their investment objectives.

This role can be based anywhere in the US, with a preference for New York City or San Diego, and will include regular interaction with Aksia colleagues, clients, and prospects.

Key Responsibilities

  • Lead small, client-focused teams advising institutional investors on private equity strategy, asset allocation, portfolio construction, pacing, liquidity, and investment selection
  • Serve as a senior relationship lead for clients and prospects, building trust with investment committees, boards, CIOs, and other decision-makers
  • Translate Aksia's market research, investment diligence, and analytics into actionable, client-specific recommendations
  • Oversee client engagements from scoping through delivery, ensuring rigorous, timely, and responsive work product
  • Drive client retention and business development by deepening relationships, expanding engagements, participating in prospect meetings, and contributing to proposals
  • Mentor junior professionals, promote knowledge sharing, and contribute to Aksia's private equity practices, tools, and thought leadership
  • Lead cross-functional initiatives across investments, data, legal and compliance, and client operation

Qualifications:

  • 12+ years of investment experience, ideally with an institutional investor, OCIO, consultant, asset manager, or advisory firm
  • Demonstrated experience with private equity asset allocation, portfolio construction, pacing, liquidity, and investment selection
  • Ability to lead client engagements and small teams, manage complex workstreams, and deliver high-quality work under tight deadlines
  • Strong executive presence and relationship-management skills, with credibility among investment committees, boards, CIOs, and other senior decision-makers
  • Excellent analytical, written, verbal, and presentation skills, with the ability to turn complex investment concepts into clear, actionable recommendations
  • Commercial orientation and experience supporting business development, cultivating prospects, contributing to proposals, and expanding client relationships
  • Strong cross-functional leadership, project-management skills, judgment, intellectual curiosity, and collaborative approach
  • Bachelor's degree required; an advanced degree, CFA designation, or equivalent professional qualification is preferred
  • Willingness to travel periodically for client meetings, team collaboration, and industry events

The estimated base salary range for this position is $180,000 to $250,000, which is specific to New York and may change in the future. Aksia provides a total compensation package which includes a base salary, discretionary performance bonus, and a comprehensive benefits package. Individual compensation will be commensurate with the candidate's experience and local cost of labor.

If the estimated salary is not within your target range but the role is aligned with your interests and experience, please still apply as there may be additional suitable opportunities.


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About Aksia

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2006