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Senior Investment Operations Associate Jobs in Indiana

Cubesmart

Store Operations Associate

Plymouth, IN · On-site

A Culture You'll Want to Be Part Of - Be part of a company that invests in its teammates, with real ... The Store Operations Associate is responsible for two key areas: Customer Service * Developing ...

Old National Bank

Investment Associate

Evansville, IN · On-site

$44K - $84K/yr

Investment Associate Job Locations US-IN-Evansville Category/Function Trust/Wealth Management ... SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are ...

Old National Bank

Investment Associate

Evansville, IN

$44K - $84K/yr

The Investment Associate partners with other Wealth Management employees to develop and retain high ... SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are ...

Old National Bank

Investment Associate

Evansville, IN · On-site

$44K - $84K/yr

Responsibilities The Investment Associate partners with other Wealth Management employees to ... SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are ...

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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 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, Pan Alternatives

Aksia

Florence, IN • On-site

$180K - $250K/yr

Full-time

Posted 9 days 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

The Pan-Alternatives team at Aksia is responsible for developing and maintaining ongoing relationships with a variety of sophisticated investors, by bringing together the resources of the firm for the benefit of each client. The team not only works with existing clients on the development and implementation of their alternative investment portfolios but is also the central point for the marketing and business development efforts of the firm's various business lines.

Position Overview

Aksia is seeking a senior professional to join our Pan-Alternatives team to lead client relationships though sound understanding of their strategic objectives and support the development of their alternative investment portfolio(s) on a bespoke basis. The position includes advising our clients on portfolio construction, manager evaluation, as well as governance management, and reporting requirements across all asset classes, with and emphasis in private equity.

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

  • Leading small, client-focused teams to advise clients on strategies, managers, and portfolio construction/allocation across alternative asset classes with a particular focus in private equity
  • Building and maintaining strong relationships with sophisticated institutional investor clients and prospects
  • Spearhead client-focused projects across research, advisory, legal/compliance and client operations teams
  • Continually developing knowledge and expertise of new funds, strategies, and investment opportunities to help clients meet their objectives
  • Educating clients on our proprietary research and analytics platform
  • Drive client retention by cultivating trusted relationships with existing clients and supporting new client acquisition opportunities where possible

Qualifications:

  • 12+ years investment, allocation, and/or research experience in the alternative space
  • Strong preference towards prior experience in private equity strategies (primaries, secondaries, and/or co-investments)
  • Proven experience advising institutional investors on strategic asset allocation, portfolio design, governance considerations, and long-term investment program development
  • Strong client relationship management skills, with a demonstrated ability to build credibility, influence decision-makers, and serve as a trusted advisor to investment committees, boards, and senior investment professionals.
  • Exceptional analytical, communication, and presentation abilities, with the capacity to translate complex investment concepts and recommendations into clear, actionable insights for diverse audiences.
  • Commercially minded, with experience supporting business development efforts
  • Highly organized and detail-oriented leader with strong project management skills, sound judgment, intellectual curiosity, and the ability to manage multiple priorities in a fast-paced, client-focused environment.

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

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