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Senior Investment Operations Associate Jobs in Indiana

NC SECU

... branch operations. Associate MSOs perform routine branch duties and follow standard branch ... investment services, trust, and mortgage services) and provide referrals as needed. Exhibit a ...

Office Depot

Retail Part Time Sr. Store Associate

Carmel, IN · On-site

$14.25 - $17/hr

As a Sr. Store Associate - Part Time, you will actively connect with customers, addressing their ... Store Operations Commitment: * Consistently maintains store and print department appearance to ...

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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.

Transaction Advisory Services - Senior Associate

KSM Business Services, Inc.

Indianapolis, IN • On-site

$77K - $95K/yr

Full-time

Re-posted 14 hours ago

Job description

Job Description:
We're KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it's our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That's why we've built a workplace where your career and personal life can thrive together - where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success.
We've been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence - where new ideas are welcomed, different perspectives are valued, and you're encouraged to explore what excites you most. Whether you're expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that's right for you.
At KSM, your contributions matter - not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you're looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what's most important to you, we'd love to meet you.
Position Summary:
Katz, Sapper & Miller (KSM) is seeking a Senior Associate to join our growing Transaction Advisory Services (TAS) practice. This role provides the opportunity to take a leading role in buy-side and sell-side financial due diligence engagements for private equity and corporate clients. As a Senior Associate, you will oversee portions of engagements, supervise and develop Associates, and play a key part in delivering high-quality analyses and insights that help clients make informed investment decisions.
The position offers a dynamic and flexible work environment with exposure to a wide variety of industries and transaction types. You'll build deep financial acumen, develop project leadership skills, and contribute to the continued growth of KSM's TAS practice.
Responsibilities:
  • Lead day-to-day execution of financial due diligence engagements, managing workflow and ensuring deliverables meet client expectations.

  • Review and analyze target company financial statements, quality of earnings, working capital, and key business drivers.

  • Identify and evaluate deal issues, business risks, and opportunities that may affect valuation or transaction structure.

  • Prepare and review databooks, analyses, and diligence reports; ensure findings are supported, clearly communicated, and aligned with the client's investment thesis.

  • Lead management meetings with target company executives; summarize key findings and follow-up actions.

  • Supervise and coach Associates, providing detailed feedback and fostering their technical and professional development.

  • Communicate effectively with clients, investors, and internal stakeholders, demonstrating professionalism and sound judgment.

  • Apply a growing understanding of GAAP and industry-specific accounting to identify relevant adjustments and trends.

  • Contribute to engagement planning, including scoping, data request lists, and project timelines.

  • Participate in practice development initiatives, including recruiting, training, and process improvement projects.

Requirements/Qualifications:
  • Bachelor's degree in Accounting or Finance.

  • 2-5 years of relevant experience, preferably within Transaction Advisory, Audit, or a related finance role.

  • CPA, CFA, or progress toward certification preferred.

  • Strong understanding of U.S. GAAP and the M&A process.

  • Proficiency in Excel, including complex modeling, databook design, and financial analytics.

  • Excellent written and verbal communication skills, including the ability to synthesize complex findings clearly.

  • Strong project management and leadership skills; proven ability to manage multiple projects and teams.

  • Highly analytical, detail-oriented, and comfortable in a fast-paced, deadline-driven environment.

  • Ability to interact professionally with clients and colleagues at all levels, exercising discretion and judgment.

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.
KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.

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