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Senior Investment Operations Associate Jobs in Ohio

Marsh Berry

Operations Associate

Woodmere, OH · On-site

We are seeking an Operations Associate to join our team. We have a people-first, fast-paced ... MarshBerry is a global leader in investment banking and strategic consulting for the financial ...

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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 Ohio?

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

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

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

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

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

Senior Investment Operations Associate jobs near you
Infographic showing various Senior Investment Operations Associate job openings in Ohio as of August 2026, with employment types broken down into 82% Full Time, 12% Part Time, 2% Temporary, 3% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Operations Associate

The Premier Resources Group

Cincinnati, OH • On-site

Full-time

Re-posted 23 days ago

Job description

Operations Associate (Investment & Insurance)
Cincinnati, OH
Full-Time/Direct-Hire
  • Job Duties
    • Effective communication with advisors and clients
    • Main team contact for all service requests
    • Performs all new client paperwork and assists in client onboarding
    • Manages ACAT, rollover process and transfers
    • Handles all client "money movement" (ACH, wires, RMDs, etc.)
    • Performs all insurance underwriting
    • Assist advisors with new and in-force illustrations
  • Degrees & Licenses
    • 6/7/63/SIE/L&H
  • Industry experience
    • 1-5 years
  • Skill Requirements to excel in this position
    • Knowledge of Pershing Platform and proficient with investment operations tasks
    • Organized and responsive to team requests
    • Understanding of team goals and philosophy
    • Knowledge of underwriting and POS procedures
    • Knowledge of outside business underwriting and service procedures
    • Process Driven
    • Great attitude

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