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Senior Investment Operations Associate Jobs in Ohio

Ren

Investment Relationship Associate

Hudson, OH · On-site

$36K - $45K/yr

Investment Relationship Associate Department: Client Service & Operations Level & Status P3, Exempt ... Refer exceptions and complex matters to senior staff. Scope & Impact * Direct impact on operational ...

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 ... investment banking, consulting or financial services. * Advanced proficiency in Microsoft office ...

Dutch Farms

Operations Associate

Painesville, OH · On-site

$18/hr

Our business is growing, and we're investing in our operations and people. We believe in hands-on ... About the Role: Operations Associate As an Operations Associate, you'll play a key role in ...

Marsh Berry

Sales Operations Associate

Woodmere, OH · On-site

We are seeking a Sales Operations Associate to join our team. We have a people-first, fast-paced ... This resource will report into our Investment Banking & Consulting Director. Responsibilities:

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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 Ohio as of August 2026, with employment types broken down into 86% Full Time, 9% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution.

Investment Relationship Associate

Ren

Hudson, OH • On-site

$36K - $45K/yr

Full-time

Re-posted yesterday

Job description

Job Title:
Investment Relationship Associate
Department:
Client Service & Operations
Level & Status
P3, Exempt
Position Description:
The Investment Relationship Associate supports the Investment Team by executing operational and administrative processes related to account setup, maintenance, documentation, and routine transactions. This role ensures accurate processing of investment activity in accordance with established policies and procedures and serves as a primary point of contact for routine advisors and internal requests. The position focuses on transaction accuracy, document management, and service delivery in accordance with established guidelines.
Duties & Responsibilities:
  • Serve as an authorized signer.
  • Assist in the process of new account setups, transfers, and maintenance requests.
  • Serve as a Ghost Signer during absences.
  • Review assigned account liquidations under established procedures.
  • Monitor shared inboxes and respond to routine inquiries.
  • Resolve Salesforce cases, locked logins, and system access requests as assigned.
  • Provide direct communication to advisors, custodians, and internal leadership.
  • Coordinate paperwork and document corrections.
  • Load and maintain completed documents within document management systems.
  • Provide standard account information to advisors and internal teams.
  • Monitor workflow queues to ensure timely processing.
  • Support special projects and high-volume periods.
  • Escalate non-standard inquires to senior staff.

Decision-Making Authority
  • Execute approved processes.
  • Determine workflow prioritization.
  • Refer exceptions and complex matters to senior staff.

Scope & Impact
  • Direct impact on operational efficiency and service quality.
  • Support compliance through accurate execution.
  • Limited financial or regulatory discretion.

AI & Technology Proficiency
  • Applies AI-powered tools (e.g., workflow automation, document processing assistants, CRM AI features) to improve accuracy, reduce manual effort, and increase throughput on routine and moderately complex operational tasks.
  • Identifies opportunities to leverage AI and automation in investment operations workflows; contributes analysis and recommends process improvements for review by senior team professionals.

Skills & Qualifications
  • Bachelor's degree in finance, business, economics, or a related field
  • 2-3+ years of experience in financial services, document processing, or investment support functions
  • Demonstrated ability to assess unusual circumstances, devise solutions with limited information, and suggest variations in approach to resolve diverse operational issues
  • Proficiency in Microsoft Office applications and experience using CRM or workflow-tracking platforms
  • Proven ability to work independently with minimal day-to-day instruction; exercises judgment within defined procedures and contributes to process analysis and investigation
  • Complete understanding of investment account structures, operational processes, and professional discipline principles, with capacity to advise others on complex matters
  • Familiarity with donor-advised funds or willingness to learn DAF concepts preferred

Ren is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

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