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Senior Investment Operations Associate Jobs in Ohio

MAI WEALTH MANAGEMENT, INC.

Senior Trader

Independence, OH · On-site

$62K - $77K/yr

GENERAL The Senior Trader in Investment Operations is responsible for trade execution, reconciliations, and trade support to advisors/portfolio managers and other operations team initiatives. This ...

Cubesmart

Store Operations Associate

Lewis Center, OH · 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 ...

Cubesmart

Store Operations Associate

North Randall, OH · 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 ...

NRP Investments LLC

Investment Associate

Cleveland, OH · On-site

$80 - $90/hr

... operations reaching an expanding range of markets nationwide. Founded in 1994, the company is ... Investment Associate will play a critical role in the financial evaluation, modeling, and ...

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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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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.

Investment Professional - Corporate Research Analyst

Veterinary Pet Insurance

Columbus, OH • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago

Job description

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide, "on your side" goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.

The hired associate must reside within 35 miles of the following location:

Columbus: One Nationwide Plaza, Columbus OH, 43215

Work schedule: 3 days in office, 2 days remote.

This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.

#LI-SS1

Job Description Summary

Nationwide Investments employs a research-driven, team-oriented, and results-focused investment process to manage our clients' portfolios. Credit Research is one of three critical functions in the investment process, along with Portfolio Management and Trading. As an Investment Professional on our Investment Grade Credit Research team, you will be responsible for identifying, analyzing, and recommending investments within the Investment Grade bond market. Investment Professionals also have responsibility for driving and monitoring investment strategies in their assigned sectors and have a clear understanding of the broader investment markets.
As a potential people leader, you may also be responsible for the overall performance of the team, as well as management of individual associates. We value our associates by providing a collaborative environment, setting clear expectations, and providing the necessary feedback to develop and motivate associates to perform at a high level. Focus is on development of associate technical and behavioral skills, innovation and career development.

Job Description

Key Responsibilities:

  • Performs research and analysis in support of the team's investment decision-making process.An Investment Professional demonstrates the ability to work without direct supervision on day-to-day tasks and contributes to the development of the investment strategy within assigned sectors.

  • Demonstrates an ability to cover investments with a higher level of complexity that require an advanced level of understanding of the credit markets.

  • Identifies innovative solutions and/or make decisions that impact the function or investment portfolio in support of the team's investment decision-making process. Requires guidance on more complex judgements.

  • Identifies risk and return drivers, develops and models forward-looking scenarios, analyzes relative value, and provides investment recommendations for positioning within assigned sectors.

  • Communicates analysis and investment theses through use of written reports, presentations, conversations, and market meetings.

  • Evaluates changes in the economic, regulatory, legislative, and competitive business environments that impact investment fundamentals, valuations, and positioning within client portfolios.

  • Builds relationships with internal and external partners to facilitate the analysis of investment opportunities.

  • Collaborates successfully with other Nationwide Investment groups to advance our clients' best interests.

  • May be a people leader within the asset class.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Senior Investment Professional. May lead a small team of Investment Analysts.

Typical Skills and Experiences:

Education: Bachelor's Degree; MBA or CFA preferred

Experience: 6 to 10 years of related investment experience.

Knowledge, Abilities and Skills:

  • Proficient in Excel; prior Bloomberg experience is a plus

  • Leadership potential or currently capable of being a team leader

  • Advanced understanding of Credit Research tools and processes

  • Demonstrates presence with excellent verbal and written communication

  • Organized, detailed, and process oriented

  • Results driven, self-motivated, and intellectually inquisitive

  • Strong written and verbal communication skills

  • Analytical and problem-solving capabilities

  • Positive, hardworking, pro-active, and professional

  • Highly collaborative and team oriented

  • Critical and creative thinker willing to express opinions and views

  • Ability to lead projects and create solutions using complex problem-solving techniques

  • Decisive with excellent judgment with leader guidance on more complex judgements

  • Capable of working independently

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the hiring manager's leader and HR Business Partner.

Values: Regularly and consistently demonstrates Nationwide Values.

Job Conditions:

Overtime Eligibility: Not Eligible (Exempt)

Working Conditions: Normal office environment. Some travel may be required.

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.

Benefits

We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage,paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.


NOTE TO EMPLOYMENT AGENCIES:

We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.

Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Investment Professional : $119,000.00-$199,000.00The expected starting salary range for Investment Professional : $119,000.00-$199,000.00

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