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Senior Investment Operations Associate Jobs in Rhode Island

Monelle Inc

Senior Sales Associate

Newport, RI · On-site

$20 - $40/hr

As a Senior Sales Associate, you will assist customers with their shopping needs and ensure an ... of cash register operation. Responsibilities * Greet each customer with a smile and provide ...

Monelle Inc

Senior Sales Associate

Newport, RI · On-site

$20 - $40/hr

As a Senior Sales Associate, you will assist customers with their shopping needs and ensure an ... of cash register operation. Responsibilities * Greet each customer with a smile and provide ...

Allstate

$122K - $162K/yr

The Product Management Senior Manager (Technical) is responsible for defining, delivering, and ... operational products. * Clear product strategy aligned to investment business priorities.

Citizens

Trade Ops Group Manager

Johnston, RI · On-site

The role serves as the senior owner of trading and trade operations strategy, execution oversight ... investment operations within wealth management, asset management, or broker dealer environments.

Citizens

Trade Ops Group Manager

Johnston, RI · On-site

The role serves as the senior owner of trading and trade operations strategy, execution oversight ... investment operations within wealth management, asset management, or broker dealer environments.

Amgen, Inc.

Sr. Associate Procurement

West Greenwich, RI · On-site

$22 - $28.50/hr

... investment. This includes understanding and contributing to the team's performance board and ... Demonstrates OE (Operation Excellence) methodologies to improve processes and decision making

Fidelity Investments

Senior Manager, Finance

Smithfield, RI · On-site

$104K - $142K/yr

Fidelity Digital Assets is a subsidiary of Fidelity Investments dedicated to building products and ... operational expertise through years of hands-on experimentation and innovation. FDA continues to ...

Stifel

Client Service Associate

Middletown, RI

$41K - $62K/yr

Perform operational or administrative functions for client related requests (i.e., check requests ... Industry Knowledge - General understanding of the investment brokerage industry and securities ...

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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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Senior Investment Operations Associate jobs near you
Infographic showing various Senior Investment Operations Associate job openings in Rhode Island as of June 2026, with employment types broken down into 73% Full Time, 23% Part Time, 2% Temporary, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.

Senior Sales Associate

Monelle Inc

Newport, RI • On-site

$20 - $40/hr

Full-time

Re-posted 8 days ago

Job description

Benefits/Perks
  • Competitive wages
  • Career Growth Opportunities
  • Fun and Energetic Environment
  • Ongoing training
  • Employee Discount
Job Summary
We are seeking a friendly and service-oriented Senior Sales Associate to join our team! As a Senior Sales Associate, you will assist customers with their shopping needs and ensure an excellent shopping experience. Responsibilities may include working the register, stocking shelves, processing inventory, and maintaining the store’s appearance. The ideal candidate will have previous experience in customer service and knowledge of cash register operation. 

Responsibilities 
  • Greet each customer with a smile and provide assistance while they are shopping
  • Follow all safety and loss prevention procedures.
  • Work at a register to ring up and carry out customer sales.
  • Collect payments by cash and credit card
  • Issue receipts and refunds to customers
  • Take added responsibility for stocking, inventory, and store maintenance.
  • Drive sales by participating in targeted product promotions and initiatives as set forth by the company.
  • Develop and maintain solid product knowledge in order to best help customers with their selections.
Qualifications
  • Previous experience as a sales associate, sales rep, or similar
  • High School Diploma or equivalent
  • Ability to read, count, write, and communicate clearly and effectively
  • Understanding of sales techniques and best practices in customer service
  • Willingness to work well in a team environment
  • Ability to quickly and accurately work a register
  • Willingness to work a flexible schedule