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Senior Investment Operations Associate Jobs in Wisconsin

Scottish Rite for Children

WI · On-site

$90 - $120/hr

Investment Operations Analyst Sr. Location: Dallas - Shared Services Additional Posting Details: Monday - Friday 8:00am - 5:00pm Posting Summary: This position is responsible for daily investment ...

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

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Cities in Wisconsin 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 Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 11% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Investment Operations Analyst Sr.

Scottish Rite for Children

WI • On-site

$90 - $120/hr

Other

Posted 2 days ago

New

Scottish Rite For Children rating

8.5

Company rating: 8.5 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

55th of 1,060 rated hospitals

Job description

Our patients are our number one priority! We're committed to giving children back their childhood!

Job Posting Title: Investment Operations Analyst Sr.

Location: Dallas - Shared Services

Additional Posting Details: Monday - Friday 8:00am - 5:00pm

Job Description: Posting Summary: This position is responsible for daily investment analysis, cash flow forecasting, investment operations, endowment operations, performance reporting, and guideline reviews for multiple institutional investment pools. The position supports senior investment office staff and has broad exposure to the workings of an institutional investment office and equities, fixed income, private equity, private credit, and hedge funds. Finance or related degree with three years of directly related experience in an endowment/foundation or related environment. Advanced proficiency with spreadsheets and strong working knowledge of investment management databases is required. A commitment to excellence, integrity, collaboration, and desire to work for a mission-driven non-profit organization is integral to the role.

Position Summary
  • Prepare daily investment valuation and fluctuation variance analyses.
  • Provide support for endowment operations, cash flow forecasting, and portfolio implementation such as capital calls, trades, distributions, and incentive fees.
  • Prepare quantitative and qualitative analysis on investment mandates and prepare attribution/ factor analysis, and sector exposure over time to produce manager and portfolio level attribution reports.
  • Prepare monthly and quarterly performance reporting ensuring adherence to industry standards, to produce relevant, accurate and consistent information.
  • Provide analytical support for portfolio and mandate guideline compliance.
  • Monitor, analyze, and evaluate the existing managers in the investment portfolios through mandate specific investment guidelines, reconciliations, compliance reviews, and SEC Form ADV reviews.
  • Provides analytical support for assumptions for return expectations, standard deviations, and correlations, including comparison summaries.
  • Assists with preparation of Board Investment Committee materials.
  • Prepare special analysis, ad hoc reporting and other duties as assigned.

SRC reserves the right to revise or change job duties as business requirement dictate.

Required Skills/ Abilities
  • Bachelor’s degree with three years of directly related experience.
  • Bachelor’s degree should be finance, accounting, business, economics or a relevant field, or an equivalent combination of education and experience.
  • The experience should be in an institutional investment office such as an endowment, foundation, or pension plan environment.
  • Strong background in investment analysis, portfolio analysis, and performance measurement methodologies within GIPS framework.
  • Working knowledge of Zephyr/PSN, eVestment, Wilshire Compass or other investment management software and databases.
  • Exceptional analytical, quantitative skills, and ability to synthesize large amounts of data.
  • Ability to manage and prioritize multiple projects and deliver results within deadlines.
  • Commitment to integrity and desire to work for a mission-driven non-profit organization.

At Scottish Rite for Children, we work together with the common goal of helping give children back their childhood. Scottish Rite is a unique place to work because we believe in a collaborative approach, utilizing the care and expertise from all departments. We are always looking for caring, energetic individuals to join our team. We currently have locations in Dallas and Frisco and are an equal opportunity employer.

For questions, contact careers@tsrh.org.

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