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Senior Investment Operations Associate Jobs in Wisconsin

Santander

Investment Banking Associate

Madison, WI

$175K - $225K/yr

Investment Banking Associate Country: United States of America It Starts Here: Santander is a ... Support senior bankers in identifying and pursuing new business opportunities. What You Bring: To ...

Texas Capital Bank

WI · On-site

$90 - $130/hr

Support senior bankers with day‑to‑day transaction due diligence and execution * Develop fully dynamic 3‑statement financial models and other complex models as well as valuation analyses

Carson Group

Relationship and Operations Associate

Green Bay, WI · On-site

$55K - $60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We serve financial advisors and investors through three entities, each headquartered in Omaha ... Partner with advisors as the primary operational resource to determine and complete actions ...

Baxter

Sr. Manager, R&D Planning & Operations

Milwaukee, WI · On-site

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

Support portfolio governance, investment reviews, and prioritization decisions to optimize ... an Associate Director level role. Baxter is committed to supporting the needs for flexibility in ...

Baird

Investment Products Consultant

Milwaukee, WI · On-site

Branch Network - Increase scale and productivity while ensuring branch associates have adopted ... Partner internally with Legal/Compliance, Operations, Investment Solutions, Marketing ...

Markel International

Sr. Project Manager

Milwaukee, WI · Hybrid

$97K - $134K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Sr. Project Manager has primary responsibility for the management of medium to large scale ... investment operations around the world. We're all about people | We win together | We strive for ...

Johnson Controls

Area Operations Support Leader

Milwaukee, WI · On-site

$89K - $122K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Reporting to the HVAC National Systems Senior Program Manager, this role partners with Area leadership, Install Managers, Area Systems Leaders, and Customer Operations Associates to reinforce BSNA ...

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

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.

Jr-Mid Level Fund Formation & Investment Management Associate - Boston (Milwaukee)

Foley & Lardner LLP

Milwaukee, WI • On-site

$240K - $350K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 9 days ago

Job description

Overview

Foley & Lardner is seeking an associate with 2-5 years of relevant experience to join our Fund Formation & Investment Management (FFIM) Practice Group. The preferred location for the position is Boston, but we are open to considering qualified candidates in Chicago, Dallas, or New York. Alternate Foley office locations may be considered based on business need and the candidate's experience. Our FFIM practice group offers the full suite of services to GPs and LPs; we understand the business objectives, dynamics and trends of GPs, LPs and the entire private funds industry.

Responsibilities & Qualifications

Qualified candidates will have fund formation and investment management experience, including fund and management structuring, negotiating for and against institutional investors (such as government pension plans, funds‑of‑funds, endowments and foundations), secondary sales of LP fund stakes (both buy‑ and sell‑side) and GP‑led fund restructurings. Candidate should also have a working knowledge of (1) Investment Advisers Act registration, (2) compliance experience, and (3) Securities Act as it relates to private investment funds.

More broadly, the ideal candidate also will have excellent document drafting skill and must be comfortable working on teams, having direct interaction with both partners, senior counsels and senior associates as well as clients, and have a proactive, winning and positive attitude, strong interpersonal skills, and an exceptional work ethic, coupled with a desire to be part of a fast‑paced, growing and collaborative environment.

Applicants must hold a JD from an ABA accredited law school and be active members in good standing of the Bar of the jurisdiction(s) where admitted to practice. Timely admission to the bar of the hiring office's state will be a condition of employment.

Application

Interested applicants should submit resume, law school transcript, and a deal sheet. Current judicial clerks need to apply directly and may not be submitted by a legal recruiter.

Compensation

In support of transparency and equity in the workplace, Foley provides salary ranges for all positions. The expected salary range for this position is between $240,000 - $350,000. Actual pay will be determined based on education, experience, internal pay equity at Foley, and other job‑related factors permitted by law.

Benefits
  • Medical, Dental and Vision insurance
  • 401(k) Retirement
  • Disability and Life insurance
  • Adoption Assistance
  • Backup Care for Dependents

Foley & Lardner LLP is an affirmative action/equal opportunity employer/Vet/disabled.

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