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Senior Investment Operations Associate Jobs in Wisconsin

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 Staff Accountant (Operations)

Milwaukee, WI · On-site

$68K - $84K/yr

  • Vision

  • Retirement

  • PTO

About Phoenix Investors Phoenix Investors is a national commercial real estate firm headquartered ... Summary We are seeking a detail-oriented and driven Senior Staff Accountant (Operations) to join ...

As the Alternative Investments Operations Specialist I, you will help start the operations process ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

$80K - $120K/yr

TSX) company, is seeking an experienced, hands-on Senior Corporate Development Associate to build ... You will identify and assess prospective investments, build trusted relationships with founders and ...

$80K - $120K/yr

TSX) company, is seeking an experienced, hands-on Senior Corporate Development Associate to build ... You will identify and assess prospective investments, build trusted relationships with founders and ...

$80K - $120K/yr

TSX) company, is seeking an experienced, hands-on Senior Corporate Development Associate to build ... You will identify and assess prospective investments, build trusted relationships with founders and ...

$80K - $120K/yr

TSX) company, is seeking an experienced, hands-on Senior Corporate Development Associate to build ... You will identify and assess prospective investments, build trusted relationships with founders and ...

Sr. Regulatory Compliance Analyst

Milwaukee, WI · On-site

$78K - $107K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The national average salary range for the Sr. Regulatory Compliance Analyst is $78,000 - $107,205 ... investment operations around the world. We're all about people | We win together | We strive for ...

We believe in committing to a long-term investment in your career with a total rewards package ... The Senior Director of Operations provides strategic leadership to operational performance by ...

We believe in committing to a long-term investment in your career with a total rewards package ... The Senior Director of Operations provides strategic leadership to operational performance by ...

Showing results 41-60

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.

What are popular job titles related to Senior Investment Operations Associate jobs in Wisconsin?

For Senior Investment Operations Associate jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Senior Investment Operations Associate jobs in Wisconsin look for?

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

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

Cities in Wisconsin with the most Senior Investment Operations Associate job openings:

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.

Area Operations Support Leader

Johnson Controls

Milwaukee, WI • On-site

$89K - $122K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 9 days ago


Johnson Controls rating

8.0

Company rating: 8.0 out of 10

Based on 410 frontline employees who took The Breakroom Quiz

137th of 542 rated manufacturers


Job description

Johnson Controls is a global leader in smart, healthy, and sustainable buildings, helping customers improve safety, performance, and efficiency across their operations. In this role, you will support Area teams that deliver HVAC installation work by strengthening order-to-cash execution, coaching Customer Operations Associates, and improving financial and operational consistency.

Role Overview

The Area Operations Support Leader helps drive Installation Operations productivity and profitability across assigned Area(s). 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 Installation Operations delivery standards, address forecasting and billing issues, and support healthy backlog, utilization, and project administration.

Key Responsibilities
  • Coach and support back-office Operations Management Discipline (OMD) standards in alignment with BSNA objectives for sustainable, profitable growth.
  • Serve as the primary escalation point for Customer Operations Associates I and II, as well as Metro Market Customer Operations Associates, by providing guidance, issue resolution, and process alignment.
  • Monitor local market performance and proactively address cost overruns, billing, TWC, revenue and xGM forecasts, re-estimates, backlog reviews, UBR, AR, and project utilization.
  • Partner with Area Systems Leaders and Install Managers to investigate forecasting and financial issues and recommend or implement solutions.
  • Analyze staffing levels for project administrative functions within assigned Area(s) and recommend changes that support customer satisfaction and cost-effective execution.
  • Support local market leadership with role clarity, hiring guidance, annual performance evaluations, onboarding, mentoring, and training plans for new and existing COAs.
  • Participate in backlog reviews, OMD-designated operations meetings, and local market coaching activities to strengthen execution and accountability.
  • Work with HQ Operations Support to identify OMD training gaps, recommend process and tool improvements, support quarterly release testing, and share feedback on additional support needs.
  • Support COAs with system changes, subcontract management, OCIP, certified payroll, prevailing wage, and other complex contract-related issues.
  • Perform other duties as assigned.
How You Will Do It
  • You will stay close to the workby using dashboard metrics, backlog reviews, and local market visits to spot issues early and remove barriers before they affect customer outcomes.
  • You will own outcomes with accountabilityby responding quickly to forecasting, billing, and staffing concerns and ensuring actions are tied to financial and operational impact.
  • You will improve every dayby turning recurring issues into practical training, process adjustments, and clearer work standards.
  • You will win as one teamthrough open communication with Area leadership, COAs, HQ Operations Support, and local market partners.
  • You will reinforce consistency and integrityby following OMD practices, supporting delivery standards, and ensuring work is tracked, documented, and escalated appropriately.
Qualifications
  • Bachelor's degree in Construction Management, Business Administration, Finance, or equivalent directly related work experience.
  • Two to three years of experience in the construction industry or contracting business performing similar contract and project management functions.
  • Ability to effectively represent JCI and communicate with customers and stakeholders at varying levels.
  • Demonstrated ability to handle a large and diverse number of projects and issues simultaneously with tact, cooperation, and persistence.
  • Ability to prioritize work activities based on financial impact to business goals.
  • High level of productivity and efficiency.
  • Proven timeliness in communication, with a focus on customer satisfaction and team building.
  • High-level understanding of HVAC system operations and exposure to cost accounting.
  • Working knowledge of PCs and packaged software, including Advanced Excel (pivot tables, VLOOKUP, and formula functions), Access, and MS Project.
  • Ability to travel up to 50%.
Why Join Us

You will join a collaborative team environment with opportunities for on-the-job and cross-training, along with a competitive salary, paid vacation, holidays, and sick time, comprehensive medical, dental, vision, and 401K benefits, and a strong commitment to safety through the Zero Harm policy. A company vehicle may be provided in line with role needs.

If you are ready to help shape stronger installation operations and support teams that deliver with consistency, we encourage you to apply.

HIRING SALARY RANGE: $89,000-$122,000 (Salary to be determined by the education, experience,knowledge, skills, and abilities of the applicant, internal equity, and alignment with marketdata.) This position includes a competitive benefits package. The posted salary range reflectsthe target compensation for this role. However, we recognize that exceptional candidatesmay bring unique skills and experiences that exceed the typical profile. If you believe yourbackground warrants consideration beyond the stated range, we encourage you to apply. Tosupport an efficient and fair hiring process, we may use technology assisted tools, includingartificial intelligence (AI), to help identify and evaluate candidates. All hiring decisions areultimately made by human reviewers. For details, please visit the About Us tab on theJohnson Controls Careers site at https:

https://jobs.johnsoncontrols.com/about-us

#LI-AA2

Johnson Controls International plc. is an equal employment opportunity and affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, protected veteran status, genetic information, sexual orientation, gender identity, status as a qualified individual with a disability or any other characteristic protected by law. To view more information about your equal opportunity and non-discrimination rights as a candidate, visit EEO is the Law. If you are an individual with a disability and you require an accommodation during the application process, please visit here.


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About Johnson Controls

Sourced by ZipRecruiter

Johnson Controls is a world leader in smart buildings, creating safe, healthy and sustainable spaces. For nearly 140 years, we’ve made buildings better and now we’re transforming them again with our award-winning digital technologies and services. We’re using artificial intelligence and data driven solutions to give you deeper insight into your building’s health, sustainability and performance. It’s changing the way we design, operate and maintain indoor environments and driving to a new era of autonomous buildings. We deliver the blueprint of the future for industries such as healthcare, schools, data centers, airports, stadiums, hotels, manufacturing and beyond through OpenBlue, our comprehensive suite of connected solutions. Johnson Controls offers the world’s largest portfolio of building technology, software and services. Supported by a team of more than 100,000 dedicated employees working across 150 countries, we’re helping customers achieve their sustainability goals and power their mission.

Industry

Machinery manufacturing, water transportation, public safety statistics centers and offices and manufacturing

Company size

10,000+ Employees

Headquarters location

Milwaukee, WI, US