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Senior Investment Operations Associate Jobs in Boca Raton, FL

Cubesmart

Store Operations Associate

Coconut Creek, FL · 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 ...

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Senior Investment Operations Associate information

See Boca Raton, FL salary details

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How much do senior investment operations associate jobs pay per hour?

As of Sep 15, 2026, the average hourly pay for senior investment operations associate in Boca Raton, FL is $24.90, according to ZipRecruiter salary data. Most workers in this role earn between $16.88 and $28.75 per hour, depending on experience, location, and employer.

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

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What cities near Boca Raton, FL are hiring for Senior Investment Operations Associate jobs?

Cities near Boca Raton, FL 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 Boca Raton, FL as of September 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 91% Physical, 4% Hybrid, and 5% Remote job distribution, with an average salary of $51,802 per year, or $24.9 per hour.

Sr. Analyst - Custody & Investment Operations - WORK FROM HOME - SELECT STATES ONLY

Boca Raton, FL • On-site

Slavic401k
Finance and Insurance • 51 - 200 employees
Learn more about Slavic401kexternal

Other

Posted 12 days ago

Job description

Sr. Analyst - Custody & Investment Operations - WORK FROM HOME - SELECT STATES ONLY

Job Category: Trading

Requisition Number: SRANA001161

While this position is WORK FROM HOME, we are only registered and can proceed with qualified candidates who reside and will work in one of the following US states: AL, AZ, FL, GA, MI, MS, NE, NC, OH, OK, TN, TX. No exceptions. No relocation assistance is available.

Must be eligible to work in the US without employment sponsorship.

Job Description

Department: Trade Operations

FLSA Status: Exempt

Job Status: Full-Time

Reports To: Director, Trade Operations

Positions Supervised: None

Work Schedule: Monday - Friday with flexible working hours between 7:00 a.m. - 6:30 p.m.; occasional nightly work between 7:00 p.m. - 10:00 p.m. as needed

Position Summary

The Sr Analyst - Custody & Investment Operations supports the administration, maintenance, and servicing of retirement plan investment accounts across multiple custodial platforms. This position assists with transfers in-kind, Self-Directed Brokerage Account (SDBA) operations, Collective Investment Trust (CIT) participation agreements, Stable Value fund participation agreements, account opening and account maintenance activities, and custodial asset movement.

The role works with custodians, fund companies, Stable Value providers, advisors, internal operational teams, and compliance partners to help ensure accurate account establishment, asset transfers, investment product onboarding, and ongoing custodial administration. The position also supports trade operations activities, reconciliation processes, documentation, and operational improvement initiatives. The role works closely with other members of the Trade Operations Department as many of the essential functions are shared across the department and not owned holistically by one team member.

Essential Functions Custodial Account Administration
  • Complete new account applications and account establishment requests with custodians.
  • Maintain retirement plan, omnibus, trust, CIT, Stable Value, and brokerage account records across multiple custodial platforms.
  • Process account maintenance requests, including trustee changes, authorized signer changes, address updates, banking updates, plan mergers and acquisitions, and corporate actions.
  • Act as a point of contact for custodians regarding routine account administration questions and documentation needs.
  • Track and maintain custodial account documentation, open items, and required follow-ups.
  • Research and help resolve custodian account discrepancies.
  • Coordinate transfers in-kind involving mutual funds, Collective Investment Trusts, Stable Value funds, and Self-Directed Brokerage Accounts.
  • Work with custodians, fund companies, and investment providers to support timely and accurate transfer processing.
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