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Senior Investment Operations Associate Jobs in Boca Raton, FL

AJAIA

Investment Executive

Fort Lauderdale, FL · On-site

Coordinate financial, operational, and market diligence for prospective investments or acquisitions ... Collaborative and able to work closely with senior leadership on complex strategic decisions.

AJAIA

Investment Executive

Fort Lauderdale, FL · On-site

Coordinate financial, operational, and market diligence for prospective investments or acquisitions ... Collaborative and able to work closely with senior leadership on complex strategic decisions.

CBRE

Investment Sales Sr Analyst

Boca Raton, FL · On-site

As a CBRE Investment Sales Sr. Analyst, you will develop business and negotiate the selling ... Building Operations & Experience (facilities management, property management, flex space ...

Crowe LLP

Privacy Senior Associate

Fort Lauderdale, FL · On-site

That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology ... Operational Privacy & Compliance Support * Respond to internal inquiries submitted to the privacy ...

AJAIA

Investment Manager

Fort Lauderdale, FL · On-site

Coordinate financial, operational, and market diligence for prospective investments or acquisitions ... Collaborative and able to work closely with senior leadership on complex strategic decisions.

AJAIA

Investment Manager

Fort Lauderdale, FL · On-site

Coordinate financial, operational, and market diligence for prospective investments or acquisitions ... Collaborative and able to work closely with senior leadership on complex strategic decisions.

ChenMed

Senior Director, Finance and Investments

Miami, FL · On-site

$166K - $238K/yr

The Senior Director, Finance and Investments, will lead enterprise financial support for COEs ... investment opportunities, and operational performance to optimize shared services and enterprise ...

DigitalBridge

Associate

Boca Raton, FL

Additionally, Associates frequently interact with investors, lenders, third-party advisors and senior partners of DigitalBridge, as well as senior management of acquisition targets and portfolio ...

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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 Jul 14, 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, and why are they important?

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
Senior Investor Relations & Treasury Associate

Senior Investor Relations & Treasury Associate

Theorem Fund Services

Boca Raton, FL • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 26 days ago

Job description

Our Firm
Theorem Fund Services is a award winning multi-service fund administrator that offers a unique turn-key solution to investment managers. Theorem combines institutional-level technology with strong industry experience and a deep understanding of our clients' needs and goals.
Location
Remote in the United States
Essential Duties and Responsibilities
Investor Relations:
  • Review and process investor subscription and redemption documents
  • Complete KYC and AML verifications
  • Prepare FATCA/CRS filing
  • Generate investment confirmations and capital call letters
  • Manage user access to the interactive investor portal
  • Assist with answering inquiries from investors

Banking:
Assist clients with the bank account opening process for partner banks
  • Review wire disbursement requests for validity and compliance
  • Setup or review wire disbursements on the bank's portal
  • Provide ongoing support with banking related inquiries
  • Maintain banking master summary file containing contact information for each bank and other key operational details

Qualifications
  • Bachelor's Degree
  • Strong communication skills and the ability to interact both internally and externally in a professional manner with clients and colleagues
  • Ability to work independently in an organized manner and ensure timely responses to all requestsSome experience in hedge fund administration and/or banking/financial services preferred but not required
  • Minimum 1+ years of experience in Investor Relations (at a fund or fund administrator) or AML/KYC.

Benefits
  • 4 weeks paid vacation per year
  • 100% company paid health, dental, vision, short term disability, and life insurance for employee
  • Company sponsored retirement plan with company matching contributions

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