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Senior Investment Operations Associate information

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$11

$27

$54

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

As of Sep 1, 2026, the average hourly pay for senior investment operations associate in Chicago, IL is $27.04, according to ZipRecruiter salary data. Most workers in this role earn between $18.32 and $31.20 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.

What are popular job titles related to Senior Investment Operations Associate jobs in Chicago, IL?

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

What job categories do people searching Senior Investment Operations Associate jobs in Chicago, IL look for?

The top searched job categories for Senior Investment Operations Associate jobs in Chicago, IL are:

What cities near Chicago, IL are hiring for Senior Investment Operations Associate jobs?

Cities near Chicago, IL 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 Chicago, IL as of August 2026, with employment types broken down into 85% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $56,234 per year, or $27 per hour.

Investment Operations Associate-West Des Moines

RK Partners

Chicago, IL • On-site

Full-time

Re-posted 24 days ago

Job description

Senior Investment Operations Associate 

A rapidly growing wealth management team, is seeking a Senior Investment Operations Associate to support accurate trade execution, daily portfolio management, alternatives administration, and operational workflows that drive exceptional client outcomes.

This role is ideal for someone who is detailoriented, processdriven, and experienced in investment operations within a fastpaced advisory environment.

Key Responsibilities

  • Execute trades accurately and in alignment with models, client objectives, and compliance standards
  • Manage daily portfolio activities including cash positioning, liquidity needs, and routine adjustments
  • Process and track alternative investment documentation and ensure compliance
  • Oversee account administration including transfers, funding, paperwork, and Envestnet maintenance
  • Identify and escalate operational issues, risks, or exceptions
  • Maintain workflow discipline, refine processes, and support operational scalability
  • Ensure data integrity across investment systems and assist with platform updates
  • Prepare investment reports and materials for advisor and client review

Qualifications

  • 3-5+ years of experience in Financial Services or Investment Operations
  • Bachelor's degree in finance, economics, accounting, financial planning, or related field
  • FINRA Series 6 or 7 and Series 63 (required or obtainable within 6 months)
  • Experience with Envestnet and custodial platforms strongly preferred
  • Proven accuracy in trading, cash movements, portfolio maintenance, and account administration
  • Strong judgment, ownership mentality, and ability to escalate appropriately
  • Excellent communication, organization, and prioritization skills

Key Characteristics

  • High attention to detail and integrity
  • Processoriented with disciplined execution
  • Comfortable in a fastpaced environment
  • Collaborative, professional, and maintains confidentiality

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