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Senior Investment Operations Associate Jobs in Seattle, WA

Imea

Associate Director, US Fund Operations

Seattle, WA · On-site

$140 - $190/hr

To accomplish this objective, GQG is looking for an Associate Director, US Fund Operations who will ... Investment Operations, Compliance, Finance, and Technology teams. This role will span a wide scope ...

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Senior Investment Operations Associate information

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$29

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

As of Aug 13, 2026, the average hourly pay for senior investment operations associate in Seattle, WA is $29.87, according to ZipRecruiter salary data. Most workers in this role earn between $20.24 and $34.47 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 Seattle, WA?

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

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

The top searched job categories for Senior Investment Operations Associate jobs in Seattle, WA are:

Senior Investment Operations Associate jobs near you

Senior Investment Management Associate

Peak Trust Company

Seattle, WA • On-site

Full-time

Re-posted 12 days ago

Job description

Location: Las Vegas, Nevada 
Department: Investment Management
Reports to: Chief Investment Officer
Employment Type: Full-Time, In Office

Join Our Team
At Peak Trust Company, we believe exceptional client service begins with exceptional people. We are seeking a Senior Investment Management Associate to join our Investment Management team and play a critical role in supporting portfolio oversight, investment reporting, and investment operations.
This position is ideal for someone who enjoys working behind the scenes to ensure investment data is accurate, reporting is meaningful, and portfolio management processes run smoothly. You'll work closely with our Chief Investment Officer and collaborate with fiduciary, operations, and investment professionals to support high-quality investment management for our clients.
What You'll Do
As a Senior Investment Management Associate, you'll support the day-to-day operations of the Investment Management department by:
  • Monitoring portfolio allocations, cash positions, and investment activity
  • Preparing investment reporting, portfolio analytics, and performance measurements
  • Performing portfolio performance reconciliations and identifying reporting discrepancies
  • Maintaining and supporting investment management systems
  • Coordinating portfolio model updates and supporting investment technology initiatives
  • Assisting with liquidity analysis, cash flow reporting, and special investment projects
  • Supporting investment-related reporting requests from the Chief Investment Officer
  • Collaborating internally to ensure accurate investment information and reporting
  • Helping improve and document investment management processes as the department continues to grow
What We're Looking For
The ideal candidate has a strong analytical mindset, enjoys working with data, and takes pride in producing accurate, high-quality work. They are organized, naturally curious, and comfortable balancing recurring responsibilities with special projects in a collaborative team environment.
Qualified candidates will typically have:
  • A bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
  • Experience supporting investment operations, portfolio reporting, investment analytics, wealth management, trust administration, or a related financial services environment.
  • An understanding of investment products, portfolio management concepts, and performance reporting.
  • Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.
  • Experience using Microsoft Excel and other business applications to analyze data and produce meaningful reporting.
  • The ability to quickly learn investment management systems and technology platforms.
  • Excellent communication and collaboration skills with the ability to work effectively across departments.
Experience in a trust company, wealth management firm, family office, bank trust department, or registered investment advisor is beneficial, and professional designations such as CFA or CFP, or progress toward obtaining one, are valued but not required.
What Success Looks Like
Successful candidates will:
  • Produce accurate, timely investment reporting and portfolio analytics.
  • Maintain high standards of data integrity across investment systems.
  • Identify and resolve reporting discrepancies with sound judgment and attention to detail.
  • Effectively manage recurring reporting cycles and competing priorities.
  • Build collaborative relationships across departments while supporting the Investment Management team.
Why Join Peak?
At Peak Trust Company, relationships are at the heart of everything we do, with our clients, our partners, and our team.
You’ll join a collaborative, driven organization that values consistency, professionalism, and doing things the right way. We look for individuals who take pride in reliable, high-quality work and thoughtful engagement with their team.
EEO Statement:
Peak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.
In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Peak expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Employment at Peak Trust Company is at-will. An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee.
Ready to Grow With Us?
If you’re looking for a role where your attention to detail and commitment to doing things the right way truly matter, we’d love to hear from you.
Please submit your application along with your resume.

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