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Senior Investment Operations Associate Jobs (NOW HIRING)

The team is responsible for the full investment life cycle, including: establishment and funding of ... Collaborate with compliance, operations, and executive leadership teams to meet all requirements to ...

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The team is responsible for the full investment life cycle, including: establishment and funding of ... Collaborate with compliance, operations, and executive leadership teams to meet all requirements to ...

... in continuous operation since 1889. Northern Trust is proud to provide innovative financial ... Senior Investment Associate The Senior Investment Associate partners closely with Portfolio ...

The team is responsible for the full investment life cycle, including: establishment and funding of ... Collaborate with compliance, operations, and executive leadership teams to meet all requirements to ...

... in continuous operation since 1889. Northern Trust is proud to provide innovative financial ... Senior Investment Associate The Senior Investment Associate partners closely with Portfolio ...

Senior Investment Associate

Pasadena, CA · On-site

$120K - $142K/yr

Job Summary The Senior Investment Associate ("Senior Associate") is an important role at the ... operational considerations. * Support senior members of the team by independently authoring ...

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

As of Jul 1, 2026, the average hourly pay for senior investment operations associate in the United States is $26.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $30.29 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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Infographic showing various Senior Investment Operations Associate job openings in the United States as of June 2026, with employment types broken down into 65% Full Time, 32% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $54,588 per year, or $26.2 per hour.
Investment Operations Associate

Investment Operations Associate

MicroVentures

Austin, TX • On-site

Full-time

Posted 25 days ago

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Job description

Job Summary

MicroVentures, a leading equity crowdfunding platform, is seeking an ambitious individual to join our Fund Management team.

The team is responsible for the full investment life cycle, including: establishment and funding of an LLC, target investment completion, day-to-day Fund accounting, preparation of periodic reports and tax forms, managing the exit of the target investment, closing the Fund.

The ideal candidate is a high-integrity individual with incredible attention to detail, commitment to accuracy, willingness to learn a unique business, and the ability to excel in a fast-paced financial environment.
What you’ll do at MicroVentures:
  • Assist in the establishment and maintenance of over 800 Venture Funds
  • Assist in the completion of target Fund investments
  • Keep up to date with the performance of Fund investments
  • Prepare quarterly and annual financial statements and reports
  • Prepare investor notices, including capital call, fee, and distribution notices
  • Perform day-to-day fund accounting tasks
  • Participate on special projects related to the fund
  • Assist in the preparation of applicable tax forms (e.g., Form 1065)
  • Ensure compliance with regulatory requirements and other requirements of the funds’ specifications
  • Collaborate with compliance, operations, and executive leadership teams to meet all requirements to the highest standards of quality
What we’re looking for:
  • Bachelor’s degree in accounting, finance, or economics
  • At least three years of experience, preferably within the financial industry
  • Strong organizational and documentation skills
  • Strong verbal and written communication skills
  • Keen eye for details to identify trends, cause and effects
  • Ability to manage multiple tasks and priorities at once
  • Strategic thinker focused on continuous improvement
  • Professional demeanor and strong work ethic
  • Proficiency with Office Suite, especially Excel (formulas, macros, pivot tables, etc.) 
Note to candidates: Cover letters and CVs will be hand reviewed. 

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.