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Trading Investment Operation Associate Jobs (NOW HIRING)

OneWell

Investment Operations Associate

Princeton, NJ · On-site

$90K - $110K/yr

We are hiring an Investment Operations Associate to own the day-to-day execution of our back and ... You will support the Director on trade operations and partner with our custodian on settlement ...

OneWell

Investment Operations Associate

Princeton, NJ · On-site

$90K - $110K/yr

We are hiring an Investment Operations Associate to own the day-to-day execution of our back and ... You will support the Director on trade operations and partner with our custodian on settlement ...

Lead Advisor

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Investment Operations Associate

Westport, CT · On-site

$69K - $80K/yr

Investment Operations Service Associate Our client is an award-winning wealth management and ... Trading new accounts to target allocation via initial trading and execution of any client-specific ...

GMO

2027 Investment Operations Associate

Boston, MA · On-site

$62K - $72K/yr

Trade Operations Within Trade Operations, you will provide business and operational support for GMO ... the Investment Operations Associate program during September/October 2026. Step 3 Selected ...

GMO

2027 Investment Operations Associate

Boston, MA · On-site

$62K - $72K/yr

Trade Operations Within Trade Operations, you will provide business and operational support for GMO ... the Investment Operations Associate program during September/October 2026. Step 3 Selected ...

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Trading Investment Operation Associate information

See salary details

$22K

$97.1K

$213.5K

How much do trading investment operation associate jobs pay per year?

As of Sep 11, 2026, the average yearly pay for trading investment operation associate in the United States is $97,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $117,500.00 per year, depending on experience, location, and employer.

What is the difference between Trading Investment Operation Associate vs Trading Analyst?

AspectTrading Investment Operation AssociateTrading Analyst
Primary FocusOperational tasks, trade processing, complianceMarket analysis, trading strategies, data interpretation
Required SkillsAttention to detail, operational knowledge, basic financial understandingAnalytical skills, market knowledge, quantitative analysis
CertificationsTypically none or basic financial certificationsOften CFA, FRM, or similar certifications
Work EnvironmentBack-office, trading support teamsFront-office, trading desks, research teams

While both roles are integral to trading operations, the Trading Investment Operation Associate primarily handles trade processing and compliance, focusing on operational efficiency. In contrast, the Trading Analyst concentrates on market analysis and trading strategies, requiring stronger analytical skills and market knowledge. Understanding these differences helps in choosing the right career path or job fit within the trading industry.

What does a trading investment operation associate do?

A trading investment operation associate is responsible for supporting the execution and settlement of trades, ensuring compliance with regulations, and maintaining accurate records of transactions. They often use trading platforms, perform risk assessments, and collaborate with traders and compliance teams to ensure smooth operations in financial markets.

What are popular job titles related to Trading Investment Operation Associate jobs?

For Trading Investment Operation Associate jobs, the most frequently searched job titles are:

Infographic showing various Trading Investment Operation Associate job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 68% Full Time, 28% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $97,073 per year, or $46.7 per hour.

Investment Operations Associate-West Des Moines

Des Moines, IA • On-site

RK Partners
See more jobs at RK Partnersexternal

Full-time

This job post has expired 2 days ago. Applications are no longer accepted.

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

Apply