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Trading Investment Operation Associate Jobs (NOW HIRING)

Investment Operations Associate 136192 Zurich Group Investment Management, Inc. (ZGIM), a part of Zurich North America, is seeking an Investment Operations Associate to join the Investment ...

WI · On-site

Experience in financial services, brokerage operations, trading support, client services, or a related field * Knowledge of financial markets, investment products, economic trends, and industry ...

Experience in financial services, brokerage operations, trading support, client services, or a related field * Knowledge of financial markets, investment products, economic trends, and industry ...

About the role Investment Operations is where a member's money actually moves. Our team owns the ... Trading, Transfers, Account Lifecycle, and Investment Experience. Competence means you can run a ...

Ladenburg Thalmann Asset Management (LTAM), a member of Osaic, is a registered investment advisor ... as a Trading and Operations Associate. Candidates must be extremely detail oriented with ...

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Trading Investment Operation Associate information

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$22K

$97.1K

$213.5K

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

As of Sep 13, 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.

Trade Operations Associate

Santa Fe, NM • On-site

Thornburg Investment Management
Finance and Insurance • 201 - 500 employees

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago


Job description

Thornburg is a global investment firm delivering on strategy for institutions, financial professionals and investors worldwide. The privately held firm, founded in 1982, is an active, high-conviction manager of fixed income, equities, and multi-asset solutions.
As an independent firm, Thornburg can take on a wide range of opportunities, explore ideas thoroughly and work across strategies to deliver consistent risk-adjusted outperformance over the long term. The firm attracts free-thinking professionals who are eager to pursue investment outcomes beyond the confines of popular wisdom. From nimble operational capabilities to principles and actions fitting of a global citizen, Thornburg's world-class investment platform and team are aligned on strategy to serve investors.
Job Summary
The Trade Operations Associate provides trade desk support and settlements oversight, with a focus on operational functions and support for separately managed accounts (SMAs). This role covers primary working hours from early morning through early afternoon, with occasional shift rotation to support late-afternoon or early-evening coverage and cross-training needs.
Duties and Responsibilities
  • Creating new accounts within applicable systems, with emphasis on SMA setup.
  • Maintaining account information within applicable systems, with emphasis on SMA account updates and ongoing operational support.
  • Setting up new brokers and maintaining Standard Settlement Instructions (SSIs) to support accurate trade processing and settlement.
  • Reviewing and resolving unmatched and failed trades.
  • Providing daily trade optimizer and order management system support, including beginning-of-day checks, reconciliation, account setup, new security setup, and order creation.
  • Monitoring trade matching, SWIFT messaging, and settlement activity to support timely and accurate trade processing.
  • Communicating trade details and coordinating with third-party service providers, brokers, custodians, and trade desk personnel on trade notification, settlement resolution, and operational inquiries.
  • Supporting end-of-day functions, including exporting trade and security files from proprietary systems, posting trades to SMA portals, sending trade files to counterparties, and generating end-of-day trade summaries.
  • Creating scheduled and ad hoc reports to support trade operations, settlement oversight, and related departmental needs.
  • Occasionally participating in shift rotation to support late-afternoon or early-evening coverage and cross-training needs.

Requirements
  • Bachelor's degree in finance, accounting, business, or a related field (or equivalent relevant experience), with experience or working knowledge of trade operations, settlements, reconciliations, SMAs, or related investment operations functions.
  • Familiarity with securities markets, trade lifecycle activities, broker/custodian interactions, and standard settlement processes.
  • Proficiency with Microsoft applications and the ability to learn investment operations systems; experience with Bloomberg, DTCC, InvestorTools Perform, IMTC, or similar systems is preferred. Experience using AI tools to streamline operational workflows is a plus.
  • Strong attention to detail and problem-solving skills, with the ability to identify discrepancies, investigate issues, and escalate exceptions appropriately.
  • Ability to manage multiple priorities and deadlines in an organized, reliable manner, working independently while also collaborating effectively as part of a team.
  • Clear, professional communication skills with internal teams, brokers, custodians, and third-party service providers.
  • Flexible, adaptable, and service-oriented, with a commitment to timely, accurate, and efficient trade operations, including occasional shift rotation and overtime as needed.
  • Ability to work at a computer for extended periods of time.

Job Benefits
  • Medical, dental, and vision coverage.
  • Employer 401(k) safe harbor and profit-sharing contributions.
  • Work/life programs such as flexible work arrangements, flexible paid time off, paid parental leave, employee assistance program, education reimbursement program.
  • Community involvement opportunities.
  • Onsite cafeteria.
  • Onsite fitness center.
  • Referral program.

Santa Fe is the capital of New Mexico. Founded in 1610 and nicknamed "The City Different," Santa Fe captures hearts and minds with its museums, restaurants, theater, opera, and adobe-style architecture. With an average of over 300 sunny days per year and picturesque landscape, it's no wonder that outdoor activities such as skiing and hiking in "The Land of Enchantment" attract visitors from around the world.
All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, disability, gender, gender identity or protected veteran status.