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60 Putnam Investment Operations Associate Jobs Hiring Near You

GMO

2027 Investment Operations Associate

Boston, MA · On-site

$80/hr

Position Overview The Investment Operations Associate Program is a unique opportunity to gain a deep understanding of the full breadth of investment operations while learning the inner workings of an ...

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Investment Operations Associate-West Des Moines

RK Partners

Des Moines, IA • On-site

Full-time

Re-posted 26 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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