Investment Operations Assistant Jobs Near Me

Location: Columbus, Ohio (in office)

Compensation Range: $72,000 – 78,000, commensurate with experience and qualifications

We are seeking a detail-oriented and analytically driven Investment Operations Specialist to support our investment sales team and broader asset liability operations. This role plays a critical part in delivering high-quality fixed income offerings, including certificates of deposit and securities, through market research, trade support, and data management.

In this position, you will help facilitate the execution and delivery of tailored investment solutions by maintaining offering materials, analyzing market trends, supporting trade processing, and ensuring accurate documentation. You’ll collaborate closely with internal partners across sales, marketing, compliance, and operations, contributing to both client-facing initiatives and behind-the-scenes processes that drive successful outcomes.

This is an ideal opportunity for someone with a strong foundation in fixed income markets who enjoys balancing analytical work, operational support, and cross-functional collaboration in a dynamic, fast-paced environment.

What You’ll Do:

• Update daily offering sheets for SimpliCD (Certificates of Deposit) and investment securities for internal and external distribution
• Deliver tailored securities offerings using market research and analysis
• Assist in executing securities transactions and ensure accurate settlement and documentation (with appropriate licensure)
• Serve as backup for client support via phone or email when investment sales team members are unavailable
• Maintain Salesforce records, investment databases, and documentation
• Support Asset Liability Management operations, including rate administration and security safekeeping
• Assist with proposal generation, performance modeling, and presentations
• Collaborate with marketing and compliance teams on outreach and regulatory documentation
• Perform other duties and projects as assigned

What a Typical Day Looks Like:

You’ll balance market research, trade support, and internal collaboration with the investment team, while providing behind-the-scenes support that helps drive client success. While this role is primarily focused on operational and analytical tasks, you may occasionally assist clients over the phone as backup to the investment sales team. It’s ideal for someone who enjoys variety, being analytical, solving problems, and contributing to outcomes both independently and as part of a team.

What We’re Looking For:

• Strong understanding of fixed income markets and institutional investment strategies
• Proficiency in Bloomberg and Salesforce
• Experience analyzing market data and supporting investment sales
• Financial modeling or portfolio analysis experience
• Excellent communication, organizational, and analytical skills
• Ability to work independently and remotely with minimal supervision
• Experience in B2B sales or client relationship management
• Understanding of regulatory requirements related to securities transactions

Qualifications:

• Bachelor’s degree in a business-related field or equivalent experience
• Minimum of 3 years in investments or financial services
• Knowledge of fixed income instruments (CDs, bonds)
• Series 7 and 63 preferred; support for licensure available
• Strong Microsoft Office skills, especially Excel

About Corporate One:

Corporate One is a leading wholesale financial services provider to more than 700 credit unions nationwide. For over 70 years, we’ve delivered innovative investment, funding, and payment solutions to help credit unions and their communities thrive. Alongside our CUSOs—Lucro Commercial Solutions and Accolade Investment Advisory—we’re committed to empowering our members’ success.

Why Join Us?

• Organizational Strengths: One of the nation’s largest and most progressive corporate credit unions with more than $5.9 billion in assets and an average staff tenure of 10+ years
• Competitive Compensation & Benefits: Generous 401(k) matching, quality health and ancillary benefits
• Work-Life Balance: 4 weeks of PTO starting year one, 11 paid holidays, and paid parental leave
• Learning and Development: Access to online training, mentoring, and business coaching
• Fun Perks: Tuition reimbursement, gym membership reimbursement, pet insurance, and year-round events

Ready to bring your investment expertise to a collaborative and mission-driven team?
We’d love to hear from you!

Corporate One Federal Credit Union is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.