948 investment operations jobs at 500 companies in United States
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Investment Operations Manager
Jefferson City, Missouri, United States
$41k-$87k/yr OnsiteFull Time
Knowledge of investment markets and portfolio principles, strong analytical and computer skills, familiarity with Bloomberg and API-driven spreadsheets, strong communication and confidentiality, bachelor’s degree preferred.
Bloomberg, API
3mo
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Senior Investment Operations Analyst
Minneapolis, Minnesota, United States
$90k-$122k/yr OnsiteFull Time
5+ YOEMinimum 5 years in investment operations; bachelor's in Finance or Accounting; deep understanding of investment lifecycle; experience with derivatives; strong analytical and communication skills.
Aladdin, Bloomberg, Eagle, SimCorp, Clearwater, Advent, FactSet, Markit EDM, Capital IQ
3d
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Investment Operations Associate
Philadelphia, Pennsylvania, United States
$84k-$107k/yr HybridFull Time
5+ YOEBachelor's degree in accounting or finance and 5+ years in investment or finance functions, including trading, compliance, counterparty relationships, analytics, reporting, and investment operations.
Microsoft Excel, Microsoft Office Suite, Dynamo, Bipsync, Caissa, Private I
2d
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Investment Operations Analyst
San Francisco, California, United States
$70k-$85k/yr OnsiteFull Time
1+ YOEBachelor's degree required; 1–3 years of investment operations or related experience, including internships. Requires analytical, quantitative, communication, Excel, and investment lifecycle skills.
Geneva, Wall Street Office, OMS, EMS, Microsoft Excel, VBA, Visio
2w
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Investment Operations Coordinator
Loveland, Colorado, United States
$60k-$80k/yr OnsiteFull Time
1+ YOERequires 1–3 years in trading, investment operations, portfolio administration, or wealth management; securities registration such as Series 7 and 66 or Series 6 and 63; Excel and investment platform proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce, Morningstar Advisor Workstation, Morningstar Direct, Envestnet, Wealthscape, VBA
1mo
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Investment Operations Specialist
Clayton, Missouri, United States
OnsiteFull Time
1+ YOE1+ year investment operations or back-office experience; familiarity with alternative investment products, AML/KYC and SEC standards preferred; Bachelor's degree in finance/business preferred; proficient in Microsoft Office; Salesforce preferred; US work authorization required.
Microsoft Office, Salesforce CRM
1w
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Director Investment Operations
New York City, New York, United States
$123k-$245k/yr HybridFull Time
10+ YOERequires 10+ years in asset management and senior investment operations leadership, with expertise in derivatives, funds, cash securities, operational controls, regulatory reporting, systems implementation, and team management.
Arcesium, Charles River
1mo
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Investment Operations Coordinator
Grand Rapids, Michigan, United States
OnsiteFull Time
5+ YOEProvide administrative and operational support to an endowment investment team; requires 5+ years administrative experience in finance or related fields, strong organization, confidentiality, and communication.
Microsoft Office, Adobe, Dynamo Software, CRM, virtual data rooms, video conferencing
3d
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Investment Operations Associate
Vancouver or Portland
$85k-$150k/yr OnsiteFull Time
5+ YOEBachelor's degree in a quantitative field and 5-15 years in investment, financial operations, accounting, or related work; requires process design, communication, confidentiality, and multitasking.
Schwab Advisor Center, Orion, Microsoft Office Suite
3mo
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Manager, Investment Operations
Norwalk, Connecticut, United States
$130k-$150k/yr HybridFull Time
6+ YOEMinimum 6 years in investment operations with Clearwater Analytics; fixed income and derivatives knowledge; bachelor's degree in Finance/Accounting/Economics/Business; strong communication and analytical skills.
Clearwater Analytics
2w
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Investment Operations Specialist
Kennewick, Washington, United States
$65k-$78k/yr OnsiteFull Time
2+ YOE2+ years investment operations experience preferred, bachelor's degree preferred, Series 65 preferred, proficiency with Office 365 and trading systems, strong analytical and communication skills.
Office 365, Trading System
3w
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Investment Operations Associate
New York, New York, United States
$120k-$140k/yr OnsiteFull Time
3+ YOE3+ years investment or brokerage operations experience, strong trade processing and reconciliation skills, custodian experience (Charles Schwab/Fidelity), attention to detail, and enthusiasm for AI and automation.
Charles Schwab, Fidelity, Orion Eclipse, iCapital, CAIS, Claude
1w
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Director Investment Operations
New York City, New York, United States
$123k-$245k/yr HybridFull Time
10+ YOERequires 10+ years in asset management, senior investment operations leadership, derivatives, funds, cash securities, team management, systems change, regulatory reporting, and technology-driven efficiency.
Arcesium, Charles River
1w
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Investment Operations Specialist
Milwaukee, Wisconsin, United States
$57k-$85k/yr HybridFull Time
1+ YOEBachelor's in business or equivalent experience; 1-3 years investment operations experience preferred; data literacy; experience with PowerBI, Snowflake, and Microsoft Excel; strong communication and analytical skills.
PowerBI, Snowflake, Microsoft Excel
2w
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Investment Operations Coordinator
Wayzata, Minnesota, United States
$60k-$70k/yr HybridFull Time
2+ YOEBachelor's degree required; 2+ years experience in financial or professional services supporting investment operations or reporting; highly proficient in Microsoft Office; strong analytical, communication, and process documentation skills.
Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft SharePoint, Microsoft Teams, Microsoft Outlook, CRM, RMS, document management systems
2w
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Investment Operations Manager
Jefferson City, Missouri, United States
$41k-$87k/yr OnsiteFull Time
Knowledge of investment markets, economic theories, investment principles, and portfolio management; analytical, computer, communication, confidentiality, and relationship-building skills. Bachelor's degree in business, economics, finance, or related field preferred.
Bloomberg, API
2w
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Investment Operations Analyst Sr.
Dallas, Texas, United States
OnsiteFull Time
3+ YOEBachelor's in finance/accounting/business/economics, 3+ years in institutional investment/endowment operations, strong spreadsheet and investment database proficiency, GIPS knowledge, analytical and quantitative skills.
Zephyr/PSN, eVestment, Wilshire Compass, GIPS
5d
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Investment Operations Director, FIWA Investment Services
Boston or Smithfield
$103k-$211k/yr OnsiteFull Time
10+ YOE10+ years in financial operations, bachelor's degree, Series 7 and 63 required or obtainable within 6 months, Excel proficiency, portfolio workflows, data analysis, process improvement, and stakeholder management.
Microsoft Excel, SQL
2w
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Investment Operations Associate
San Diego, California, United States
$65k-$75k/yr OnsiteFull Time
2+ YOEProvide investment and planning support to financial representatives; prepare proposals and analyses; strong analytical, communication, and Microsoft Office skills; obtain insurance and securities licenses.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Envestnet, Morningstar, NMIS
2d
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Operations Investment Specialist
Washington, District of Columbia, United States
$71k-$92k/yr OnsiteFull Time, Temporary
1+ YOERecent graduate program candidate with U.S. citizenship, one year of specialized experience or qualifying graduate education, analytical and research skills, report writing, program monitoring, and communication abilities.
USAJOBS, Microsoft Excel
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