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Investment Operations Associate

Investment operations associates play an integral role in an investment firm's daily operations. Their duties include providing support to the investment team, various administrative tasks, and general investment research. This position requires training, collaboration, and mentoring. The role also requires a high degree of dedication to a variety of tasks. As such, it is critical to have the proper educational background and skills to be successful in this role. In addition, investment operations associates have the potential to advance to the role of COO.


The salary for an Investment Operations Associate can vary considerably and is based on experience and education. This position requires analytical and research skills, advanced Excel skills, and strong verbal and written communication skills. This position can be an excellent way to enter the field of investment and offers competitive salaries and benefits. Some companies even offer profit sharing.


As part of the investment team, the Investment Operations Associate is responsible for providing timely and accurate information on investment performance and risk, and is performing appropriate reconciliations and control procedures. The job also requires regular reviews of investment fund activity. As part of this role, the Investment Operations Associate also prepares monthly and quarterly portfolio monitoring reports and helps the Director of Investment Operations prepare performance reporting documents. The Associate must be able to work closely with other team members to make effective decisions, prepare documentation, and respond to inquiries.


An Investment Operations Associate must have at least a bachelor's degree in finance, accounting, or engineering. The salary ranges between $33,000 and $44,000, depending on location. The salary will depend on the type of organization and the amount of overtime the person works. A few major cities in the U.S. rank among the top ten for salary for this position.


The average salary for an Investment Operations Associate is $71,309 per year. This is $2,649 higher than the national average. Top earners in this position to earn as much as $75,000 annually. While the salary range is large, it is still very variable and may vary based on skills, experience, and location. The top ten percent earners earn around $78,000 per year. You can use ZipRecruiter to find salaries in your area.


Investment operations associates are responsible for maintaining order flow and data integrity. They also analyze data and implement control techniques and methodologies. They may be responsible for executing routine trade instructions and establishing new accounts, reconciliations, and compliance rules. They also participate in on-going investment activities and training programs.

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