Investment Operations Analyst Jobs
Investment Operations Analyst jobs are open across asset management, banking, hedge funds, and financial services, at every level from entry-level to senior and lead, with specializations in trade settlement, fund accounting, and portfolio reconciliation. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 433+ Investment Operations Analyst jobs
About the Role:
The Investment Portfolio Analyst supports the day-to-day management, analysis, and reporting of the Bank’s investment securities portfolio (primarily fixed income securities) under the direction of the Investment Portfolio Manager. The role focuses on security- and portfolio-level analytics, transaction support, performance and risk monitoring, and governance reporting to support the Bank’s liquidity, earnings, capital, and interest rate risk objectives within its risk appetite and regulatory requirements. The Analyst partners closely with Treasury, Finance, Risk, Accounting, and Operations to provide accurate data, strong controls, timely reporting, and audit/exam readiness in accordance with the Bank’s Investment Policy and internal procedures.
- Performs security- and portfolio-level analysis to support buy and sell decisions including yield book analysis, unrealized loss analysis, stress and scenario analysis (including interest rate environments), and relative value to ensure alignment to strategy, liquidity, earnings (NII), capital and risk objectives.
- Prepares trade support materials and coordinates with Treasury and broker-dealers to support accurate trade execution, settlement, and documentation in accordance with internal controls and delegated authorities.
- Assists in monitoring portfolio performance and risk metrics including credit, duration, NII and EVE sensitivity contributions, liquidity and cash flow profiles, unrealized gain/loss trends, and AOCI considerations.
- Supports Asset Liability Committee (ALCO) and ALCO Investment Sub-Committee processes by preparing reports, dashboards, and analytical exhibits, including limit monitoring and variance analysis.
- Partners with Finance and Accounting to support investment accounting and reporting activities, including AFS/HTM classifications, reconciliations, and month-end and quarter-end close processes.
- Supports credit surveillance and counterparty exposure monitoring for the portfolio, coordinating with Credit and Risk teams on watch lists, downgrades, and remediation actions
- Assists the Investment Portfolio Manager with monitoring external investment managers, advisors, and broker dealers through performance reporting and due diligence documentation.
- Supports regulatory exams and internal and external audits through data gathering, documentation, and timely response to information requests.
- Contributes to process improvement and automation initiatives related to investment analytics, reporting, data quality, and controls.
- Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
- Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
- Maintain a working knowledge of Bank's written policies and procedures regarding applicable Bank regulations.
- May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
- Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
- Takes personal initiative and is a positive example for others to emulate.
- Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned.
About You:
- Bachelor’s Degree or advanced degree or relevant experience in Accounting, Business Administration, Finance, Economics, or related field required
- 2+ years experience in bank treasury / investment securities portfolio management, fixed income analytics, and/or balance sheet management (e.g., AFS/HTM portfolios, liquidity and interest rate risk impacts, and governance support) required
- Working knowledge of fixed income instruments commonly held by banks, including U.S. Treasuries, Agencies, Agency MBS/CMO, municipal securities, investment-grade corporates, and money market instruments.
- Strong analytical skills.
- Familiarity with bank regulatory and accounting concepts related to securities portfolios, including AFS/HTM classifications and unrealized and realized gains and losses.
- Strong attention to detail and able to operate within a regulated environment.
- Advanced Excel skills and familiarity with investment analytics and treasury systems (examples may include Bloomberg or Yield Book).
- Strong written and verbal communication skills.
- Ability to collaborate effectively across Treasury, Finance, Risk, Accounting, and Operations. Occassional travel may be required.
The pay range for this role is $75,000.00 to $105,000.00.
The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.
Primary Location: Ability to work fully onsite at posted location(s).
2155 W Pinnacle Peak Rd Phoenix AZ 85027Our Benefits:
We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com .
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
About the Role:
The Investment Portfolio Analyst supports the day-to-day management, analysis, and reporting of the Bank’s investment securities portfolio (primarily fixed income securities) under the direction of the Investment Portfolio Manager. The role focuses on security- and portfolio-level analytics, transaction support, performance and risk monitoring, and governance reporting to support the Bank’s liquidity, earnings, capital, and interest rate risk objectives within its risk appetite and regulatory requirements. The Analyst partners closely with Treasury, Finance, Risk, Accounting, and Operations to provide accurate data, strong controls, timely reporting, and audit/exam readiness in accordance with the Bank’s Investment Policy and internal procedures.
- Performs security- and portfolio-level analysis to support buy and sell decisions including yield book analysis, unrealized loss analysis, stress and scenario analysis (including interest rate environments), and relative value to ensure alignment to strategy, liquidity, earnings (NII), capital and risk objectives.
- Prepares trade support materials and coordinates with Treasury and broker-dealers to support accurate trade execution, settlement, and documentation in accordance with internal controls and delegated authorities.
- Assists in monitoring portfolio performance and risk metrics including credit, duration, NII and EVE sensitivity contributions, liquidity and cash flow profiles, unrealized gain/loss trends, and AOCI considerations.
- Supports Asset Liability Committee (ALCO) and ALCO Investment Sub-Committee processes by preparing reports, dashboards, and analytical exhibits, including limit monitoring and variance analysis.
- Partners with Finance and Accounting to support investment accounting and reporting activities, including AFS/HTM classifications, reconciliations, and month-end and quarter-end close processes.
- Supports credit surveillance and counterparty exposure monitoring for the portfolio, coordinating with Credit and Risk teams on watch lists, downgrades, and remediation actions
- Assists the Investment Portfolio Manager with monitoring external investment managers, advisors, and broker dealers through performance reporting and due diligence documentation.
- Supports regulatory exams and internal and external audits through data gathering, documentation, and timely response to information requests.
- Contributes to process improvement and automation initiatives related to investment analytics, reporting, data quality, and controls.
- Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
- Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
- Maintain a working knowledge of Bank's written policies and procedures regarding applicable Bank regulations.
- May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
- Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
- Takes personal initiative and is a positive example for others to emulate.
- Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned.
About You:
- Bachelor’s Degree or advanced degree or relevant experience in Accounting, Business Administration, Finance, Economics, or related field required
- 2+ years experience in bank treasury / investment securities portfolio management, fixed income analytics, and/or balance sheet management (e.g., AFS/HTM portfolios, liquidity and interest rate risk impacts, and governance support) required
- Working knowledge of fixed income instruments commonly held by banks, including U.S. Treasuries, Agencies, Agency MBS/CMO, municipal securities, investment-grade corporates, and money market instruments.
- Strong analytical skills.
- Familiarity with bank regulatory and accounting concepts related to securities portfolios, including AFS/HTM classifications and unrealized and realized gains and losses.
- Strong attention to detail and able to operate within a regulated environment.
- Advanced Excel skills and familiarity with investment analytics and treasury systems (examples may include Bloomberg or Yield Book).
- Strong written and verbal communication skills.
- Ability to collaborate effectively across Treasury, Finance, Risk, Accounting, and Operations. Occassional travel may be required.
The pay range for this role is $75,000.00 to $105,000.00.
The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.
Primary Location: Ability to work fully onsite at posted location(s).
2155 W Pinnacle Peak Rd Phoenix AZ 85027Our Benefits:
We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com .
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
See All 433+ Investment Operations Analyst Jobs
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Find JobsInvestment Operations Analyst Job Market
Who's Hiring
- JPMorganChase31
- Houlihan Lokey13
- State Street9
- Mizuho Bank8
- Piper Sandler8
Top Industries Hiring
- Investment & Asset Management32
- Banking & Financial Services27
- Fintech15
- Insurance4
- Law & Legal Services2
What Employers Look For
The qualifications that appear most often in investment operations analyst jobs.
- Bachelor's degree in finance, accounting, economics, or a related business field
- Proficiency in Excel including pivot tables, VLOOKUP, and data validation
- Experience with trade settlement, reconciliation, or fund accounting processes
- Familiarity with portfolio management or order management systems such as Bloomberg AIM or Charles River
- Strong attention to detail with the ability to identify and resolve data discrepancies
- CAIA, Series 99, or other relevant professional certification preferred or required
Tips for Your Investment Operations Analyst Job Search
Tailor your resume to reconciliation workflows
Highlight specific reconciliation types you've handled, such as cash, position, or NAV reconciliations, and name the systems you used. Generic finance resumes get filtered out quickly when hiring managers are scanning for operational depth.
Earn a relevant operations certification first
Certifications like the CAIA, CIPM, or a Series 99 license signal genuine commitment to investment operations as a career path, not just a stepping stone. Many posted roles list at least one of these as a preferred or required credential.
Apply early to roles that fit
Migrate Mate lists investment operations analyst openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Filter by back-office versus middle-office focus
Job titles vary widely, so read each posting carefully to distinguish trade settlement and custody work from risk reporting and client reporting roles. Applying to roles that match your actual daily experience keeps your conversion rate high.
Prepare for a technical Excel or systems assessment
Many firms require a timed Excel test covering pivot tables, VLOOKUP, and data validation before the first interview. Practice with real trade blotter or reconciliation datasets so the format isn't a surprise on the day.
Negotiate start date around licensing requirements
If a role requires a Series 99 or other FINRA registration, ask during the offer stage whether the firm sponsors exam fees and what the expected timeline is to pass. This affects your actual start date and total compensation picture.
Investment Operations Analyst Jobs: Frequently Asked Questions
Which companies are hiring the most investment operations analysts?
JPMorganChase, Houlihan Lokey, and State Street are hiring the most investment operations analysts right now, with openings concentrated in New York, California, and Texas, based on current listings on Migrate Mate as of November 2026. Demand is especially high at asset managers and custodian banks scaling their middle- and back-office teams.
How many investment operations analyst jobs are remote?
About 63% of investment operations analyst openings are fully remote or hybrid as of November 2026, with the highest remote share found in reporting, reconciliation review, and client servicing functions. Roles that require direct system access to proprietary trading platforms are more likely to require on-site presence.
How do you become an investment operations analyst?
Start with a bachelor's degree in finance, accounting, or economics, then build hands-on familiarity with Excel and financial data workflows through internships or entry-level back-office roles. Earning a relevant certification such as the Series 99 or CAIA strengthens your candidacy. From there, apply to analyst openings at asset managers, custodians, or fund administrators that match your experience level.
How do you get hired as an investment operations analyst with little experience?
Focus on roles specifically labeled as junior, associate, or entry-level, and emphasize any coursework, internships, or projects involving data reconciliation, financial reporting, or trade processing. Demonstrating strong Excel skills and a working knowledge of how trade lifecycles function can offset a short work history when applying to firms that run structured training programs for new analysts.
What does the investment operations analyst interview process look like?
Most firms begin with a phone or video screen focused on your background and familiarity with operations workflows, followed by a technical assessment that typically tests Excel proficiency and data problem-solving. Final rounds usually include panel interviews covering scenario-based questions about trade breaks, reconciliation discrepancies, and how you manage time-sensitive deadlines. Some firms add a case study involving a sample blotter or position report.
Where can I find and apply to investment operations analyst jobs?
You can find and apply to investment operations analyst jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your experience level and specialization, then apply directly to each listing that fits.
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