Mid Level Investment Operations Analyst Jobs
Mid level investment operations analyst jobs go to professionals ready to own end-to-end processes, resolve complex settlement issues independently, and guide junior analysts without close oversight. Openings run across Hospitality & Tourism, Banking & Financial Services, and Investment & Asset Management, with a mix of on-site, remote, and hybrid settings, and employers like Bank of Hawaii, In-N-Out Burger, and Invesco hiring at this level now.
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Showing 5 of 9+ Mid Level Investment Operations Analyst jobs
JOB DESCRIPTION SUMMARY
Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings.
JOB DESCRIPTION
Responsibilities
- Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
- Provide financial modeling input into business cases, costs, and schedules to support growth in the business.
- Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
- Determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making.
- Apply appropriate analytical processes and procedures to support research schedules.
- Interpret data by examining patterns, trends, relationships, and implications to draw meaningful conclusions and answer critical questions.
- Professionally interpret financial information to support business decision making.
Education
Bachelor’s - Completed: Accounting (Required), Bachelor’s - Completed: Business Administration (Required), Bachelor’s - Completed: Finance (Required)
WORK EXPERIENCE
General Experience - 3 to 6 years
CERTIFICATIONS
SALARY RANGE
$75,000.00-$110,000.00
TRAVEL
Less than 25%
WORKSTYLE
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
JOB DESCRIPTION SUMMARY
Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process, including participating in drafting sessions, new business proposals and due diligence meetings.
JOB DESCRIPTION
Responsibilities
- Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
- Provide financial modeling input into business cases, costs, and schedules to support growth in the business.
- Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
- Determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making.
- Apply appropriate analytical processes and procedures to support research schedules.
- Interpret data by examining patterns, trends, relationships, and implications to draw meaningful conclusions and answer critical questions.
- Professionally interpret financial information to support business decision making.
Education
Bachelor’s - Completed: Accounting (Required), Bachelor’s - Completed: Business Administration (Required), Bachelor’s - Completed: Finance (Required)
WORK EXPERIENCE
General Experience - 3 to 6 years
CERTIFICATIONS
SALARY RANGE
$75,000.00-$110,000.00
TRAVEL
Less than 25%
WORKSTYLE
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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Who's Hiring
Top Industries Hiring
- Hospitality & Tourism
- Banking & Financial Services
- Investment & Asset Management
- Consulting & Professional Services
Mid Level Investment Operations Analyst Jobs: Frequently Asked Questions
How do I get a mid level investment operations analyst job?
Position your existing experience around ownership and complexity. Highlight reconciliations you led, exceptions you resolved without escalation, and any process improvements you drove. Tailor your resume to show familiarity with specific systems like Charles River, Advent Geneva, or Bloomberg. Applications that demonstrate hands-on exposure to trade lifecycle, fund accounting, or portfolio reporting consistently stand out at this level.
Which companies hire mid level investment operations analysts?
Companies hiring mid level investment operations analysts right now include Bank of Hawaii, In-N-Out Burger, and Invesco, based on current listings on Migrate Mate as of November 2026. At this level, hiring tends to come from asset managers, custodian banks, hedge funds, and financial technology firms that need professionals who can operate independently within established workflows.
Are there remote mid level investment operations analyst jobs?
Yes, though availability varies by employer and function. About 43% of mid level investment operations analyst openings are remote or hybrid as of November 2026, with hybrid arrangements most common at large financial institutions. Roles tied to trading desk support or time-sensitive settlement functions tend to require more on-site presence than reporting or reconciliation-focused positions.
How do I move up to a mid level investment operations analyst role?
Moving from entry level to mid level takes a few years of building deeper technical skills and demonstrating that you can own work without close supervision. Analysts who advance typically master core systems, take on more complex reconciliations or reporting, document their process improvements, and show measurable impact. Volunteering for cross-functional projects and training newer colleagues also signals readiness for greater scope.
Which industries hire the most mid level investment operations analysts?
Mid Level investment operations analyst roles concentrate in Hospitality & Tourism, Banking & Financial Services, and Investment & Asset Management, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they manage large volumes of daily transactions, regulatory reporting obligations, and complex multi-asset portfolios that require experienced professionals who can operate with meaningful independence.