Investment Operations Associate Jobs
Investment Operations Associate jobs are open across asset management, banking, insurance, and fintech, from entry-level to senior associate, with specializations in trade settlement, fund accounting, and reconciliation. Scan the live roles below and apply to whichever ones fit.
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Bracebridge Capital, LLC is a leading alternative asset manager with approximately $12 billion of net assets under management. The firm pursues investment strategies primarily within the global fixed income markets with the objectives of capital preservation and absolute return without significant correlation to equity, interest rate and foreign exchange markets. Established in 1994, Bracebridge manages private investment funds that serve endowments, foundations, pension funds and other institutional and high-net-worth investors.
Approximately 180 employees operate from our office located in Boston’s historic Back Bay. The entrepreneurial and collaborative culture at Bracebridge rewards and supports motivated, dedicated, enthusiastic and intellectually curious individuals. We believe our firm’s greatest asset is the people who work here.
The Investment Operations Specialist resides within our Back Office Operations group. This is a great opportunity to work with a dynamic group of people while learning about the operational aspects of our firm.
Primary Responsibilities:
- Manage, prepare, and review the firm’s reconciliation process on a daily basis for all derivative securities.
- Reconcile and process principal and interest payments for all derivative securities.
- Communicate derivative discrepancies with external parties (prime brokers, banks, administrators, etc.) as well as internal departments in order to resolve breaks.
- Project, prepare and analyze daily derivative margin calls.
- Work with colleagues internally as well as the firm’s external counterparties.
- Gain a working knowledge of the firm’s general trading strategy, operations, and common cash flows.
- Assist in reviewing monthly shareholder statements.
- Other operational, recordkeeping, and data processing assignments as determined.
Qualifications:
- B.A. degree in Finance, Accounting, or a related field.
- 0 to 3 years of relevant operational work experience including fund accounting, reconciliation and custody preferred.
- Understanding of accounting controls as they relate to the investment management industry.
- Strong communication and interpersonal skills.
- Proficient in Microsoft Office applications including Excel.
- Possess exceptional organizational and time management skills as well as attention to detail.
Current anticipated annual base salary range: $75,000 - $80,000
Base salary within the range will be determined by various factors including but not limited to the individual's experience, skills and qualifications.
The Company does not offer visa sponsorship for this role.
Bracebridge Capital, LLC is a leading alternative asset manager with approximately $12 billion of net assets under management. The firm pursues investment strategies primarily within the global fixed income markets with the objectives of capital preservation and absolute return without significant correlation to equity, interest rate and foreign exchange markets. Established in 1994, Bracebridge manages private investment funds that serve endowments, foundations, pension funds and other institutional and high-net-worth investors.
Approximately 180 employees operate from our office located in Boston’s historic Back Bay. The entrepreneurial and collaborative culture at Bracebridge rewards and supports motivated, dedicated, enthusiastic and intellectually curious individuals. We believe our firm’s greatest asset is the people who work here.
The Investment Operations Specialist resides within our Back Office Operations group. This is a great opportunity to work with a dynamic group of people while learning about the operational aspects of our firm.
Primary Responsibilities:
- Manage, prepare, and review the firm’s reconciliation process on a daily basis for all derivative securities.
- Reconcile and process principal and interest payments for all derivative securities.
- Communicate derivative discrepancies with external parties (prime brokers, banks, administrators, etc.) as well as internal departments in order to resolve breaks.
- Project, prepare and analyze daily derivative margin calls.
- Work with colleagues internally as well as the firm’s external counterparties.
- Gain a working knowledge of the firm’s general trading strategy, operations, and common cash flows.
- Assist in reviewing monthly shareholder statements.
- Other operational, recordkeeping, and data processing assignments as determined.
Qualifications:
- B.A. degree in Finance, Accounting, or a related field.
- 0 to 3 years of relevant operational work experience including fund accounting, reconciliation and custody preferred.
- Understanding of accounting controls as they relate to the investment management industry.
- Strong communication and interpersonal skills.
- Proficient in Microsoft Office applications including Excel.
- Possess exceptional organizational and time management skills as well as attention to detail.
Current anticipated annual base salary range: $75,000 - $80,000
Base salary within the range will be determined by various factors including but not limited to the individual's experience, skills and qualifications.
The Company does not offer visa sponsorship for this role.
Investment Operations Associate Jobs by Experience Level
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Find JobsInvestment Operations Associate Job Market
Who's Hiring
- PGIM10
- Wells Fargo6
- Ares Management4
- Deloitte3
- Northwestern Mutual3
Top Industries Hiring
- Investment & Asset Management
- Banking & Financial Services
- Insurance
- Fintech
- Media & Entertainment
What Employers Look For
The qualifications that appear most often in investment operations associate jobs.
- Bachelor's degree in finance, accounting, economics, or a related field
- Experience with trade settlement, reconciliation, or fund accounting processes
- Proficiency in Microsoft Excel including pivot tables and VLOOKUP functions
- Familiarity with investment management platforms such as Bloomberg or Advent Geneva
- Strong attention to detail and ability to meet time-sensitive daily deadlines
- FINRA SIE or Series 99 certification preferred or required by some employers
Tips for Your Investment Operations Associate Job Search
Tailor your resume to settlement workflows
Hiring managers for investment operations roles scan for specific process knowledge. Highlight your experience with trade lifecycle stages, failed trade resolution, or corporate actions processing rather than listing generic finance duties.
Get your systems exposure on paper
Many postings screen for candidates who know platforms like Bloomberg, Charles River, or Advent Geneva. List every system you've used, even if briefly, and note whether your role was read-only or you had full processing access.
Target middle-office and back-office postings together
Job titles vary widely across firms. Search for 'fund operations,' 'trade support,' and 'securities operations' alongside the investment operations associate title so you don't miss postings that match your skills exactly.
Apply early to roles that fit
Migrate Mate lists investment operations associate openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prep for a timed reconciliation exercise
Many firms include a practical test during interviews: a mock break or position reconciliation in Excel or a sample system. Practice walking through a discrepancy from identification to resolution so you can explain your logic clearly under time pressure.
Negotiate start date around licensing timelines
If a role requires the SIE or Series 99 and you haven't passed yet, ask whether the firm sponsors the exam after hire. Clarifying this before your offer avoids a gap between your start date and when you can fully perform the role.
Investment Operations Associate Jobs: Frequently Asked Questions
Which companies are hiring the most investment operations associates?
The companies hiring the most investment operations associates right now include PGIM, Wells Fargo, and Ares Management, with the largest share of openings in New Jersey, New York, and Massachusetts, based on current listings on Migrate Mate as of November 2026. Asset managers, custodian banks, and insurance firms consistently represent the highest volume of postings for this role.
How many investment operations associate jobs are remote?
About 77% of investment operations associate openings are fully remote or hybrid as of November 2026, with fully on-site roles still common at large custodian banks and prime brokers where real-time system access and trading floor proximity matter. Fund accounting and client reporting sub-functions tend to offer the most remote flexibility within this career path.
How do you become an investment operations associate?
Start with a bachelor's degree in finance, accounting, or economics, then build hands-on familiarity with trade lifecycles through internships or entry-level roles in back-office or fund administration. Earning the FINRA SIE exam strengthens your candidacy at broker-dealers. From there, focus on learning core platforms used in settlement and reconciliation, and apply to associate-level postings that match your systems experience.
Can you get hired as an investment operations associate with little experience?
Yes, many firms hire candidates with limited direct experience if you demonstrate strong Excel skills, familiarity with financial instruments, and high attention to detail. Internships in fund administration, brokerage operations, or accounting functions are the most effective way in. Some custodians and transfer agents run structured associate programs specifically designed for recent graduates entering the operations track.
What does the investment operations associate interview process look like?
Most firms run two to three rounds: an initial phone or video screen with a recruiter focused on your background and systems knowledge, followed by a technical interview with an operations manager covering trade lifecycle, reconciliation concepts, and Excel proficiency. A practical exercise simulating a break or end-of-day settlement process is common at the final stage, particularly at asset managers and custodian banks.
Where can I find and apply to investment operations associate jobs?
You can find and apply to investment operations associate jobs on Migrate Mate, which lists current openings from across the United States. Search the roles available, find the ones that match your experience and target industry, and apply directly to each listing that fits your background.
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