Remote Investment Operations Associate Jobs
Remote investment operations associate jobs are open across the U.S. in asset management, financial services, and fintech, with positions ranging from entry-level back-office support to experienced fund operations specialists at remote-first firms and distributed investment teams. Employers hiring remotely right now include RGA, WEX, and BlackRock. See the openings below and apply to the ones that match your experience.
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RGA is a purpose-driven organization working to solve today’s challenges through innovation and collaboration. A Fortune 200 Company and listed among its World’s Most Admired Companies, we’re the only global reinsurance company to focus primarily on life- and health-related solutions. Join our multinational team of intelligent, motivated, and collaborative people, and help us make financial protection accessible to all.
A Brief Overview
Maintain and enhance data integrity by supporting existing validations and adding additional data validations around key data points like security master, trade, and yield data. Support daily operations and new transaction implementations as well as automation and data integrity projects. Support and recommend enhancements to current processes and develop new processes to improve the team's overall efficiency.
What you will do
- Build and leverage knowledge of RGA’s portfolio and data structures to add and enhance data validations that improve controls and overall data quality for Investments department, ensuring that data validations are documented.
- Support development of implementation of data analytics tools, which could include support of the transition from legacy databases to new investment data warehouse
- Support daily functions of the team including responding to moderately complex data inquiries, evaluating root cause of issues, and recommending course of action for resolution.
- Enhance end-to-end processes related to data to reduce manual effort and identify opportunities in daily processing to reduce human effort
- Assist in developing and maintaining the group’s policies and procedures
- Support new transaction implementation processing
- Develop and maintain strong working relationships with Investments’ front, middle, and back office as well as with RGA corporate partners (i.e., IT, Accounting, Structured Finance, etc)
- Assist in special projects, committees, and meetings as required
- Perform other duties as assigned
Qualifications
- Bachelor’s Degree in Arts/Sciences (BA/BS) in Economics, Finance, Mathematics, or related field, AND 5+ years of relevant work experience required or
- Master’s degree in Arts/Sciences (MA/MS) or MBA AND 3+ years of relevant work experience required
- Experience in the optimal use of provided data resources including Bloomberg and Blackrock Aladdin required
- Experience working with external portfolio managers preferred
- Experience working with IT on enhancing or implementing new data structures/flows preferred
- Exceptional investigative, analytical, and problem-solving skills required
- Strong ability to work well in an environment with multiple concurrent projects, cyclical workflow and demanding time frames required
- Ability to adapt to changing circumstances while managing multiple concurrent deadlines required
- Strong oral and written communication skills, demonstrating the ability to convey business terminology that is meaningful and well received required
- Ability to interact with individuals across a wide variety of operational, functional, and technical disciplines required
- Ability to initiate, think outside the box, execute, and bring ideas to fruition required
- Ability to work well individually with little supervision as well as within a team required
- Intermediate technological skills (i.e., Excel, Power BI, SQL, Snowflake, Python) required
- Understanding of fixed income investing required
- Strong knowledge of portfolio and fixed income analytics preferred
- Advanced technological skills (i.e., Power BI, SQL, Snowflake, Python) preferred
- CFA designation preferred
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What you can expect from RGA:
Gain valuable knowledge from and experience with diverse, caring colleagues around the world.
Enjoy a respectful, welcoming environment that fosters individuality and encourages pioneering thought.
Join the bright and creative minds of RGA, and experience vast, endless career potential.
We’re excited to get to know you and connect your unique skills with our global opportunities. To create a modern and seamless experience, we use artificial intelligence (AI) in parts of our preliminary screening process. This technology helps us personalize job recommendations, automate interview scheduling, evaluate candidates based solely on experience—without considering name, gender, or other personal details—and provide real-time answers through our chatbot. AI is used only during early screening and never makes hiring decisions. Your RGA recruiter will work closely with you every step of the way to ensure the process feels personal, thoughtful, and focused on you.
Compensation Range:
$89,310.00 - $134,870.00 AnnualBase pay varies depending on job-related knowledge, skills, experience and market location. In addition, RGA provides an annual bonus plan that includes all roles and some positions are eligible for participation in our long-term equity incentive plan. RGA also maintains a full range of health, retirement, and other employee benefits.
RGA is an equal opportunity employer. Qualified applicants will be considered without regard to race, color, age, gender identity or expression, sex, disability, veteran status, religion, national origin, or any other characteristic protected by applicable equal employment opportunity laws.
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Who's Hiring



What Employers Look For
The qualifications that appear most often in remote 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 Remote Investment Operations Associate Job Search
Apply early to remote roles that fit
Migrate Mate lists remote investment operations associate openings from across the U.S. in one place. Search the current roles, find the ones that match your background in fund operations or trade settlement, and apply directly without delay.
Show your async communication skills upfront
Remote investment operations teams rely on written handoffs and documented workflows. Use your cover letter and application materials to demonstrate clear, precise written communication, because remote hiring managers treat your application itself as a live sample of how you'll communicate on the job.
Highlight ownership of end-to-end processes
Remote employers want investment operations associates who run processes from start to finish without prompting. Describe specific workflows you owned, such as daily reconciliation, trade breaks resolution, or NAV oversight, and name the systems you used, like portfolio accounting software or order management platforms.
Prepare for a remote-first technical interview
Expect remote interviews to include scenario questions on trade lifecycle, settlement fails, and reconciliation discrepancies. Practice walking through your problem-solving process clearly over video, since distributed teams judge whether you can explain operational decisions to colleagues you've never met in person.
Remote Investment Operations Associate Jobs: Frequently Asked Questions
How do I get a remote investment operations associate job?
Target remote-first asset managers, fintech platforms, and fund administrators that run distributed operations teams. Remote employers screen heavily for self-direction, clear written communication, and proficiency with portfolio accounting systems, order management tools, and reconciliation workflows. Candidates who can demonstrate they've owned processes independently, documented procedures thoroughly, and resolved breaks without hand-holding stand out in remote hiring pipelines.
Which companies hire remote investment operations associates?
Remote investment operations associate roles are posted by RGA, WEX, and BlackRock and others right now, based on current remote listings on Migrate Mate as of November 2026. These include remote-first registered investment advisers, fintech-driven fund administrators, and distributed investment management firms across the asset management and financial services sectors.
Can you get a remote investment operations associate job with no experience?
Yes, but remote entry-level roles are harder to land because employers expect you to work independently from day one with minimal oversight. Smaller remote-first fund administrators and fintech firms are more open to junior candidates. Showing familiarity with reconciliation processes, trade lifecycle basics, or portfolio accounting software, even from coursework or internships, opens the door faster than a blank resume.
Do you need a degree for remote investment operations associate jobs?
Not always. Many remote employers prefer a finance, accounting, or business degree, but demonstrated skills in trade settlement, reconciliation, and operations tooling carry real weight. Candidates who can show clean process documentation, accuracy under volume, and hands-on experience with investment platforms often compete effectively against degree holders, especially at remote-first fintech firms.
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