Remote Investment Operations Specialist Jobs
Remote investment operations specialist jobs are in active demand at remote-first firms, distributed asset managers, and financial services teams that run entirely distributed workforces. Employers hiring remotely right now include RGA, WEX, and BlackRock, across sectors including investment management, fintech, and insurance operations. 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 specialist jobs.
- Bachelor's degree in finance, accounting, economics, or a related field
- Experience with order management or portfolio accounting systems such as Advent or SimCorp
- Knowledge of trade settlement processes across equities, fixed income, or derivatives
- Strong skills in Microsoft Excel including pivot tables and reconciliation formulas
- Familiarity with SWIFT messaging standards and custodian communication workflows
- FINRA Series 99 or Operations Professional certification preferred but not always required
Tips for Your Remote Investment Operations Specialist Job Search
Apply early to remote roles that fit
Migrate Mate lists remote investment operations specialist openings from across the U.S. in one place. Search the current listings, find roles that match your background in trade settlement or fund accounting, and apply directly without waiting for openings to surface elsewhere.
Show your async communication in writing
Remote investment operations teams rely on written handoffs for trade breaks, reconciliation exceptions, and settlement fails. Your cover letter and any written screen are your first proof that you can communicate precisely without real-time back-and-forth, so treat them as a work sample.
List every investment platform you have used
Remote employers filter candidates by system familiarity before the first call. Name the specific portfolio management, order management, and reconciliation platforms you have worked in, including Charles River, Advent Geneva, or similar, so your profile clears that screen automatically.
Prepare for remote operations scenarios in interviews
Remote investment operations interviews test how you handle settlement discrepancies, pricing exceptions, and custody breaks without walking to a colleague's desk. Prepare concrete examples of how you identified and resolved an operations issue independently, using written documentation and remote coordination.
Remote Investment Operations Specialist Jobs: Frequently Asked Questions
How do I get a remote investment operations specialist job?
Target remote-first asset managers, fintech platforms, and distributed financial services firms that have already built the infrastructure for remote operations work. Remote employers screen heavily for self-direction, precise written communication, and comfort with asynchronous workflows. Demonstrated proficiency in investment accounting systems, trade settlement processes, and portfolio reconciliation tools gives you a concrete edge over candidates with general finance backgrounds.
Which companies hire remote investment operations specialists?
Remote investment operations specialist roles are posted by RGA, WEX, and BlackRock and others right now, based on current remote listings on Migrate Mate as of November 2026. The employers doing the most remote hiring in this role tend to be remote-first registered investment advisors, fintech companies, and distributed fund administrators operating across multiple time zones.
Can you get a remote investment operations specialist 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. Remote-first fintech firms and smaller fund administrators are the most likely to hire entry-level candidates. Showing completed coursework in finance operations, familiarity with portfolio management software, or a relevant certification demonstrates enough baseline competency to open the door.
Do you need a degree for remote investment operations specialist jobs?
Not always. Many remote employers weigh demonstrated skills in trade settlement, reconciliation, and operations platforms as heavily as a formal degree. Candidates who can show hands-on familiarity with investment accounting workflows, strong attention to detail across distributed processes, and clear written communication often move forward without a four-year degree, particularly at fintech firms and smaller fund administrators.
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