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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Overview

Open roles5
Top employerRGA
Top credentialBachelor's degree in finance
Companies hiring5

Showing 5 of 5+ Remote Investment Operations Specialist jobs

Senior Analyst, Investment Data Management Operations (open to remote)
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Added 1d ago
Senior Analyst, Investment Data Management Operations (open to remote)
RGA
New York, New York
Business Analysis
Business Operations
Human Resources (HR) — Generalist
$89k - $135k/yr
Remote (US)
Master's degree in business administration
1,001-5,000

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Investment Operations Specialist
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Added 2d ago
Investment Operations Specialist
WEX Inc.
Remote
Business Analyst
Compliance & Risk
Consulting & Professional Services
$83k - $96k/yr
Remote (US)
1,001-5,000

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Community Investment Operations Specialist
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Added 1mo ago
Community Investment Operations Specialist
FHLBank Chicago
Chicago, Illinois
Business Analysis
Data Analytics
Data Science
$56k - $84k/yr
Remote (US)
Bachelor's degree in business
201-500

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BlackRock Active Investment Stewardship Operations - Associate
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Added 1mo ago
BlackRock Active Investment Stewardship Operations - Associate
BlackRock
New York, New York
Accounting
Bookkeeping & AP/AR
Compliance & Legal
Finance
$105k - $138k/yr
Remote (US)
10,000+

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Investment Operations Associate
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Added 3mo ago
Investment Operations Associate
Children's Hospital of Philadelphia
Philadelphia, Pennsylvania
Business Analysis
Business Analyst
Business Operations
$84k - $107k/yr
Remote (US)
Bachelor's degree in finance
10,000+

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Remote Investment Operations Specialist Job Market

Who's Hiring

RGA1 open role
WEX1 open role
BlackRock1 open role

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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