Investment Operations Analyst
What Does a Professional in this Career Do?
An Investment Operations Analyst provides data analysis and support for operations at an investment bank or investment management firm. Assists with developing systems that support more efficient operations, and assists with processing financial transactions. May provide research and analysis to assist fund managers, brokers or investment staff, including financial modeling.
Job Outlook
There were 8 Investment Operations Analyst job postings in North Carolina in the past year and 500 in the United States.
In combination with other careers in the Operations Analyst industry, which includes the Investment Operations Analyst career, the following graph shows the number of people employed for each year since 2015:
Salary
Many new Investment Operations Analyst jobs have salaries estimated to be in the following ranges, based on the requirements and responsibilities listed in job postings from the past year.
National
The average estimated salary in the United States for this career, based on job postings in the past year, is $84,858.
State
The average estimated salary in North Carolina for this career, based on job postings in the past year, is $84,858.
Percentiles represent the percentage that is lower than the value. For example, 25% of estimated salaries for Investment Operations Analyst postings in the United States in the past year were lower than $68,542.
Education and Experience
Posted Investment Operations Analyst jobs typically require the following level of education. The numbers below are based on job postings in the United States from the past year. Not all job postings list education requirements.
| Education Level | Percentage |
|---|---|
| Associate's Degree | 0% |
| Bachelor's Degree | 84% |
| Master's Degree | 10.2% |
| Doctoral Degree | 0% |
| Other | 8.2% |
Posted Investment Operations Analyst jobs typically require the following number of years of experience. The numbers below are based on job postings in the United States from the past year. Not all job postings list experience requirements.
| Years of Experience | Percentage |
|---|---|
| 0 to 2 years | 57.85% |
| 3 to 5 years | 36.92% |
| 6 to 8 years | 4.07% |
| 9+ years | 1.16% |
Skills
Below are listings of the most common general and specialized skills Investment Operations Analyst positions expect applicants to have as well as the most common skills that distinguish individuals from their peers. The percentage of job postings that specifically mention each skill is also listed.
Baseline Skills
A skill that is required across a broad range of occupations, including this one.
- Operations (96.4%)
- Detail Oriented (57.4%)
- Communication (52.2%)
- Microsoft Excel (29.8%)
- Management (27.4%)
- Problem Solving (27.2%)
- Research (25.4%)
- Microsoft Office (22.8%)
- Interpersonal Communications (22.2%)
- Self-Motivation (21.6%)
Defining Skills
A core skill for this occupation, it occurs frequently in job postings.
- Accounting (62.86%)
- Auditing (31.54%)
- Reconciliation (31.33%)
- Investments (84.85%)
- Equities (16.6%)
- Economics (27.59%)
- Finance (63.49%)
- Investment Management (40.04%)
- Portfolio Management (19.71%)
Necessary Skills
A skill that is requested frequently in this occupation but isn’t specific to it.
- Workflow Management (22.82%)
- Investment Accounting (13.07%)
- Performance Reporting (9.96%)
- Middle Office (8.92%)
- Risk Mitigation (4.56%)
- Asset Allocation (6.22%)
- Customer Relationship Management (14.52%)
- Asset Management (11.62%)
- Cash Management (7.68%)
- Accounting Software (8.71%)
- Asset Classes (10.79%)
- Data Integrity (5.6%)
- Key Performance Indicators (KPIs) (3.11%)
- Data Management (7.47%)
- Collateral Management (3.53%)
- Financial Services (29.46%)
- Financial Market (4.98%)
- Financial Statements (8.71%)
- Front Office (5.39%)
- Settlement (21.58%)
- Investment Decisions (4.15%)
- Hedge Funds (9.96%)
- Rate Of Return (0.83%)
- Data Analysis (8.71%)
- Market Liquidity (9.75%)
- Excel Macros (2.28%)
- Cash Flows (8.71%)
- Loans (10.17%)
- Market Value (2.7%)
- Fixed Income (17.84%)
- Marketing (2.7%)
- Operations Management (5.6%)
- Project Management (17.43%)
- Visual Basic For Applications (3.32%)
- Process Improvement (15.35%)
- Operational Due Diligence (2.28%)
- Private Equity (8.3%)
- Derivatives (15.98%)
- Order Management Systems (1.66%)
- Trading Strategy (4.15%)
- Effective Communication (3.73%)
- Securities (Finance) (20.95%)
Salary Boosting Skills
A professional who wishes to excel in this career path may consider developing the following highly valued skills. The percentage of job postings that specifically mention each skill is listed.
- Accounting (82.34%)
- Auditing (41.3%)
- Economics (36.14%)
- Investment Management (52.45%)
Alternative Job Titles
Sometimes employers post jobs with Investment Operations Analyst skills but a different job title. Some common alternative job titles include:
- Investment Operations Associate
- Investment Operations Manager
- Investment Operations Intern
- Alternative Investment Analyst
- Liquidity Analyst
- Mutual Fund Analyst
- Investment Management Analyst
- Operations Associate
- Fixed Income Research Analyst
Similar Occupations
If you are interested in exploring occupations with similar skills, you may want to research the following job titles. Note that we only list occupations that have at least one corresponding NC State Online and Distance Education program.
Common Employers
Here are the employers that have posted the most Investment Operations Analyst jobs in the past year along with how many they have posted.
United States
- Intermountain Health (46)
- Year Up (21)
- Daley And Associates (12)
- First Horizon (11)
- KeyBank (10)
- MassMutual (10)
- State of Wisconsin (8)
- PNC (8)
- Morgan Stanley (8)
- The Hartford (8)
North Carolina
- First Horizon (2)
- Citizens Bank (1)
- American Equity Investment Life Holding (1)
- Integrated Wealthcare (1)
- Randstad (1)
- Northwestern Mutual (1)
- Intermountain Health (1)
NC State Programs Relevant to this Career
If you are interested in preparing for a career in this field, the following NC State Online and Distance Education programs offer a great place to start!
All wages, job posting statistics, employment trend projections, and information about skill desirability on this page represents historical data and does not guarantee future conditions. Data is provided by and downloaded regularly from Lightcast. For more information about how Lightcast gathers data and what it represents, see Lightcast Data: Basic Overview on Lightcast's Knowledge Base website.