{"id":3912005,"url":"https://alion.io/job/twonice-entry-level-investment-operations-associate","title":"Entry-Level Investment Operations Associate","company":{"id":4471063,"name":"#twiceasnice Recruiting","domain":"twonice.com","url":"https://alion.io/company/twonice","size_band":null,"is_staffing_agency":true,"employer_type":"agency","is_intermediary":false,"listed_via":null,"ats_vendor":"Schema","truth_index":null},"role":"Operations","role_family":"Operations","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Overland Park, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":55000,"max":65000,"currency":"USD","period":"year","gross":null,"usd_annual":65000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-11-07T08:17:48Z","employer_posted_date":"2026-11-07","last_verified_at":"2026-11-09T10:13:15Z","board_verified":true,"closed_at":null,"days_open":2,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":2},"description":"Entry-Level Investment Operations Associate (Degree Required; Training Provided)\nLocation: Overland Park, KS\nSalary: $55,000 - $65,000 + Quarterly Bonus Opportunities\nBenefits: Health Insurance w/ HAS Contributions, 401(k) w/match, PTO, Parental Leave, Professional Development + More!\nJob Type: Full-Time | On-site\nTypical Hours: Monday - Friday, 40 hours/week\nStart Date: ASAP\nSponsorship is not available\nEntry-Level Investment Operations Associate Description\nOur client in financial services is looking for an Entry-Level Investment Operations Associate to join their team in Overland Park, KS. This is an opportunity for a recent graduate or someone looking to begin a career in investments, with no previous financial services experience required. You'll join an experienced investment team and receive hands-on training in portfolio trading, investment operations, and portfolio analysis. Over approximately 12 months, you'll progressively take on more responsibility as you develop the skills needed to execute trades and manage routine portfolio activities. Ideal candidates will have a degree, and possess strong analytical abilities, with a genuine interest in financial markets. To succeed, you must be detail-oriented, curious, and motivated to learn, with a willingness to study independently for required securities licenses. This is a great opportunity to build a foundation in investment management at an established, growing firm offering professional development and opportunities for increased compensation as your licensing, skills, and responsibilities progress.\nEntry-Level Investment Operations Associate Responsibilities\nObtain required securities licenses within the first 4 months of employment\nStudy independently outside work hours; receive exam fee reimbursement upon passing\nLearn investment and trading operations and portfolio management procedures\nAssist with trade execution under the guidance of experienced investment professionals\nSupport portfolio rebalancing, asset allocations, and cash management\nReview investment data and transactions for accuracy\nPrepare investment reports and portfolio analyses using Excel\nParticipate in investment team meetings and market discussions\nProgress toward independently handling routine trades over approximately 12 months\nEntry-Level Investment Operations Associate Qualifications\nBachelor's degree in Finance, Economics, Business, or a related field required\nFamiliarity with investment products (stocks, bonds, mutual funds, ETFs) required\nProficiency with Microsoft Excel required\nWillingness to obtain required securities licenses within 4 months required\nStrong analytical and critical-thinking skills required\nExcellent attention to detail and organizational skills required","description_format":"text","description_chars":2759,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Health insurance","Parental leave","Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Professional Services","Health & Medical Electronics","Recruiting & 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