Investment Operations

New York, NY
Earn an Educational Stipend
Hybrid
April 2025
Three women working together on computers

Our Proven Path

Train

Through job training across our 10 different career pathways, Year Up United sets students up for success on a path they’re passionate about—and it starts by building a foundation of expertise. You will receive an educational stipend and skills-first training in:

Financial Operations Fundamentals

Investment Operations

Data Management, Analysis & Reporting

Process Analysis

Year Up United's Essential Skills Training

Experience

Students have the opportunity to put their skills into practice with access to hands-on, real-world internships with our corporate partners. This is where students gain the invaluable experience they need to get where they want to go.

 


 

Access

80% of alumni are employed and/or enrolled in college within 4 months of graduation. Our support staff will guide you through every part of your job search with personalized coaching.

Common role pathways:

Fund Accounting

Portfolio Administration

Client Services Support

Reconciliation Analyst

Business Analyst

Transaction Processing 

Accounting Associate

Accounts Receivable Support

Purchasing Specialist

Financial Analyst

Year Up United Graduate Outcomes

80%
of graduates employed and/or enrolled in postsecondary education within 4 months of program completion
$53k
average starting salary of Year Up United graduates
92%
of graduates are satisfied with Year Up United

Investment Operations Typical Job Tasks

  • Update daily fund pricing; monitor fund cash and custody activity and prepare fund reports
  • Receive and execute operational requests from clients; process wires and trades
  • Use process flows and common analysis techniques to document and interpret processes, identify opportunities, and implement solutions
  • Monitor and identify causes of systems breaks
  • Analyze data relating to business processes; communicate business process improvement requirements to a technology team

Eligibility Requirements

  • 18-29 years old
  • High school graduate or GED
  • Low to moderate income
  • U.S. citizenship, permanent resident, DACA recipient, or employment authorization card
  • Live within commuting distance of a Year Up United location. Although Year Up United has shifted to a hybrid program model, you must be able to regularly attend in-person days throughout the duration of the program
  • Have not obtained a Bachelor’s degree
  • Available five days a week (M-F) for the entire duration of the program
  • Highly motivated to learn new technical and professional skills
  • Fully vaccinated against Covid-19, unless you have a medical disability or sincerely held religious belief that prevents you from receiving the vaccine

More information about vaccination requirements can be found here.

Do you have DACA status?
Year Up United strongly supports DACA and welcomes young adults with DACA status. For more, see our DACA GUIDANCE page.

Campuses

Our staff will help you determine which campus is right for you after you apply to Year Up United in New York and New Jersey.
Year Up United Logo
NY, New York
85 Broad Street, 6th Floor
New York
10004
(212) 785-3340
Directions
  • Learning will take place in a Year Up United classroom with seasoned instructors providing technical and professional training

Where you'll Intern

Bank of America logo
JP Morgan Chase & Co. logo
Citizens logo
Fidelity logo

Other training paths in New York and New Jersey