Investment Operations

Phoenix, Arizona

Earn an Educational Stipend

Hybrid

March 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

Learn more about Investment Operations

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

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.