Investment Operations

Phoenix, Arizona
Earn College Credit
January 2023
A smiling woman typing on her laptop in a busy open workspace

How It Works


Our program provides you with hands-on training in:

  • Financial Operations Fundamentals
  • Investment Operations
  • Data Management, Analysis & Reporting

We’ll match you to a paid internship where you will apply your new Investment Operations skills.

Land a Job

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.

Common role pathways:

  • Fund Accounting
  • Portfolio Administration
  • Client Services Support
  • Reconciliation Analyst
  • Business Analyst

Year Up Graduate Outcomes

of graduates employed and/or enrolled in postsecondary education within 4 months of program completion
average starting salary of Year Up graduates
of graduates are satisfied with Year Up

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
  • 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 location. Although Year Up 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 strongly supports DACA and welcomes young adults with DACA status. For more, see our DACA GUIDANCE page.


Our staff will help you determine which campus is right for you after you apply to Year Up in Arizona.
Year Up logo
AZ, Phoenix
Gateway Community College
1245 E Buckeye Road
(480) 376-0898
  • Be a part of a Year Up cohort of students at this college partner
  • Earn credits directly from this college partner to use toward a future degree
  • Applicants may be asked to submit a college application and complete a FAFSA form in addition to their Year Up application requirements

Where you'll Intern

JP Morgan
Bank of America

Other training paths in Arizona