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Investment Operations Assistant Jobs in Spring, TX

Hines

Operations Representative

Houston, TX · On-site

Work closely with Sales, Operations, and external service providers to support operational efficiency and exceptional client service. * Assist with offering launches, investment closings, and ongoing ...

Hines

Operations Representative

Houston, TX · On-site

Work closely with Sales, Operations, and external service providers to support operational efficiency and exceptional client service. * Assist with offering launches, investment closings, and ongoing ...

Stewart

Escrow Operations Assistant

Houston, TX · On-site

$18.50 - $23.75/hr

We invest in your career journey because we understand that as you grow, so does our company. And our priority is smart growth - by attaining the best people, investing in tools and resources that ...

Hines

Operations Representative

Houston, TX · On-site

Work closely with Sales, Operations, and external service providers to support operational efficiency and exceptional client service. * Assist with offering launches, investment closings, and ongoing ...

Stewart

Escrow Operations Assistant

Houston, TX

$18.50 - $23.75/hr

We invest in your career journey because we understand that as you grow, so does our company. And our priority is smart growth - by attaining the best people, investing in tools and resources that ...

Stewart

Escrow Operations Assistant

Houston, TX · On-site

$18.50 - $23.75/hr

We invest in your career journey because we understand that as you grow, so does our company. And our priority is smart growth - by attaining the best people, investing in tools and resources that ...

Hines

Operations Representative

Houston, TX

Work closely with Sales, Operations, and external service providers to support operational efficiency and exceptional client service. * Assist with offering launches, investment closings, and ongoing ...

hightower

Trust Operations Specialist

Houston, TX · Hybrid

Our Story Founded in 2008, Hightower is a wealth management firm that provides investment ... Process maintenance and other account update requests across multiple different custodians * Assist ...

ZT Corporate

Investment Associate

Houston, TX · On-site

Investment Associate Department: ZT Corporate Reports To: Chief Financial Officer FLSA: Exempt Job ... * Assist in managing banking relationships and ongoing reporting Portfolio Operations & Value ...

Apply Early

hightower

Trust Operations Specialist

Houston, TX · Hybrid

Our Story Founded in 2008, Hightower is a wealth management firm that provides investment ... Process maintenance and other account update requests across multiple different custodians * Assist ...

Galls

Assistant Retail Store Manager

Houston, TX · On-site

$14.25 - $19.25/hr

Collaborate with inventory management team to maximize the return on inventory investments ... Conduct audits within store to insure effective operations. * Assist in selection, development, and ...

Apply Early

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Investment Operations Assistant information

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How much do investment operations assistant jobs pay per hour?

As of Jul 6, 2026, the average hourly pay for investment operations assistant in Spring, TX is $17.64, according to ZipRecruiter salary data. Most workers in this role earn between $13.70 and $19.90 per hour, depending on experience, location, and employer.

What are some common challenges faced by Investment Operations Assistants, and how can they be addressed?

Investment Operations Assistants often encounter challenges such as managing high volumes of transactions, ensuring data accuracy, and meeting tight deadlines. These tasks require strong attention to detail and the ability to multitask effectively in a fast-paced environment. Building proficiency with financial software and developing clear communication with portfolio managers and custodians can help address these challenges. Additionally, staying organized and proactively seeking clarification on complex processes can greatly enhance performance and reduce errors.

What does an Investment Operations Assistant do?

An Investment Operations Assistant supports the day-to-day administrative and operational functions within an investment firm or financial institution. Their responsibilities typically include processing transactions, maintaining accurate records, reconciling accounts, and assisting with trade settlements. They act as a bridge between portfolio managers, traders, and back-office teams to ensure smooth and efficient investment operations. Attention to detail and strong organizational skills are essential for this role.

What is the difference between Investment Operations Assistant vs Investment Analyst?

AspectInvestment Operations AssistantInvestment Analyst
Primary FocusSupporting operational tasks, trade processing, and data managementAnalyzing investment opportunities, market research, and portfolio performance
Required SkillsAttention to detail, knowledge of trading systems, data entryFinancial analysis, valuation, market research
CertificationsTypically none required, but CFA Level I may be beneficialOften CFA Level I or II, financial modeling skills
Work EnvironmentBack-office, support teams within asset management firmsResearch departments, investment teams

While both roles support investment firms, the Investment Operations Assistant primarily handles operational and administrative tasks, whereas the Investment Analyst focuses on analyzing investments and market data. Understanding these differences helps candidates target their skills and career goals effectively.

How much do investment assistants make?

Investment assistants typically earn between $45,000 and $70,000 annually, depending on experience, location, and the size of the firm. Entry-level roles may start lower, while experienced assistants with certifications or specialized skills can earn higher salaries. Compensation often includes benefits such as bonuses and health insurance.

What does an investment assistant do?

An investment assistant supports financial advisors or investment managers by preparing reports, managing client accounts, and conducting research on investment options. They often handle administrative tasks, use financial software, and require strong organizational and communication skills. The role typically involves maintaining accurate records and ensuring compliance with regulations.

What jobs pay 500,000 a year in the US?

In the US, high-paying roles such as senior investment professionals, hedge fund managers, and private equity executives can earn $500,000 or more annually, often through a combination of base salary, bonuses, and profit sharing. These positions typically require extensive experience, advanced skills, and relevant certifications, and are usually found in finance, investment management, and executive leadership environments.

What does an investment operations associate do?

An investment operations associate supports the processing and reconciliation of investment transactions, manages data accuracy, and ensures compliance with regulations. They often work with portfolio accounting systems and collaborate with investment teams to facilitate smooth fund operations and reporting.

What are the key skills and qualifications needed to thrive as an Investment Operations Assistant, and why are they important?

To thrive as an Investment Operations Assistant, you need a solid grasp of financial principles, attention to detail, and a relevant degree such as finance, accounting, or business administration. Familiarity with investment management systems, trade settlement platforms, and proficiency in Excel or similar data tools is typically required. Strong organizational skills, effective communication, and the ability to work under pressure help you manage multiple tasks and collaborate with internal teams. These competencies are crucial for ensuring accurate transaction processing, regulatory compliance, and smooth investment operations.
What are popular job titles related to Investment Operations Assistant jobs in Spring, TX? For Investment Operations Assistant jobs in Spring, TX, the most frequently searched job titles are:
What job categories do people searching Investment Operations Assistant jobs in Spring, TX look for? The top searched job categories for Investment Operations Assistant jobs in Spring, TX are:
What cities near Spring, TX are hiring for Investment Operations Assistant jobs? Cities near Spring, TX with the most Investment Operations Assistant job openings:
Investment Operations Assistant jobs near you
Operations Representative

Operations Representative

Hines

Houston, TX • On-site

Other

Posted 15 days ago

Hines rating

8.6

Company rating: 8.6 out of 10

Based on 25 frontline employees who took The Breakroom Quiz

16th of 156 rated real estate companies

Job description

Overview
When you join Hines, you will embark on a career journey fueled by vision and guided by leaders who set the standards of our industry. Our legacy is rooted in innovation and excellence, earning us a spot on Fast Company's esteemed annual list of the World's Most Innovative Companies, as well as recognition as one of U.S. News & World Report's Best Companies to Work For in 2024. Discover endless opportunities to grow and make your mark at Hines.
Responsibilities
As an Operations Representative with you Hines, you are responsible for supporting the operational processing and administration of Delaware Statutory Trust (DST) investment transactions and Direct Investment activities. Provides exceptional service to financial professionals, custodians, qualified intermediaries, and investors by facilitating accurate transaction processing, resolving operational inquiries, and ensuring a seamless investment experience. Supports capital raising efforts and contributes to the overall growth and operational excellence of Hines Private Wealth Solutions. Responsibilities include, but are not limited to:
  • Coordinate the intake, review, and processing of subscription documents and related investor paperwork to ensure completeness, accuracy, and timely funding.
  • Serve as an operational contact for financial professionals, broker-dealers, custodians, qualified intermediaries (QIs), and investors regarding investment transactions.
  • Facilitate communication among investors, financial professionals, broker-dealers, custodians, escrow agents, qualified intermediaries, and internal teams throughout the transaction lifecycle.
  • Monitor pending transactions and proactively resolve issues that may impact funding, closings, or investor onboarding timelines.
  • Coordinate funding confirmations, transaction settlements, capital calls (if applicable), distributions, and investor record updates.
  • Maintain a understanding of 1031 exchange regulations, DST investment structures, Regulation D offerings, operational procedures, and industry best practices.
  • Work closely with Sales, Operations, and external service providers to support operational efficiency and exceptional client service.
  • Assist with offering launches, investment closings, and ongoing investor servicing activities.
  • Reconcile transaction data, investor records, funding activity, and operational reporting to ensure accuracy and data integrity.
  • Maintain and update CRM systems, investor databases, and reporting platforms, including Salesforce and Juniper Square along with other operational systems.
  • Prepare and distribute investor correspondence, transaction notifications, account documentation, and other communications as required.
  • Identify process improvement opportunities and contribute to operational enhancements that improve the investor and financial professional experience.
  • Keep current on industry regulations, product updates, procedural changes, and market developments impacting DST/1031 investments and Direct Investments (Regulation D).
  • Perform other duties as assigned.
Qualifications
Minimum Requirements include:
  • Bachelor's Degree preferred.
  • 1+ years of experience in real estate investment operations, alternative investments, broker-dealer operations, wealth management operations, transfer agency, investor services, or related financial services environment.
  • Experience supporting Delaware Statutory Trust (DST), 1031 exchange transactions, Regulation D/private placements, alternative investments, or real estate investment products preferred.
  • Understanding of Delaware Statutory Trust (DST) investment structures and Regulation D offerings.
  • Knowledge of broker-dealer, custodian, Qualified Intermediary and alternative investment operational processes.
  • Strong analytical, organizational, and problem-solving skills.
  • Excellent attention to detail and ability to manage multiple transactions simultaneously.
  • Proficiency in Microsoft Office Suite and CRM platforms such as Salesforce.
  • Strong verbal and written communication skills with the ability to interact professionally with financial professionals, investors, and external partners.
  • Ability to thrive in a fast-paced environment with strict deadlines and transaction-sensitive workflows.
  • Ability to obtain FINRA Series 7 and 63 licenses after 12 months of employment in good standing.

Closing
Hines is a global real estate investment, development and property manager. The firm was founded by Gerald D. Hines in 1957 and now operates in 28 countries. We manage a $92.3B¹ portfolio of high-performing assets across residential, logistics, retail, office and mixed-use strategies. Our local teams serve 634 properties totaling over 225 million square feet globally. We are committed to a net zero carbon target by 2040 without buying offsets. To learn more about Hines, visit www.hines.com and follow @Hines on social media. ¹Includes both the global Hines organization as well as RIA AUM as of June 30, 2022.
We are an equal opportunity employer and support workforce diversity.
No calls or emails from third parties at this time please.

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