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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 ...

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 ...

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 ...

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 ...

Allied Orion Group

Be Seen First

Investment Associate

Houston, TX · On-site

... Assist with sourcing new investment opportunities and maintaining relationships with brokers, lenders, and other market participants. Asset Management ▪ Actively monitor the operational and ...

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Investment Operations Assistant information

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How much do investment operations assistant jobs pay per hour?

As of Aug 24, 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 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 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 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 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.

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

Associate Vice President, Investor & Trading Operations

The HT Group

Houston, TX • On-site

$120 - $125/hr

Other

Posted 16 days ago

Job description

Associate Vice President, Investor & Trading Operations (BH-20466)

Location Houston, United States Sector Financial Services Salary 120,000.00 US to 125,000.00 US per annum

AVP, Investor & Trading Operations

Location: Houston, TX (Onsite)

Employment Type: Full-Time

About the Opportunity

The HT Group is partnering with a highly regarded independent wealth management firm to find an AVP of Investor & Trading Operations. This is a unique opportunity to step into a highly visible role supporting the firm's investment platform, trading operations, and data infrastructure.

This position is ideal for someone who is an active trader today and enjoys balancing hands-on trading responsibilities with broader operational ownership. You'll serve as the firm's primary trading operations resource while helping oversee critical investment platforms, operational workflows, reporting, and data integrity across the organization.

If you enjoy improving processes, working across investment operations, and driving operational excellence in a collaborative environment, this role offers significant opportunity for growth and long-term leadership.

What You'll Do

  • Lead daily trading operations and serve as the primary point of contact for trade execution activities.
  • Prepare, validate, and monitor trade requests while supporting trade reconciliation and issue resolution.
  • Review cash positions, account restrictions, model allocations, and portfolio readiness.
  • Help maintain operational controls and support pre- and post-trade validation processes.
  • Support alternative investment operations including capital calls, distributions, valuations, and subscription workflows.
  • Assist with billing readiness, reconciliation, and account configuration.
  • Maintain data integrity across CRM, portfolio management, and reporting platforms.
  • Support client reporting, performance validation, and investment reporting workflows.
  • Identify opportunities to automate processes and improve operational efficiency.
  • Collaborate with advisors, custodians, technology partners, and cross-functional teams to enhance platform operations.

Qualifications Required

  • 5+ years of experience in investment operations, trading operations, product operations, or platform operations.
  • Current hands-on experience supporting or executing trades within a live trading environment.
  • Experience with portfolio models and investment operations workflows.
  • Strong analytical skills with exceptional attention to detail.
  • Advanced Microsoft Excel skills.

Preferred

  • Experience with institutional trading or portfolio management platforms such as:
    • RedBlack
    • Black Diamond
    • Charles River
    • Eze
    • Orion
    • Moxy
    • Envestnet
  • Alternative investment operations experience.
  • Experience with CRM platforms (Salesforce preferred).
  • Familiarity with portfolio reporting platforms (Addepar preferred).
  • Exposure to SQL, Python, Power BI, Tableau, or workflow automation tools.
  • Experience supporting billing, performance reporting, or investment data management.

What We're Looking For

We're seeking someone who thrives in a fast-paced investment environment and enjoys solving complex operational challenges. The ideal candidate is proactive, collaborative, detail-oriented, and passionate about building scalable processes that support both investment teams and clients.

This is an excellent opportunity to join a growing organization where you'll have meaningful ownership, direct exposure to firm leadership, and the ability to influence the evolution of trading and platform operations.

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