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Investment Operations Associate Jobs in Texas (NOW HIRING)

MicroVentures

Investment Operations Associate

Austin, TX

The team is responsible for the full investment life cycle, including: establishment and funding of ... Collaborate with compliance, operations, and executive leadership teams to meet all requirements to ...

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MicroVentures

Investment Operations Associate

Austin, TX · On-site

The team is responsible for the full investment life cycle, including: establishment and funding of ... Collaborate with compliance, operations, and executive leadership teams to meet all requirements to ...

Cetera

Operations Projects Associate, TRPG

Dallas, TX · Hybrid

$28.85 - $36.05/hr

We are looking for an Operations Associate to join our team and support our organization by ... Knowledge of investment account setup and management is preferred. * Relevant education and/or ...

Cetera

Operations Projects Associate, TRPG

Dallas, TX · Hybrid

$28.85 - $36.05/hr

We are looking for an Operations Associate to join our team and support our organization by ... Knowledge of investment account setup and management is preferred. * Relevant education and/or ...

Willis Towers Watson

Operations Associate

Richardson, TX · On-site

$40K - $65K/yr

Address operational inquiries in a timely and professional manner * Resolve issues and concerns and ... Strong working knowledge of investment and insurance products * Familiarity with SEC and state ...

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Investment Operations Associate information

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$20.5K

$90.4K

$198.9K

How much do investment operations associate jobs pay per year?

As of Jul 3, 2026, the average yearly pay for investment operations associate in Texas is $90,438.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,600.00 and $109,500.00 per year, depending on experience, location, and employer.

What is an Investment Operations Associate job?

An Investment Operations Associate supports the daily operational processes of an investment firm, ensuring trades, settlements, and reconciliations run smoothly. They work closely with portfolio managers, traders, and custodians to manage financial transactions, mitigate risks, and maintain accurate records. This role requires strong analytical skills, attention to detail, and knowledge of financial instruments. It is essential for maintaining the efficiency and integrity of investment operations.

What are the key skills and qualifications needed to thrive in the Investment Operations Associate position, and why are they important?

To thrive as an Investment Operations Associate, you need strong analytical skills, attention to detail, and a foundational understanding of financial markets or investment management, typically supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with portfolio management systems, trade settlement software, and Excel, as well as certifications like CFA Level I, can be advantageous. Effective communication, organizational abilities, and problem-solving skills help individuals excel within cross-functional teams. These capabilities are crucial for ensuring the accuracy, efficiency, and compliance of daily investment operations in a fast-paced environment.

What are the typical daily responsibilities of an Investment Operations Associate?

As an Investment Operations Associate, your typical day involves processing trade settlements, reconciling investment accounts, maintaining transaction records, and ensuring operational compliance with regulatory requirements. You may also coordinate with portfolio managers, custodians, and third-party vendors to resolve discrepancies or execute instructions. Attention to detail and the ability to juggle multiple tasks are essential, as you’ll often manage time-sensitive processes. This role provides valuable exposure to the inner workings of investment management and can serve as a strong foundation for future advancement in finance or operations.

What are the most commonly searched types of Investment Operations jobs in Texas? The most popular types of Investment Operations jobs in Texas are:
What are popular job titles related to Investment Operations Associate jobs in Texas? For Investment Operations Associate jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Investment Operations Associate jobs in Texas look for? The top searched job categories for Investment Operations Associate jobs in Texas are:
What cities in Texas are hiring for Investment Operations Associate jobs? Cities in Texas with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Texas as of June 2026, with employment types broken down into 63% Full Time, 31% Part Time, 3% Contract, and 3% Nights. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $90,438 per year, or $43.5 per hour.
Investment Operations Associate

Investment Operations Associate

MicroVentures

Austin, TX

Full-time

Posted 27 days ago

Be an early applicant

Job description

Job Summary

MicroVentures, a leading equity crowdfunding platform, is seeking an ambitious individual to join our Fund Management team.

The team is responsible for the full investment life cycle, including: establishment and funding of an LLC, target investment completion, day-to-day Fund accounting, preparation of periodic reports and tax forms, managing the exit of the target investment, closing the Fund.

The ideal candidate is a high-integrity individual with incredible attention to detail, commitment to accuracy, willingness to learn a unique business, and the ability to excel in a fast-paced financial environment.
What you’ll do at MicroVentures:
  • Assist in the establishment and maintenance of over 800 Venture Funds
  • Assist in the completion of target Fund investments
  • Keep up to date with the performance of Fund investments
  • Prepare quarterly and annual financial statements and reports
  • Prepare investor notices, including capital call, fee, and distribution notices
  • Perform day-to-day fund accounting tasks
  • Participate on special projects related to the fund
  • Assist in the preparation of applicable tax forms (e.g., Form 1065)
  • Ensure compliance with regulatory requirements and other requirements of the funds’ specifications
  • Collaborate with compliance, operations, and executive leadership teams to meet all requirements to the highest standards of quality
What we’re looking for:
  • Bachelor’s degree in accounting, finance, or economics
  • At least three years of experience, preferably within the financial industry
  • Strong organizational and documentation skills
  • Strong verbal and written communication skills
  • Keen eye for details to identify trends, cause and effects
  • Ability to manage multiple tasks and priorities at once
  • Strategic thinker focused on continuous improvement
  • Professional demeanor and strong work ethic
  • Proficiency with Office Suite, especially Excel (formulas, macros, pivot tables, etc.) 
Note to candidates: Cover letters and CVs will be hand reviewed. 

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.