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Investment Operations Associate Jobs in Texas (NOW HIRING)

Sixth Street

Operations Associate

Dallas, TX · On-site

As an Operations Associate, you will be a part of the Sixth Street Global Operations Team and be ... S. private investing activities * Work on our deal execution efforts, including: * Pipeline ...

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Investment Operations Associate information

See Texas salary details

$20.5K

$90.4K

$198.9K

How much do investment operations associate jobs pay per year?

As of Aug 14, 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?

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 August 2026, with employment types broken down into 87% Full Time, 10% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $90,438 per year, or $43.5 per hour.

Trading & Operations Associate

Level Four Wealth Management

Dallas, TX • On-site

Other

PTO

Posted 11 days ago

LPL Financial rating

7.3

Company rating: 7.3 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

123rd of 150 rated financial services

Job description

Our Team is growing, and we need you!
Come be a part of this disruption in the financial services marketplace!
By joining the Level Four family of companies, you'll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.
We offer:
  • Casual Work Environment
  • Generous Paid Time Off
  • Flexible Work Schedule
  • Great Benefits
  • And More...
Come take your career path to the next level!
The Level Four Capital Management (LFCM) Trading and Operations Associate is as a key member of the LFCM team providing operational support to the portfolio management team responsible for the management of proprietary investment strategies and custom client solutions.
Essential responsibilities and tasks of the Trading and Operations Associate are:
  • Ensure operational efficiencies and data integrity in support of the LFCM asset management platform, with an emphasis on collaboration and process development
  • Provide support for GIPS (Global Investment Performance Standards) verification process, including LFCM model assignments and changes, closing of accounts and working with various custodians/regulators to ensure all data accuracy and completeness
  • System and Database data entry and maintenance to ensure database integrity (Black Diamond & Salesforce)
  • Manage operational and portfolio management reporting, including but not limited to, asset flow, custodian alerts, portfolio high cash, etc.
  • Interface with the Operations team on day-to-day tasks relating to new account on-boarding to ensure client accounts are in good order before trading occurs in LFCM managed models
  • Serve as key point of contact between Financial Advisors and LFCM, providing support for account on-boarding and account transitions, ensuring a professional and proactive experience
  • Assist with monthly and quarter-end reporting to support Financial Advisors and industry database partners
  • Prepare and develop client proposals based on the specific needs and requests of Financial Advisors
  • Facilitate the creation and submission of Fixed Income paperwork for onboarding new clients to sub-advisor partners, such as Eaton Vance and First Trust.
  • Allocate Fixed Income trades, ensuring accurate booking of bond trades into accounts as received daily from sub-advisors.
  • Assist the trader in resolving trade discrepancies between Fixed Income sub-advisors, brokers, and custodians, ensuring timely and effective resolutions.
  • Assist the trader in resolving trade corrections, including completing and submitting forms to both the custodian and internal home office teams with prior approval
  • Review and monitor holdings amongst client strategies
  • Additional duties as required
Successful Trading and Operations Associate candidates will have:
  • Knowledge and experience in the securities industry in order to support the firm's investment management team and platform of SMA and Asset Allocation portfolios.
  • This position is critical to the efficient management, operations, implementation and tracking of client portfolios managed by the portfolio management team.
  • This professional will be able to work in the Dallas corporate office, reporting to the LFCM Practice Director.
Required
  • Bachelor's Degree in Finance or related field
  • Must have prior experience in a financial services office/broker-dealer with knowledge of equity and fixed income markets as well as securities
  • Meticulous attention to detail and excellent organizational skills
  • Proven track record of providing exceptional proactive customer service; can communicate with confidence and professionalism in both face-to-face and phone interactions
  • Reliable and Accountable; follows through on commitments start-to-finish
  • Possesses critical thinking, analytical and problem-solving skills
  • Has strong time-management skills; able to prioritize tasks
  • General computer and software knowledge in Microsoft Office Suite
Preferred
  • Minimum 3 years of experience
  • FINRA Series 7, 66, 63 and/or 65 registration
  • Securities license or willingness to obtain
  • Black Diamond
  • J AdvisorAccess, Schwab, and/or Fidelity Wealthscape
Icing on the Cake
  • Salesforce

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