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Investment Operations Associate Jobs in Texas (NOW HIRING)

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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 15, 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.

Service and Operations Associate (Part-Time)

Fisher Investments

Garland, TX • On-site

Part-time

Retirement

This job post has expired 1 day ago. Applications are no longer accepted.

Fisher Investments rating

8.5

Company rating: 8.5 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

Job description

Imagine walking into an environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. At Fisher Investments, we take pride in developing talent in our Part-time Service and Operations Associates and preparing them to succeed in the professional workplace. This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we're better off with the diversity it brings.

The Opportunity:

This part-time opportunity is for current college students located near our Fisher campus in Plano, TX. You will report directly to your Team Leader who will work with your current class schedule to find a solution that works best for you (minimum: 15 hours per week).

The Day-to-Day:

  • Provide top-notch customer service to our internal business groups who serve our high-net-worth private clients
  • Work to schedule conversations between our clients and investment counselors
  • Handle operational tasks to support the new account onboarding process and maintenance needs for existing client accounts
  • Update a variety of internal resources while getting the opportunity to experiment with large data sets
  • Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy
  • Gain exposure to upper management and work in an environment that values collaboration

Your Qualifications:

  • Minimum age of 18
  • Enrolled college student pursuing a Bachelor's or Associates degree
  • Commute to the Plano, TX office
  • Cumulative GPA of 3.0+
  • Able to work 15 hours a week at a minimum (28 hour maximum)

Why Fisher Investments:

At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits to part-time employees like:

  • A 50% 401(k) match, up to the IRS maximum (must be 21 years and older)
  • Access to emotional wellbeing services such as the Ginger app, Headspace, and an Employee Assistance Program (EAP)
  • A collaborative working environment that practices ongoing training, educational support and employee appreciation events

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

We also provide a cumulative learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we're Great Place to Work Certified, and The Oregonian named us as a Top Workplace! But in the end, it's not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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