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Investment Operations Associate Jobs in Texas (NOW HIRING)

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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 Aug 22, 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 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 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 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 1% As Needed, 85% Full Time, 10% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $90,438 per year, or $43.5 per hour.

Whole Loan Operations Associate, Mortgage Operations, Analyst/Associate

Annaly Capital Management, Inc.

Irving, TX • Hybrid

Full-time

Posted 28 days ago

Job description

About Us

Annaly Capital Management, Inc. (“Annaly” or, together with its wholly-owned subsidiaries, the “Company”), is a publicly traded real estate investment trust (REIT) with investment strategies across mortgage finance.  Its common stock is listed on the New York Stock Exchange under the symbol “NLY”. Annaly’s wholly-owned subsidiaries include several regulated and licensed entities, including Annaly Credit Opportunities Management LLC, an SEC registered investment adviser (“ACOM”), Arcola Securities, Inc., a FINRA member broker-dealer (“Arcola”) and, Onslow Bay Financial LLC, a mortgage aggregator and master servicer (“Onslow Bay”). The Company is headquartered in New York, NY with an additional office in the Dallas-Fort-Worth Metropolitan Area.

About This Role

Annaly, through our wholly owned subsidiary, Onslow Bay Financial, is seeking a Whole Loan Operations Associate who will be responsible for coordinating numerous operational responsibilities across the lifecycle of the loan.  The Whole Loan Operations Associate will touch loans across numerous departments ranging from lock desk, collateral, credit and settlements.

Additionally, the candidate will be responsible for finding and instituting process improvements, while creating an improved experience for our vast seller network.  

The ideal candidate would have 5+ years of experience in the residential mortgage whole loan space. Candidates should have prior knowledge of residential whole loan collateral, mortgage documents, underwriting guidelines, pricing and eligibility matrices as well as an understanding of systems used to originate, diligence, settle, service, securitize and asset manage residential mortgage loans.

Essential Responsibilities   

  • Coordinate between all different internal and external stakeholders within numerous stages of loan acquisition
  • Review custodial exception reports and identify any material and/or fatal exceptions
  • Review post close diligence reports in a timely manner ensuring all Onslow Bay criteria are met
  • Ability to effectively communicate Onslow Bay’s position relating to loan conditions and pipeline statuses
  • Handle seller requests and escalations in a timely manner
  • Work comfortably within multiple vendor platforms (i.e. LOS, Rate Lock Portals, Diligence) as well as internal/proprietary loan management systems

Qualifications/Requirements

Basic Qualifications:

  • 5+ years of experience in residential mortgage loans.
  • Knowledgeable in loan origination, loan servicing, credit and collateral
  • Bachelor’s Degree preferred

Desired Characteristics:

  • Ability to manage multiple projects at a time and prioritize accordingly
  • Ability to effectively communicate, both written and verbally, with Senior Management regarding the progress and results of projects and initiatives
  • Thorough understanding of mortgage data and ability to identify material defects and troubleshoot accordingly
  • Ability to work effectively under time constraints and in a fast-paced environment

Eligibility Requirements:

  • Must be willing to submit to a background investigation
  • Must have unrestricted work authorization to work in the United States
  • Must be willing to work additional hours as needed to complete deadline driven projects
  • Must be willing to work in Dallas, TX on-site three (3) days a week

Annaly is committed to equal employment opportunity and providing reasonable accommodations to qualified candidates and employees pursuant to applicable law.  We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, military and veteran status, gender identity or expression, genetic information, or any other characteristic protected by federal, state, or local law. If you require reasonable accommodation as part of the application process, please contact our Human Resources department.

To learn more about Annaly Capital Management, Inc. please visit https://www.annaly.com | LinkedIn: www.linkedin.com/company/annaly-capital-management

To learn more about and Onslow Bay Financial, Inc., please visit https://www.onslowbayfinancial.com | LinkedIn: www.linkedin.com/company/onslow-bay-financial

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