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Investment Operations Associate Jobs in Allen, TX

Level Four

Trading & Operations Associate

Dallas, TX · On-site

Trading And Operations Associate Our team is growing, and we need you! Come be a part of this ... Provide support for GIPS (Global Investment Performance Standards) verification process, including ...

Gartner

Operations Associate

Irving, TX · Hybrid

The Operations Associate for Learning & Development provides a pivotal role in our success story ... We invest in great leaders who bring out the best in you and the company, enabling us to multiply ...

Gartner, Inc.

Operations Associate

Irving, TX · On-site

The Operations Associate for Learning & Development provides a pivotal role in our success story at ... We invest in great leaders who bring out the best in you and the company, enabling us to multiply ...

Cubesmart

Store Operations Associate

Dallas, TX · On-site

A Culture You'll Want to Be Part Of - Be part of a company that invests in its teammates, with real ... The Store Operations Associate is responsible for two key areas: Customer Service * Developing ...

Flexport

Global Operations Associate

Dallas, TX · On-site

We are proud to have the support of the best investors in the game who believe in our mission ... The Global Operations Associate is responsible for the ownership and execution of the end-to-end ...

Flexport

Global Operations Associate

Dallas, TX · On-site

We are proud to have the support of the best investors in the game who believe in our mission ... The Global Operations Associate is responsible for the ownership and execution of the end-to-end ...

ORIX

Associate, Loan Closing

Dallas, TX · On-site

The Loan Associate will support the internal loan administrative agent team functional ... Experience with portfolio accounting, loan servicing, or investment operations systems such as CLS ...

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Investment Operations Associate information

See Allen, TX salary details

$20.5K

$90.3K

$198.6K

How much do investment operations associate jobs pay per year?

As of Aug 28, 2026, the average yearly pay for investment operations associate in Allen, TX is $90,295.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,500.00 and $109,300.00 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 job categories do people searching Investment Operations Associate jobs in Allen, TX look for?

The top searched job categories for Investment Operations Associate jobs in Allen, TX are:

What cities near Allen, TX are hiring for Investment Operations Associate jobs?

Cities near Allen, TX with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Allen, TX as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 11% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $90,295 per year, or $43.4 per hour.

Central Operations Associate

Concurrent Investment Advisors

Dallas, TX • On-site

$60K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 days ago

Job description

Description
Position Overview
We are seeking a dedicated and detail-oriented Central Operations Associate to join our team. In this role, you will play a pivotal part in providing exceptional support to Financial Advisors and their clients. The Central Operations Associate will manage client onboardings, assist with account management, ensure regulatory compliance, and maintain precise client records. This role is based in our Tampa office and involves collaborating with a diverse group of advisors across the country. The ideal candidate will possess strong organizational skills, attention to detail, and the ability to handle multiple priorities in a fast-paced environment.

Key Responsibilities
  • Client Support: Serve as the primary point of contact for client inquiries, providing accurate information about financial products and assisting with processes.
  • Account Management: Assist with account opening/closing, monitor accounts for compliance, and resolve account-related issues.
  • Financial Planning Assistance: Support Financial Advisors by maintaining financial plans and investment details.
  • Documentation & Record-Keeping: Process and maintain up-to-date client records, handle documentation, and archive within CRM.
  • Compliance: Ensure all client interactions and transactions comply with industry regulations.
  • Communication: Maintain clear communication with clients, advisor firms, and internal teams, providing updates on client requests and onboardings.
  • Problem Resolution: Address and escalate client issues, ensuring client satisfaction and retention.
  • Education & Training: Educate advisors on financial products, services, and systems.
  • Vendor Collaboration: Coordinate with custodians to process transactions and maintain account accuracy.
  • Reporting & Analysis: Generate reports on account activities, provide insights to improve client service and operations.

Qualifications
  • At least three years of experience in financial services, advisory office practices, and custodial operations.
  • Excellent organizational and time management skills to handle multiple tasks and meet deadlines.
  • Detail-oriented with the ability to maintain accuracy with financial documents.
  • Strong communication skills, both verbal and written, to interact effectively at all levels.
  • Ability to manage multiple priorities, resolve issues, and provide high-level customer service.
  • Proficiency in office software, reporting tools, and CRM systems.
  • Familiarity with investment concepts and industry compliance standards.

Benefits
  • 401(k) matching
  • Dental Insurance
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance