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Investment Operations Associate Jobs in Allen, TX

Farther LLC

Senior Trading Associate

Dallas, TX · On-site

$15 - $18/hr

Senior Trading Associate Hybrid - Dallas, TX Company Description Farther is a rapidly growing RIA ... This role sits at the center of our investment operations function and is responsible for ensuring ...

Farther

Senior Trading Associate

Dallas, TX · On-site +1

$14.75 - $17.75/hr

This role sits at the center of our investment operations function and is responsible for ensuring ... The Senior Trading Associate will oversee the full trade lifecycle - from order intake through ...

Farther

Senior Trading Associate

Dallas, TX

$14.75 - $17.75/hr

This role sits at the center of our investment operations function and is responsible for ensuring ... The Senior Trading Associate will oversee the full trade lifecycle -- from order intake through ...

ALM First

Associate, Investor Relations

Dallas, TX · On-site

$39K - $49K/yr

Associate, Investor Relations Reports To: Managing Director, Client Experience Job Summary: The ... Coordinate with internal teams (including investment management, operations, analytics, marketing ...

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All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Allen, TX

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 7, 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 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 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 82% Full Time, 14% Part Time, 1% Temporary, and 3% Contract. 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.

Senior Private Markets Operations Associate

G MASS

Dallas, TX • On-site

$110K/yr

Contractor

Re-posted 12 days ago

Job description

G MASS are seeking a senior Private Markets Operations professional to support the lifecycle management of private debt and private equity investments.

This is a hands-on role within an established alternatives platform, requiring proven experience across private markets operations. The successful candidate will come from a bank or investment manager background and bring the seniority to operate autonomously from day one.

You’ll be joining a high-performing alternatives platform with exposure to complex private market transactions and evolving operational workflows, with the opportunity to contribute to both execution and process development.

Responsibilities

  • Manage the end-to-end operational lifecycle of private debt and private equity investments, including deal facilitation, settlement, income processing, and cash controls
  • Support transaction execution and asset onboarding: asset setup, ticketing, settlement confirmation, and documentation / vaulting
  • Oversee loan lifecycle events: drawdowns, repayments, interest calculations, restructurings, amendments, and covenant-related activity
  • Perform and review lifecycle accounting: including principal and interest (P&I), fees, expenses, and capital activity (contributions / distributions)
  • Conduct reconciliations, exception management, and investigation of breaks across complex structures
  • Partner with front office, legal, finance, and compliance to ensure accurate execution and strong operational control
  • Drive process improvements: identifying inefficiencies and enhancing workflows across the platform

Requirements

  • Proven experience within a private markets / alternatives operations environment (private debt and/or private equity) — essential
  • Strong understanding of loan-based instruments (term loans, revolvers, delayed draws) and private market transaction mechanics
  • Solid grasp of lifecycle accounting across private assets (P&I, fees, capital movements)
  • Familiarity with fund and SPV structures and how capital is deployed across these vehicles
  • Experience operating in a controlled, high-accuracy environment managing complex transaction flows
  • Ability to operate autonomously and manage multiple priorities within a live deal environment
  • Track record of identifying and implementing process improvements
  • Systems literacy: experience with platforms such as WSO, G-Treasury, or similar; SQL proficiency for reconciliation and data analysis is advantageous

Benefits

12-month contract, with a view for extension

Paying up to $110,000 per year