1

Investment Operations Associate Jobs in Conroe, TX

Our teams of experienced of Acquisitions Associates provide you with consistent inventory to sell ... training platform, and operations team Qualifications - Active Texas real estate license or ...

Showing results 21-40

Investment Operations Associate information

See Conroe, TX salary details

$18.8K

$83.1K

$182.8K

How much do investment operations associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for investment operations associate in Conroe, TX is $83,107.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,600.00 and $100,600.00 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 Conroe, TX look for? The top searched job categories for Investment Operations Associate jobs in Conroe, TX are:
What cities near Conroe, TX are hiring for Investment Operations Associate jobs? Cities near Conroe, TX with the most Investment Operations Associate job openings:
Infographic showing various Investment Operations Associate job openings in Conroe, TX as of August 2026, with employment types broken down into 85% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $83,107 per year, or $40 per hour.

Associate Petroleum Engineer, Global Investment Banking

CIBC

Houston, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.


Job description

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What You'll Be Doing:

Seeking Petroleum Engineering Investment Banking Associate role to support the Houston EIT (Energy, Infrastructure, and Transition) team. As an Associate, you will play a critical role in the engineering-specific aspects of the asset assessment and valuation workflow - PDP forecasting, type curve generation, LOS analysis, and future inventory identification and development. You will work on generating client presentation materials, populating VDRs, and partnering closely with senior bankers, clients, and counterparties.

  • Lead technical analysis and valuation of oil and gas assets.
  • Prepare client presentations and serve as a main contact for senior bankers and clients.
  • Conduct company, industry, basin, and asset research to provide strategic recommendations.

How You'll Succeed:

  • Perform technical evaluations - develop and validate production forecasts and type curves for oil and gas assets across North America.
  • Apply reservoir engineering and data science to identify key performance drivers.
  • Assess and categorize undeveloped inventory and related risks.
  • Build and QC discounted cash flow (DCF) valuation models using ARIES and ComboCurve.
  • Develop and maintain technical databases (ARIES, ComboCurve, Spotfire, etc.) for valuation and marketing analyses.
  • Leverage Enverus PRISM/DI and IHS DirectConnect/Impact public oil & gas database subscriptions to perform independent scoping and understanding of client leasehold positions.
  • Lead technical and operational due diligence workstreams, including diligence calls, deal materials creation, model audit, and process management from start to finish.
  • Partner with senior bankers to support transaction execution, client deliverables, buyer interaction, and process integrity.
  • Market assets to potential buyers by presenting analysis to large groups and following up on buyers' questions and answers.
  • Play a critical role in A&D, M&A, marketing, and pitch processes alongside senior bankers.

Who You Are:

Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

  • 2-6+ years of experience in a related reservoir engineering role.
  • Bachelor's in Engineering required; experience in the oil & gas industry at an operator and/or in investment banking (A&D advisory).Effective team player able to work with diverse internal and external stakeholders.
  • High attention to detail; able to manage multiple tasks.
  • Ability to work under pressure and meet deadlines.
  • Strong data analytics and problem-solving capabilities; Skilled at analyzing complex technical and financial data.
  • Fundamental knowledge of cash flow, economics, and rate of return.
  • Demonstrated ability to assess technical risk in economic valuations.
  • Excellent presentation, communication, and client-facing abilities.
  • Advanced skills in ARIES, Spotfire, Microsoft Excel, and PowerPoint, and experience with coding (TERR / Python) and workflow automation
  • Deep understanding of public oil & gas datasets (Enverus, IHS, state websites).
  • Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

#LI-TA

California residents - your privacy rights regarding your actual or prospective employment

At CIBC, we offer a competitive total rewards package. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.

Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

  • We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

  • We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

TX-Houston, 1001 Fannin St

Employment Type

Regular

Weekly Hours

40

Skills

Accountability, Advisory Services, Analytical Thinking, Business, Cash Flow, Client Facing, Customer Experience (CX), Financial Modeling, Financial Research, High Net Worth Individuals, Investment Banking, Investment Valuation, Private Equity, Wealth Management