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Investment Operations Associate Jobs in Conroe, TX

Plains State Bank

Be Seen First

Commercial Loan Operations Specialist

Humble, TX · On-site

Process investor reporting, remittances and month end reconcilements on participated loans. * Post ... Associate's Degree or Bachelor's Degree in a Business or Finance related field is preferred with ...

WGI

Operations Manager RPLS a MUST

Houston, TX · On-site

At WGI, you will find talented, passionate associates providing exceptional service in ... We work to stay ahead of the curve by investing in the latest tools and technology. As one of the ...

Webforge

Bilingual Operations Manager

Houston, TX · On-site

Join a Fortune 1000 company that respects hard work, honors diversity and invests in our employees ... Bachelor's degree with 6+ years of relevant experience, Associates degree with 8+ years of relevant ...

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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:
Investment Operations Associate jobs near you
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.

Private Markets Research Associate

Initio Capital

Houston, TX • Remote

Full-time

Posted 17 days ago

Job description

ABOUT INITIO CAPITAL

Initio Capital is hiring for this role and related opportunities across consulting, finance, product, software, AI, operations, market research, and growth-focused workstreams.

THE ROLE

As a Private Markets Research Associate, you will help identify promising markets, companies, products, operators, and investment or growth opportunities. You will turn ambiguous information into clear research, structured analysis, prioritized target lists, and practical recommendations.

This is a remote, flexible role for candidates who are analytical, commercially curious, and comfortable moving quickly across business, finance, technology, and strategy topics.

WHAT YOU MAY WORK ON
  • Research companies, markets, business models, and investment themes.
  • Build target lists, market maps, competitive scans, and opportunity pipelines.
  • Analyze data, documents, websites, interviews, and public information to form concise recommendations.
  • Support strategy, sourcing, diligence, product, growth, finance, and operations projects.
WHO THIS IS FOR

This is a strong fit for candidates interested in consulting, finance, investment research, product strategy, software, AI/data, business operations, corporate development, private markets, or entrepreneurship.

COMPENSATION

Compensation varies by project and experience. Many roles are flexible, remote, and project-based.