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Investment Operations Associate Jobs in Frisco, TX

Sixth Street

Operations Associate

Dallas, TX · On-site

As an Operations Associate, you will be a part of the Sixth Street Global Operations Team and be ... S. private investing activities * Work on our deal execution efforts, including: * Pipeline ...

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 ...

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Investment Operations Associate information

See Frisco, TX salary details

$20.6K

$90.9K

$199.8K

How much do investment operations associate jobs pay per year?

As of Aug 18, 2026, the average yearly pay for investment operations associate in Frisco, TX is $90,854.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,800.00 and $110,000.00 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 popular job titles related to Investment Operations Associate jobs in Frisco, TX?

For Investment Operations Associate jobs in Frisco, TX, the most frequently searched job titles are:

What job categories do people searching Investment Operations Associate jobs in Frisco, TX look for?

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

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

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

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Frisco, TX as of August 2026, with employment types broken down into 87% Full Time, 10% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $90,854 per year, or $43.7 per hour.

Licensed Investment Operations Associate

First Command Financial Services, Inc.

Fort Worth, TX • On-site

Full-time

Re-posted 23 days ago

First Command Financial Services rating

7.5

Company rating: 7.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description


How will this role impact First Command?
The Brokerage Operations Associate is responsible for servicing Advisors and clients through the processing and support of First Command. The Associate is responsible for capturing data, inputting transactions, evaluating information, identifying inconsistencies / inaccuracies, formulating resolutions, processing in-good-order business, maintaining daily statistics, and communicating with advisors and office staff. The Associate performs these duties within the standards set by the department.
What will the employee do in this role?
  • Develop an understanding of the functional and task responsibilities within operations.
  • Processing various account update and miscellaneous operations request for managed, brokerage, and direct at fund accounts.
  • Fulfill Client and Advisor requests to establish, service and support mutual fund, brokerage, and annuity business, within departmental guidelines for quality and productivity.
  • Review incoming client paperwork and collaborate with essential internal and external personnel to resolve items which are not in good order (NIGO).
  • Process inbound First Command Advisor and Client requests received via mail, email, cases, fax, and service requests.
  • Improve the client and Advisor experience by providing effective and professional written and verbal communication to First Command Advisors and Clients.
  • Engage in regular training and professional development while obtaining additional skills to enhance individual growth and cross-departmental functionality.
  • This position will involve rotation of job responsibilities for purposes of cross-training and career development.

What Skills/Qualifications Do You Need?
Education
  • Bachelor's degree preferred. Equivalent combination of education and relevant work experience will be considered.
  • Series 7 & 63 preferred.

Work Experience
  • Minimum one year work experience in a business setting. (Required)
  • Experience within the Financial Services Industry is preferred
  • 4 year college degree accepted in lieu of previous work experience
  • Experience working with multiple systems in a dual monitor environment, and basic computer skills
  • Attention to detail and a strong commitment to comply with policies, procedures and guideline

Required Knowledge, Skills and Abilities
  • Ability to work in a fast-paced environment and successfully meet strict operational deadlines.
  • Above average time management and multitasking skills.
  • Maintain a high degree of accuracy while meticulously processing each transaction request in a timely manner
  • Experience working with multiple systems in a dual monitor environment, and basic computer skills
  • Attention to detail and a strong commitment to comply with policies, procedures and guidelines.
  • Demonstrate passion for superior customer service, i.e. a client / advisor first mentality with a high level of integrity
  • Initiative-taking individual with the ability to work independently or collaboratively with proven results.
  • Ability to work mandatory overtime when required.

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What First Command Financial Services employees say

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Hours and flexibility

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About First Command Financial Services

Sourced by ZipRecruiter

First Command Financial Services, based in Fort Worth, TX, US, operates within the financial services industry. Established in 1958, this company's mission is to "coach those who serve in their pursuit of financial security." With its suite of services and products, including investment management and financial planning, the firm is dedicated to helping military families and federal employees achieve financial security. Over the years, First Command has made a name for itself through integrity, commitment, and an approach built upon trust, resulting in substantial client loyalty. Featured among its notable achievements is the company's consistent placement among the top 1% of all wealth management firms in the USA in terms of long-term investment results, confirming their commitment to providing exceptional financial services.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Fort Worth, TX, US

Year founded

1958

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