ZipRecruiter

Log In

1

Investment Operations Associate Jobs in Pasadena, TX

ZT Corporate

Investment Associate

Houston, TX · On-site

Investment Associate Department: ZT Corporate Reports To: Chief Financial Officer FLSA: Exempt Job ... Lead diligence workstreams across financial, operational, and market analysis * Prepare investment ...

Allied Orion Group

Be Seen First

Investment Associate

Houston, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Position Summary The Associate of Investments plays an all-encompassing role within AOG Living ... Asset Management ▪ Actively monitor the operational and financial performance of existing assets ...

McKinsey & Company

Associate - Service Operations

Houston, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Consulting Associate - Service Operations Job ID: 100701 * Atlanta * Austin * Boston * Chicago ... Your colleagues-at all levels-will invest deeply in your development, just as much as they invest ...

next page

Showing results 1-20

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

Investment Operations Associate information

See Pasadena, TX salary details

$20.1K

$88.7K

$195.1K

How much do investment operations associate jobs pay per year?

As of Aug 19, 2026, the average yearly pay for investment operations associate in Pasadena, TX is $88,697.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,400.00 and $107,400.00 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 Pasadena, TX look for?

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

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

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

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Pasadena, TX as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 9% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $88,697 per year, or $42.6 per hour.

Associate Vice President, Investor & Trading Operations

The HT Group

Houston, TX • On-site

$120 - $125/hr

Other

Posted 11 days ago

Job description

Associate Vice President, Investor & Trading Operations (BH-20466)

Location Houston, United States Sector Financial Services Salary 120,000.00 US to 125,000.00 US per annum

AVP, Investor & Trading Operations

Location: Houston, TX (Onsite)

Employment Type: Full-Time

About the Opportunity

The HT Group is partnering with a highly regarded independent wealth management firm to find an AVP of Investor & Trading Operations. This is a unique opportunity to step into a highly visible role supporting the firm's investment platform, trading operations, and data infrastructure.

This position is ideal for someone who is an active trader today and enjoys balancing hands-on trading responsibilities with broader operational ownership. You'll serve as the firm's primary trading operations resource while helping oversee critical investment platforms, operational workflows, reporting, and data integrity across the organization.

If you enjoy improving processes, working across investment operations, and driving operational excellence in a collaborative environment, this role offers significant opportunity for growth and long-term leadership.

What You'll Do

  • Lead daily trading operations and serve as the primary point of contact for trade execution activities.
  • Prepare, validate, and monitor trade requests while supporting trade reconciliation and issue resolution.
  • Review cash positions, account restrictions, model allocations, and portfolio readiness.
  • Help maintain operational controls and support pre- and post-trade validation processes.
  • Support alternative investment operations including capital calls, distributions, valuations, and subscription workflows.
  • Assist with billing readiness, reconciliation, and account configuration.
  • Maintain data integrity across CRM, portfolio management, and reporting platforms.
  • Support client reporting, performance validation, and investment reporting workflows.
  • Identify opportunities to automate processes and improve operational efficiency.
  • Collaborate with advisors, custodians, technology partners, and cross-functional teams to enhance platform operations.

Qualifications Required

  • 5+ years of experience in investment operations, trading operations, product operations, or platform operations.
  • Current hands-on experience supporting or executing trades within a live trading environment.
  • Experience with portfolio models and investment operations workflows.
  • Strong analytical skills with exceptional attention to detail.
  • Advanced Microsoft Excel skills.

Preferred

  • Experience with institutional trading or portfolio management platforms such as:
    • RedBlack
    • Black Diamond
    • Charles River
    • Eze
    • Orion
    • Moxy
    • Envestnet
  • Alternative investment operations experience.
  • Experience with CRM platforms (Salesforce preferred).
  • Familiarity with portfolio reporting platforms (Addepar preferred).
  • Exposure to SQL, Python, Power BI, Tableau, or workflow automation tools.
  • Experience supporting billing, performance reporting, or investment data management.

What We're Looking For

We're seeking someone who thrives in a fast-paced investment environment and enjoys solving complex operational challenges. The ideal candidate is proactive, collaborative, detail-oriented, and passionate about building scalable processes that support both investment teams and clients.

This is an excellent opportunity to join a growing organization where you'll have meaningful ownership, direct exposure to firm leadership, and the ability to influence the evolution of trading and platform operations.

#MPIND

#J-18808-Ljbffr

Apply