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Investment Operations Associate Jobs in Sherman, TX

KnitWell Group

Stylist (SAPT)-Lane Bryant

Mckinney, TX · On-site

Our inclusive community of customers and associates champions the acceptance of all sizes, shapes ... We Value Our People Actively invests in personal growth and development Demonstrates respect and ...

KnitWell Group

Stylist (SAPT)-Lane Bryant

Sherman, TX · On-site

Our inclusive community of customers and associates champions the acceptance of all sizes, shapes ... We Value Our People Actively invests in personal growth and development Demonstrates respect and ...

Wilks

Electronic Technician 1

Gainesville, TX · On-site

We invest in relationships and recognize the value in people, communities, and businesses. Our ... Assists in monitoring electronic systems during fracturing operations to ensure proper ...

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Showing results 21-40

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

Investment Operations Associate information

See Sherman, TX salary details

$19.7K

$86.7K

$190.7K

How much do investment operations associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for investment operations associate in Sherman, TX is $86,718.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,100.00 and $105,000.00 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 cities near Sherman, TX are hiring for Investment Operations Associate jobs?

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

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Sherman, TX as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $86,718 per year, or $41.7 per hour.

Account Associate - State Farm Agent Team Member

State Farm

Mckinney, TX • On-site

$40K - $80K/yr

Full-time

Medical, Retirement, PTO

Re-posted 4 days ago

State Farm rating

7.3

Company rating: 7.3 out of 10

Based on 1,564 frontline employees who took The Breakroom Quiz

241st of 315 rated insurance

Job description

Responsive recruiter
Benefits:
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • License reimbursement

ABOUT OUR AGENCY:
I opened my agency in 2010 and currently lead a close-knit team of 12. Before becoming a State Farm agent, I worked as a journalist and later worked for State Farm Corporate, both experiences that gave me a strong appreciation for communication, customer service, and helping people through life's unexpected moments.
Giving back to our community is an important part of who we are. Our agency enjoys supporting local organizations and staying actively involved in the communities we serve.
Our agency offers health benefits, a 401(k), paid time off, holiday pay, licensing reimbursement, and a strong commitment to work-life balance. We believe in investing in our team and providing the support they need to build successful, long-term careers.
Our culture is like a small family. We work hard, have fun together, and strive for excellence in everything we do. I'm looking for someone who is hardworking, goal-driven, and willing to hustle to achieve great results. If you're motivated to grow with a supportive, high-performing team, we'd love to meet you.
ROLE DESCRIPTION:As an Account Associate for Christie Rhyne - State Farm Agent, you are vital to our daily business operations and customers' success. You help grow our office through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of customers by proactively marketing relevant products and services.
RESPONSIBILITIES:
  • Manage customer accounts and update information in the database.
  • Assist customers with policy changes and inquiries.
  • Process insurance claims and follow up with customers on claim status.
  • Coordinate with underwriters to ensure timely policy issuance.

QUALIFICATIONS:
  • Strong organizational skills and attention to detail.
  • Excellent customer service and communication skills.
  • Previous experience in insurance or a related field preferred.

Compensation: $40,000.00 - $80,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Mckinney, TX and help customers with their insurance and financial services needs, including:
  • Auto insurance
  • Home insurance
  • Life insurance
  • Retirement planning

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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