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Investment Operations Jobs in Texas (NOW HIRING)

Investment Operations Analyst

Fort Worth, TX ยท On-site

$80K - $110K/yr

We are looking for an Investment Operations Analyst to support a fast-paced financial services organization in Fort Worth, Texas. This role focuses on delivering accurate investor communications ...

THE ROLE As a Investment Operations Analyst, you will help identify promising markets, companies, products, operators, and investment or growth opportunities. You will turn ambiguous information into ...

New

The team is responsible for the full investment life cycle, including: establishment and funding of ... Collaborate with compliance, operations, and executive leadership teams to meet all requirements to ...

The team is responsible for the full investment life cycle, including: establishment and funding of ... Collaborate with compliance, operations, and executive leadership teams to meet all requirements to ...

The team is responsible for the full investment life cycle, including: establishment and funding of ... Collaborate with compliance, operations, and executive leadership teams to meet all requirements to ...

We are a financial advisory firm seeking a highly organized and detail-oriented Investment Operations Specialist to support our firm's operations. This role plays a vital part in ensuring a smooth ...

The team is responsible for the full investment life cycle, including: establishment and funding of ... Collaborate with compliance, operations, and executive leadership teams to meet all requirements to ...

Investment Operations Analyst Sr. Location: Dallas - Shared Services Additional Posting Details: Monday - Friday 8:00am - 5:00pm Posting Summary: This position is responsible for daily investment ...

We are a financial advisory firm seeking a highly organized and detail-oriented Investment Operations Specialist to support our firm's operations. This role plays a vital part in ensuring a smooth ...

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Investment Operations information

See Texas salary details

$10

$24

$49

How much do investment operations jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for investment operations in Texas is $24.45, according to ZipRecruiter salary data. Most workers in this role earn between $16.59 and $28.22 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in investment operations?

To thrive in Investment Operations, you need strong analytical skills, attention to detail, and a background in finance or accounting, often supported by a bachelor's degree. Familiarity with portfolio management systems, trade settlement platforms, and industry regulations, as well as certifications like CFA or CIPM, is highly valued. Excellent problem-solving abilities, organizational skills, and effective communication set top performers apart in this field. These competencies are essential for ensuring accurate transaction processing, regulatory compliance, and seamless support of investment activities.

What is investment operations?

Investment Operations refer to the behind-the-scenes processes and systems that support the buying, selling, and management of investment assets in financial institutions. This includes trade settlement, reconciliation, portfolio accounting, reporting, and ensuring compliance with regulatory requirements. Investment Operations professionals ensure that transactions are processed accurately and efficiently, helping firms to minimize risks and meet client expectations. Their work is critical for the smooth functioning of asset management, hedge funds, pension funds, and investment banks.

What are some common challenges faced in investment operations, and how can professionals effectively address them?

Investment Operations professionals often encounter challenges such as managing high transaction volumes, ensuring data accuracy, and adapting to frequent regulatory changes. To address these, strong attention to detail, robust internal controls, and staying current with industry regulations are crucial. Collaboration with portfolio managers, compliance teams, and IT staff also helps streamline processes and resolve issues efficiently. Developing proficiency with investment management systems and a proactive approach to problem-solving can further enhance effectiveness in this role.

What is the salary of an investment operations career path?

The salary for an investment operations professional typically ranges from $60,000 to $100,000 annually, depending on experience, location, and the size of the firm. Entry-level roles may start lower, while experienced specialists or managers can earn higher salaries, often supplemented with bonuses and benefits.

What do you do in investment operations?

In investment operations, professionals handle the processing and settlement of trades, maintain client accounts, and ensure compliance with regulations. They often use specialized software and work closely with portfolio managers, custodians, and compliance teams to ensure accurate and efficient investment activities.

What is the difference between Investment Operations vs Fund Accountant?

AspectInvestment OperationsFund Accountant
Primary ResponsibilitiesOversees trade processing, settlement, data management, and compliance across investment portfolios.Manages fund accounting, NAV calculations, and financial reporting for investment funds.
Required Skills & CertificationsKnowledge of investment processes, Excel, and industry regulations; certifications like CFA or CPA are common.Strong accounting skills, familiarity with fund accounting software; CPA or equivalent often preferred.
Work EnvironmentTypically in asset management firms, hedge funds, or banks, focusing on operational efficiency.Primarily in fund management companies, focusing on accurate financial reporting.

While both roles support investment firms, Investment Operations has a broader scope covering trade processing and compliance, whereas Fund Accountants focus specifically on fund financials and NAV calculations. Both roles often require similar certifications and work in related environments, but their core functions differ in scope and daily tasks.

What are the most commonly searched types of Investment Operations jobs in Texas? The most popular types of Investment Operations jobs in Texas are:
What are popular job titles related to Investment Operations jobs in Texas? For Investment Operations jobs in Texas, the most frequently searched job titles are:
What cities in Texas are hiring for Investment Operations jobs? Cities in Texas with the most Investment Operations job openings:
Infographic showing various Investment Operations job openings in Texas as of August 2026, with employment types broken down into 85% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $50,857 per year, or $24.5 per hour.

Investment Operations Analyst

Robert Half

Fort Worth, TX โ€ข On-site

$80K - $110K/yr

Full-time

Posted 20 days ago


Job description

We are looking for an Investment Operations Analyst to support a fast-paced financial services organization in Fort Worth, Texas. This role focuses on delivering accurate investor communications, coordinating fund activity, and maintaining high-quality reporting for institutional clients. The position offers meaningful exposure across internal teams and is well suited for a highly organized individual who enjoys analyzing data and improving reporting processes.


Join a leading Fort Worth investment firm managing billions in credit and alternative assets. We're seeking a sharp, detail-driven Analyst to own investor reporting, capital calls, and distribution processes for institutional clients. You'll work cross-functionally with Trading, Legal, and Client Coverage teams, build reporting using Excel's most powerful tools (Power Query, VBA), and directly shape how top-tier investors experience our firm. Ideal for a self-starter who thrives on solving data puzzles and wants real ownership from day one. Hybrid schedule, downtown Fort Worth office. 2-5 years finance/accounting experience required.


Joe.Faradie at roberthalf com


this is the best way to apply

• At least 3 years of experience in finance, accounting, investment operations, or a related field.
• Hands-on experience working with investment accounts, transaction data, or financial reporting processes.
• Strong proficiency in Microsoft Excel, including advanced data manipulation and reporting techniques.
• Experience using Power Query and Power BI to prepare, transform, or present financial information.
• Ability to produce clear and accurate client reporting in a deadline-driven environment.
• Strong attention to detail with the ability to manage multiple priorities and follow through independently.
• Effective communication skills and the ability to collaborate across several business functions.

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About Robert Half

Sourced by ZipRecruiter

Founded in 1948, Robert Half pioneered the idea of professional talent solutions to connect opportunities at great companies with highly skilled job seekers. As business needs changed, we evolved to offer specialized talent solutions for finance and accounting, technology, administrative and customer support, creative and marketing, and legal fields. In 2002, we introduced our subsidiary, Protiviti, a global independent risk consulting and internal audit service, to support companies as they faced more strategic business challenges.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

San Ramon, CA, US

Year founded

1948