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Investment Operations Jobs in Texas (NOW HIRING)

Hines

Operations Representative

Houston, TX · On-site

Responsibilities As an Operations Representative with you Hines, you are responsible for supporting ... Facilitate communication among investors, financial professionals, broker-dealers, custodians ...

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Investment Operations information

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$10

$24

$49

How much do investment operations jobs pay per hour?

As of Sep 4, 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 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 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 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 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.

Is investment operations a good career?

Investment operations is a stable career path within the finance industry, involving tasks such as trade settlement, data management, and compliance. It requires strong attention to detail, proficiency with financial systems, and often benefits from certifications like the CFA or CPA. The role offers opportunities for advancement and specialization in areas like risk management or technology.

What are the duties of investment operations?

Investment operations professionals are responsible for processing and settling trades, maintaining client accounts, reconciling transactions, and ensuring compliance with regulations. They also handle reporting, data management, and support the investment team with administrative tasks, often using specialized software and requiring attention to detail. These duties help ensure the smooth and accurate functioning of investment activities within financial firms.

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 use tools like portfolio management systems and often work closely with investment managers and custodians to ensure accurate and timely transaction execution.

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 job categories do people searching Investment Operations jobs in Texas look for?

The top searched job categories for Investment Operations jobs in Texas are:

What cities in Texas are hiring for Investment Operations jobs?

Cities in Texas with the most Investment Operations job openings:

Investment Operations jobs near you
Infographic showing various Investment Operations job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 10% 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 $50,857 per year, or $24.5 per hour.

Licensed Investment Operations Associate

First Command Financial Services, Inc.

Fort Worth, TX • Hybrid

Full-time

Re-posted yesterday

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.
LI-NC1

#LI-Hybrid


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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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