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Portfolio Operations Associate Jobs in Houston, TX

Icon Wealth Partners

Operations Associate

Houston, TX · On-site

We are seeking an organized, detail-oriented Operations Associate to provide operational support ... Enter and process trades accurately and efficiently. * Assist with new investments and portfolio ...

New

ZT Corporate

Investment Associate

Houston, TX · On-site

Investment Associate Department: ZT Corporate Reports To: Chief Financial Officer FLSA: Exempt Job ... portfolio performance, supporting operational and strategic initiatives with management teams ...

MetroNational

Associate Counsel

Houston, TX · On-site

The Associate Counsel provides practical, business-oriented legal support to the General Counsel ... of MetroNational's portfolio, operations, and risk profile. Monitor legal and regulatory ...

ProSource Staffing

Be Seen First

Portfolio Analyst - Entry Level

Houston, TX · On-site

$50K - $60K/yr

Collaborate with advisors, client service associates, portfolio management, and operations teams to ensure timely completion of client and internal requests. * Manage multiple projects, deadlines ...

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Portfolio Operations Associate information

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How much do portfolio operations associate jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for portfolio operations associate in Houston, TX is $22.74, according to ZipRecruiter salary data. Most workers in this role earn between $15.43 and $26.25 per hour, depending on experience, location, and employer.

What does a portfolio operations associate do?

A Portfolio Operations Associate is responsible for supporting the day-to-day operational activities of an investment portfolio, such as trade settlement, cash management, and data reconciliation. They ensure that all transactions are processed accurately and in compliance with regulatory requirements. Additionally, they often work closely with portfolio managers, custodians, and other stakeholders to resolve discrepancies and improve operational efficiency. Their work is critical in maintaining the integrity and performance of investment portfolios.

What are the key skills and qualifications needed to thrive as a portfolio operations associate?

To thrive as a Portfolio Operations Associate, you need strong analytical skills, attention to detail, and a bachelor’s degree in finance, accounting, or a related field. Familiarity with portfolio management systems, Excel, and trade settlement platforms, as well as knowledge of industry regulations, is typically required. Excellent organizational, problem-solving, and communication skills help you efficiently manage multiple tasks and collaborate with various teams. These skills ensure accurate trade processing, regulatory compliance, and smooth portfolio operations in a fast-paced financial environment.

How does a portfolio operations associate typically collaborate with portfolio managers and other teams within an investment firm?

Portfolio Operations Associates work closely with portfolio managers, traders, compliance officers, and the accounting team to ensure the smooth execution and settlement of trades, accurate portfolio reporting, and adherence to regulatory requirements. They act as a bridge between the investment decision-makers and the back-office, facilitating communication and resolving any operational issues that arise. This collaborative environment provides valuable exposure to different facets of the investment process and can lead to career growth into more specialized or senior roles within operations, compliance, or even portfolio management.

What is the difference between Portfolio Operations Associate vs Investment Analyst?

AspectPortfolio Operations AssociateInvestment Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA Level I)Bachelor's degree, often pursuing CFA or related certifications
Work EnvironmentSupportive operations teams within asset management firmsResearch-focused, analyzing investment opportunities
Employer & Industry UsageAsset management, private equity, hedge fundsInvestment firms, asset management companies
Common Search & ComparisonYesYes

The main difference is that Portfolio Operations Associates focus on supporting the operational functions of investment portfolios, ensuring smooth transaction processing and compliance. Investment Analysts primarily analyze investment opportunities and market data to inform investment decisions. Both roles often require similar educational backgrounds and certifications, but their core responsibilities differ in focus and daily tasks.

What are the most commonly searched types of Portfolio Operations jobs in Houston, TX?

The most popular types of Portfolio Operations jobs in Houston, TX are:

What are popular job titles related to Portfolio Operations Associate jobs in Houston, TX?

For Portfolio Operations Associate jobs in Houston, TX, the most frequently searched job titles are:

What job categories do people searching Portfolio Operations Associate jobs in Houston, TX look for?

The top searched job categories for Portfolio Operations Associate jobs in Houston, TX are:

What cities near Houston, TX are hiring for Portfolio Operations Associate jobs?

Cities near Houston, TX with the most Portfolio Operations Associate job openings:

Portfolio Operations Associate jobs near you
Infographic showing various Portfolio Operations Associate job openings in Houston, TX as of August 2026, with employment types broken down into 88% Full Time, 9% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $52,130 per year, or $25.1 per hour.

Operations Associate

Houston, TX • On-site

Icon Wealth Partners
Finance and Insurance • 11 - 50 employees
Learn more about Icon Wealth Partnersexternal

Other

Posted 3 days ago

New

Job description

Firm Overview:

Icon Wealth Partners is an established Registered Investment Advisor (RIA) firm located in Houston, Texas, providing investment management and wealth management services to high-net-worth clients and business owners across more than 27 states. Our team is committed to delivering exceptional client experiences through proactive relationship management, operational excellence, and technology-driven process improvements that support the growth and scalability of the firm. We are seeking someone who takes pride in the execution and operational side of wealth management and understands the importance of accuracy, organization, and follow-through.


Position Summary:

We are seeking an organized, detail-oriented Operations Associate to provide operational support across investment implementation, account administration, money movement, and day-to-day team needs.


The ideal candidate takes ownership of their work, works well in a fast-paced environment, and is committed to accuracy and follow-through. This person will work closely with the Relationship Management and Operations teams to ensure client requests and investment decisions are implemented accurately and efficiently.


This is a hands-on role with the opportunity to take on increasing responsibility and become an important member of the team as the firm continues to grow.


Key Responsibilities:

Trade & Investment Implementation

  • Implement investment decisions and client-directed transactions across custodial platforms.
  • Enter and process trades accurately and efficiently.
  • Assist with new investments and portfolio changes.
  • Monitor trade activity and follow up on pending or incomplete transactions.
  • Coordinate with custodians, investment managers, and internal team members to resolve trade-related issues.


Money Movement & Account Administration

  • Assist with new account openings, account maintenance, and account transfers.
  • Process wires, ACH transfers, journal entries, and other account-related transactions.
  • Monitor transfers and cash movements through completion.
  • Coordinate with custodians and other third parties regarding account-related requests.


Operational Support

  • Maintain accurate client and account information across custodial systems, CRM, reporting platforms, and internal databases.
  • Assist with operational reporting, account reconciliations, and routine data reviews.
  • Maintain organized electronic records and documentation.


Team Support

  • Provide day-to-day operational support to Relationship Managers, Advisors, and the Operations team.
  • Help manage and prioritize incoming operational requests.
  • Take ownership of assigned responsibilities and ensure tasks are followed through to completion.
  • Serve as a dependable resource to the team as the firm continues to grow.

 

Qualifications:

  • 1+ years of experience in wealth management, investment management, brokerage, financial services, or a related field preferred.
  • Strong attention to detail and a high degree of accuracy.
  • Strong organizational and follow-through skills with the ability to manage multiple priorities and meet deadlines.
  • Comfortable working with financial systems and technology.
  • Strong written and verbal communication skills.
  • Ability to work independently while also collaborating effectively with a team.
  • Professional, dependable, and service-oriented approach.

 

Why Join Us?

  • Opportunity to join a growing wealth management firm and play an important role in its continued growth.
  • Collaborative team environment.
  • Opportunity for increasing responsibility and professional development.


Apply