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Portfolio Operations Associate Jobs in Houston, TX

... Associate and/or Clinical Trial Manager. * Demonstrated late phase experience in oncology ... Assign or reassign Site Operations personnel to studies based on portfolio priorities, required ...

... Associate and/or Clinical Trial Manager. * Demonstrated late phase experience in oncology ... Assign or reassign Site Operations personnel to studies based on portfolio priorities, required ...

Investment Associate

Houston, TX · On-site

$88K - $150K/yr

Support the investment team to build a best-in-class portfolio of direct investments and LP ... Conduct financial and operational due diligence on potential investment opportunities, including ...

New

... portfolio management Leadership, Mentorship and Operational Excellence • Mentors Junior and Mid-Level Wealth Associates and sets standards for operational excellence • Recognizes when to take ...

Our premier product portfolio includes TerraTex geotextiles which have been of the highest quality ... An associate or bachelor's degree in a business-related field or operations management is preferred ...

Showing results 41-60

Portfolio Operations Associate information

See Houston, TX salary details

$9

$22

$46

How much do portfolio operations associate jobs pay per hour?

As of Sep 2, 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:

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.

Team Lead, Site Operations

Immatics NV

Houston, TX • On-site, Remote

Full-time

Medical, Dental, Vision

Posted 4 days ago


Job description

JoinImmaticsandshape thefuture ofcancerimmunotherapy; one patient at atime!

Immaticsis committed to making a meaningful impact on the lives of patients with cancer. We are the global leader in precision targeting ofPRAME, a target expressed in more than 50 cancers. Ourcutting-edgescience and robust clinical pipeline form the broadestPRAMEfranchise with the mostPRAMEindications and modalities, spanning TCR T-cell therapies and TCRbispecifics.

Why Join Us?

  • Innovative Environment:Helptopioneeradvancementsincancer immunotherapy.

  • Collaborative Culture:Be part ofa diverse team dedicated to yourprofessionalgrowth.

  • Global Impact:Contribute to therapiesthatmakealastingimpactonpatientsglobally.

Role Overview

The Team Lead, Site Operations is the formal people leader and functional process owner for assigned Site Operations personnel within Clinical Operations. The role is accountable for line management, resource planning, capability development, functional quality, and the design, maintenance, and continuous improvement of designated Site Operations and Clinical Operations processes. The Team Lead enables consistent, compliant execution across Germany and the United States and partners closely with Clinical Operations Leads to ensure appropriately skilled resources are assigned to studies.

Reports to: Vice President, Clinical Operations

Location: Remote

Basic Qualifications:

  • Bachelor's degree in Life Sciences, Pharmacy, Nursing, or a related discipline required.

  • 8 to 10 years of experience in Clinical Operations or related functions within biotech or pharmaceutical industries, with 4 to 5+ years of that experience in direct people leadership, managing clinical operations professionals

Preferred Qualifications:

  • Master'sdegree in Life Sciences, Pharmacy, Nursing, or a related discipline

  • 5+ years of clinicalmonitoring experience within the pharmaceutical or biotechnology industry, including roles as a Clinical Research Associate and/or Clinical Trial Manager.

  • Demonstrated late phase experience in oncology.

  • Experience in cell therapy or other complex investigational therapies strongly preferred.

  • Strong working knowledge of ICH-GCP, FDA regulations, and global clinical trial requirements.

  • Demonstrated ability to lead cross-functional initiatives and influence stakeholders across multiple organizational levels.

  • Proven experience managing resources, priorities, and competing business demands in a dynamic environment.

  • History of driving operational improvements and implementing innovative approaches within Clinical Operations.

  • Experience supporting regulatory inspections and audit readiness activities.

In thisRoleYouWill:

People Leadership and Talent Development

  • Serve as the formal line manager for assigned Site Operations personnel, including Clinical Trial Associates, Clinical Research Associates and Clinical Trial Managers, and other roles as assigned.

  • Recruit, onboard, coach, develop, and retain team members who meet role requirements and contribute to a high-performing, collaborative Clinical Operations culture.

  • Set individual objectives, provide regular and meaningful performance feedback, conduct formal performance evaluations, and support career development, succession planning, and promotion readiness.

  • Create an environment of trust, accountability, inclusion, and psychological safety while addressing performance or conduct concerns promptly and appropriately.

  • Ensure team members maintain the training, qualifications, competencies, and functional knowledge required for their assigned responsibilities.

  • Partner with the Clinical Operations Leads (COLs) to ensure study roles, priorities, timelines and deliverables are clear, serving as a point of escalation and receive study-performance feedback on team members.

Resource and Capacity Management

  • Maintain visibility of team capacity, capabilities, workload, and development needs; lead resource forecasting and cross-study workload balancing in consultation with the Head of Clinical Operations.

  • Assign or reassign Site Operations personnel to studies based on portfolio priorities, required competencies, workload, continuity needs, and development opportunities, in consultation with the relevant Clinical Operations Leads.

  • Identify current and future capacity gaps and recommend hiring, contractor support, capability development, or other resource solutions.

Functional Process Ownership and Operational Excellence

  • Own, develop, maintain, and harmonize designated Site Operations and Clinical Operations processes, SOPs, work instructions, guidance documents, templates, and training materials in partnership with relevant stakeholders and Quality.

  • Ensure consistent implementation of applicable Clinical Operations processes and standards across studies and regions while accommodating appropriate local requirements in Germany and the United States.

  • Drive continuous improvement and global harmonization through review of lessons learned, recurring issues, metrics, audit and inspection observations, CAPAs, and user feedback.

  • Establish and monitor functional metrics and key performance indicators relevant to Site Operations, resource utilization, process quality, and organizational effectiveness; identify trends and implement improvement actions as appropriate.

  • Support organizational change, technology adoption, and process improvements that increase quality, consistency, scalability, and efficiency across Clinical Operations.

Quality, Compliance, and Site Operations Expertise

  • Maintain expert-level knowledge of ICH GCP, applicable regulations, clinical monitoring practices, and evolving industry expectations relevant to Site Operations.

  • Support functional inspection and audit readiness, including preparation of personnel, processes, documentation, and evidence of oversight; coordinate corrective and preventive actions within the function as assigned.

  • Provide subject matter expertise for site management, clinical monitoring, monitoring strategy, oversight models, and related Site Operations processes without assuming accountability for day-to-day delivery of individual clinical trials.

  • Collaborate with Clinical Operations Leads and cross-functional partners to identify systemic risks, process gaps, and capability needs that may affect multiple studies or the Clinical Operations portfolio.

  • Model transparent communication, reliable execution, sound judgment, and collaborative leadership across the global Clinical Operations organization.

Qualified candidates willparticipatein a structured interview process, which includes:

  • Aninitialrecruiterphone screen (conducted via video)

  • Arecruiter-facilitatedintroduction and interview with the hiring leader and key stakeholders (via video)

  • A final-stage interview, which may include an in-person meeting at our U.S. Headquarters in Houston, TX

What do we offer?

AtImmatics, we believe in investing in our team's health,safetyand well-being.Here'swhat you can expectif youjoinImmatics:

Comprehensive Benefits:

  • Competitive rates forHealth, Dental, and Vision Insurance

  • 4 weeksofvacation,grantedup front each year and prorated for firstand lastyearofemployment.

  • 12 company paid holidays

  • 7daysof sick time

  • 100%employer-paidlifeinsuranceup toat 1x annual salary, up to one hundred thousand dollars

  • 100%employer-paidshort-andlong-Termdisabilitycoverage

  • 401(k)withimmediateeligibilityandcompany match...

  • The company will match100% of your contributions upto3% of yourbase salaryfor the first two yearsof employment, 4% foryears 2-3 of employment, and up to5%of your salaryfrom the fourth year onward of continued employment.

  • Partiallypaidparentalleavefor eligible employees.

  • Additionalvoluntaryemployee-paidbenefitsandservices,includingaccident,hospitalindemnity,andcriticalillnessinsurance,as well asidentitytheftprotectionandpetinsurance.

Equal Employment Opportunity

We are an equal opportunity employer and are committed to building a diverse and inclusive workplace. We consider all qualified applicants for employment without regard torace, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexualorientation, gender identity or expression, national origin, ancestry, age, marital status, disability, geneticinformation, veteran status, or any other status protected by applicable law.

Reasonable Accommodations

We are committed to providing reasonable accommodations to individuals with disabilities and to applicants withsincerely heldreligious beliefs, practices, or observances. If you require assistance or accommodation during the application or interview process, please contact us atRecruitingUS@immatics.com.

Work Authorization

Applicants mustbe authorized towork in the United States without the need for current or future sponsorship.

Pre-Employment Requirements

Employment is contingent upon successful completion of a background check, referencechecksand pre-employment drug screening, wherepermittedby applicable law. For certain roles,additionalscreenings such as a credit check or motor vehicle record review may berequired, where job-related and consistent with business necessity.