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Portfolio Operations Associate Jobs in Spring, TX

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 ...

Inscription Capital

Wealth Management Associate

Houston, TX · On-site

$60K/yr

  • Medical

  • Retirement

  • PTO

Description We are in search of a dynamic Wealth Management Operations Associate/Client Service ... such as portfolio analysis, account creation and maintenance, and client/prospect meeting ...

Conduit Services LLC

ENERGY OPTIM ASSOCIATE

Houston, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Conduit Power is seeking an Energy Optimization Associate to join our Market Operations team within ... Resource portfolio, with responsibility for day-to-day operational activities across Conduit ...

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All JobsPortfolio Operations Associate JobsPortfolio Operations Associate Jobs in Spring, TX

Portfolio Operations Associate information

See Spring, TX salary details

$10

$23

$47

How much do portfolio operations associate jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for portfolio operations associate in Spring, TX is $23.35, according to ZipRecruiter salary data. Most workers in this role earn between $15.82 and $26.97 per hour, depending on experience, location, and employer.

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 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 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 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.

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

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

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

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

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

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

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

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

Portfolio Operations Associate jobs near you

Associate Vice President, Investor & Trading Operations

The HT Group

Houston, TX • On-site

$120 - $125/hr

Other

Posted 8 days ago

Job description

Associate Vice President, Investor & Trading Operations (BH-20466)

Location Houston, United States Sector Financial Services Salary 120,000.00 US to 125,000.00 US per annum

AVP, Investor & Trading Operations

Location: Houston, TX (Onsite)

Employment Type: Full-Time

About the Opportunity

The HT Group is partnering with a highly regarded independent wealth management firm to find an AVP of Investor & Trading Operations. This is a unique opportunity to step into a highly visible role supporting the firm's investment platform, trading operations, and data infrastructure.

This position is ideal for someone who is an active trader today and enjoys balancing hands-on trading responsibilities with broader operational ownership. You'll serve as the firm's primary trading operations resource while helping oversee critical investment platforms, operational workflows, reporting, and data integrity across the organization.

If you enjoy improving processes, working across investment operations, and driving operational excellence in a collaborative environment, this role offers significant opportunity for growth and long-term leadership.

What You'll Do

  • Lead daily trading operations and serve as the primary point of contact for trade execution activities.
  • Prepare, validate, and monitor trade requests while supporting trade reconciliation and issue resolution.
  • Review cash positions, account restrictions, model allocations, and portfolio readiness.
  • Help maintain operational controls and support pre- and post-trade validation processes.
  • Support alternative investment operations including capital calls, distributions, valuations, and subscription workflows.
  • Assist with billing readiness, reconciliation, and account configuration.
  • Maintain data integrity across CRM, portfolio management, and reporting platforms.
  • Support client reporting, performance validation, and investment reporting workflows.
  • Identify opportunities to automate processes and improve operational efficiency.
  • Collaborate with advisors, custodians, technology partners, and cross-functional teams to enhance platform operations.

Qualifications Required

  • 5+ years of experience in investment operations, trading operations, product operations, or platform operations.
  • Current hands-on experience supporting or executing trades within a live trading environment.
  • Experience with portfolio models and investment operations workflows.
  • Strong analytical skills with exceptional attention to detail.
  • Advanced Microsoft Excel skills.

Preferred

  • Experience with institutional trading or portfolio management platforms such as:
    • RedBlack
    • Black Diamond
    • Charles River
    • Eze
    • Orion
    • Moxy
    • Envestnet
  • Alternative investment operations experience.
  • Experience with CRM platforms (Salesforce preferred).
  • Familiarity with portfolio reporting platforms (Addepar preferred).
  • Exposure to SQL, Python, Power BI, Tableau, or workflow automation tools.
  • Experience supporting billing, performance reporting, or investment data management.

What We're Looking For

We're seeking someone who thrives in a fast-paced investment environment and enjoys solving complex operational challenges. The ideal candidate is proactive, collaborative, detail-oriented, and passionate about building scalable processes that support both investment teams and clients.

This is an excellent opportunity to join a growing organization where you'll have meaningful ownership, direct exposure to firm leadership, and the ability to influence the evolution of trading and platform operations.

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