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Portfolio Operations Associate Jobs in Spring, TX

Stifel

Financial Advisor Associate

Houston, TX · On-site

Perform portfolio evaluations and monitor portfolio performance against client objectives ... operations associates, among hundreds more. Let's talk about how you can find your place here at ...

Stifel

Financial Advisor Associate

Houston, TX · On-site

Perform portfolio evaluations and monitor portfolio performance against client objectives ... operations associates, among hundreds more. Let's talk about how you can find your place here at ...

Compass Group

Vice President of Operations

Houston, TX

$195K - $200K/yr

Our portfolio of solution categories includes Facilities Maintenance & Engineering, ESG Programming ... Associate Shopping Program * Health and Wellness Programs * Discount Marketplace * Identity Theft ...

Compass Group

Vice President of Operations

Houston, TX · On-site

$195K - $200K/yr

Our portfolio of solution categories includes Facilities Maintenance & Engineering, ESG Programming ... Associate Shopping Program * Health and Wellness Programs * Discount Marketplace * Identity Theft ...

Compass Group

Vice President of Operations

Houston, TX

$195K - $200K/yr

Our portfolio of solution categories includes Facilities Maintenance & Engineering, ESG Programming ... Associate Shopping Program * Health and Wellness Programs * Discount Marketplace * Identity Theft ...

Stifel

Associate, Project Finance

Houston, TX · On-site

... portfolio oversight. The position involves regular interaction with senior stakeholders and plays a ... operations associates, among hundreds more. Let's talk about how you can find your place here at ...

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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 Jul 6, 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, and why are they important?

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
Financial Advisor Associate

Financial Advisor Associate

Stifel

Houston, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Stifel rating

8.2

Company rating: 8.2 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment services that will help clients achieve their financial goals. The FAA will assist in prospecting new clients to grow the business and should remain current on industry trends.
What We're Looking For
  • Engage with clients and prospects to identify their financial profile and provide clients with investment services that will align with their objectives and tolerance, and will help them achieve their financial goals.
  • Maintain a thorough and current understanding of client needs and goals to make suitable recommendations and implement investment strategies in the client's best interest.
  • Perform portfolio evaluations and monitor portfolio performance against client objectives.
  • Collaborate with the Financial Advisor in prospecting new clients to grow the business through networking, referrals, and participation in industry related seminars and events; domestic travel may be required.
  • Stay current with market trends as well as all industry rules and regulations, policies and procedures, and Firm training and continuing education.
  • Review and enter all types of unsolicited orders directly from clients as well as entering all types of solicited and unsolicited orders at the direction of the Financial Advisor.
  • Solicit orders to clients at the direction of the Financial Advisor.
  • Identify matters that require escalation including suspicious activity, customer complaints, trading errors, and violation of industry regulation or Firm policy.
  • Use independent judgement and discretion to determine the unique needs of each client.

What You'll Bring
  • Proven success in establishing rapport with clients; building and maintaining a mutually beneficial, long-term relationships.
  • In-depth understanding of the Financial Services industry, domestic and international markets, and applicable regulatory environment.
  • Thorough understanding of investment portfolios, products, and services and how to utilize them with individual clients.
  • Integrity to perform job functions ethically within the boundaries of the regulatory environment.

Education & Experience
  • Minimum Required: Bachelor's Degree or a combination of education and experience.
  • Minimum Required: 5+ years' Financial Services/Brokerage experience

Licenses & Credentials
  • Minimum Required: Series 7 and Series 63 or 66.
  • Note: If required by state for advisory business Series 63 and 65 or Series 66.

Systems & Technology
  • Proficient in Microsoft 365.

About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.

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