Investment Operations Associate

Harmonious Capital Administration; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance

Paid Time Off

Professional Development

Exposure to senior leadership

Job summary

Harmonious Capital Administration in Dallas seeks an Operations Associate to support day-to-day operations, client workflows, and internal process execution across the Harmonious platform. The role requires meticulous organization, comfort with financial documentation, and clear communication with leadership to ensure flawless operations.

This position offers exposure to private investments and fund administration, with opportunities to grow into more advanced operations roles as the firm scales.

Qualifications

• 1–3 years of experience in operations, financial services, or fund administration.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities with accuracy under deadlines.

Responsibilities

• Support onboarding of new clients, investors, and SPVs with documentation.
• Manage data entry, document uploads, and workflow tracking in internal systems.
• Prepare operational reports and financial documentation for reviews.
• Assist with SOPs and workflow documentation.

Skills

Attention to detail

Organizational skills

Communication

Time management

Structured data handling

Tools

Hubspot

CRM systems

Investor portal software

Job description

Harmonious Capital Administration in Dallas seeks an Operations Associate to support day-to-day operations, client workflows, and internal process execution across the Harmonious platform. The role requires meticulous organization, comfort with financial documentation, and clear communication with leadership to ensure flawless operations.

This position offers exposure to private investments and fund administration, with opportunities to grow into more advanced operations roles as the firm scales.