Investment Operations Associate: Precision in UHNW Wealth

Madison Professional Group; Houston (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial services firm in Houston is seeking a detail-oriented Investment Operations Associate to support investment strategies and client service. The role requires a bachelor's degree and 2-4 years of experience in investment operations, alongside strong organizational and communication skills. This full-time position involves maintaining client accounts and enhancing operational efficiencies in a collaborative environment.

Qualifications

• 2–4 years of experience in investment advisory operations, trading, or client service within an RIA or wealth management firm.
• Strong attention to detail, organizational skills, and ability to manage multiple tasks in a deadline-driven environment.
• Excellent communication skills.

Responsibilities

• Aggregate and validate trades, ensuring execution of investment strategies.
• Maintain client accounts and portfolios for accurate reporting.
• Respond to advisor and client service requests regarding accounts.

Skills

Attention to detail

Organizational skills

Problem-solving skills

Client-first mindset

Education

Bachelor’s degree in finance, Accounting, Economics, or related field

Series 65

Tools

Portfolio management systems (e.g., Orion, Tamarac, Black Diamond)

CRM systems (e.g., Salesforce)

Access

Job description

A financial services firm in Houston is seeking a detail-oriented Investment Operations Associate to support investment strategies and client service. The role requires a bachelor's degree and 2-4 years of experience in investment operations, alongside strong organizational and communication skills. This full-time position involves maintaining client accounts and enhancing operational efficiencies in a collaborative environment.