Investment Operations Associate

Willis Johnson & Associates
Houston, TX
Category Accounting
Job Description
Willis Johnson & Associates is seeking an Investment Operations Associate to ensure the integrity and accuracy of trading, portfolio reporting, and investment performance analysis. This role supports the Investment team, Wealth Management team, and firm leadership by maintaining systems and workflows. The ideal candidate is a skilled, detail-oriented analyst with a drive to improve processes and outcomes.

Requirements

  • Coordinate and execute daily trade workflows
  • Monitor and manage trading platform
  • Prepare and reconcile client and model performance reports
  • Review custodian and system integration
  • Maintain investment operations documentation
  • Drive improvement of investment operations workflows
  • Support cross-functional initiatives
  • Troubleshoot data discrepancies

Benefits

  • Salary Range
  • Bonus Opportunity
  • Total Comp Range with Bonus
  • 401(k)
  • Health/Dental/Vision
  • Time Off
  • Additional Perks
  • Employer HSA contributions
  • Life & Disability Insurance
  • Ownership pathway opportunities
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