Investment Operations Specialist — Elevate Portfolio Execution
Job in
The Woodlands, Montgomery County, Texas, USA
Listed on 2026-08-22
Listing for:
Twenty Mile Wealth
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Twenty Mile Wealth in The Woodlands, TX is seeking an Investment Operations Specialist for a full-time, on-site role. You will handle account setup, trade processing, cash management, and reconciliation to ensure accurate client activity.
In this role, you will coordinate with advisors and custodians, maintain data integrity in portfolio systems, and prepare regular reports. You will support compliance tasks and contribute to process improvements and new system implementations.
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