Investment Operations Associate

We are looking for a bilingual Auditing Clerk to join our team in Houston, Texas. This role offers an exciting opportunity to contribute to financial operations while utilizing your analytical skills and attention to detail. If you thrive in a fast-paced environment and have a passion for numbers, this position may be an excellent fit for your career growth.

Responsibilities:

• Perform administrative duties to support investment operations and ensure team efficiency.

• Analyze and organize financial data using advanced Excel functions, including pivot tables and VLOOKUPs.

• Assist in preparing and verifying financial reports to maintain accuracy and compliance.

• Address inquiries and provide assistance in both English and Spanish, delivering exceptional customer service.

• Collaborate with team members to streamline operational processes and enhance productivity.

• Maintain detailed documentation and records to support auditing and operational requirements.

• Identify discrepancies and propose solutions to improve data accuracy.

• Conduct periodic reviews of financial data to ensure compliance with internal and external standards. Our client, a dynamic and fast-paced firm located in the Galleria area of Houston, TX, is seeking a Bilingual Investment Operations Associate to join their team. If you are a proactive, detail-oriented professional who enjoys working with numbers and possesses strong interpersonal skills, this is an excellent opportunity to launch or grow your career in financial services.

Key Responsibilities:

Perform general administrative functions to support investment operations and team efficiency.

Utilize advanced Excel functions, including VLOOKUPs and pivot tables, to organize and analyze financial data.

Assist with operational tasks and ensure accuracy in financial reports.

Communicate with internal and external stakeholders via phone and email.

Provide exceptional service and build relationships while handling inquiries in both English and Spanish.

• Bachelor's degree in Finance, Business, or a related field is preferred.

• At least 2 years of experience in financial services or related roles.

• Strong proficiency in Excel, including the ability to use pivot tables and VLOOKUP functions.

• Fully bilingual in English and Spanish, with strong written and verbal communication skills.

• Highly organized and detail-oriented with a strong analytical mindset.

• Demonstrated ability to manage multiple tasks in a fast-paced environment.

• Proactive approach to identifying and addressing operational needs.

• Strong interpersonal skills to build relationships and collaborate effectively.Required Qualifications:

Education: Recent Bachelor's degree in Finance, Business, or a related field preferred.

Experience: Recent graduate or 2+ years in a financial services role.

Technical Skills: Proficiency in Excel (VLOOKUPs, pivot tables, etc.).

Language Skills: Fully bilingual in English and Spanish (written and verbal communication).

Soft Skills:

Detail-oriented and organized.

Strong numerical aptitude and analytical mindset.

Proactive and able to anticipate business needs.

Excellent interpersonal and phone communication skills.

This role is paying up to 80K plus bonus and benefits working 100% on site.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit for more information.

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