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Associate Portfolio Analyst Jobs in Texas (NOW HIRING)

Invesco

Senior Associate, Portfolio Management

Dallas, TX · Hybrid

$120K - $161K/yr

Employee stock purchase plan About the Role The Senior Associate, Portfolio Management provides ... This role is responsible for portfolio analysis, client reporting, strategic planning, and ...

Invesco

Senior Associate, Portfolio Management

Dallas, TX · On-site

$120K - $161K/yr

Employee stock purchase plan About the Role The Senior Associate, Portfolio Management provides ... This role is responsible for portfolio analysis, client reporting, strategic planning, and ...

Northern Trust

Associate Portfolio Advisor

Houston, TX · On-site

Provides guidance and mentoring to Investment Associates. 7. Accountable for personal adherence to ... Analytical and interpretive skills are needed to understand client needs in the context of ...

Northern Trust

Associate Portfolio Advisor

Houston, TX · On-site

Provides guidance and mentoring to Investment Associates. 7. Accountable for personal adherence to ... Analytical and interpretive skills are needed to understand client needs in the context of ...

Kroll

Senior Associate, Portfolio Valuation

Dallas, TX · Hybrid

Conduct valuation analysis on a diverse portfolio of illiquid investments across various industries and geographies, utilizing established approaches and relevant theory. * Collaborate with the team ...

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All JobsAssociate Portfolio Analyst JobsAssociate Portfolio Analyst Jobs in Texas

Associate Portfolio Analyst information

See Texas salary details

$27K

$68.6K

$116.9K

How much do associate portfolio analyst jobs pay per year?

As of Aug 11, 2026, the average yearly pay for associate portfolio analyst in Texas is $68,620.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,200.00 and $75,900.00 per year, depending on experience, location, and employer.

How does an associate portfolio analyst typically collaborate with portfolio managers and other team members?

As an Associate Portfolio Analyst, you will work closely with portfolio managers by supporting research, preparing investment reports, and monitoring portfolio performance. Collaboration often involves attending regular team meetings, sharing market insights, and assisting in the implementation of investment strategies. You may also interact with risk analysts and client service teams to ensure portfolio alignment with client objectives and compliance requirements. Effective communication and teamwork are essential for success in this role.

What does an associate portfolio analyst do?

An Associate Portfolio Analyst supports portfolio managers in analyzing and managing investment portfolios. Their responsibilities often include conducting research on markets and securities, monitoring portfolio performance, preparing reports, and assisting with investment strategy implementation. They use financial models and data analysis to provide insights and recommendations. This role is typically entry-level or early-career and is a stepping stone toward more senior investment positions.

What are the key skills and qualifications needed to thrive as an associate portfolio analyst, and why are they important?

To thrive as an Associate Portfolio Analyst, you need strong analytical skills, a solid understanding of financial markets, and a relevant degree such as finance, economics, or mathematics. Familiarity with portfolio management software, Bloomberg Terminal, and proficiency in Excel or data analysis tools is typically required. Attention to detail, effective communication, and the ability to work under pressure are vital soft skills for this role. These competencies ensure accurate portfolio analysis, informed investment decisions, and effective collaboration within investment teams.

What is the difference between Associate Portfolio Analyst vs Investment Analyst?

AspectAssociate Portfolio AnalystInvestment Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA Level I)Bachelor's degree, often pursuing CFA or related certifications
Work EnvironmentSupportive team within asset management firms, assisting portfolio managersResearch-focused role, analyzing securities and market trends
Employer & Industry UsageCommon in asset management, mutual funds, and hedge fundsWidely used in investment banking, asset management, and research firms

The Associate Portfolio Analyst typically supports portfolio management teams by analyzing data and assisting in investment decisions, often with a focus on specific portfolios. Investment Analysts conduct in-depth research on securities and market conditions to inform investment strategies. While both roles require similar educational backgrounds and certifications, the Associate Portfolio Analyst tends to have a more operational support role, whereas Investment Analysts focus more on research and analysis.

What are the most commonly searched types of Portfolio Analyst jobs in Texas? The most popular types of Portfolio Analyst jobs in Texas are:
What cities in Texas are hiring for Associate Portfolio Analyst jobs? Cities in Texas with the most Associate Portfolio Analyst job openings:
Associate Portfolio Analyst jobs near you
Infographic showing various Associate Portfolio Analyst job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 24% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $68,620 per year, or $33 per hour.

Associate, Portfolio Management - Finance

Soni Resources

Austin, TX • On-site

$150K/yr

Full-time

Posted 16 days ago

Job description

Associate, Portfolio Management - Finance
Austin, TX
Relocation assistance is available for qualified candidates
Permanent | On-site (5 Days/Week)
Soni's client is seeking an Associate, Portfolio Management - Finance to support a high-performing portfolio management team responsible for complex fund and joint venture modeling, portfolio analysis, and strategic investment decision support. This is a highly visible role offering significant ownership, cross-functional exposure, and the opportunity to influence portfolio strategy within a dynamic real estate investment environment.
Responsibilities of the Associate, Portfolio Management - Finance:
  • Own, maintain, and enhance complex fund- and joint venture-level financial models
  • Build and maintain distribution waterfalls, preferred return calculations, promote/carried interest structures, and capital account models
  • Perform scenario, sensitivity, and attribution analyses to support portfolio management and investment decisions
  • Reconcile model outputs to operating performance, cash activity, debt balances, and investor reporting
  • Develop and maintain model governance processes, including version control, documentation, quality control, and reconciliation
  • Analyze disposition strategies and evaluate their impact on valuations, distributions, and portfolio performance
  • Partner with Asset Management, Investor Relations, FP&A, Acquisitions, Capital Markets, and Accounting to develop financial insights and recommendations
  • Prepare executive-level analyses and presentations explaining portfolio performance and key business drivers
  • Respond to ad hoc investor requests and provide strategic financial analysis to senior leadership
  • Identify opportunities to improve modeling efficiency and enhance reporting processes

Requirements of the Associate, Portfolio Management - Finance:
  • Bachelor's degree in Finance, Accounting, Economics, or a related field; CFA designation or progress toward CFA is a plus
  • 4-7 years of experience in real estate private equity, fund finance, investment banking, or private equity
  • Strong experience building and maintaining complex Excel financial models, including DCFs, fund models, distribution waterfalls, preferred returns, and carried interest calculations
  • Knowledge of GP/LP structures, joint ventures, capital accounts, and fund economics
  • Experience with variance analysis, attribution reporting, and scenario modeling
  • Strong understanding of financial statements and investment performance reporting
  • Advanced Microsoft Excel and PowerPoint skills
  • Excellent communication and presentation skills with the ability to interact across multiple business functions
  • Highly organized, detail-oriented professional who thrives in an ownership-driven environment
  • Experience with Python, Power Query, or SQL is a plus

Compensation: $140,000 - 150,000 + Bonus (Flexible to go higher based on market and experience)
Compensation may vary based on experience, skills, and qualifications.
Please apply for immediate consideration!
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About Soni Resources

Sourced by ZipRecruiter

Soni is a premier staffing & recruitment company that is disrupting the human capital management space. Headquartered in New York, Soni has presence in 23 markets across the United States. We support each professional relationship with a cutting-edge approach, industry-leading insights, and a human touch. We are trusted to help companies and individuals tackle their challenges and capture their greatest opportunities. We are minority-owned, and diversity & inclusion is in our DNA. We are committed to creating environments where people are empowered to be their authentic selves.

Company size

11 - 50 Employees

Headquarters location

New York, NY, US

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