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Associate Portfolio Analyst Jobs in Texas (NOW HIRING)

Kroll

Senior Associate, Portfolio Valuation

Dallas, TX · On-site

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 ...

Fairygodboss

Control Manager

Plano, TX · On-site

$133K/yr

... and is seeking a Portfolio Manager/Associate Portfolio Manager in its State Farm Invest ... Manager, HC Workforce Technology & Analytics will be an integral role within Welltower's Human ...

New

Texascapitalbank

Portfolio Manager

Fort Worth, TX · On-site

The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and ...

Texas Capital Bank

Portfolio Manager

Fort Worth, TX · On-site

The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and ...

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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.

Senior Associate, Portfolio Valuation

Kroll

Dallas, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 11 days ago

Kroll rating

7.4

Company rating: 7.4 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

Job description


Kroll's Portfolio Valuation practice is the leading provider of valuation advisory services to the alternative investment industry, and we boast a prestigious clientele of the world's leading alternative asset managers. Operating on a truly global scale, we specialize in valuing illiquid and difficult to value investments where no "active quotes" are available. Our expertise covers a broad spectrum of alternative asset strategies, including private equity, hedge, credit, venture capital and infrastructure.
Note: This position will be hybrid in our Dallas office.
Day-to-day responsibilities:
  • Develop comprehensive financial models encompassing discounted cash flow, market multiple, market transactions, and option pricing analyses.
  • 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 to conduct client interviews, including face-to-face meetings, to gather crucial data and information for engagements.
  • Work closely with management to cultivate and strengthen client relationships.
  • Perform detailed company and industry research to support valuation efforts.
  • Present analysis findings and conclusions effectively through verbal communication and written reports.
  • Expand your expertise and industry knowledge by actively participating in relevant alternative asset industry events.

Essential traits:
  • Bachelor's or Master's degree in Finance, Accounting or Economics or MBA
  • At least 2 years of post-graduate professional experience in constructing and reviewing valuation models and other financial models including DCF, market approach, commodity contracts/forecasts, and other contingent claim analysis
  • Energy (Power, Utility, Renewable, Energy Transition, O&G) and Infrastructure knowledge and/ or experience is preferred
  • Strong analytical and problem-solving skills
  • Strong verbal and written skills
  • Knowledge of software packages including MS Word, Excel, and PowerPoint
  • Working knowledge of market data sources including Bloomberg and S&P Capital IQ
  • Experience working with diverse teams

Your recruiter will be happy to walk you through your U.S.-specific benefits, which include:
  • Healthcare Coverage: Comprehensive medical, dental, and vision plans.
  • Time Off and Leave Policies: Generous paid time off (PTO), paid company holidays, generous parental and family leave.
  • Protective Insurances: Life insurance, short- and long-term disability coverage, and accident protection.
  • Compensation and Rewards: Competitive salary structures, performance-based incentives, and merit-based compensation reviews.
  • Retirement Plans: 401(k) plans with company matching.

Please note that benefits may vary by region, department and role. We encourage you to speak with your recruiter to learn more about the specific benefits available for your position.
About Kroll
Join the global leader in risk and financial advisory solutions-Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, you'll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients' value? Your journey begins with Kroll.
In order to be considered for a position, you must formally apply via careers.kroll.com.
We are proud to be an equal opportunity employer and will consider all qualified applicants regardless of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status, age or disability.
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