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Fund Associate Jobs in Texas (NOW HIRING)

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Fund Associate information

See Texas salary details

$25.2K

$131.6K

$289.3K

How much do fund associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for fund associate in Texas is $131,558.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,100.00 and $198,000.00 per year, depending on experience, location, and employer.

What is a fund associate?

Fund Associates are entry- to mid-level professionals who support the management and operations of investment funds, such as private equity, venture capital, or mutual funds. Their responsibilities typically include conducting financial analysis, performing due diligence on potential investments, preparing reports for investors, and assisting with fund administration. Fund Associates work closely with senior investment professionals to help evaluate opportunities and monitor portfolio performance. This role requires strong analytical skills, attention to detail, and often a background in finance, accounting, or a related field.

What is the difference between Fund Associate vs Investment Analyst?

AspectFund AssociateInvestment Analyst
Required CredentialsBachelor's degree, finance or related field; some roles may prefer CFA Level IBachelor's degree, finance/economics; CFA Level I often preferred
Work EnvironmentFinancial firms, asset management companies, private equity firmsInvestment banks, asset managers, hedge funds
Employer & Industry UsageCommon in asset management and private equityWidespread across investment firms and financial institutions
Common Search & Comparison IntentUnderstanding entry-level roles in fund managementAnalyzing roles in investment research and analysis

Fund Associates typically support fund operations, client reporting, and due diligence, focusing on administrative and operational tasks. Investment Analysts conduct in-depth market research, financial modeling, and investment analysis to inform decision-making. While both roles require finance knowledge and similar credentials, Fund Associates are more operational, whereas Investment Analysts focus on analysis and research.

What are some common challenges fund associates face when managing multiple investment portfolios simultaneously?

Fund Associates often manage several investment portfolios at once, which requires strong organizational and time-management skills. Balancing competing deadlines for reporting, due diligence, and investor communications can be challenging, especially during peak periods like quarter-end. Effective collaboration with analysts, portfolio managers, and back-office teams is essential to ensure accurate data, timely execution of trades, and compliance with regulations. Adopting efficient workflow processes and leveraging technology tools can help handle these challenges and maintain high-quality output.

What are the key skills and qualifications needed to thrive as a fund associate?

To thrive as a Fund Associate, you need strong analytical skills, a solid grasp of finance and accounting principles, and a bachelor's degree in finance, economics, or a related field. Proficiency with Excel, financial modeling software, and portfolio management systems is typically required, and certifications like CFA or CAIA can be advantageous. Attention to detail, effective communication, and the ability to work collaboratively under pressure are standout soft skills. These skills ensure accurate fund operations, compliance, and effective support for fund managers and investors.

What are the most commonly searched types of Fund jobs in Texas?

The most popular types of Fund jobs in Texas are:

What cities in Texas are hiring for Fund Associate jobs?

Cities in Texas with the most Fund Associate job openings:

Fund Associate jobs near you

Territory Retail Lead - Beardstown, IL

Anderson Merchandisers

Mart, TX • On-site

$18.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago

Anderson Merchandisers rating

6.1

Company rating: 6.1 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

37th of 50 rated marketing agency

Job description

WE ARE LOOKING FOR GREAT PEOPLE TO JOIN OUR TEAM- just like you!

Our associates have a lot in common. They have great interpersonal skills, enjoy working independently, are self-motivated, and have a relentless drive. Did we mention that while they are working hard, they also like to have fun?

We offer flexible hours, competitive pay, and great benefits for both full and part-time associates.

If this sounds like a good fit for you, come join our team!

The majority of responsibility for the Territory Sales Lead is the supervision and development of the assigned associates to drive sales and meet retailer and client expectations. The Territory Sales Lead will also be responsible for project completion, stocking and maintaining the areas we are responsible for, and store communication. This responsibility is demonstrated by effectively selling and educating customers and store personnel about product lines and other project (s) deemed necessary. The Territory Sales Lead reports directly to the Market Sales Manager.

What would you do in this role?

DUTIES and RESPONSIBILITIES include but are not limited to the following:

  • Build rapport through daily communication with store associates and management

  • Train, supervise, and develop the skills of Sales Merchandisers, fellow Territory Sales Leads, and seasonal associates

  • Educate customers and store personnel on the features and benefits of our client's brands and product lines

  • Maintain accuracy and high quality of work in all areas of the store to meet or exceed client expectations

  • Have detailed knowledge of all company policies

  • Communicate successes or potential barriers to the Market Sales Manager

  • Knowledgeable, detailed understanding, and consistent use of all available functions of the handheld device

  • Maintain company, client, and retailer confidentiality

REQUIREMENTS and QUALIFICATIONS, including but not limited to the following:

  • Lifting objects and products up to a maximum of 50 lbs. with frequent lifting and/or carrying of objects/products up to 35 lbs, in addition, the ability to lift heavy objects up to 100lbs with assistance from another associate

  • Work performed could be while sitting, standing, or walking

  • Work performed will entail fine manipulation of hands or fingers, bending, twisting, squatting, and climbing, as well as upper and lower body mobility

  • Experience/comfort level with electronics/technical products

  • Independent and self-motivated

  • Must be able to work a flexible schedule, including nights, overnights, and weekends

  • High School diploma or equivalency certification required

  • A valid driver's license is required, as travel to additional locations may be necessary

  • Automobile liability insurance is required to be maintained

  • Computer, printing capability, internet access, and email required

  • Customer service or sales experience required

  • Must be eligible to work in the U.S.

  • A minimum of conversational proficiency in English (both spoken and written) with the ability to communicate with customers and/or coworkers at a conversational level in real-time.

Other Duties - Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Rate of Pay

$18.50

As an Anderson Merchandisers Associate, you may be eligible for these benefits*.

Flexible work schedules
401(k) retirement plan
Health Insurance - including Dental and Vision

Telehealth

Health Savings Account
Accident Insurance
Critical Illness Insurance
Life Insurance

Long Term Care
Short Term Disability
Long Term Disability
Associate Assistance Fund

Anderson Cares Natural Disaster Fund
Associate Savings Plan

Anderson Cares Fund
Paid Time Off

Discounts - Cell Phone, Vehicle, Pet Insurance
Training & Career Development

*All benefits subject to eligibility per company policy.

IND-123

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About Anderson Merchandisers

Sourced by ZipRecruiter

Anderson Merchandisers, headquartered in Plano, TX, operates in the realm of retail merchandising and supply chain management. This company, launched in 1917, originally specialized in music product distribution, but has expanded its services to include various retail divisions. Offering a range of services such as shelf-level service, on-hand management, and specialized reset services, Anderson Merchandisers heavily contributes to the retail merchandising and supply chain sectors in the US.

Industry

Marketing

Company size

1,001 - 5,000 Employees

Headquarters location

Plano, TX, US

Year founded

1917

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