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Investment Associate Jobs in Dallas, TX (NOW HIRING)

Invesco

Associate, Investment Management

Dallas, TX · Hybrid

The Associate partners with Investment Managers in the management and oversight of various commercial and residential real estate investments, with the overall goal of optimizing asset performance ...

New

5 Legal

Investment Funds Associate

Dallas, TX

Am Law top 10 and one of the world's most elite law firms seeks a highly qualified associate to join their Investment Funds practice group. The ideal candidate will have 3-5 years of experience with ...

Initio Capital

Investment Partner (Dallas)

Dallas, TX · On-site

This is a pure investor role . No sourcing. No coaching. No operating responsibilities. You gain priority access to curated deal flow , institutional-grade diligence, and a streamlined way to invest ...

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Clarion Partners

Transactions Associate

Dallas, TX

Clarion Partners has been a leading real estate investment manager for over 40 years. Headquartered ... Description: The Transactions Associate will work in collaboration with the Dallas-based ...

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Investment Associate information

See Dallas, TX salary details

$21.9K

$96.4K

$212.1K

How much do investment associate jobs pay per year?

As of Aug 27, 2026, the average yearly pay for investment associate in Dallas, TX is $96,436.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,600.00 and $116,700.00 per year, depending on experience, location, and employer.

What is an investment associate?

Investment Associates are finance professionals who support investment decision-making at firms such as investment banks, private equity firms, or asset management companies. They analyze financial data, perform due diligence on potential investments, build financial models, and prepare reports for senior management or clients. Their work helps guide the investment strategies of their organizations, and they often interact with clients, portfolio managers, and senior analysts. Investment Associates typically have strong quantitative skills and may work long hours, especially during deal cycles.

What does an investment associate do?

An investment associate works with investment analysts to perform a wide range of duties necessary for managing the investments of corporations and municipalities. As an investment associate, your responsibilities are to review the financial data and potential investments of a company to strategize the best plan to increase profits. You may help a client with buying stock, perform risk analysis, review a client’s portfolio, compile and interpret financial data, and assist with corporate mergers. Due to the varied nature of a client’s needs, your responsibilities also vary depending on the account.

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

To thrive as an Investment Associate, you need strong analytical skills, financial modeling abilities, and a degree in finance, economics, or a related field. Familiarity with financial analysis tools like Excel, Bloomberg, and often a CFA designation are typically expected. Excellent communication, attention to detail, and the ability to work collaboratively are key soft skills for this role. These competencies are important for accurately assessing investment opportunities, supporting decision-making, and building trusted client and team relationships.

What are some typical challenges faced by investment associates during due diligence processes?

Investment Associates often face the challenge of managing large volumes of data and tight timelines when conducting due diligence on potential investments. They must analyze financial statements, market trends, and operational risks, all while ensuring accuracy and thoroughness. Balancing multiple projects and liaising with internal teams, external consultants, and portfolio company management can also be demanding. Proactive communication and strong organizational skills are key to overcoming these challenges and delivering actionable recommendations to senior team members.

What is the difference between Investment Associate vs Financial Analyst?

AspectInvestment AssociateFinancial Analyst
Required CredentialsBachelor's degree, possibly CFA Level IBachelor's degree, CFA Level I often preferred
Work EnvironmentInvestment firms, asset management, private equityCorporations, banks, investment firms
Employer & Industry UsageCommon in asset management and private equityWidespread across finance sectors
Common Search & ComparisonYesYes

Investment Associates typically focus on supporting investment transactions, conducting due diligence, and preparing reports within investment firms. Financial Analysts analyze financial data, prepare reports, and support decision-making across various industries. While both roles require similar credentials and often work in related environments, Investment Associates are more involved in the investment process itself, whereas Financial Analysts focus on data analysis and reporting.

More about Investment Associate jobs

What are the most commonly searched types of Investment jobs in Dallas, TX?

The most popular types of Investment jobs in Dallas, TX are:

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For Investment Associate jobs in Dallas, TX, the most frequently searched job titles are:

What job categories do people searching Investment Associate jobs in Dallas, TX look for?

The top searched job categories for Investment Associate jobs in Dallas, TX are:

What cities near Dallas, TX are hiring for Investment Associate jobs?

Cities near Dallas, TX with the most Investment Associate job openings:

Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Dallas, TX as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $96,028 per year, or $46.2 per hour.

Digital Investment Associate

Dallas, TX

Mindstream Media Group
Marketing • 51 - 200 employees
Learn more about Mindstream Media Groupexternal

Full-time

Posted 22 days ago

Job description

The Digital Investment Associate is an entry-level role designed for someone looking to build hands-on experience across paid search, paid social, programmatic, and retail media. This position provides executional and operational support across the Digital Investment team, helping Platform Managers and Specialists efficiently plan, launch, manage, optimize, and report on digital media campaigns.

The ideal candidate is curious, detail-oriented, comfortable working with data, and eager to learn how digital media campaigns operate across platforms and channels. Working closely with experienced team members, this person will gain exposure to the core functions of a Platform Manager role, including campaign setup, quality assurance, pacing, performance monitoring, reporting, and platform best practices.

This role is intended to build a broad foundation across digital investment before developing deeper expertise within a specific channel or platform discipline.

Key Responsibilities

  • Support campaign builds, trafficking, launches, monitoring, and routine optimizations across digital media platforms
  • Assist with campaign pacing and performance monitoring, proactively flagging potential issues or opportunities to senior team members
  • Complete campaign QAs across budgets, audiences, targeting, placements, creative assets, URLs, tracking parameters, naming conventions, and settings
  • Contribute campaign observations, insights, and optimization recommendations under the guidance of Platform Managers and Specialists
  • Assist with audience, keyword, marketplace, publisher, inventory, and competitive research across digital investment channels
  • Help manage recurring operational tasks and lower-complexity campaign activities, allowing Platform Managers and Specialists to focus on higher-level strategy, optimization, and client responsibilities
  • Stay current on digital advertising platforms, media products, privacy considerations, industry trends, best practices, and relevant certification opportunities
  • Participate in team meetings, platform trainings, and development opportunities to build foundational knowledge across the Digital Investment discipline

Knowledge, Skills & Qualifications

  • Bachelor’s degree in Marketing, Advertising, Communications, or a related field preferred; equivalent experience will also be considered
  • Experience (0-2 years) in digital marketing, paid media, advertising, analytics, or a related field preferred; relevant internship experience is welcome
  • Strong interest in digital advertising, media platforms, performance marketing, and data-informed decision-making
  • Excellent attention to detail and strong organizational skills
  • Comfortable working with numbers, spreadsheets, budgets, and campaign performance data
  • Strong written and verbal communication skills
  • Ability to manage multiple assignments and deadlines in a fast-paced agency environment
  • Proactive mindset with a willingness to ask questions, accept feedback, and continuously learn
  • Team-oriented, adaptable, dependable, and resourceful approach
  • Working knowledge of Excel or Google Sheets and PowerPoint
  • Familiarity with digital advertising platforms such as Google Ads, Microsoft Advertising, Meta Ads Manager, TikTok Ads Manager, Simpli.fi, TheTradeDesk, Amazon Ads, Walmart Connect, or similar platforms is a plus
  • Familiarity with GA4, campaign tracking, ad serving, or digital media platform certifications is a plus