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Investment Associate Jobs in Dallas, TX (NOW HIRING)

Invesco

Associate, Investment Management

Dallas, TX · On-site

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 ...

5 Legal

Investment Funds Associate

Dallas, TX · On-site

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 ...

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 ...

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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Investment Associate information

See Dallas, TX salary details

$21.8K

$96K

$211.2K

How much do investment associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for investment associate in Dallas, TX is $96,028.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,300.00 and $116,200.00 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:

What are popular job titles related to Investment Associate jobs in Dallas, TX?

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, 72% Full Time, 24% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $96,028 per year, or $46.2 per hour.

Investment Sales Associate

Fidelity Investments

Westlake, TX • On-site

Full-time

Posted 4 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 273 frontline employees who took The Breakroom Quiz

16th of 154 rated financial services

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Investment Sales Associate (ISA) is the entry role to our extensive, multi-year Investment Sales Desk Development Program (ISDP). As part of the Fidelity Institutional (FI) - Intermediary Investment Client Group, we offer a collaborative, competitive and high energy sales environment. The ISA role will prepare and expose you to many facets of financial services and investment products. If you love working with people, have a strong interest in financial services, seek aggressive skill development, with built in opportunities for progression and promotion, this is the job for you!

The ExpertiseWe're Looking For

  • Bachelor's degree

  • Series 7 & Series 63 licenses required (may be attained in role)

  • Experience in financial services and sales is helpful, but not required

  • Commitment to growing technical knowledge of the financial industry

  • Passion for capital markets and investment products

  • Aptitude and dedication for constant learning and self-improvement

  • Team player, confident, and self-motivated

  • Excellent communicator, excited to engage clients

  • Appreciate the challenge of working in a goal and results oriented environment

As an Investment Sales Associate (ISA) your primary responsibility will be consulting with financial advisor clients via phone and Zoom. You will provide valuable market insight, investment product overviews, and portfolio construction ideas to help financial advisors achieve their client's financial goals. You will have the opportunity to grow your foundational knowledge of the financial industry.

The Investment Sales Development Program is a multi-year development program that is crafted with several distinct phases to help you grow your foundational knowledge of the financial industry while developing vital skills. In each phase you will be working with our intermediary clients to influence the sale of our investment products. As you develop your skill sets, you will earn the opportunity to interview for merit-based promotion, based on exhibited command of competencies.

The three phases within the program:

  • Licensing, training, and supporting financial advisor investment product inquiries

  • Pro-active client engagement to initiate new client relationships and sales opportunities

  • Sales territory ownership with an external sales partner, to drive investment product sales

Throughout the 12-18 months of the ISA Role and then in further stages of the development program, you will focus on building the following skills & knowledge:

  • Capital Market and Investment Product Knowledge

  • Sales Process and Sales Territory Management

  • Consultative Presentation Capabilities

  • Financial Advisor and Intermediary Eco-System

The SkillsYou Bring

  • Your robust consultative selling, influencing and communication skills

  • A learner mindset, with determination for extensive skill development

  • Ability to develop technical depth in financial markets and investment product

  • Additive (or leader) to a competitive, collaborative, energized team

  • Organized, with ability to multitask, prioritize, and adjust to change

  • Proven capability to be proactive and demonstrate initiative

  • Receptive to feedback and coaching

  • Thrive in team-based sales environment

  • Take initiative and strive to exceed expectations

  • You provide valuable market insight, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors getting their clients to financial independence

  • You support our financial advisor clients in the growth and impact of their financial wellness planning and advisory practices

  • Throughout your time with our sales development program, you will have significant opportunity to lead, mentor, be an ally, support our culture of inclusivity

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:Category:Sales

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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