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Investment Associate Jobs in Rosenberg, TX (NOW HIRING)

Stardust

Investment Associate

Houston, TX · On-site

$88K - $150K/yr

We Are Stardust, LP dba Stardust has an opening for an Investment Associate in New York, NY. Job duties include: Support the investment team to build a best-in-class portfolio of direct investments ...

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Allied Orion Group

Be Seen First

Investment Associate

Houston, TX · On-site

Position Summary The Associate of Investments plays an all-encompassing role within AOG Living's Investments team, supporting the full lifecycle of the company's real estate investment activity. This ...

Texascapitalbank

Investment Bank Associate

Houston, TX · On-site

Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital ...

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Investment Associate information

See Rosenberg, TX salary details

$19.6K

$86.6K

$190.5K

How much do investment associate jobs pay per year?

As of Sep 1, 2026, the average yearly pay for investment associate in Rosenberg, TX is $86,616.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,000.00 and $104,800.00 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 job categories do people searching Investment Associate jobs in Rosenberg, TX look for?

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

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

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

Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Rosenberg, TX as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $86,616 per year, or $41.6 per hour.

Investment Associate

Houston, TX • On-site

Stardust
See more jobs at Stardustexternal

$88K - $150K/yr

Other

Posted yesterday

New

Job description

We Are Stardust, LP dba Stardust has an opening for an Investment Associate in New York, NY.


Job duties include: Support the investment team to build a best-in-class portfolio of direct investments and LP allocations in niche funds strategies. Participate in all aspects of the business. Conduct financial and operational due diligence on potential investment opportunities, including analysis of industry dynamics, competitive positioning, and management quality. Build detailed financial models and valuation analysis, including expected returns analysis. Prepare comprehensive investment memoranda and presentation materials for internal discussions and investment committee meetings. Support sourcing of new investment opportunities through market research, industry mapping, and networking with founders, sponsors, and intermediaries. Monitor and analyze portfolio company performance, including quarterly financial results, KPI tracking, and performance benchmarking. Assist in transaction execution by coordinating with external advisors, legal counsel, and management teams. Contribute to internal reporting processes, including portfolio updates and fund performance summaries for internal and external stakeholders.


Requires a Bachelor’s degree or foreign equivalent degree in Economics, Finance, or a closely related analytical field, from an accredited undergraduate business school or university. 

Requires 1 year of experience as an Investment Banking Analyst, Investment Analyst, or related position. Must have 1 year of experience conducting financial statement analysis and valuation modeling, including discounted cash-flow (DCF), comparable-company, and precedent-transaction analyses using Microsoft Excel;

1 year of experience performing industry and company due diligence, including market research, competitive benchmarking, and assessment of business performance metrics;

1 year of experience preparing presentation and investment materials for senior decision-makers, including investment memoranda, pitchbooks, and board-level materials in Microsoft PowerPoint; 1 year of experience utilizing financial databases and research tools such as PitchBook, Capital IQ, or Bloomberg to gather and analyze company, transaction, and market data;

1 year of experience reviewing financial statements and transaction documentation, including offering memoranda, term sheets, and deal agreements, in connection with M&A, equity, and debt transactions.


Travel approximately 5% of the time. Travel is primarily domestic to attend diligence meetings, portfolio site visits, and conferences; trips are short-term and usually do not involve overnight or weekend trips on a regular basis.


Salary is $88,000.00 - $150,000.00 per year.

Please apply at hr@weareallstardust.com.



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