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Investment Associate Jobs in Rosenberg, TX (NOW HIRING)

Northern Trust

Associate Portfolio Advisor

Houston, TX · On-site

Major Duties : 1. Manages investment activities for a growing set of major fee revenue producing ... Provides guidance and mentoring to Investment Associates. 7. Accountable for personal adherence to ...

Northern Trust

Associate Portfolio Advisor

Houston, TX · On-site

Major Duties : 1. Manages investment activities for a growing set of major fee revenue producing ... Provides guidance and mentoring to Investment Associates. 7. Accountable for personal adherence to ...

Northern Trust

Associate Portfolio Advisor

Houston, TX · On-site

Major Duties : 1. Manages investment activities for a growing set of major fee revenue producing ... Provides guidance and mentoring to Investment Associates. 7. Accountable for personal adherence to ...

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Showing results 41-60

All JobsInvestment Associate JobsInvestment Associate Jobs in Rosenberg, TX

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.

Public Finance Investment Banking Associate - Special District Group

Piper Sandler Companies

Houston, TX • On-site

Full-time

Posted 25 days ago

Job description

Job Description:
At Piper Sandler, we connect capital with opportunity to build a better future.
We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.
About The Special District Group - Us
The Special District Group (SDG) is a team in Piper Sandler's Public Finance practice that is dedicated to raising capital for public infrastructure for new development or redevelopment projects. We hold a dominate position in the Colorado and Utah markets and are actively growing into new markets nationwide with a demand for public infrastructure.
Our team leaders were amongst the pioneers of Special District financing and have been integral leaders in sector for over two decades. The SDG team is passionate about the quality of banking we bring to the market and the unparalleled experience we offer our clients and external partners. We are unwavering in our belief that our team's shared success precedes the pursuit of individual aspirations. We have a deep commitment to high-touch communication and collaborative relationships, and we believe that our team's expertise, creativity, and resilience are critical to our success.
About This Critical Role - The Job
We are currently looking for an Associate to join the SDG banking team in Houston, TX.
The ideal candidate enjoys working in a fast-paced and dynamic environment; possesses the ability to navigate multiple projects, priorities, and deadlines with strong organizational skills; and displays a professional demeanor and appropriacy to interact with senior partners, clients, and colleagues. The ideal candidate is a great communicator with a strong work ethic who is interested in a meaningful role on a supportive team. The accountabilities of this role include:
  • Actively participate in the planning, structuring, and execution of banking transactions and manage the administrative aspects of the banking process from launch to close.
  • Perform and coordinate research to produce data sets needed such as market comparisons, parcel list reconciliation, mill levy comparisons, service plan reviews and continuing disclosure.
  • Prepare, review and maintain internal and external transaction materials including rating presentations, case studies, credit summaries and internal approval forms.
  • Coordinate the progress of transaction activities, and track and review transaction materials for accuracy.
  • Attend client meetings, calls and presentations, taking detailed notes.
  • Communicate effectively and collaborate with SDG and Piper Sandler team members on a deal-by-deal basis providing relevant and valuable transaction information to support the development of financial models.
  • Prepare and maintain various marketing materials, including presentations, pitchbooks, research summaries, and market updates.
  • Build and maintain relationships with industry consultants, developers, and other external partners.
  • Consistently modeling SDG's organizational values and contributing to team culture.

About The Ideal Candidates - You
  • You thrive in a high-paced, high-performance environment.
  • You learn quickly, are curious and committed to your own growth and advancement.
  • You characterize yourself as being intrinsically self-motivated, goal oriented and resilient.
  • You exhibit confidence and courage, contributing to discussions, and embracing opportunities outside comfort zones.
  • You can effectively communicate complex ideas to diverse audiences.
  • You plan and organize your work effectively, meeting deadlines and informing stakeholders of project status.
  • You have the following qualifications and experience:
    • Bachelor's degree required.
    • At least 2-years of relevant experience preferred.
    • Proficient in use of digital software and technology, including databases, and MS Office suite.
  • You are available to work full-time in-person in our downtown Houston offices.
  • You are based in, or willing to relocate to Houston.

Piper Sandler is a leading investment bank, enabling growth and success for our clients through deep sector expertise, candid advice, and a differentiated, highly productive culture. With more than 1,700 employees across 60 offices world-wide, we offer our clients the scale needed to meet their capital needs with local support from experts in the field. Learn more about the firm here.
Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here.
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.
The anticipated salary for Texas-based individuals expressing interest in this position is $100,000 per year; this position is eligible for substantial annual incentive compensation.
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