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Investment Management Associate Jobs in Texas (NOW HIRING)

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Investment Management Associate information

See Texas salary details

$20.5K

$90.4K

$198.9K

How much do investment management associate jobs pay per year?

As of Aug 2, 2026, the average yearly pay for investment management associate in Texas is $90,438.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,600.00 and $109,500.00 per year, depending on experience, location, and employer.

What does an Investment Management Associate do?

An Investment Management Associate supports portfolio managers and senior analysts by conducting research, analyzing financial data, and helping to develop investment strategies. They often assist with client reporting, monitor portfolio performance, and stay up to date on market trends. The role requires strong analytical skills, attention to detail, and often involves direct client communication. Associates play a key role in ensuring investment decisions align with client objectives and compliance requirements.

What are the key skills and qualifications needed to thrive as an Investment Management Associate, and why are they important?

To thrive as an Investment Management Associate, you need strong analytical skills, financial modeling expertise, and a bachelor's degree in finance, economics, or a related field. Familiarity with Bloomberg Terminal, Microsoft Excel, and possibly CFA certification are typically required for effective performance. Exceptional communication, attention to detail, and teamwork abilities help you stand out in this client-facing and collaborative environment. These competencies are vital for accurately analyzing investments, supporting decision-making, and building client trust in a fast-paced financial sector.

What is the difference between Investment Management Associate vs Financial Analyst?

AspectInvestment Management AssociateFinancial Analyst
Required CredentialsBachelor's degree, CFA Level I/II preferredBachelor's degree, CFA Level I/II preferred
Work EnvironmentAsset management firms, investment teamsCorporations, banks, investment firms
Employer & Industry UsageCommon in asset management and investment firmsWidespread across finance sectors
Primary FocusSupporting portfolio management, client reportingAnalyzing financial data, valuation, forecasting

Both roles often require similar credentials and work in finance environments, but Investment Management Associates focus on supporting investment portfolios and client reporting, while Financial Analysts primarily analyze financial data and perform valuations. The roles are closely related but serve different functions within the finance industry.

How does an Investment Management Associate typically collaborate with portfolio managers and analysts on client accounts?

As an Investment Management Associate, you will work closely with portfolio managers and analysts by supporting investment research, preparing client presentations, and monitoring portfolio performance. Your responsibilities often include gathering and analyzing financial data, coordinating with research teams to evaluate investment opportunities, and ensuring client communications are timely and accurate. This collaborative environment fosters strong teamwork and provides valuable exposure to investment strategies, client relationship management, and opportunities for professional growth within the firm.
What are popular job titles related to Investment Management Associate jobs in Texas? For Investment Management Associate jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Investment Management Associate jobs in Texas look for? The top searched job categories for Investment Management Associate jobs in Texas are:
Investment Management Associate jobs near you
Infographic showing various Investment Management Associate job openings in Texas as of July 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $90,438 per year, or $43.5 per hour.

Fund Formation & Investment Management Associate Attorney

Direct Counsel

Dallas, TX

$290K - $390K/yr

Full-time

Medical, Retirement

Re-posted 5 days ago

Job description

Fund Formation & Investment Management Associate Attorney
Location: Boston, MA (preferred) | Chicago, IL | Dallas, TX | New York, NY

Direct Counsel is seeking a junior to mid-level Fund Formation & Investment Management Associate Attorney to join the investment management practice of a leading Am Law firm. This role offers the opportunity to work with sophisticated sponsors, institutional investors, and private fund managers on complex fund formation, structuring, and investment management matters.

Responsibilities

  • Advise sponsors and investment managers on the formation, structuring, and operation of private investment funds.

  • Draft and negotiate fund formation documents, including private placement memoranda, partnership agreements, and related governing documents.

  • Represent both general partners and institutional investors in connection with fund investments and negotiations.

  • Assist with secondary sales of limited partner interests, including both buy-side and sell-side transactions.

  • Advise on GP-led fund restructurings and liquidity transactions.

  • Provide guidance on regulatory and compliance matters relating to private funds and investment advisers.

  • Work collaboratively with partners and clients to manage complex matters involving multiple attorneys and stakeholders.

Qualifications

  • 2–6 years of experience in fund formation and investment management at a law firm or similar sophisticated practice environment.

  • Experience advising on private fund formation and management structuring.

  • Experience negotiating with institutional investors such as pension plans, endowments, and funds-of-funds.

  • Familiarity with secondary transactions and GP-led restructurings preferred.

  • Working knowledge of the Investment Advisers Act, related compliance obligations, and the Securities Act as it relates to private investment funds.

  • Strong drafting, negotiation, and project management skills.

  • Excellent academic credentials and strong written and verbal communication skills.

  • JD from an ABA-accredited law school.

  • Active bar admission in the jurisdiction of practice, or ability to obtain admission.

Compensation

The expected salary range for this position is $240,000 – $390,000, depending on experience, qualifications, and internal equity considerations. The firm offers a comprehensive benefits package including health insurance, retirement plans, and additional employee benefits.