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Investment Management Associate Jobs in Texas (NOW HIRING)

Dtcc

Problem Management Associate

Dallas, TX · On-site

$15.75 - $20.75/hr

Problem Management Associate Are you ready to make an impact at DTCC? Do you want to work on ... and receive investment in your professional development? At DTCC, we are at the forefront of ...

ZT Corporate

Investment Associate

Houston, TX · On-site

Investment Associate Department: ZT Corporate Reports To: Chief Financial Officer FLSA: Exempt Job ... Work closely with CFO and Managing Director of the Family Office on Financing requests with the ...

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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 9, 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?

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 jobs can you get with an investment management associate degree?

An investment management associate degree can qualify you for roles such as financial analyst, investment analyst, or portfolio assistant. These positions typically involve analyzing financial data, supporting investment decisions, and using tools like Excel or financial software; additional certifications like CFA can enhance prospects.

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.

How much do investment management associates make in the US?

Investment management associates in the US typically earn a median annual salary of around $70,000 to $90,000, with experienced professionals and those in major financial hubs earning higher. Compensation can include bonuses and benefits, and the role often requires strong analytical skills and familiarity with financial tools.
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, 83% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $90,438 per year, or $43.5 per hour.

Wealth Management Associate

Inscription Capital

Houston, TX

$60K/yr

Full-time

Re-posted 8 days ago

Job description

We are in search of a dynamic Wealth Management Operations Associate/Client Service Associate who excels at juggling multiple tasks, possesses excellent communication skills, and approaches challenges with a problem-solving attitude, thriving in a fast-paced and ever-changing environment. The ideal candidate we seek is receptive to feedback, eager to acquire new knowledge, and consistently delivers exceptional performance even when faced with varying work demands. With our company experiencing rapid growth, there are abundant opportunities for internal advancement and professional growth. This is a full-time, in-office position.


Compensation and Benefits include:

  • Base Salary: $60,000 with performance-based bonuses
  • Comprehensive health insurance coverage
  • 401(k) plan with company matching (eligible after one year of employment)
  • Generous three weeks of paid vacation time
Compensation:

$60,000 Base + discretionary bonus


Responsibilities:
  • Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
  • Partner with team members to accomplish a common goal of providing exceptional service
  • Interact with clients to support all aspects of their servicing needs related to the management of their relationship
  • Interact and network with senior professionals throughout the firm to fuel career success

Qualifications:
  • Excellent client-facing, interpersonal, organizational, and client-service skills
  • Detail-oriented with the ability to prioritize and organize workflow
  • Ability to work in a fast-paced, high-intensity work environment as well as manage multiple tasks effectively with frequent interruptions
  • Strong Microsoft Office skills, including Excel and PowerPoint
  • Experience with eMoney financial planning software is a plus
  • A college degree is preferred

About Company

Inscription Capital is an innovative multi-family office in Houston.

Inspiring permanence is our mandate to help clients optimize the management of every aspect of their financial lives. Inscription has developed a smarter approach to wealth management led by professionals who each bring invaluable experience to every relationship. Our proven investment philosophy has been honed by decades of academic research and backed by just as many years of practical experience.