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Investment Management Associate Jobs in Texas (NOW HIRING)

IQVIA

Specimen Management Associate II

Austin, TX · On-site

$35K - $74K/yr

The Specimen Management Associate II ensures samples received and/or shipped are accurately ... We invest in integrated benefits programs and resources to take care of our employees' physical ...

IQVIA Holdings

Specimen Management Associate II

Austin, TX · On-site

$35K - $74K/yr

Specimen Management Associate II We are seeking a Specimen Management Associate II to join IQVIA ... We invest in integrated benefits programs and resources to take care of our employees' physical ...

Renewa, LLC

Investment Associate

Houston, TX · On-site

Renewa is managed by one of the most experienced infrastructure investment teams in the world, with ... Summary Renewa is currently looking for a Houston-based Senior Finance Associate to support ...

PSI CRO

Site Management Associate II

Austin, TX · On-site

Under supervision, provides on-the-job coaching of Site Management Associates I and Clinical ... Join the company that focuses on its people and invests in their professional development and ...

Atlantic Group - New York

Be Seen First

Investor Relations Associate

Dallas, TX · On-site

$35 - $50/hr

... investment management or financial services. -DDQ and RFP experience required. -Experience with RFP software and AI tools preferred. -Microsoft Office skills, especially Excel. -Strong written ...

Allied Orion Group

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Investment Associate

Houston, TX · On-site

Position Summary The Associate of Investments plays an all-encompassing role within AOG Living ... Asset Management ▪ Actively monitor the operational and financial performance of existing assets ...

Atlantic Group - New York

Be Seen First

Investor Relations Associate

Dallas, TX · On-site

$35 - $50/hr

... investment management or financial services. -DDQ and RFP experience required. -Experience with RFP software and AI tools preferred. -Microsoft Office skills, especially Excel. -Strong written ...

PSI CRO

Site Management Associate II

Austin, TX · On-site

Under supervision, provides on-the-job coaching of Site Management Associates I and Clinical ... Join the company that focuses on its people and invests in their professional development and ...

PSI CRO

Site Management Associate II

Austin, TX · On-site

Under supervision, provides on-the-job coaching of Site Management Associates I and Clinical ... Join the company that focuses on its people and invests in their professional development and ...

InforCapital

Associate Portfolio Manager

Houston, TX · On-site

$120 - $180/hr

# Associate Portfolio ManagerPennington Partners & Co.AssociateFamily OfficeFull-timeLocationHouston ... investment management, income tax planning, and estate planning strategies. Coordinates with ...

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All JobsInvestment Management Associate JobsInvestment Management Associate Jobs in Texas

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 22, 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.

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 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 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 careers in investment management?

Careers in investment management involve managing client assets by analyzing financial markets, selecting investments, and developing strategies to achieve financial goals. Roles include portfolio managers, research analysts, and client advisors, often requiring strong analytical skills, financial knowledge, and relevant certifications like the CFA. These careers typically involve working in financial firms, asset management companies, or banks and may require staying updated on market trends and economic data.
Investment Management Associate jobs near you
Infographic showing various Investment Management Associate job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $90,438 per year, or $43.5 per hour.

Finance & Business Management - Associate

JPMorgan Chase & Co

Plano, TX • On-site

Full-time

Medical, Retirement

Re-posted 6 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 495 frontline employees who took The Breakroom Quiz

71st of 171 rated banks

Job description

As a Finance & Business Management - Associate within Commercial Banking F&BM you will support the Client Onboarding & Servicing (COS) organization, leveraging your penchant for story-telling with financial data and strategic, analytical and energetic approach. This is a high-impact opportunity on our F&BM team ensuring senior management across the Commercial & Investment Bank have visibility into major initiatives, business metrics, financials and data insights to achieve their strategic objectives. This role will provide support to senior Business and Operations leaders and key partners across CIB Finance, Business Management and Data & Analytics teams to enable effective end-to-end execution.

Job Responsibilites:

  • Experience with Business Management/Data Analytics
  • Partner with COS and CIB F&BM to prepare executive presentations - ability to package and present projections and performance trends by bringing financials and data together to tell a cohesive story
  • Design management reporting packages to communicate business results in a transparent and concise manner to all constituents
  • Ability to take analysis and create executive level presentation using PowerPoint PitchPro+
  • Coordinate deliverables with business managers, finance, project managers and other F&BM teams 
  • Analyze large amounts of data, assess KPI trends, and create impactful analysis to assist in developing COS strategy
  • Partner with COS and CIB F&BM team to budget and forecast headcount and direct expenses
  • Participate in the activity based costing process used to allocate expenses across LOB's and downstream client profitability system
  • Strong professional presence with the ability to communicate directly with all levels

  • Must be able to interact, collaborate, and partner with peer team members across business and staff areas at all levels and achieve goals without direct control over all resources 

Preferred qualifications, skills and capabilities:

  • Bachelors degree with minimum 3-4 years of experience in financial data analysis and story-telling 
  • Ability to work collaboratively; develop strong partnership with multiple levels of employees
  • Strong presentation skills and ability to tell the story on initiatives with the ability to produce successful results in a fast paced environment
  • Ability to develop strong, positive relationships with business stakeholders to interpret and present complex data with strong attention to detail and solid work ethic
  • Highly motivated, proactive attitude, with a natural passion to learn and an inquisitive personality
  • Excellent problem solving and critical thinking skills with a mature, independent, highly organized, self-motivated and a team player
  • Strong PowerPoint, Excel, and Word skills required and knowledge of or experience with BI tools, databases and SQL Querying is a plus
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

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