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Portfolio Associate Jobs in Texas (NOW HIRING)

Northern Trust

Associate Portfolio Advisor

Houston, TX · On-site

... portfolios typically mid- range in size and complexity within their market with some managerial ... Provides guidance and mentoring to Investment Associates. 7. Accountable for personal adherence to ...

Northern Trust

Associate Portfolio Advisor

Houston, TX · On-site

... portfolios typically mid- range in size and complexity within their market with some managerial ... Provides guidance and mentoring to Investment Associates. 7. Accountable for personal adherence to ...

Northern Trust

Associate Portfolio Advisor

Houston, TX · On-site

... portfolios typically mid- range in size and complexity within their market with some managerial ... Provides guidance and mentoring to Investment Associates. 7. Accountable for personal adherence to ...

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How much do portfolio associate jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for portfolio associate in Texas is $17.71, according to ZipRecruiter salary data. Most workers in this role earn between $14.09 and $18.80 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a portfolio associate, and why are they important?

To thrive as a Portfolio Associate, you need a solid understanding of finance, investment principles, and portfolio management, often supported by a bachelor's degree in finance, economics, or a related field. Familiarity with portfolio management software, financial modeling tools, and proficiency in Excel are commonly required, and certifications like CFA Level I can be advantageous. Strong analytical thinking, attention to detail, and effective communication are critical soft skills for collaborating with managers and interpreting data. These skills ensure accurate portfolio monitoring, informed decision-making, and efficient support of investment strategies.

What is a portfolio associate?

A Portfolio Associate is a finance professional who supports portfolio managers in overseeing investment portfolios. Their main responsibilities include monitoring portfolio performance, conducting research and analysis, preparing reports, and handling trade execution and compliance tasks. They act as a bridge between portfolio managers, clients, and other financial teams to ensure smooth investment operations. Portfolio Associates typically work at asset management firms, banks, or investment companies and play a crucial role in helping manage client assets effectively.

How does a portfolio associate typically collaborate with portfolio managers and analysts in daily operations?

As a Portfolio Associate, you will work closely with portfolio managers and analysts to ensure the smooth execution of investment strategies. This includes assisting with trade execution, monitoring portfolio performance, and preparing reports for client meetings. You may also help with research, data analysis, and responding to client inquiries. Effective communication and attention to detail are essential, as you'll often serve as a bridge between investment teams and other departments such as compliance and operations.
What are the most commonly searched types of Portfolio jobs in Texas? The most popular types of Portfolio jobs in Texas are:
What are popular job titles related to Portfolio Associate jobs in Texas? For Portfolio Associate jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Portfolio Associate jobs in Texas look for? The top searched job categories for Portfolio Associate jobs in Texas are:
What cities in Texas are hiring for Portfolio Associate jobs? Cities in Texas with the most Portfolio Associate job openings:
Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $36,846 per year, or $17.7 per hour.

Sr. Analyst / Associate, Portfolio Management

Invitation Homes, Inc.

Dallas, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

Invitation Homes rating

8.7

Company rating: 8.7 out of 10

Based on 14 frontline employees who took The Breakroom Quiz

14th of 250 rated facilities management

Job description

Who We Are
Invitation Homes is a fast-paced evolving publicly traded REIT that is pioneering a new industry with over 80,000 single family rental homes and a market capitalization of over $25 billion. We are a team of more than 1,400 associates who come from all walks of life. We call different communities "home," but our shared values bind us together. Invitation Homes is a place where possibility lives.
The Senior Analyst, Asset Management is responsible for providing research, analysis, reporting and development to support the Asset and Investment Management Group, overseeing a portfolio of 80,000+ single family rental properties. This position may oversee junior analysts in support of the process.
What You'll Do
  • Oversee work of analysts and/or interns and provide leadership, teaching and guidance
  • Act as lead for the capital allocation, budgeting and planning process
  • Develop metrics for evaluating portfolio performance and corrective actions plans, as applicable
  • Monitor financials, physical asset condition, and related activities, and report results to management
  • Develop annual cash flow targets, based on budget, for portfolio and ensure asset management to those targets; work collaboratively with management to ensure that targeted financial performance targets for each property meet established standards.
  • Provide recommendations related to strategic direction at both portfolio and individual site level for existing assets and development opportunities.
  • Develop update, and implement policies, technology initiatives, related programs, and inter-organization collaboration aimed at ensuring high level of asset management efficiency and quality. Work collaboratively with real estate development, facilities management, and program services management to coordinate activities
  • Ensures policies and programs are current, complete, and enhance the organization's asset management initiatives and strategic direction
  • Maintain a thorough understanding of company's financial information systems including the ability to write financial reports and make inquiries for data
  • Prepare monthly, quarterly and annual reports for internal and external stakeholders
  • Forecast, analyze and provide summary of organizational trends
  • Develop and update models to provide analysis for various financial conditions related to Asset and Investment Management, Accounting and Operations
  • Represent Asset Management on interdepartmental project committees
  • Provide ongoing tracking, reporting and analysis of trends in various operating areas
  • Develop forecasting models and analysis; Prepare and analyze Cash Analysis reports and Cash Forecasting
  • Prepare and analyze Consolidated Reporting to Investor
  • Research real estate markets for potential opportunities
  • Analyze and prepare recommendations for improving investment and management processes
  • Track economic and performance indicators within real estate markets
  • Timely interpretation of data for recommendations
  • Complete projects assigned by Asset Management leadership

Who We're Looking For
  • Bachelor's degree in Finance, Real Estate, Business, Economics, Mathematics or a related field
  • Quantitative degree or supportive coursework preferred
  • Master's degree or MBA beneficial
  • 2 to 5+ years of experience in residential asset management or institutional real estate; Single family preferred
  • 2 to 5+ years of experience in extensive, detailed data analysis and reporting
  • Current driver's license and automobile insurance
  • Comprehension of federal fair housing laws and any applicable local housing provisions
  • Ability to create and design general marketing pieces for in-house production
  • Knowledge of current single-family customer product demands, drivers, and trends
  • Proficiency utilizing Outlook, Microsoft Word, PowerPoint, Excel, and basic OS tools
  • Proficiency in a programming language (R or Python preferred)
  • Strong data and financial modeling skills required
  • Proficiency using mapping programs (QGIS or ArcGIS)
  • Experience utilizing Salesforce for workflow and approval management
  • Experience utilizing Yardi or similar property management software
  • Knowledge of Relational Database Management Systems (SQL) beneficial
  • Excellent customer service and interpersonal skills; ability to relate to and get along with others
  • Professional verbal and written communication skills
  • Ability to facilitate presentations or speak in public to large groups of people
  • Strong organizational and time-management skills
  • Ability to multi-task and maintain flexibility and creativity in a variety of situations
  • Ability to analyze and resolve problems
  • Ability to perform intermediate mathematical functions
  • Ability to set and meet goals and consistently meet deadlines
  • Ability to maintain confidentiality

Why Invitation Homes
We stand for flexibility, opportunity, and a home that people can make their own. It's as true for our associates as it is for our residents. Just like we help our residents live freer, we liberate our associates' careers, too. Our associates know that at Invitation Homes goals matter, potential is unlocked, and careers thrive. Invitation Homes isn't just a work place it is a possibility place. Invitation Homes offers the below to each new associate:
  • Competitive pay and an annual bonus program for all associates
  • Generous paid time off plans including vacation accrual, sick time, volunteer time, and standard and floating holidays
  • 401k with matching company contributions
  • Awesome work environment with casual dress
  • Team events and gatherings
  • Employee resource groups: Together with Women, Asian Alliance, Black Collective, Juntos, Gen Next, and Open Invitation.

Invitation Homes truly is where possibility lives, pour a new foundation here!
Salary Range
The salary range for this position is: $78,075.00 - $135,330.00, plus individuals may be eligible for an annual discretionary bonus. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications, location, and applicable employment laws.
Compensation and Benefits
To attract and retain top talent, we're pleased to offer competitive compensation and benefits, including:
  • Annual bonus program
  • Health, dental, vision, and life insurance
  • Long-term and short-term disability insurance
  • Generous paid time off plans include vacation accrual, sick time, standard holidays and floating holidays
  • 401(k) with company matching contributions
  • Awesome work environment with casual dress
  • Team events and gatherings (Pre- and Post-Covid)

Invitation Homes is an equal opportunity employer committed to fostering a diverse, inclusive and innovative environment with the best associates. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or any other factor protected by applicable federal, state or local law. If you have a disability or special need that requires accommodation, please contact us at humanresources@invitationhomes.com.
To all recruitment agencies: Invitation Homes does not accept agency resumes. Please do not forward resumes to Invitation Homes employees. Invitation Homes is not responsible for any fees related to unsolicited resumes.
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