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Portfolio Management Associate Jobs in Houston, TX

Inscription Capital

Wealth Management Associate

Houston, TX · On-site

$60K/yr

  • Medical

  • Retirement

  • PTO

Description We are in search of a dynamic Wealth Management Operations Associate/Client Service ... such as portfolio analysis, account creation and maintenance, and client/prospect meeting ...

Repsol

Asset Management Associate

Houston, TX · Hybrid

$15.75 - $21/hr

Our diversified renewable energy portfolio totalsnearly 3,700MW of installed capacity, with a ... The Asset Management Associate will support the Asset Management team with development and ...

Northern Trust

Associate Portfolio Advisor

Houston, TX · On-site

Major Duties : 1. Manages investment activities for a growing set of major fee revenue producing accounts, representing small to mid-sized personal trusts and individual portfolios typically mid ...

Northern Trust

Associate Portfolio Advisor

Houston, TX · On-site

Major Duties : 1. Manages investment activities for a growing set of major fee revenue producing accounts, representing small to mid-sized personal trusts and individual portfolios typically mid ...

Huntington

Associate - Energy Banking PM

Houston, TX · On-site +1

The Associate - Corporate, Specialty and Government Banking PM supports the CSG Credit Products team and ongoing portfolio management and underwriting activities. In this role, which will be focused ...

Huntington

Associate - Energy Banking PM

Houston, TX · On-site +1

The Associate - Corporate, Specialty and Government Banking PM supports the CSG Credit Products team and ongoing portfolio management and underwriting activities. In this role, which will be focused ...

Huntington

Associate - Energy Banking PM

Houston, TX · On-site +1

The Associate - Corporate, Specialty and Government Banking PM supports the CSG Credit Products team and ongoing portfolio management and underwriting activities. In this role, which will be focused ...

Huntington

Associate - Energy Banking PM

Houston, TX · On-site +1

The Associate - Corporate, Specialty and Government Banking PM supports the CSG Credit Products team and ongoing portfolio management and underwriting activities. In this role, which will be focused ...

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All JobsPortfolio Management Associate JobsPortfolio Management Associate Jobs in Houston, TX

Portfolio Management Associate information

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How much do portfolio management associate jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for portfolio management associate in Houston, TX is $19.45, according to ZipRecruiter salary data. Most workers in this role earn between $15.48 and $20.67 per hour, depending on experience, location, and employer.

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

To thrive as a Portfolio Management Associate, you need strong analytical skills, a solid understanding of financial markets, and typically a degree in finance, economics, or a related field. Familiarity with portfolio management software, Bloomberg Terminal, and proficiency in Excel and financial modeling are highly valued, and certifications like the CFA can be advantageous. Excellent attention to detail, communication skills, and the ability to work collaboratively are important soft skills in this role. These abilities are crucial for making informed investment decisions, accurately managing client portfolios, and effectively supporting the portfolio management team.

What is a portfolio management associate?

Portfolio Management Associates are professionals who support portfolio managers in overseeing investment portfolios for clients or institutions. Their duties typically include researching investment opportunities, monitoring portfolio performance, preparing reports, and ensuring that investment strategies align with clients' goals. They act as a liaison between clients and portfolio managers and help execute investment decisions. This role requires strong analytical skills, attention to detail, and knowledge of financial markets.

How does a portfolio management associate typically contribute to investment decision-making within a team environment?

As a Portfolio Management Associate, you play a vital supporting role in the investment process by conducting research, analyzing market trends, and assisting with portfolio monitoring and reporting. You’ll collaborate closely with portfolio managers, analysts, and sometimes client service teams to gather data, prepare performance reports, and help execute investment strategies. This role requires strong attention to detail and effective communication skills, as your insights and analyses often inform key decisions. Teamwork and the ability to manage multiple tasks under tight deadlines are essential for success.

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

AspectPortfolio Management AssociateInvestment Analyst
Required CredentialsBachelor's degree, possibly CFA Level IBachelor's degree, often pursuing CFA or related certifications
Work EnvironmentFinancial firms, asset management companiesResearch firms, investment banks, asset managers
Primary ResponsibilitiesSupporting portfolio strategies, trade execution, client reportingAnalyzing securities, market research, financial modeling

While both roles support investment decision-making, Portfolio Management Associates focus on implementing strategies and managing client portfolios, whereas Investment Analysts primarily conduct research and analysis to inform investment choices.

What are the most commonly searched types of Portfolio Management jobs in Houston, TX?

The most popular types of Portfolio Management jobs in Houston, TX are:

What are popular job titles related to Portfolio Management Associate jobs in Houston, TX?

For Portfolio Management Associate jobs in Houston, TX, the most frequently searched job titles are:

What job categories do people searching Portfolio Management Associate jobs in Houston, TX look for?

The top searched job categories for Portfolio Management Associate jobs in Houston, TX are:

What cities near Houston, TX are hiring for Portfolio Management Associate jobs?

Cities near Houston, TX with the most Portfolio Management Associate job openings:

Portfolio Management Associate jobs near you
Infographic showing various Portfolio Management Associate job openings in Houston, TX as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 11% Part Time, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $40,459 per year, or $19.5 per hour.

Associate, Capital Portfolio Management

Fervo Energy Company

Houston, TX • On-site

Full-time

Re-posted 7 days ago

Job description

Fervo is building the most cost-effective, repeatable geothermal power plants in the world. Achieving this at scale requires disciplined capital allocation and clear visibility across a growing portfolio of projects. Fervo's success depends on deploying capital efficiently, managing risk across development and delivery, and aligning investment decisions with long-term value creation.
We are seeking an Associate, Capital Portfolio Management to support management and administration of Fervo's portfolio of capital facilities. This role works closely with the Director, Capital Portfolio Management as well as Finance, Legal, Accounting, Development, Asset Management, Treasury, and Engineering teams to ensure capital facilities are administered efficiently, compliance obligations are met, and financing structures support long-term value creation.
The Associate, Capital Portfolio Management will support the ongoing management of Fervo's portfolio of private capital facilities across the full project and corporate lifecycle, including project-level equity, tax equity, project finance debt, and corporate debt facilities.
This role provides hands-on execution support for Fervo's capital stack post-close - helping to ensure financing structures are governed, administered, and optimized from initial construction through operations, refinancings, amendments, and long-term portfolio optimization. The Associate (in tandem with the Director) will work directly with lenders, equity partners, and internal stakeholders to support construction-period execution, maintain compliance, and assist in the efficient deployment of capital across Fervo's growing portfolio of enhanced geothermal projects.
Requirements
Responsibilities
Capital Facility and Portfolio Management
  • Support the ongoing management of Fervo's private capital facilities across project and corporate levels, including project finance debt, project-level equity and joint venture structures, tax equity, and corporate debt facilities
  • Help establish and maintain disciplined portfolio management practices, including tracking capital structures, maintaining compliance calendars, and organizing governing documentation across the full asset lifecycle

Project Finance Debt Management
  • Support the management of project finance debt facilities throughout construction and operations, including preparation and processing of construction loan draws, tracking borrowing base mechanics and conditions precedent, preparing lender notices, and monitoring compliance reporting and covenant obligations
  • Assist in preparing materials for lender consents, waivers, and amendments, and support day-to-day relationship management with lenders and agents following financial close, including helping manage the transition from construction to operations

Project Equity, Tax Equity and JV Governance
  • Support post-close relationship management for project-level equity, tax equity, and joint venture partners throughout construction and operations
  • Assist in managing information rights, approval workflows, reporting obligations, and issue tracking, and help prepare analyses and materials to support project-level decisions and ensure structures are administered in accordance with governing agreements

Corporate Capital Facilities and Treasury Interface
  • Support the administration and compliance of corporate debt and other private capital facilities, including facilitating Letter of Credit postings and surety tracking, and working closely with Treasury on liquidity management, forecasting, and covenant compliance
  • Assist in preparing materials for lender and investor communications and ensure consistency between financing obligations and internal financial planning

Cross-Functional Collaboration
  • Serve as an execution-level point of coordination across Legal, Engineering, Accounting, Development / Asset Management, Treasury, and other functions to support effective governance and reporting across the capital portfolio

Buildout of the Portfolio Management Function
  • Serve as a foundational member of the Capital Portfolio Management team and promote successful implementation of a robust platform for administering multiple capital facilities
  • Adopt and apply technological advancements to continuously improve platform functionality and workstreams

Required Qualifications
  • Bachelor's degree in finance, accounting, engineering, or a related field.
  • 2-4 years of experience in project finance, infrastructure finance, energy investing, asset management, structured finance, or similar complex capital facilities.
  • Experience monitoring or managing complex capital facilities, with a preference for project finance debt during construction, including loan draws, conditions precedent, lender notices, and compliance tracking.
  • Strong organizational skills with the ability to manage multiple workstreams, track detailed obligations, and maintain high-quality documentation across a complex capital portfolio.
  • Ability to work effectively with external lenders, equity partners, and advisors while coordinating across internal technical and commercial teams.
  • Excellent written and verbal communication skills, with comfort operating in highly technical, multi-stakeholder environments.
  • Ability to adopt the latest technologies and implement them to improve workstreams.

Preferred Qualifications
  • Experience with tax equity, joint venture, or project-level equity structures and their governing agreements.
  • Familiarity with corporate debt facilities, Letters of Credit, or surety programs and related covenant compliance.
  • Experience in energy, renewable power, infrastructure, or other capital-intensive, multi-entity environments.
  • Exposure to building or improving portfolio management platforms, tools, or reporting automation.

Location
Fervo Energy is headquartered in Houston, TX, with growing offices in Oakland, CA, Golden, CO, Reno, NV, and Salt Lake City, UT. This position is eligible for hybrid work from Houston or Golden; remote work or other office locations may be considered for qualified candidates, with in-person engagement as needed. Some travel will be required.
Success Profile
  • Builds well-organized, audit-ready documentation and trackers that a reviewer, colleague, or backup owner can follow easily.
  • Owns work end-to-end, follows up until obligations are met and signed off, and escalates blockers early.
  • Communicates with clear action items, deadlines, and business context across technical and commercial stakeholders.
  • Uses technology, AI-enabled drafting, and automation thoughtfully while validating outputs and underlying data.
  • Develops repeatable processes and cross-training so the capital portfolio management function can scale sustainably.

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