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Trinity Investment Management Jobs (NOW HIRING)

Investment Sales Associate

Southlake, TX ยท On-site

$13.25 - $18/hr

Responsible for managing key existing clients and serving as a driver in selling Trinity to existing investors. Essential Functions: * Report directly to Client Relations Manager * Serves as the key ...

Investment Sales Associate

Southlake, TX ยท On-site

$13.25 - $18/hr

Responsible for managing key existing clients and serving as a driver in selling Trinity to existing investors. Essential Functions: * Report directly to Client Relations Manager * Serves as the key ...

Investment Sales Associate

Southlake, TX ยท On-site

$13.25 - $18/hr

Responsible for managing key existing clients and serving as a driver in selling Trinity to existing investors. Essential Functions: * Report directly to Client Relations Manager * Serves as the key ...

Assists with the investment risk analysis of plans and investment managers. Conducts special projects as assigned by the Trinity Health SVP, Treasury and CIO, CFO or other senior finance executives.

Assists with the investment risk analysis of plans and investment managers. Conducts special projects as assigned by the Trinity Health SVP, Treasury and CIO, CFO or other senior finance executives.

Assists with the investment risk analysis of plans and investment managers. Conducts special projects as assigned by the Trinity Health SVP, Treasury and CIO, CFO or other senior finance executives.

Senior Accountant

Manhattan, NY ยท On-site

$111K/yr

Investment document management and making sure the financial investments SharePoint remains current and properly tagged with metadata. * Adhere to confidentiality rules and all other Trinity policies ...

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Trinity Investment Management information

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$22K

$97.1K

$213.5K

How much do trinity investment management jobs pay per year?

As of Jun 9, 2026, the average yearly pay for trinity investment management in the United States is $97,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $117,500.00 per year, depending on experience, location, and employer.

How does working at Trinity Investment Management typically involve collaboration across different teams or departments?

At Trinity Investment Management, collaboration is a key part of daily operations. Investment professionals regularly work alongside asset managers, analysts, and client relations teams to ensure well-informed decision-making and efficient portfolio management. This cross-functional teamwork helps align investment strategies with client goals and market trends. Employees often participate in joint meetings, strategy sessions, and project-based work, fostering a dynamic and supportive work environment.

What are the key skills and qualifications needed to thrive as an investment management professional at Trinity Investment Management, and why are they important?

To thrive in investment management, you need strong analytical skills, financial acumen, and typically a finance-related degree or relevant certifications such as CFA. Proficiency with financial modeling tools, portfolio management software, and data analysis platforms is often required. Excellent communication, problem-solving abilities, and attention to detail help professionals stand out in this field. These skills are crucial for making informed investment decisions, managing client portfolios effectively, and building trust with stakeholders.

What is Trinity Investment Management?

Trinity Investment Management is a real estate investment and asset management company specializing in acquiring, managing, and developing commercial properties. They focus on delivering value for investors by identifying opportunities in office, retail, and mixed-use assets across the UK. The company is known for its hands-on approach to asset management, sustainable development practices, and creating long-term partnerships with stakeholders. Trinity Investment Management often collaborates with institutional investors, local authorities, and other partners to revitalize urban spaces and drive positive change in communities.
Infographic showing various Trinity Investment Management job openings in the United States as of May 2026, with employment types broken down into 1% Internship, 4% As Needed, 3% Full Time, 89% Part Time, and 3% Temporary. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $97,073 per year, or $46.7 per hour.
Investment Sales Associate

Investment Sales Associate

Trinity Investors

Southlake, TX โ€ข On-site

$13.25 - $18/hr

Full-time

Posted 18 days ago


Job description

Investment Sales Associate FLSA Status: Exempt Position Snapshot:

This position supports the investor relationship function to build and maintain profitable relationships with investors. Responsible for managing key existing clients and serving as a driver in selling Trinity to existing investors.

Essential Functions:
  • Report directly to Client Relations Manager
  • Serves as the key point of contact for existing investors; responsible for investor relations activities by nurturing existing relationships
  • Work closely with the Marketing, Investments, and Client Relations teams to execute on initiatives to grow the business and create effective strategies
  • Service investors with high level of integrity, build rapport, obtain referrals, and maintain a positive company image
  • Utilize Excel, CRM investor portal, and Google Sheets to prepare reports related to sales activity
  • May travel 2-3x/year to visit investments and attend investor events, occasionally out of state
  • Note: The duties of this position do not involve cold calling
Required Qualifications, Education, and Experience:
  • Bachelor's Degree in Finance, Business Administration, Real Estate, or a relevant subject
  • 3+ years of applicable work experience with progressively increased responsibilities in business development or relationship management
  • Have showcased success (metrics) in an earlier role; proven track record of managing successful partnership relationships
  • Strong working knowledge of finance and private equity
  • Proficient in Word, Excel, Outlook, Adobe, and Google Sheets
  • Self-motivated, high energy, goal-oriented
  • Excellent written and verbal communication skills, including the ability to summarize conclusions and confidently present well-supported arguments for or against specific investment opportunities
  • Licensed by FINRA with SIE, Series 82 or 7, and Series 63, 66, or 65; or similar
  • Notable interpersonal skills, with the ability to negotiate and coordinate with third parties on behalf of Trinity
  • Must have the ability to self-direct work and exercise independent judgment to formulate and implement solutions
Preferred Qualifications:
  • Ability to focus under pressure; comfortable meeting tight deadlines with a high degree of accuracy and attention to detail
  • Excellent critical reasoning, quantitative, and analytical skills demonstrated by work experience and/or academic record
  • Ability to multitask and prioritize deadlines across several projects with different managers
  • Self-starter; able to identify "what's next" and make meaningful progress with little oversight or structure
  • Familiarity with JuniperSquare and HubSpot or similar CRM tool, such as Salesforce
Supervisory Responsibilities
  • None
Work Environment, Physical Factors, and Other Special Requirements

The work environment characteristics described here are representative of those the employee will encounter while performing the essential functions of this job. Work is performed in an office environment and the noise level is moderate.

To perform this job successfully, the employee is frequently required to remain in a stationary position. Daily movements include sitting; standing; reaching and grasping; operating computers and other office equipment; moving about the office; and attending onsite and offsite meetings. Must be able to exchange information in person, in writing, and via telephone. Ability to maintain regular, punctual in-office attendance consistent with the Americans with Disabilities Act (ADA) and other federal, state, and local standards is required for teamwork, face-to-face interaction with co-workers/investors, and operating required office technology and equipment. The employee may work extended hours, outside of regular shift schedule, as required by operational needs.

Trinity Investors may require the employee to perform duties outside of their job description to meet business and operational needs. This job description is not intended to be an all-inclusive list; other duties may be assigned at any time, with or without notice.

Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential duties of the position by contacting the Human Resources Department.


Job Posted by ApplicantPro