Investment Associate Jobs in Texas
Investment Associate jobs in Texas are consistently active, with strong demand tied to the state's outsized presence in private equity, venture capital, real estate investment, and wealth management across entry-level analyst roles through senior associate positions. Houston, Dallas, and Austin anchor most of the hiring, where firms like KKR, TPG, and Goldman Sachs maintain significant Texas operations. The most in-demand specialties are private equity deal execution, real estate asset management, and portfolio analytics. Find a role that fits below and apply directly.
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Bring your expertise to JPMorganChase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Hedge Fund Credit Risk Associate on the Commercial and Investment (CIB) Credit Risk Management Team, you will be responsible for managing counterparty credit exposure to a client base consisting of hedge funds and other alternative managers employing a diverse set of investment strategies. You will develop quantitative and qualitative skills to analyze the creditworthiness of these clients and manage counterparty credit exposure associated with client trading, clearing, prime brokerage and custody activity. Our team is responsible for extending credit to counterparties through traditional lending activity and market based transactions.
Job Responsibilities
- Assess creditworthiness of clients and assign appropriate credit ratings
- Perform customer due diligence and financial analysis and summarize in written credit approval memos and reviews
- Review and approve trading activity, including recommending margin requirements as well as structural enhancements
- Set and communicate credit exposure appetite across trading products utilizing internal exposure methodologies
- Oversee legal negotiations for traded products
- Be principal contact for and partner with colleagues from Sales & Trading, Prime Brokerage, Investor Client Management, Treasury & Security Services, Legal, Investment Banking Coverage, Syndicated & Leveraged Finance, Debt Capital Markets, and Ratings Advisory
- Understand market developments and industry trends and assess the impact on client portfolios and strategies
- Demonstrate ability to mentor/guide junior resources
- Lead group wide efficiency projects
Required Qualifications, Capabilities and Skills
- Undergraduate degree in finance or related field
- Minimum 3 years of professional work experience within financial services
- An understanding of accounting, trading products and an interest in markets
- Strong interest in client interaction and possess outstanding verbal and written communication skills
- Ability to multi-task and perform well under pressure on teams in a demanding environment
- Highly proficient in Excel, PowerPoint, and Word
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
ABOUT THE TEAM
Bring your expertise to JPMorganChase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Hedge Fund Credit Risk Associate on the Commercial and Investment (CIB) Credit Risk Management Team, you will be responsible for managing counterparty credit exposure to a client base consisting of hedge funds and other alternative managers employing a diverse set of investment strategies. You will develop quantitative and qualitative skills to analyze the creditworthiness of these clients and manage counterparty credit exposure associated with client trading, clearing, prime brokerage and custody activity. Our team is responsible for extending credit to counterparties through traditional lending activity and market based transactions.
Job Responsibilities
- Assess creditworthiness of clients and assign appropriate credit ratings
- Perform customer due diligence and financial analysis and summarize in written credit approval memos and reviews
- Review and approve trading activity, including recommending margin requirements as well as structural enhancements
- Set and communicate credit exposure appetite across trading products utilizing internal exposure methodologies
- Oversee legal negotiations for traded products
- Be principal contact for and partner with colleagues from Sales & Trading, Prime Brokerage, Investor Client Management, Treasury & Security Services, Legal, Investment Banking Coverage, Syndicated & Leveraged Finance, Debt Capital Markets, and Ratings Advisory
- Understand market developments and industry trends and assess the impact on client portfolios and strategies
- Demonstrate ability to mentor/guide junior resources
- Lead group wide efficiency projects
Required Qualifications, Capabilities and Skills
- Undergraduate degree in finance or related field
- Minimum 3 years of professional work experience within financial services
- An understanding of accounting, trading products and an interest in markets
- Strong interest in client interaction and possess outstanding verbal and written communication skills
- Ability to multi-task and perform well under pressure on teams in a demanding environment
- Highly proficient in Excel, PowerPoint, and Word
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
ABOUT THE TEAM
See All 44 Investment Associate Jobs in Texas
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Find Investment Associate JobsInvestment Associate Jobs by City in Texas
Where Texas roles are concentrated, by current openings.
Investment Associate Job Market in Texas
A snapshot from current Texas openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Investment & Asset Management
- Banking & Financial Services
- Fintech
What Texas Employers Look For
The qualifications that appear most often in investment associate jobs across Texas.
- Bachelor's degree in finance, economics, or accounting from an accredited university
- Series 7 and Series 63 FINRA licenses or willingness to obtain them upon hire
- Two or more years of experience in investment banking, private equity, or asset management
- Proficiency in financial modeling, discounted cash flow analysis, and valuation methods
- Strong command of Excel and familiarity with Bloomberg or FactSet platforms
- CFA Level I progress or enrollment preferred for candidate advancement consideration
Investment Associate Jobs in Texas: Frequently Asked Questions
How do you become an investment associate in Texas?
Most investment associates in Texas enter through a bachelor's degree in finance, economics, or accounting, followed by analyst roles at a bank, private equity firm, or asset manager. Securities-focused roles typically require FINRA licensing, most commonly the Series 7 and Series 63, administered through FINRA's national exam program and recognized across Texas. Many candidates strengthen their path by pursuing CFA candidacy, which Texas-based firms treat as a credible signal for promotion into associate-level deal work.
Which companies hire investment associates in Texas?
Employers hiring investment associates in Texas right now include JPMorganChase, Piper Sandler, and Greysteel, based on current listings on Migrate Mate as of November 2026. Texas's concentration of energy-sector capital, real estate investment trusts, and private equity headquartered in Houston and Dallas means hiring at these firms often focuses on sector-specific deal experience.
Which Texas cities have the most investment associate jobs?
Houston, Dallas, and Austin have the most investment associate openings in Texas. Houston leads because of its deep energy private equity and real estate investment ecosystem, Dallas draws firms tied to corporate headquarters and middle-market buyouts, and Austin has grown rapidly as venture capital and growth equity firms follow the city's technology sector expansion.
Are there remote investment associate jobs in Texas?
Yes, but they're less common than in purely analytical fields, since deal sourcing, client interaction, and due diligence often involve in-person work. About 31% of investment associate openings tied to Texas are remote or hybrid as of November 2026, with hybrid arrangements more prevalent than fully remote. Portfolio monitoring, financial modeling, and reporting work are the functions most likely to be performed off-site.
How can I get hired as an investment associate in Texas with little or no experience?
The most realistic entry path is landing an analyst role at a Texas-based bank, boutique advisory firm, or commercial real estate shop and converting internally after one to two years. Large Texas employers like Frost Bank, Hilltop Holdings, and regional private equity firms run structured analyst programs that feed directly into associate pipelines. Adjacent roles in corporate finance, financial planning and analysis, or fund accounting are common lateral entry points. Completing CFA Level I or earning a modeling certification gives candidates without a bulge-bracket background a concrete edge in competitive Texas hiring pools.
Where can I find and apply to investment associate jobs in Texas?
You can find and apply to investment associate jobs in Texas on Migrate Mate, which lists current Texas openings across private equity, asset management, real estate investment, and wealth management firms. Find roles that fit your background and apply directly to each listing without any intermediary steps.
See All 44 Investment Associate Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
Find Investment Associate Jobs