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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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Specialist in the U.S. Private Bank, you will provide support to Investors in all facets of their daily business routine with the ultimate goal of helping Bankers win new clients in addition to deepening and strengthening existing client relationships.
Job Responsibilities
Support investment reviews with clients to validate the clients' current investment objectives
Prepare recommendations of appropriate investment products
Assist with the development of investment policy statements and advice on asset allocation
Build excellent working relationships with internal clients
Support coordination of sales effort with Investors
Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
Required Qualifications, Capabilities, and Skills
Bachelor's degree required
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Capital markets or institutional brokerage experience
Ability to multi-task and manage priorities effectively
Excellent communication skills
Strong analytical, quantitative, and problem-solving skills
Preferred Qualifications, Capabilities, and Skills
Coachable professional with good "business sense" and an energetic/dynamic personality
Ability to work both independently and as a team player
Ability to adapt to a rapidly changing business and technology environment
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet with the ability to learn proprietary software and databases
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
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Specialist in the U.S. Private Bank, you will provide support to Investors in all facets of their daily business routine with the ultimate goal of helping Bankers win new clients in addition to deepening and strengthening existing client relationships.
Job Responsibilities
Support investment reviews with clients to validate the clients' current investment objectives
Prepare recommendations of appropriate investment products
Assist with the development of investment policy statements and advice on asset allocation
Build excellent working relationships with internal clients
Support coordination of sales effort with Investors
Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
Required Qualifications, Capabilities, and Skills
Bachelor's degree required
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Capital markets or institutional brokerage experience
Ability to multi-task and manage priorities effectively
Excellent communication skills
Strong analytical, quantitative, and problem-solving skills
Preferred Qualifications, Capabilities, and Skills
Coachable professional with good "business sense" and an energetic/dynamic personality
Ability to work both independently and as a team player
Ability to adapt to a rapidly changing business and technology environment
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet with the ability to learn proprietary software and databases
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
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
See All 42 Investment Associate Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
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
- JPMorganChase11
- Scotiabank4
- Piper Sandler3
- RBC2
- Greysteel2
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, Scotiabank, and Piper Sandler, based on current listings on Migrate Mate as of September 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, Austin, and Plano 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 17% of investment associate openings tied to Texas are remote or hybrid as of September 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 42 Investment Associate Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
Find Investment Associate Jobs