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.
Find Investment Associate JobsOverview
Showing 5 of 94+ Investment Associate jobs
Job Description
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job Responsibilities
- Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
- Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
- Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
- Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
- Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
- Prioritize daily work, track progress for current work, and consistently meet deadlines
- Maintain and foster team culture
Required Qualifications, Capabilities, And Skills
- A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
- If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
- A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
Investment And Insurance Products Are
- NOT FDIC INSURED
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
- SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
About us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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.
Equal Opportunity Employer/Disability/Veterans
About The Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Job Description
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job Responsibilities
- Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
- Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
- Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
- Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
- Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
- Prioritize daily work, track progress for current work, and consistently meet deadlines
- Maintain and foster team culture
Required Qualifications, Capabilities, And Skills
- A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
- If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
- A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
Investment And Insurance Products Are
- NOT FDIC INSURED
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
- SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
About us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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.
Equal Opportunity Employer/Disability/Veterans
About The Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
See All 94 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
- Goldman Sachs15
- JPMorganChase8
- Fitch Ratings6
- Holland & Knight LLP6
- Houlihan Lokey4
Top Industries Hiring
- Investment & Asset Management41
- Banking & Financial Services28
- Consulting & Professional Services13
- Law & Legal Services10
- Construction & Real Estate7
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 Goldman Sachs, JPMorganChase, and Fitch Ratings, based on current listings on Migrate Mate as of June 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?
Dallas, Houston, 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 20% of investment associate openings tied to Texas are remote or hybrid as of June 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 94 Investment Associate Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
Find Investment Associate Jobs