Investment Jobs in Texas
Investment jobs in Texas are concentrated in finance, private equity, asset management, and corporate treasury, with demand stretching from entry-level analysts to senior portfolio managers and managing directors. Houston, Dallas, and Austin anchor the market, driven by energy capital, private equity headquarters, and a growing tech investment sector, with firms like Goldman Sachs, JP Morgan, and KKR maintaining significant Texas presences. The most in-demand specialties include equity research, real assets investing, and investment banking coverage roles. Scan the live roles below and apply to whichever ones fit.
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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 140+ Investment Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
Find Investment JobsInvestment Jobs by City in Texas
Where Texas roles are concentrated, by current openings.
Investment Job Market in Texas
A snapshot from current Texas openings, updated as new roles post.
Who's Hiring
- JPMorganChase21
- Fifth Third Bank10
- Scotiabank6
- Piper Sandler4
- Fisher Investments4
Top Industries Hiring
- Investment & Asset Management17
- Banking & Financial Services15
- Fintech7
- Accounting & Auditing2
- Consulting & Professional Services2
What Texas Employers Look For
The qualifications that appear most often in investment jobs across Texas.
- FINRA Series 7 or Series 65 license required or preferred by most Texas investment employers
- Bachelor's degree in finance, economics, or a related quantitative field required
- CFA designation or active candidacy strongly preferred for portfolio and analyst roles
- Two or more years of experience in financial modeling, valuation, or capital markets analysis
- Proficiency in Excel-based financial modeling, Bloomberg, and data analysis tools
- Strong written and verbal communication skills for client-facing or deal-team environments
Investment Jobs in Texas: Frequently Asked Questions
How do you become a investment in Texas?
Most investment roles in Texas require a bachelor's degree in finance, economics, accounting, or a related field as the baseline. Licensing through FINRA is required for many positions, with the Series 7 covering broker-dealer work and the Series 65 covering investment advisory roles registered with the Texas State Securities Board. The CFA credential, administered by the CFA Institute, is widely recognized across Texas firms for portfolio management and research roles and significantly strengthens competitiveness in the market.
Which companies hire investments in Texas?
Texas investment roles are posted by JPMorganChase, Fifth Third Bank, and Scotiabank and others right now, based on current listings on Migrate Mate as of September 2026. Texas's deep energy sector and growing private equity ecosystem mean the employer base goes well beyond traditional Wall Street-affiliated firms and includes energy-focused funds and regional boutiques.
Which Texas cities have the most investment jobs?
Houston, Dallas, and Austin hold the most investment openings in Texas. Houston leads because of its dense concentration of energy companies, private equity funds, and corporate treasury departments tied to the oil and gas industry, while Dallas draws volume from its large financial services hub and corporate headquarters presence, and Austin's rapid tech and venture capital growth has made it an increasingly active market for early-stage and growth equity roles.
Are there remote investment jobs in Texas?
Yes, and they're more common than in many financial roles, particularly for research, portfolio analysis, and certain advisory functions that don't require daily client or trading floor presence. About 48% of investment openings tied to Texas are remote or hybrid as of September 2026, reflecting a broader shift in how Texas-based firms staff analytical and coverage teams. Client-facing deal roles and trading positions remain predominantly on-site.
How can I get hired as a investment in Texas with little or no experience?
The most realistic entry path is through a summer analyst or full-time analyst program at a large Texas-based financial institution or regional boutique, where structured training replaces prior experience. Firms like JP Morgan and Goldman Sachs run formal analyst programs out of their Houston and Dallas offices that accept recent graduates. Lateral entry from adjacent roles such as corporate banking, accounting, or financial planning and analysis is also common. Completing the CFA Level I exam or obtaining a Series 65 license through the Texas State Securities Board before applying signals commitment and gives candidates a measurable edge.
Where can I find and apply to investment jobs in Texas?
You can find and apply to investment jobs in Texas on Migrate Mate, which lists current openings from Texas employers across Houston, Dallas, Austin, and beyond. Search the roles that match your experience and target area, then apply directly to the ones that fit your background and goals.
See All 140+ Investment Jobs in Texas
Find roles in Texas that match your experience and apply in just a few clicks.
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