Investment Jobs in Dallas, TX
Investment jobs in Dallas are in strong demand, concentrated in Uptown, the Arts District, and the Las Colinas corridor across private equity, asset management, wealth advisory, and corporate finance. Top employers hiring right now include JPMorganChase, Scottish Rite for Children, and AMS. See the openings below and apply to the ones that match your experience.
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Job Posting Title:
Investment Operations Analyst Sr.Location:
Dallas - Shared ServicesAdditional Posting Details:
Monday - Friday
8:00am - 5:00pm
Job Description:
Posting Summary:
This position is responsible for daily investment analysis, cash flow forecasting, investment operations, endowment operations, performance reporting, and guideline reviews for multiple institutional investment pools. The position supports senior investment office staff and has broad exposure to the workings of an institutional investment office and equities, fixed income, private equity, private credit, and hedge funds. Finance or related degree with three years of directly related experience in an endowment/foundation or related environment. Advanced proficiency with spreadsheets and strong working knowledge of investment management databases is required. A commitment to excellence, integrity, collaboration, and desire to work for a mission-driven non-profit organization is integral to the role.
Position Summary:
- Prepare daily investment valuation and fluctuation variance analyses.
- Provide support for endowment operations, cash flow forecasting, and portfolio implementation such as capital calls, trades, distributions, and incentive fees.
- Prepare quantitative and qualitative analysis on investment mandates and prepare attribution/ factor analysis, and sector exposure over time to produce manager and portfolio level attribution reports.
- Prepare monthly and quarterly performance reporting ensuring adherence to industry standards, to produce relevant, accurate and consistent information.
- Provide analytical support for portfolio and mandate guideline compliance.
- Monitor, analyze, and evaluate the existing managers in the investment portfolios through mandate specific investment guidelines, reconciliations, compliance reviews, and SEC Form ADV reviews.
- Provides analytical support for assumptions for return expectations, standard deviations, and correlations, including comparison summaries.
- Assists with preparation of Board Investment Committee materials.
- Prepare special analysis, ad hoc reporting and other duties as assigned. SRC reserves the right to revise or change job duties as business requirement dictate.
Required Skills/ Abilities:
- Bachelor’s degree with three years of directly related experience. Bachelor’s degree should be finance, accounting, business, economics or a relevant field, or an equivalent combination of education and experience. The experience should be in an institutional investment office such as an endowment, foundation, or pension plan environment.
- Strong background in investment analysis, portfolio analysis, and performance measurement methodologies within GIPS framework.
- Working knowledge of Zephyr/PSN, eVestment, Wilshire Compass or other investment management software and databases.
- Exceptional analytical, quantitative skills, and ability to synthesize large amounts of data.
- Ability to manage and prioritize multiple projects and deliver results within deadlines.
- Commitment to integrity and desire to work for a mission-driven non-profit organization.
Our patients are our number one priority! We're committed to giving children back their childhood!
Job Posting Title:
Investment Operations Analyst Sr.Location:
Dallas - Shared ServicesAdditional Posting Details:
Monday - Friday
8:00am - 5:00pm
Job Description:
Posting Summary:
This position is responsible for daily investment analysis, cash flow forecasting, investment operations, endowment operations, performance reporting, and guideline reviews for multiple institutional investment pools. The position supports senior investment office staff and has broad exposure to the workings of an institutional investment office and equities, fixed income, private equity, private credit, and hedge funds. Finance or related degree with three years of directly related experience in an endowment/foundation or related environment. Advanced proficiency with spreadsheets and strong working knowledge of investment management databases is required. A commitment to excellence, integrity, collaboration, and desire to work for a mission-driven non-profit organization is integral to the role.
Position Summary:
- Prepare daily investment valuation and fluctuation variance analyses.
- Provide support for endowment operations, cash flow forecasting, and portfolio implementation such as capital calls, trades, distributions, and incentive fees.
- Prepare quantitative and qualitative analysis on investment mandates and prepare attribution/ factor analysis, and sector exposure over time to produce manager and portfolio level attribution reports.
- Prepare monthly and quarterly performance reporting ensuring adherence to industry standards, to produce relevant, accurate and consistent information.
- Provide analytical support for portfolio and mandate guideline compliance.
- Monitor, analyze, and evaluate the existing managers in the investment portfolios through mandate specific investment guidelines, reconciliations, compliance reviews, and SEC Form ADV reviews.
- Provides analytical support for assumptions for return expectations, standard deviations, and correlations, including comparison summaries.
- Assists with preparation of Board Investment Committee materials.
- Prepare special analysis, ad hoc reporting and other duties as assigned. SRC reserves the right to revise or change job duties as business requirement dictate.
Required Skills/ Abilities:
- Bachelor’s degree with three years of directly related experience. Bachelor’s degree should be finance, accounting, business, economics or a relevant field, or an equivalent combination of education and experience. The experience should be in an institutional investment office such as an endowment, foundation, or pension plan environment.
- Strong background in investment analysis, portfolio analysis, and performance measurement methodologies within GIPS framework.
- Working knowledge of Zephyr/PSN, eVestment, Wilshire Compass or other investment management software and databases.
- Exceptional analytical, quantitative skills, and ability to synthesize large amounts of data.
- Ability to manage and prioritize multiple projects and deliver results within deadlines.
- Commitment to integrity and desire to work for a mission-driven non-profit organization.
See All 126+ Investment Jobs in Dallas
Find roles in Dallas that match your experience and apply in just a few clicks.
Find Investment JobsInvestment Job Market in Dallas
Who's Hiring
- JPMorganChase31
- Scottish Rite for Children8
- AMS4
- Citi4
- BDO USA4
Top Industries Hiring
- Banking & Financial Services19
- Investment & Asset Management15
- Fintech11
- Technology & Software8
- Accounting & Auditing4
Investment Jobs in Dallas: Frequently Asked Questions
How do I get an investment job in Dallas?
Focus your search on the private equity firms, family offices, and wealth management boutiques concentrated in Uptown and the Preston Center area, as well as the corporate treasury and capital markets teams headquartered in the central business district. Candidates who stand out typically bring demonstrated financial modeling skills and, for client-facing roles, a CFA designation or progress toward one. Networking through the Dallas CFA Society and local finance events accelerates hiring in this relationship-driven market.
Which companies hire investments in Dallas?
Companies currently hiring investments in Dallas include JPMorganChase, Scottish Rite for Children, and AMS, per current listings on Migrate Mate as of August 2026. Dallas attracts a mix of large regional banks, independent registered investment advisors, and private equity sponsors with deep ties to the energy, real estate, and technology sectors.
Are there remote investment jobs in Dallas?
Yes, though remote availability is uneven: analytical and research-focused roles tend to offer more flexibility, while portfolio management, client advisory, and deal execution roles are predominantly on-site. About 28% of investment openings tied to Dallas are remote or hybrid as of August 2026, with hybrid arrangements most common at larger financial services firms headquartered in the central business district. Roles involving daily client interaction or trading desks remain largely in-office.
How can I get an investment job in Dallas with little or no experience?
The most realistic entry path in Dallas is through analyst programs at regional banks, middle-market private equity firms, or the corporate finance and treasury teams of large Dallas-based companies. Roles such as financial analyst, junior associate, or operations analyst regularly hire recent graduates and career changers. A strong foundation in Excel-based modeling and familiarity with platforms common in the industry gives candidates a concrete edge with Dallas employers who value practical readiness over credentials alone.
Which industries hire the most investments in Dallas?
The sectors hiring the most investments in Dallas are Banking & Financial Services, Investment & Asset Management, and Fintech, based on current listings on Migrate Mate as of August 2026. Dallas's role as a regional headquarters hub for energy companies, commercial real estate developers, and financial services firms makes those sectors the most consistent drivers of local investment hiring.
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