136 investment analyst jobs at 94 companies in Texas
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Investment Analyst
Austin, Texas, United States
HybridFull Time
Texas Permanent School Fund Corporation: Texas government managing an education endowment and guaranteeing school-district bonds for Texas public schools.
2+ YOEBachelor's in finance/accounting/economics, ~2 years experience in investment banking/finance/consulting/investing, strong financial modeling and Excel skills, proficiency with Bloomberg/PitchBook/Power BI/Tableau, understanding of credit metrics; CFA/CAIA progress preferred.
Bloomberg, PitchBook, Power BI, Tableau, Microsoft Excel, Microsoft PowerPoint
Cleveland or Alabama or Arkansas or Florida or Georgia or Illinois or Indiana or Iowa or Kansas or Kentucky or Michigan or Minnesota or Mississippi or Missouri or Nebraska or North Carolina or North Dakota or Ohio or Oklahoma or South Carolina or South Dakota or Tennessee or Texas or Wisconsin
HybridFull Time
Stark Enterprises: Cleveland-headquartered private real estate developer, builder, and property manager serving commercial and residential communities.
2+ YOERequires a bachelor's degree in finance, real estate, economics, or related field; 2–5 years in finance, investments, commercial lending, or commercial real estate; strong Excel modeling and analytical skills.
Kestra Investment Management: Private U.S. wealth-management platform and independent broker-dealer/RIA supporting financial advisors with investment, insurance, technology, and practice services.
2+ YOEBachelor's degree required; 2+ years experience in economics or financial markets; strong Excel/PowerPoint skills; superior analytical and communication skills; CFA preferred; willingness to obtain Series 65 as needed.
Kestra Investment Management: Private U.S. wealth-management platform and independent broker-dealer/RIA supporting financial advisors with investment, insurance, technology, and practice services.
2+ YOEBachelor's degree, 2+ years in economics or financial markets, strong analytical and communication skills, Excel/PowerPoint proficiency, willing to obtain Series 65 or similar; CFA preferred.
The Palisades GroupNYSE: CIM: Publicly traded hybrid mortgage REIT investing in diversified residential mortgage assets.
1+ YOEBachelor's degree in a relevant field and 1–4 years in residential mortgage finance, capital markets, structured credit, or securitization. Requires whole-loan transaction, Excel, analytical, organizational, and communication skills.
Kestra Investment Management: Private U.S. wealth-management platform and independent broker-dealer/RIA supporting financial advisors with investment, insurance, technology, and practice services.
2+ YOEBachelor's degree, 2+ years professional experience in economics or financial markets, proficiency in Microsoft Excel and PowerPoint, strong analytical and communication skills; CFA preferred; willingness to obtain Series 65 as needed.
Texas Christian University: Private Christian teaching and research university serving undergraduate, graduate, and medical students in Fort Worth.
1+ YOEBachelor's in Finance/Accounting/Economics,1–3 years relevant experience,ability to obtain CAIA or CFA,Excel and PowerPoint proficiency,data analysis and reporting skills.
Cetera Financial Group: Private U.S. wealth-management network that supports independent financial advisors, financial institutions, tax professionals, and their clients.
Bachelor’s or master’s degree in finance, economics, data science, or related field; financial modeling, data visualization, statistical analysis, investment concepts, and portfolio theory experience required.
Scottish Rite for Children: Nonprofit pediatric orthopedic hospital treating children while advancing care through research and medical education.
3+ YOEBachelor's in finance/accounting/business/economics, 3+ years in institutional investment/endowment operations, strong spreadsheet and investment database proficiency, GIPS knowledge, analytical and quantitative skills.
Greystar: Global leader in rental housing investment, development, and management.
Enrolled in a bachelor's program in real estate, finance, business, or related field; graduating December 2027–May 2028. Requires quantitative, analytical, written, and verbal communication skills.
New York or Los Angeles or Dallas or Chicago or Atlanta
$115k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services and investment banking firm.
1+ YOERequires 1–3 years of investment banking or related M&A experience, a bachelor's degree in finance, economics, business administration, or related field, and strong accounting, finance, quantitative, writing, and communication skills.
Charles Schwab Bank, SSBNYSE: SCHW: Financial services firm providing brokerage, banking, and advisory services.
3+ YOERequires 3+ years in alternative investment analysis, credit underwriting, risk management, wealth management, private banking, or HNW lending; experience reviewing alternative investment structures and documentation; strong credit analysis skills.
Caldwell Companies: Faith-based Texas real estate firm developing and managing residential and commercial communities for residents, businesses, and investors.
1+ YOEBachelor’s degree in a relevant business field and 1–3 years of experience in real estate valuation, investment analysis, development, private equity, investment banking, or related work; advanced Excel and financial modeling skills required.
Ontario Teachers' Pension Plan: Independent Canadian defined-benefit pension administrator serving Ontario teachers and their working and retired members.
1+ YOEUndergraduate degree in business/finance/accounting, up to one year relevant experience preferred, advanced Excel and PowerPoint, strong financial modelling, analytical and communication skills.
Hillwood Investment Properties: Privately held industrial-logistics property developer, investor and advisor serving commercial real estate customers across North America and Europe.
0+ YOEBachelor's in a quantitative field, recent graduate or up to 2 years' relevant experience, strong financial modeling, Python and Microsoft Excel proficiency; Argus Enterprise preferred.
Dimensional Fund Advisors: Private investment management firm serving institutions, advisors, and individual investors with systematic equity and fixed-income strategies.
Bachelor’s degree; strong communication and analytical skills; ability to work globally; solid data skills (SQL/CRIMS); confidentiality.
RBC Capital Markets: Global investment bank providing advisory, capital markets, and financing services to corporations, institutions, and governments.
1+ YOEBachelor's degree or equivalent in finance, accounting, or engineering; 1+ year investment banking experience; energy experience; financial modeling, capital markets, analytical, communication, and teamwork skills.
Senior Investment Analyst - Treasury Services - Texas Health Resources
Arlington, Texas, United States
HybridFull Time
Texas Health Resources: Nonprofit health system serving communities in North Texas.
5+ YOEBachelor's in finance required, 5+ years finance experience, strong investment/portfolio knowledge, CFA candidate preferred, proficient with Microsoft Excel/PowerPoint, Bloomberg and FactSet, excellent analytic and communication skills.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Bloomberg, FactSet
Victory CapitalNasdaq: VCTR: Public U.S. asset management firm serving institutional, intermediary, and individual investors through active and passive investment strategies.
10+ YOE10 years relevant experience, working knowledge of asset management and portfolio accounting, experience with risk tools and visualization, and coding skills (Python/R/VBA) for data analysis.
Bloomberg, FactSet, Morningstar Direct, MSCI, Axioma, Barra, Northfield, Python, R, VBA, Pandas, Tableau, Microsoft Power BI