Associate, Investment Associate

Growth Equity Interview Guide; Houston (TX); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical benefits

401(k)

CFA certification support

Job summary

U.S. Capital Wealth in Houston is seeking an Investment Associate to help grow client relationships and support investment research across asset classes.

You will assist in managing client portfolios, prepare market commentary and presentations, and collaborate with senior team members to drive client service and investment outcomes.

Ideal candidates have a finance master's or MBA or 1–3 years in wealth management, strong Excel skills, and a passion for investing.

Qualifications

• Master of Finance degree or MBA, or 1–3 years in wealth management.
• Strong quantitative and analytical skills, especially in Excel.
• Good understanding of capital markets and investment vehicles.
• Excellent communication skills, both written and verbal.

Responsibilities

• Interact with clients and help build relationships.
• Support investment research and analysis across various asset classes.
• Assist in managing and rebalancing client portfolios.
• Prepare market commentary and client presentations.
• Collaborate with senior team members on projects.

Skills

Quantitative skills

Excel proficiency

Investment knowledge

Communication skills

Self-directed

Education

Master of Finance or MBA / 1–3 years wealth management

Tools

Excel

Market research tools

Job description

U.S. Capital Wealth is looking for an Investment Associate to join their team in Houston. This role is perfect for someone early in their career who is eager to learn and grow in the wealth management field. You’ll be working closely with clients and supporting investment research and portfolio management. It’s a great opportunity to develop your skills and advance your career in finance.

What You’ll Do

• Interact with clients and help build relationships.
• Support investment research and analysis across various asset classes.
• Assist in managing and rebalancing client portfolios.
• Prepare market commentary and client presentations.
• Collaborate with senior team members on projects.

What You Need

• Master of Finance degree or MBA, or 1-3 years in wealth management.
• Strong quantitative and analytical skills, especially in Excel.
• Good understanding of capital markets and investment vehicles.
• Excellent communication skills, both written and verbal.
• Detail-oriented and self-directed.
• High emotional intelligence and passion for investing.

What You’ll Love

• Opportunity for career growth and development.
• Support for professional certifications like CFA.
• Comprehensive benefits package including medical and 401(k).
• Dynamic work environment with a focus on client service.

About the Firm

• U.S. Capital Wealth is a full-platform wealth management firm.
• They manage approximately $11 billion for over 5,500 clients.
• Headquartered in Houston, with a strong presence in Texas and other states.
• Majority owned by Arax Investment Partners, backed by RedBird Capital Partners.