What are the responsibilities and job description for the Investment Associate position at Alexander Chapman?
Senior Investment Associate | UHNW Wealth Management | Houston
A growing wealth management platform is seeking a Senior Investment Associate to join its Houston office and work directly alongside a senior Financial Advisor supporting high-net-worth and ultra-high-net-worth clients.
This is an opportunity to combine investment analysis, client relationship management, and business development while building toward a long-term career in wealth advisory.
Responsibilities
- Support relationships with high-net-worth clients and assist with ongoing account management
- Build financial models, cash flow analyses, portfolio projections, and client presentations
- Assist with client acquisition efforts, proposals, and prospective client meetings
- Coordinate account onboarding, money movement, and operational activities
- Participate in client review meetings and help deliver an exceptional client experience
- Maintain CRM records and support business development initiatives across the Houston market
Qualifications
- 3-5 years of experience in wealth management, private banking, investment advisory, accounting, or related financial services
- Strong analytical, financial modeling, and Excel skills
- Prior client-facing experience and interest in relationship management
- Entrepreneurial mindset with a desire to grow a professional network
- Bachelor's degree in Finance, Economics, Accounting, Business, or a related field
Why Join?
- Direct exposure to a senior advisor and sophisticated UHNW clients
- Blend technical investment work with meaningful client interaction
- Clear path toward a future Financial Advisor role
- Competitive compensation, annual bonus, and comprehensive benefits
- Opportunity to join a growing platform in a highly visible role
Location: Houston, TX
Apply directly or reach out for a confidential conversation.