1

Associate Investment Analyst Jobs (NOW HIRING)

Investment Associate

New York, NY · On-site

$130K - $140K/yr

A boutique operating and investment firm is hiring an Associate Investment Analyst to sit at the center of its multifamily investment engine, supporting both GP and LP strategies across the full deal ...

Associate, Investment Strategy The Investment Management Division (IMD) is seeking an Investment ... Monitor existing investments and develop qualitative and quantitative analytical insights on the ...

Rowe Price Associates, Inc. seeks an Investment Analyst in Baltimore, MD to: * Perform fundamental industry and company-specific financial analysis to identify the key trends and make investment ...

next page

Showing results 1-20

Associate Investment Analyst information

See salary details

$29K

$73.7K

$125.5K

How much do associate investment analyst jobs pay per year?

As of Sep 1, 2026, the average yearly pay for associate investment analyst in the United States is $73,654.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,000.00 and $81,500.00 per year, depending on experience, location, and employer.

What does an associate investment analyst do?

An Associate Investment Analyst supports senior analysts and portfolio managers by researching and analyzing financial data, trends, and investment opportunities. They typically prepare reports, build financial models, and help make recommendations on buying, holding, or selling securities. Their work helps inform investment decisions for clients or their firm. They may also attend meetings with management teams, monitor market news, and collaborate with other analysts. This role is often a stepping stone to more senior investment positions.

What types of projects or analyses do associate investment analysts typically work on within an investment team?

Associate Investment Analysts are often tasked with supporting senior analysts and portfolio managers by conducting financial modeling, company and industry research, and preparing investment memos. Their daily work may include analyzing financial statements, tracking market trends, and building valuation models to support investment decisions. Collaboration is key, as they frequently work with other analysts, attend team meetings, and contribute to group discussions. This role provides exposure to a wide variety of investment strategies and sectors, offering strong learning and growth opportunities for those looking to advance in the finance industry.

What are the key skills and qualifications needed to thrive as an associate investment analyst, and why are they important?

To thrive as an Associate Investment Analyst, you need strong quantitative analysis skills, financial modeling expertise, and a solid understanding of investment principles, typically supported by a degree in finance, economics, or a related field. Familiarity with tools like Excel, Bloomberg Terminal, and financial databases, as well as progress toward certifications such as the CFA, is commonly expected. Attention to detail, critical thinking, and effective communication are important soft skills for analyzing data and presenting investment recommendations. These skills and qualities are crucial for delivering accurate insights, supporting investment decisions, and contributing to the overall performance of the team.

What is the difference between Associate Investment Analyst vs Investment Analyst?

AspectAssociate Investment AnalystInvestment Analyst
Required CredentialsBachelor's degree, some certifications (e.g., CFA Level I)Bachelor's degree, often pursuing CFA or similar certifications
Work EnvironmentEntry-level, supporting senior analysts, collaborative teamsMore independent research, analysis, and report writing
Employer & Industry UsageFinancial firms, asset management, investment banksFinancial firms, asset management, investment banks

The main difference between an Associate Investment Analyst and an Investment Analyst lies in experience level and responsibilities. Associates typically support senior analysts with research and data gathering, while Investment Analysts conduct more independent analysis and make investment recommendations. Both roles are common in the finance industry and often require similar educational backgrounds and certifications.

Is an associate investment analyst an entry level job?

An associate investment analyst is typically considered an entry-level position in finance, often requiring a bachelor's degree and some internship experience. It involves supporting senior analysts with research, data analysis, and financial modeling, and may lead to more advanced roles with experience and certifications like the CFA. However, specific requirements can vary by employer.

Is an investment associate higher than an analyst?

An investment associate typically holds a more senior position than an analyst, with greater responsibilities in research, client interaction, and deal execution. Associates often have more experience and may oversee analysts, while analysts focus on data gathering and initial analysis. Career progression from analyst to associate usually requires relevant experience and skills in financial modeling and valuation.
More about Associate Investment Analyst jobs

What cities are hiring for Associate Investment Analyst jobs?

Cities with the most Associate Investment Analyst job openings:

What are the most commonly searched types of Investment Analyst jobs?

The most popular types of Investment Analyst jobs are:

What states have the most Associate Investment Analyst jobs?

States with the most job openings for Associate Investment Analyst jobs include:

What job categories do people searching Associate Investment Analyst jobs look for?

The top searched job categories for Associate Investment Analyst jobs are:

Infographic showing various Associate Investment Analyst job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $73,654 per year, or $35.4 per hour.

Investment Associate

Boutique Recruiting

New York, NY • On-site

$130K - $140K/yr

Full-time

Medical, PTO

Re-posted 10 days ago


Job description

A boutique operating and investment firm is hiring an Associate Investment Analyst to sit at the center of its multifamily investment engine, supporting both GP and LP strategies across the full deal lifecycle. This is a true front-office role where you will underwrite acquisitions, build business plans, run diligence, support closings, and track asset performance post-close while working directly with the SVP of Investments, VP of Acquisitions, and CEO. You will be trusted to own deals, speak up, bring ideas, and help shape a fast-growing family office that is actively scaling its U.S. multifamily platform. They are looking for a sharp, driven real estate investor who can independently run transactions, think critically about markets and value-add strategy, and thrive in a high-expectations, high-visibility environment.
Salary Range: $130,000 - $140,000 / Year BASE DOE
Associate Investment Analyst Responsibilities:
  • Lead underwriting, financial modeling, and investment analysis for both GP and LP deals
  • Perform market research, due diligence, and deal screening
  • Draft and finalize offering memorandums, investment memos, and business plans
  • Coordinate third-party reports, legal, lenders, and JV partners through closing
  • Assist with LOIs, PSAs, JV agreements, and transaction documentation
  • Review closing statements and ensure accurate deal execution
  • Monitor underwriting vs. actual performance post-close
  • Maintain and update financial models for asset management
  • Support disposition analysis and distribution reviews
  • Contribute to investment criteria, SOPs, and renovation standards
  • Support capital markets and fundraising efforts
  • Maintain deal files, reporting, and market studies

Associate Investment Analyst Requirements:
  • Bachelor's degree in finance, real estate, economics, accounting, math or a related field
  • 5+ years of professional experience with 3-4+ years in multifamily real estate private equity, development or investment
  • Proven ability to independently run transactions from underwriting through closing
  • Strong knowledge of U.S. multifamily markets, especially FL, NC, VA and MD
  • Deep understanding of value-add multifamily business plans and due diligence
  • Advanced Excel modeling skills built from scratch
  • Strong analytical, research, and critical-thinking abilities
  • Confident communicator who can engage in negotiations and deal discussions
  • Entrepreneurial mindset with high ownership and accountability
  • Experience with RealPage, Hallodata, Monday.com, or Yardi preferred
  • Market experience in the Southeast, particularly Florida, preferred

Benefits:
  • Discretionary bonus of 10-20% + Deal closing bonuses + Disposition bonuses
  • Medical coverage (100% employee, 80% dependents)
  • 10 days PTO + sick days + birthday off + cultural days and holidays
  • Direct access to leadership and decision-makers
  • High-impact role in a fast-growing investment platform

This role is built for a high-caliber multifamily investor who wants to be in the room where decisions are made, run real deals and grow into a senior leadership role inside a family-office-backed investment platform. Apply now! #LI-RB1

Boutique Recruiting logo

About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

Social media