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Associate Investment Analyst information

See Ohio salary details

$27.6K

$70K

$119.3K

How much do associate investment analyst jobs pay per year?

As of Aug 18, 2026, the average yearly pay for associate investment analyst in Ohio is $70,022.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,200.00 and $77,500.00 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.

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

The most popular types of Investment Analyst jobs in Ohio are:

What are popular job titles related to Associate Investment Analyst jobs in Ohio?

For Associate Investment Analyst jobs in Ohio, the most frequently searched job titles are:

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

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

What cities in Ohio are hiring for Associate Investment Analyst jobs?

Cities in Ohio with the most Associate Investment Analyst job openings:

Associate Investment Analyst jobs near you
Infographic showing various Associate Investment Analyst job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 26% Part Time, 2% Temporary, 1% Contract, and 1% Nights. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $70,022 per year, or $33.7 per hour.

Fixed Income Investment Associate Analyst

Westfield

Westfield Center, OH • Hybrid

Full-time

Posted 20 days ago

Westfield Insurance rating

8.7

Company rating: 8.7 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

71st of 309 rated insurance

Job description

Job Summary:

The Associate Investment Analyst applies broad theoretical investment and financial knowledge to support fixed income, equity, and alternative investment portfolio activities for Westfield affiliated companies. Working under close supervision, the role gathers data, prepares basic analysis, monitors assigned information sources, maintains reports, and drafts summaries for review by investment team members to support established portfolio processes and decision making. 

This role is not eligible for visa sponsorship.

Job Responsibilities:

  • Assists with assigned portfolio activities by gathering economic, sector, sub-asset class, security, fund, and manager information and organizing findings for review by investment team members. 
  • Prepares basic analysis to support investment review activities, including issuer, credit, equity, alternative investment, performance, risk, liquidity, and valuation information using established methods. 
  • Monitors assigned market activity, portfolio holdings, cash positions, issuer news, credit spreads, regulatory developments, and economic conditions; escalates notable observations to investment team members. 
  • Updates and maintains existing financial models, portfolio reports, watch lists, and analytical tools to support understanding of business drivers, security performance, valuation, and risk-return considerations. 
  • Supports portfolio construction, sub-asset class analysis, attribution, income variance analysis, and annual planning activities by compiling accurate data and preparing routine reporting materials. 
  • Assists with approved trade support activities by preparing order information, coordinating required documentation, and tracking execution details under direction and established requirements. 
  • Supports due diligence activities for new and existing investments, fund managers, brokers, third-party advisors, and technology providers by gathering information, completing initial analysis, and documenting findings for review. 
  • Drafts written summaries, monthly results, sector review materials, ad hoc reports, and presentation support materials for review by investment team members and use with internal and external stakeholders. 
  • Identifies routine opportunities to improve assigned documentation, data quality, and reporting steps and supports approved updates within defined scope. 
  • Participates in team strategy discussions, stakeholder calls, and assigned projects by providing data, documentation, and analysis support within defined scope. 
  • Travels occasionally to support training, industry events, investment or economic research, special assignments, and meetings between office locations. 

Job Qualifications:

  • Bachelor's degree in Finance, Economics, Accounting, Engineering, Actuarial Science, Mathematics, Business, or a related field, or equivalent training or work experience. 
  • 0-2 years of experience applying quantitative, qualitative, financial, investment, credit, securities, portfolio, or research concepts to data, coursework, internships, or related work. 

Location: 

Hybrid - defined as working three or more days per week in the office

Licenses and Certifications: 

  • Chartered Financial Analyst (CFA)

Behavioral Competencies:

  • Collaborates
  • Communicates Effectively
  • Customer Focus
  • Decision Quality
  • Nimble Learning

Technical Skills:

  • Basic Investment Research 
  • Foundational Financial Modeling 
  • Portfolio Reporting Support 
  • Market Data Analysis 
  • Bloomberg or Similar Market Data Tools 
  • Microsoft Office 
  • Trade Support Documentation 

This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.

Founded in 1848, Westfield is a global leader in property and casualty insurance, delivering superior risk insights and innovative solutions to customers through a diverse portfolio of insurance products. Westfield underwrites commercial, personal, surety, and specialty lines of coverage through a network of leading independent agents and brokers in the United States and specialty products through Lloyd's of London Syndicate 1200. As a mutual insurance company with more than 3,000 employees, Westfield has revenues in excess of $4 billion and more than $10 billion in assets. 

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