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Associate Investment Analyst Jobs in Boca Raton, FL

DigitalBridge

Associate

Boca Raton, FL

As part of DigitalBridge's global investment mandate, Associates may be required to travel both domestically and internationally. Responsibilities: * Financial modeling and analysis * Company ...

DigitalBridge

Associate

Boca Raton, FL · On-site

As part of DigitalBridge's global investment mandate, Associates may be required to travel both domestically and internationally. Responsibilities: * Financial modeling and analysis * Company ...

DigitalBridge

Associate (2027 Start)

Boca Raton, FL · On-site

$144K - $216K/yr

As part of DigitalBridge's global investment mandate, Associates may be required to travel both domestically and internationally. Responsibilities * Financial modeling and analysis * Company ...

M&T Bank

Wealth Investment Associate

Palm Beach, FL

$29.39 - $48.99/hr

Serve as a support associate to assigned Investment Advisor(s) as required. * Maintain a current ... analyzing, and interpreting general business periodicals, professional journals, technical ...

M&T Bank

Wealth Investment Associate

Palm Beach, FL · On-site

$29.39 - $48.99/hr

Serve as a support associate to assigned Investment Advisor(s) as required. * Maintain a current ... analyzing, and interpreting general business periodicals, professional journals, technical ...

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All JobsAssociate Investment Analyst JobsAssociate Investment Analyst Jobs in Boca Raton, FL

Associate Investment Analyst information

See Boca Raton, FL salary details

$27K

$68.5K

$116.7K

How much do associate investment analyst jobs pay per year?

As of Aug 19, 2026, the average yearly pay for associate investment analyst in Boca Raton, FL is $68,465.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,100.00 and $75,800.00 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 Boca Raton, FL?

The most popular types of Investment Analyst jobs in Boca Raton, FL are:

What are popular job titles related to Associate Investment Analyst jobs in Boca Raton, FL?

For Associate Investment Analyst jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching Associate Investment Analyst jobs in Boca Raton, FL look for?

The top searched job categories for Associate Investment Analyst jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Associate Investment Analyst jobs?

Cities near Boca Raton, FL with the most Associate Investment Analyst job openings:

Associate Investment Analyst jobs near you
Infographic showing various Associate Investment Analyst job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $68,465 per year, or $32.9 per hour.

Investment Analyst - Private Markets

JM Family Enterprises

Deerfield Beach, FL • On-site

Full-time

Retirement

Re-posted 18 hours ago

JM Family Enterprises rating

9.1

Company rating: 9.1 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

4th of 154 rated car dealerships

Job description

The Investment Analyst will join the Investment Team in managing JM Family's investment portfolios (Corporate, Insurance, Pension and 401k). The position will play a key role in supporting the investment team in underwriting new investment mandates, monitoring existing portfolio investments and conducting tailored investment research to benefit portfolio objectives. The position will work directly with the team's Portfolio Managers to assist in the evaluation of co-investments and fund investments across private equity, venture capital, private credit and public markets.
Responsibilities:
  • Responsible for investment monitoring activities for existing investments by attending review meetings, preparing research notes and integrating forecasting into performance monitoring systems
  • Support due diligence underwriting process for new investments by assessing fund offering documents, private placement memorandums and financial models
  • Evaluate investment performance with established metrics (e.g., benchmarks, expected risks and returns, strategies, etc.) to ensure investments perform as expected, enable timely corrective actions, and minimize negative exposure
  • Prepare insights regarding investment portfolio performance, including analytics, exposure, performance and other miscellaneous reports
  • Conduct industry, market and manager-level research to support broader investment and portfolio construction decisions
  • Assist with review and analysis of portfolio performance reports for specific investments to highlight areas of over- and under-performance and to identify areas requiring in-depth analysis
  • Perform research and analysis on investment strategies
  • Work with Investment Operations team regarding the reconciliation of transactions, valuations and investment returns, and custodian bank and portfolio management systems reconciliations
  • Assist and coordinate with the preparation of content for Investment Committee meeting materials
  • Other responsibilities as assigned

Qualifications:
  • 3+ years of related investment management / analytical experience
  • Bachelor's degree in Finance, Economics, Accounting or a related field
  • CFA or CAIA designation, or progress toward completion, is preferred but not required
  • Strong quantitative analytical skills
  • Familiarity with private markets investing and/or institutional portfolio management
  • Exceptional written and verbal communication skills
  • Ability to work independently or with a team and with changing priorities and deadlines
  • Exceptional knowledge of MS Office Products and specialized investment management tools such as NASDAQ TopQ, Pitchbook, FactSet and DealEdge

#Hybrid
#LI-NK1
This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of JM Family. All work arrangements are subject to associate performance, business need and manager discretion, and may be revised as necessary.
JM FAMILY IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER
JM Family Enterprises, Inc. is an Equal Employment Opportunity employer. We are committed to recruiting, hiring, retaining, and promoting qualified associates without regard to age, race, religion, color, gender, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity, gender expression, mental or physical disability, national origin, marital status, citizenship, military status, genetic information, veteran status, or any other characteristic protected by federal, state, provincial, or local law.
DISABILITY ACCOMMODATIONS
If you have a disability and require a reasonable accommodation to complete the job application process, please contact JM Family's Talent Acquisition department at talentacquisition@jmfamily.com for assistance. If you have an accommodation request for one of our recruiting events, please notify us at least 72 hours prior so that we may provide assistance.

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