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Associate Investment Analyst Jobs (NOW HIRING)

Martello Re

Investment Analyst

Charlotte, NC · On-site

Reporting directly to an Associate Portfolio Manager on the Asset Allocation Team, the Investment Analyst is a core member of the investment team and will contribute to real-world investment decision ...

ImpactAssets

Associate, Investment Operations

Associate, Investment Operations Department: Investment Services Employment Type: Full Time ... Strong analytical and data interpretation skills * Experience with data entry and working with ...

Equity Group Investments

Investment Analyst

Chicago, IL · On-site

$150K - $165K/yr

Equity Group Investments (EGI) is seeking an Investment Analyst to support the investment team in ... Associates before presenting * EQ/Judgement : Demonstrate self-awareness and interpersonal ...

FBR & Co.

Associate - Investment Banking

New York, NY · On-site

Associate - Investment Banking New York, NY About B. Riley FBR, Inc. B. Riley FBR, Inc. is a ... Strong analytical, 3-statement financial and cash flow modeling, data management, writing and ...

MorningStar Senior Living

Investment Analyst

Englewood, CO · On-site

$75K - $85K/yr

Investments Analyst Full-time - Salary Pay Range: $75,000.00 - $85,000.00 Exempt Schedule: Monday ... JOB SUMMARY Investments Associate will play a critical role in driving MorningStar Senior Living ...

Stifel

Trust Investment Analyst

Saint Louis, MO

Stifel strives for a culture that puts its clients and associates first: a culture where everyone ... The Trust Investment Analyst is to support the Portfolio Managers in managing discretionary ...

NEWMARK

Analyst, Investment

Boca Raton, FL

The Investment analyst will work closely with Brokers and Associates to provide financial analysis, underwriting, market research and assist in the creation of marketing collateral for the sale of ...

NEWMARK

Analyst, Investment

Boca Raton, FL · On-site

The Investment analyst will work closely with Brokers and Associates to provide financial analysis, underwriting, market research and assist in the creation of marketing collateral for the sale of ...

Stifel

Trust Investment Analyst

Saint Louis, MO

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... The Trust Investment Analyst is part of the portfolio management team and works closely with ...

Stifel

Trust Investment Analyst

Saint Louis, MO · On-site

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... The Trust Investment Analyst is part of the portfolio management team and works closely with ...

Chai Trust Company LLC

Investment Analyst

Chicago, IL

$150K - $165K/yr

Equity Group Investments (EGI) is seeking an Investment Analyst to support the investment team in ... Associates before presenting * EQ/Judgement : Demonstrate self-awareness and interpersonal ...

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All JobsAssociate Investment Analyst Jobs

Associate Investment Analyst information

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$29K

$73.7K

$125.5K

How much do associate investment analyst jobs pay per year?

As of Jun 10, 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 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 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 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.

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.
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Associate Investment Analyst jobs near you

Investment Operations Analyst (Asset Management)

Principal Financial Group

Des Moines, IA • On-site

$28.32 - $47.95/hr

Full-time

PTO

Posted 6 days ago

Job description

What You'll Do
Perform standard and moderately complex recurring procedures, analysis, and report preparation to support the lifecycle of investments in a global infrastructure. Identify and resolve problems following established guidelines; raise complex problems or issues to senior team members. Conduct special analyses and/or studies. You'll be responsible for account reconciliation, reporting, transaction management, portfolio analysis, and reporting, compliance, data, and/or trade support activities. Support global investment initiatives through participation in projects, process reviews, and/or system improvements.
  • Under general direction, independently handle regular and moderately advanced transactions and resolve problems. Establish new securities, compliance rules, new accounts, and/or new reports to ensure readiness for trading, reconciliation, settlement, and/or the client reporting process. Identify and resolve issues related to client data, trade breaks, reconciliation breaks, and/or compliance breaches. Prepare reports and maintain controls in alignment with internal policies and clients' needs.
  • Collaborate with internal and external personnel including senior operations staff, legal, relationship management, IT, banks, brokers, custodians, portfolio managers, and/or traders to acquire information and resolve problems.
  • Improve awareness of Principal Global Investors' products, team procedures, and clients' needs through proactive research, attendance in available training programs, and active participation in ongoing investment activities.
  • Perform other job-related duties or special projects as required.

Positioned at the crossroads of finance and technology, Principal develops financial solutions that support our customers in living better lives. We take pride in being a mission-focused organization, driven by our aim to provide financial security for all. Our dedication to mission, honesty, and customer service has earned us trust for more than 140 years!
Who You Are
  • A Bachelor's degree or equivalent experience in accounting, finance, economics, or business is required. Candidates with 0-2 years of background in investment or mutual fund operations or a related area are preferred.
  • Familiarity with financial services and investment-related terminology is preferred
  • Good analytical, problem-solving, interpersonal, time management, and communication skills required
  • Must pay close attention to details
  • Success in this position requires a client service focus, the ability to work under pressure in a fast-paced, collaborative environment, and the ability to produce accurate and timely information with limited supervision.
  • Must be able to balance multiple tasks, prioritize effectively, and be flexible as business needs change
  • This position requires passing a criminal background check.
Skills That Will Help You Stand Out
  • Proficiency in investment software and tools
  • Experience with portfolio management systems
  • Advanced Excel skills, including macros and VBA
Job Level
We'll consider talent at the next level with the right experiences and skills.
Associate, Investment Operations
  • A Bachelor's degree or equivalent experience in accounting, finance, economics, or business is required. At least 2 years of work experience in investment or mutual fund operations, or a related area, is preferred.
  • All other requirements same as above

Salary Range Information
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range
$28.32 - $47.95 / hour
Salary Details
The following are the pay ranges for Investment Ops Analyst and Associate, Investment Ops Analyst for the Des Moines, IA area.
  • Investment Operations Analyst: $28.32 - $38.36 / hr
  • Associate, Investment Operations Analyst: $35.16 - $47.95 / hr

Time Off Program
Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.
Pension Eligible
No
Additional Information
Location(s)
Currently only considering candidates in the Des Moines, IA area.
Work Environments
This role offers a hybrid (blending at least three office days in a typical workweek) work arrangement.
Work Authorization/Sponsorship
We are not considering applicants who require any type of immigration sponsorship to work in the United States now or in the future. This includes F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, and similar authorizations. For more information about work authorization, please see the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Ethical Guidelines
For Principal Asset Management roles, you must adhere to an Investment Code of Ethics concerning personal and business behavior and trading activities for you and your household members. These rules might also apply to other roles within the company.
Experience Principal
At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the outstanding experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values, and benefits.
Principal is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posting Window
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Date First Posted (TTF)
6/3/2026
Latest Post Date: Careers - US
6/3/2026

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