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Associate Investment Analyst Jobs (NOW HIRING)

A We believe doing the right thing for our clients and our associates is good business. With a ... A Role Summary The investment analyst is responsible for fundamental analysis of a specific ...

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 ...

Role Overview The Associate, Investment Management will be a core member of Crux's Investments team ... Analyze sponsor financials, project contracts, and diligence materials to help identify risks and ...

Exempt Bargaining Unit: MGMT THE POSITION Under general supervision, the Associate Investment ... Monitor and analyze cash flows and portfolio liquidity to meet expenditure requirements while ...

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 ...

Investment Analyst/Associate

New York, NY · On-site

$100K - $200K/yr

Job Summary Analyst/Associate position offers qualified individual exposure to all aspects of M&A and strategic investments. Associates assume significant responsibilities, including exploring new ...

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 ...

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Associate Investment Analyst information

See salary details

$29K

$73.7K

$125.5K

How much do associate investment analyst jobs pay per year?

As of Jul 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 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 does an investment associate do?

An investment associate analyzes financial data, conducts research, and supports senior analysts or portfolio managers in making investment decisions. They often prepare reports, evaluate market trends, and use tools like Excel or financial modeling software as part of their daily responsibilities.

Is AI replacing financial analysts?

AI is transforming the role of associate investment analysts by automating data analysis and supporting decision-making processes. While AI tools can handle routine tasks and improve efficiency, human judgment and expertise remain essential for interpreting complex financial data and making strategic investment decisions. Analysts who develop skills in data analysis, programming, and financial modeling will continue to be valuable in the evolving landscape.

Do investment analysts make good money?

Investment analysts typically earn a competitive salary that varies based on experience, location, and the size of the firm. Entry-level analysts often start with lower pay, but salaries can increase significantly with experience, certifications like CFA, and performance bonuses. Overall, the role offers the potential for high earnings compared to many other entry-level finance 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.

Is 25 too old for investment banking?

The Associate Investment Analyst role typically requires a bachelor's degree and relevant internship experience; candidates are often in their early to mid-20s. Being 25 is generally not too old for entry or advancement in investment banking, especially if you have strong analytical skills and relevant experience. Age is less important than skills, networking, and demonstrating your ability to perform in a fast-paced financial environment.
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What job categories do people searching Associate Investment Analyst jobs look for? The top searched job categories for Associate Investment Analyst jobs are:
Investment Analyst

Investment Analyst

T Rowe Price

Baltimore, MD • Hybrid

Other

Medical, Life, Retirement, PTO

Posted 17 days ago


T. Rowe Price rating

9.1

Company rating: 9.1 out of 10

Based on 21 frontline employees who took The Breakroom Quiz


Job description

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.A

We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. Youall enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, youall find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.AA

Join us for the opportunity to grow and make a difference in ways that matter to you.A

Role Summary

The investment analyst is responsible for fundamental analysis of a specific industry or sector to identify investible ideas for various portfolio strategies. Responsible for looking at both primary and secondary transactions.

Responsibilities

  • Involves interviews of company executives and management teams, competitors, suppliers, etc., as well as industry experts and Wall Street analysts

  • Collaborate with other teams and Portfolio Managers via internal meetings

  • Possible travel and industry conference attendance

Qualifications

Required:

  • MBA or at least 3 years of equity research experience

Preferred:

  • Strong background in finance and accounting

  • Proficiency in working with MS Excel and PowerPoint

  • Good communication skills, both verbal and written

  • Strong attention to detail and the ability to prioritize work

  • In addition to the qualities outlined above, intellectual curiosity and a disciplined approach to analysis are very important traits.

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$180,000.00-$300,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$180,000.00-$300,000.00 for the location of: Washington, D.C.
$180,000.00-$300,000.00 for the location of: New York, California

Placement within the range provided above is based on the individualas relevant experience and skills for the role.A Base salary is only one component of our total compensation package.A Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.A

Benefits

We value your goals and needs, at work and in life. As an associate, youall be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.AAA

AA

Featured employee benefits to enrich your life: AA

  • Competitive compensationAA

  • Annual bonus eligibilityAA

  • A generous retirement planAA

  • Hybrid work scheduleAA

  • Health and wellness benefits, including online therapyAA

  • Paid time off for vacation, illness, medical appointments, and volunteering daysAA

  • Family care resources, including fertility and adoption benefitsAA

AA

Learn more about our benefits.AA

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

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