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Associate Investment Analyst Jobs (NOW HIRING)

Palm Tree

Associate, Investment Banking

Los Angeles, CA · On-site

$125K - $175K/yr

Associate, Investment Banking About Palm Tree Palm Tree is a modern M&A value creation firm that ... Associates manage active transactions, develop financial analyses, and coordinate the day-to-day ...

Palm Tree

Associate, Investment Banking

Los Angeles, CA · On-site

$125K - $175K/yr

Associate, Investment Banking About Palm Tree Palm Tree is a modern M&A value creation firm that ... Associates manage active transactions, develop financial analyses, and coordinate the day-to-day ...

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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 Aug 12, 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.

Is an associate investment analyst an entry-level job?

An associate investment analyst is typically considered an entry-level position in the finance industry, often requiring a bachelor's degree in finance, economics, or related fields. It involves supporting senior analysts with research, data analysis, and financial modeling, and may require some prior internship experience or relevant skills. Advancement usually depends on performance, experience, and additional certifications like the CFA.
More about Associate Investment Analyst jobs
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What are the most commonly searched types of Investment Analyst jobs? The most popular types of Investment Analyst jobs are:
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Associate Investment Analyst jobs near you
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, 69% Full Time, 28% 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.

Associate Investment Operations Analyst

Frontier Asset Management

Sheridan, WY • On-site

$57K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

The Associate Investment Operations Analyst supports portfolio management, trading, and client account administration. Responsibilities include trade support, account administration, data reconciliation, exception resolution, and operational reporting. This role works closely with Investment Operations, Account Management, and Technology teams and provides a strong foundation for a career in investment management operations.

KEY RESPONSIBILITIES


 Investment Operations & Trading Support

  • Support daily trade execution and order management.
  • Reconcile accounts and verify positions.
  • Maintain trading records and account data.
  • Monitor reports and escalate exceptions.
  • Assist with model maintenance and portfolio implementation activities.

Account Administration

  • Process account requests, including new accounts, deposits, distributions, transfers, and maintenance.
  • Verify account activity across internal systems and custodial platforms.
  • Resolve account discrepancies with internal teams.
  • Maintain account documentation and records.
  • Escalate complex issues as needed.

Data Management & Reconciliation

  • Perform daily reconciliation of account, portfolio, and transaction data.
  • Investigate and resolve discrepancies and reporting issues.
  • Maintain data accuracy and report integrity.
  • Support reconciliation and operational reporting processes.

Process Improvement & Collaboration

  • Assist with operational improvement and automation initiatives.
  • Support system testing and implementation projects.
  • Collaborate across departments to maintain operational controls and efficiency.

EXPERIENCE & QUALIFICATIONS


 Required

  • Bachelor's degree in Finance, Accounting, or related field.
  • Strong analytical and problem-solving skills.
  • Advanced Microsoft Excel skills.
  • Strong organizational and communication skills.
  • Ability to manage multiple priorities with accuracy and attention to detail.

Preferred

  • Experience in investment operations, trading support, portfolio administration, or financial services.
  • Experience with reconciliation, portfolio management, or trading systems.
  • Familiarity with Tamarac or similar investment management platforms.
  • Experience with reporting, data analysis, or database tools.
  • Exposure to Python, SQL, VBA, or other automation tools.
  • Knowledge of investment products, portfolio management concepts, and financial markets.

COMPENSATION & BENEFITS


  • Starting at $57,000, commensurate with experience
  • Paid Time Off and Paid Holidays
  • Medical, Dental, Vision, and Employer-Paid Life Insurance
  • Voluntary supplemental insurance options
  • 401(k) with 4% employer match
  • Potential annual bonus