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Associate Investment Analyst Jobs (NOW HIRING)

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 ...

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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$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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Associate Investment Analyst jobs near you
Associate - Investment Banking

Associate - Investment Banking

FBR & Co.

New York, NY • On-site

Full-time

Posted 23 days ago

Job description

Associate - Investment Banking
New York, NY
About B. Riley FBR, Inc.
B. Riley FBR, Inc. is a leading investment bank which provides corporate finance, research, and sales & trading to corporate, institutional and high net worth clients. Investment banking services include initial and follow-on offerings, institutional private placements, and merger and acquisition advisory services. The firm is nationally recognized for its highly ranked proprietary equity research. B. Riley FBR, Inc. is a member of FINRA and SIPC. For more information, please visit www.brileyfbr.com.
Job Description and Requirements
The Associate role is an experienced level position that supports a client engagement team(s). Strong analytical, 3-statement financial and cash flow modeling, data management, writing and communication skills are required. Energetic, hardworking, creative and strong financial analysis and modeling skills are all characteristics of a successful B. Riley FBR Associate. Ability and willingness to undertake travel is required.
Skills & Requirements
Required Skills and Competencies
• Minimum 3-5 years of relevant restructuring/distressed experience at a professional services firm, consulting firm, or investment banking; or an advanced degree with several years of additional experience.
• Track record of consistently delivering high-value work to meet client's needs.
• Experience supervising other professionals is preferred.
• Strong financial analysis and modeling skills. Strong understanding of financial statements.
• Able to work independently. High energy style, flexible and adaptive, works well in a very fast paced environment.
• Advanced written communication skills, able to prepare well laid out, easily understood analysis and presentations. Articulately communicates information and adapts effectively to the audience. Delivers influential client communications with clarity and confidence.
• Advanced knowledge of Excel and PowerPoint.
• Exceptional customer service and interpersonal skills.
• An undergraduate degree from a top academic institution and a strong GPA required.
• Advanced degree(s) and applicable professional certification(s) are preferred.

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