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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 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 Analyst

Investment Analyst

New Edge Associates a Talent Acquisition Firm

Miami, FL • On-site

Other

Posted 4 days ago

Job description

This is a banking position


This individual will play a critical role in managing interest rate risk, liquidity risk, investments, and foreign exchange activities while providing actionable insights that support sound financial decision-making.


The ideal candidate will possess strong analytical and technical capabilities, a solid understanding of fixed income and financial markets, and experience supporting ALCO and treasury management initiatives within a banking environment. This role will work closely with the Treasurer and senior leadership to support balance sheet optimization, funding strategies, investment portfolio management, and risk oversight.


Job Requirements

  • Support the Treasurer in the management of the Bank’s balance sheet, including liquidity, investments, funding strategies, and interest rate risk exposure.
  • Perform Interest Rate Risk (IRR) and Liquidity Risk analyses, including scenario modeling, stress testing, assumptions review, and interpretation of results.
  • Analyze yield curves, fixed income markets, economic conditions, and foreign exchange trends to support treasury and investment strategies.
  • Assist with the execution, monitoring, and reporting of investment portfolio activity, funding instruments, and FX transactions in accordance with internal policies and risk guidelines.
  • Prepare ALCO materials and treasury management reports, including liquidity metrics, investment performance analyses, funding reports, and balance sheet trend analysis.
  • Support loan and deposit pricing initiatives through profitability analysis, market comparisons, and cost of funds evaluations.
  • Monitor liquidity positions, funding concentrations, and emerging market risks, escalating concerns and recommendations to senior management when appropriate.
  • Coordinate with Accounting, Operations, Risk, and Compliance teams to ensure proper settlements, reconciliations, collateral management, and regulatory compliance.
  • Utilize Bloomberg and treasury modeling systems to perform financial analysis, market monitoring, and risk reporting.
  • May provide guidance and mentorship to Junior Analysts within the Treasury team.
  • Maintain high standards of accuracy, professionalism, ethics, and confidentiality in all treasury-related activities.

  • Job Qualifications

    • Bachelor’s degree in Finance, Economics, Business Administration, or related field required.
    • Advanced studies or specialization in Treasury, Financial Markets, Banking, or Risk Management preferred.
    • 3–5 years of treasury, ALM, investment analytics, liquidity risk, or IRR experience within a banking institution required.
    • Bilingual in Spanish and English required.
    • Strong understanding of fixed income securities, balance sheet management, and foreign exchange markets.
    • Hands-on experience with IRR and liquidity modeling systems required.
    • Proficiency with Microsoft Excel, financial modeling, and treasury analytics tools.
    • Experience using Bloomberg or similar financial market platforms preferred.
    • Strong communication and presentation skills with the ability to deliver analysis and recommendations to senior management and ALCO committees.
    • Strong organizational skills with the ability to manage multiple priorities in a fast-paced banking environment.
    • New Edge Associates logo

    About New Edge Associates

    Sourced by ZipRecruiter

    We bring solutions that enriches the lives of every person in the industry. With over 20 years of experience in the financial and banking industry, we are committed to delivering quality service while identifying the absolute best candidate to match your criteria and at the same time seamlessly integrating them into your existing team.

    Industry

    Recruiting and staffing services

    Company size

    1 - 10 Employees

    Headquarters location

    Miami, FL, US

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