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Associate Investment Representative Jobs (NOW HIRING)

Venture Capital Associate

Manhattan, NY ยท Hybrid

$145K - $185K/yr

... Investment & Growth Solutions Initio Capital Location: New York, NY Employment Type: Full-Time ... This represents a sample Venture Capital Associate position commonly found through the Career ...

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Associate Investment Representative information

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$10

$26

$66

How much do associate investment representative jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for associate investment representative in the United States is $26.31, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $25.72 per hour, depending on experience, location, and employer.

What is the difference between Associate Investment Representative vs Investment Advisor?

AspectAssociate Investment RepresentativeInvestment Advisor
CertificationsSeries 7, Series 63/66 (often required)Series 65 or 66, CFP (optional but preferred)
Work EnvironmentSupport role in financial firms, assisting senior staffClient-facing, providing personalized investment advice
Employer & Industry UsageFinancial services firms, brokeragesRegistered investment advisory firms, independent practices

While both roles involve working in the financial industry and require securities licenses, Associate Investment Representatives typically support senior staff and focus on client service and administrative tasks. Investment Advisors directly manage client portfolios and provide tailored investment advice. The roles differ mainly in responsibility level and client interaction, with Investment Advisors having a more client-centric and advisory focus.

What does an associate investment representative do?

An associate investment representative assists clients with investment products and services, providing support in account management, financial advice, and transaction processing. They often work under the supervision of senior representatives and may use financial software to help clients achieve their investment goals.

What cities are hiring for Associate Investment Representative jobs?

Cities with the most Associate Investment Representative job openings:

What states have the most Associate Investment Representative jobs?

States with the most job openings for Associate Investment Representative jobs include:

What are popular job titles related to Associate Investment Representative jobs?

For Associate Investment Representative jobs, the most frequently searched job titles are:

Infographic showing various Associate Investment Representative 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 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $54,728 per year, or $26.3 per hour.

Associate - Investment Banking, Industrials

Chicago, IL โ€ข On-site

$175K/yr

Full-time

Re-posted 5 days ago


Job description

Job Description:

Position Summary

The Global Industrials Group in Chicago is a rapidly growing and critically important strategic initiative for Guggenheim Securities ("GS"). Our Associates play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond. Our Associates benefit tremendously from the experience and partnership they have with our Senior Managing Directors, Managing Directors, Vice Presidents, and Analysts. We pride ourselves on the dedication we give to our Associates development, which in turn helps assist in supporting and cultivating our growing team of Analysts. We work to constantly assist in developing our Associates marketing, sales, analytical, and communication skills.

GS offers an unparalleled opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in a dynamic environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued.

Essential Job Functions

  • Lead day-to-day project management and oversee execution on a range of advisory and financing transactions
  • Develop and oversee financial and accounting analyses and help identify, research, and analyze M&A and financing opportunities
  • Analyze and manage the analysis of market trends, competitive landscapes, and publicly traded company financials to identify potential client solutions and new market opportunities
  • Develop and monitor the development of complex financial models for a broad range of corporate finance alternatives
  • Perform financial and valuation analysis using both industry standard and proprietary models
  • Analyze and supervise the analysis of current and past accounting and financial records to advise management through financial projections preparation
  • Integrate strategy ideas derived from various analyses, forecasts, business plans, and research into presentations for various stakeholders
  • Conduct due diligence investigations of client companies to ascertain the soundness of their business model and forecasts
  • Transaction evaluation, preparation, due diligence, and execution of transactions; and managing the preparation of marketing materials including teasers, information memoranda, and other transaction-related documentation
  • Help lead deal pitches including idea generation
  • Act as the financial and strategic advisor for clients of core accounts in conjunction with senior coverage officers
  • Build and develop relationships with clients through ongoing engagement and demonstration of financial and industry knowledge
  • Generate potential ideas and new business opportunities for clients to help solve problems

Preferred Qualifications

  • Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management
  • Highly organized, with the initiative and ability to work with limited supervision
  • Excellent analytical skills and attention to detail
  • Strong written and oral communication skills
  • Effective process management abilities
  • Sell-side advisory experience is a plus

Basic Qualifications

  • Requires a minimum of a Bachelor's degree and 3+ years of investment banking experience or an MBA degree
  • Core modeling and valuation experience in professional setting
  • SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment

Work Location

  • Currently, this role is expected to be in the Chicago office at least 4 days per week.

Salary

  • Annual base salary of $175,000.
  • The base salary represents the anticipated base salary for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.

About Us:

Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.

For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at GSLateralRecruiting@guggenheimpartners.com or 212.518.9200.

Guggenheim Securities, LLC ("GS") does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.