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Fund Associate Jobs (NOW HIRING)

Manager

Columbus, OH · On-site

$66K - $91K/yr

... Fund), Associate Manager team members. This position serves as a resource to members of the team, in addition to Senior Management, providing guidance, training and additional support as needed.

SUMMARY The Fund Accountant I is responsible for performing various fund valuation processes for ... Effectively uses resources such as time and information in conjunction with associates.

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Fund Associate information

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$27K

$141.2K

$310.5K

How much do fund associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for fund associate in the United States is $141,209.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $212,500.00 per year, depending on experience, location, and employer.

What is a fund associate?

Fund Associates are entry- to mid-level professionals who support the management and operations of investment funds, such as private equity, venture capital, or mutual funds. Their responsibilities typically include conducting financial analysis, performing due diligence on potential investments, preparing reports for investors, and assisting with fund administration. Fund Associates work closely with senior investment professionals to help evaluate opportunities and monitor portfolio performance. This role requires strong analytical skills, attention to detail, and often a background in finance, accounting, or a related field.

What are the key skills and qualifications needed to thrive as a fund associate?

To thrive as a Fund Associate, you need strong analytical skills, a solid grasp of finance and accounting principles, and a bachelor's degree in finance, economics, or a related field. Proficiency with Excel, financial modeling software, and portfolio management systems is typically required, and certifications like CFA or CAIA can be advantageous. Attention to detail, effective communication, and the ability to work collaboratively under pressure are standout soft skills. These skills ensure accurate fund operations, compliance, and effective support for fund managers and investors.

What are some common challenges fund associates face when managing multiple investment portfolios simultaneously?

Fund Associates often manage several investment portfolios at once, which requires strong organizational and time-management skills. Balancing competing deadlines for reporting, due diligence, and investor communications can be challenging, especially during peak periods like quarter-end. Effective collaboration with analysts, portfolio managers, and back-office teams is essential to ensure accurate data, timely execution of trades, and compliance with regulations. Adopting efficient workflow processes and leveraging technology tools can help handle these challenges and maintain high-quality output.

What is the difference between Fund Associate vs Investment Analyst?

AspectFund AssociateInvestment Analyst
Required CredentialsBachelor's degree, finance or related field; some roles may prefer CFA Level IBachelor's degree, finance/economics; CFA Level I often preferred
Work EnvironmentFinancial firms, asset management companies, private equity firmsInvestment banks, asset managers, hedge funds
Employer & Industry UsageCommon in asset management and private equityWidespread across investment firms and financial institutions
Common Search & Comparison IntentUnderstanding entry-level roles in fund managementAnalyzing roles in investment research and analysis

Fund Associates typically support fund operations, client reporting, and due diligence, focusing on administrative and operational tasks. Investment Analysts conduct in-depth market research, financial modeling, and investment analysis to inform decision-making. While both roles require finance knowledge and similar credentials, Fund Associates are more operational, whereas Investment Analysts focus on analysis and research.

What cities are hiring for Fund Associate jobs?

Cities with the most Fund Associate job openings:

What are the most commonly searched types of Fund jobs?

The most popular types of Fund jobs are:

What states have the most Fund Associate jobs?

States with the most job openings for Fund Associate jobs include:

State Fund Insurance - Associate Broker

Amwins

Santa Rosa, CA

$70K - $75K/yr

Full-time

Medical, Dental, Vision, Life, PTO

Re-posted 22 days ago


Key responsibilities

  • Analyze new business submissions to determine coverage needs, eligibility, and appropriate classifications.

  • Submit quotes to carriers, review inspections, and assist with binding policies within established guidelines.

  • Educate retail agencies on carrier requirements, Amwins products, and capabilities, and maintain relationships with underwriters and customers.


Amwins rating

7.8

Company rating: 7.8 out of 10

Based on 38 frontline employees who took The Breakroom Quiz

197th of 315 rated insurance


Job description

At Amwins, we succeed together — and have a good time doing it.

We know people don't leave companies. They leave cultures — which is why we work so hard on ours. At Amwins, we thrive on collaboration, not cutthroat competition. Our teams work together to help each other succeed, and we do right by our clients so they can do right by theirs.

First and foremost, we invest in our employees. That investment shows in everything we do; education and development programs, comprehensive and competitive benefits, and an organizational structure that's 43% owned by employee shareholders. 

Our commitment to diversity, equity and inclusion helps cultivate an open, welcoming workplace that reflects the communities we serve. ​You will have the opportunity to volunteer within Amwins through a wide range of committees and in your community through the Amwins Foundation and Summer of Service.

Working at Amwins means you love what you do, how you do it and, ultimately, who you do it with. Whether it's today or 150 years from now, we continue to invest in our culture and your development so opportunities for growth and career advancement are never in short supply.

At Amwins, we win together — and have a good time doing it. 

Learn more about us at amwins.com.

We see you in Amwins blue!

Join our Amwins Access State Fund team in Santa Rosa as an Associate Broker!

This is a full-time, in office position in our Santa Rosa, CA office with a hybrid schedule once training is complete.

Snapshot of what Amwins provides to our team members:  

  • Compensation includes a salary commensurate with experience
  • Annual bonus potential 
  • Broad benefits package available
    • Most benefits available first day of employment
    • Medical, Dental, Vision, Life, etc.
    • Parental Leave, Adoption Assistance, Travel Reimbursement for healthcare, Retail Discount Program, Scholarships for dependents of Amwins employees, etc. 
  • Generous Paid Time Off and Company Holiday Schedule 
  • Collaborative, continuing education focused work environment
  • Career advancement opportunities 

Position Summary:

Access State Fund Associate Broker will work with the retail agent to analyze new business submissions, evaluate coverage needs/terms, and submit to the carrier. They will submit new business quotes to the agents and assist with binding of the policy. They also work with retail agencies to educate them on carrier requirements, as well as Amwins products, programs, and capabilities.

Essential Duties & Responsibilities:

  • Analyzes risks to determine eligibility, appropriate classification(s) and carrier(s).
  • Know available products, underwriting guidelines, and binding requirements for the line(s) of business they are responsible for.
  • Submit new business information to carrier, via on-line portal.
  • Offers quotes, noting all subjectivities and conditions.
  • Responsible for developing and maintaining strong working relationships with carrier underwriters, and internal and external customers.
  • Reviews inspections for recommendations, discrepancies, compliance with underwriting guidelines.
  • Understands premium commitments to specific carriers to balance the book and meet obligations.
  • Answers questions from the retail brokers and/or carrier
  • Effectively use the company's agency managements system as well as other tools to perform their duties.
  • Binds business within established guidelines.
  • Review and approve policies and endorsements within authority.
  • Performs special projects as assigned.

Qualifications & Skills:

  • College degree preferred.
  • P&C License required or in progress.
  • Strong knowledge of workers compensation insurance preferred
  • Must be able to classify and rate risks.
  • Must regularly exercise discretion and sound judgement.
  • Must have excellent typing skills.
  • Must have excellent organization skills.
  • Must have strong computer skills, including knowledge of Microsoft Office's Excel, Outlook and Word.
  • Work from the Santa Rosa, CA office location preferred.

Physical Demands: Must be able to remain in a stationary position for long periods of time, occasionally lift or move items up to 10 pounds, constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.

**Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. 

Pursuant to California regulation, the compensation range for this position is as stated and includes eligibility for performance-based bonuses. 

California Pay Range
$70,304—$75,000 USD

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