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Investment Associate Jobs (NOW HIRING)

Wilton Re

Investment Associate

Norwalk, CT · On-site

$100K/yr

Investment Associate We are searching for an experienced Investment Associate at our Connecticut office. InvestmentAssociate Full Time Norwalk, CT About theCompany: Wilton Re is an industry leader in ...

Wilton Re

Investment Associate

Norwalk, CT · Hybrid

The Investment Associate will work directly with the CIO and Vice Presidents ofthe investment department and will be focused on responding to quantitative assetrelated inquiries from other business ...

Ceritypartners

Investment Associate

San Francisco, CA

$100K - $115K/yr

CerityPartners Ventures (CPV) is hiring Investment Associates for our Built World team. Founded as Touchdown Ventures in 2014, CPV pioneered Venture Capital-as-a-Service (VCaaS) for corporations ...

Ceritypartners

Investment Associate

Philadelphia, PA

$100K - $115K/yr

CerityPartners Ventures (CPV) is hiring Investment Associates for our Built World and Technology teams. Founded as Touchdown Ventures in 2014, CPV pioneered Venture Capital-as-a-Service (VCaaS) for ...

Cerity Partners

Investment Associate

Los Angeles, CA · On-site

$100K - $115K/yr

Cerity Partners Ventures (CPV) is hiring Investment Associates for our Built World and Technology teams. Founded as Touchdown Ventures in 2014, CPV pioneered Venture Capital-as-a-Service (VCaaS) for ...

Ceritypartners

Investment Associate

Los Angeles, CA

$100K - $115K/yr

CerityPartners Ventures (CPV) is hiring Investment Associates for our Built World and Technology teams. Founded as Touchdown Ventures in 2014, CPV pioneered Venture Capital-as-a-Service (VCaaS) for ...

Ceritypartners

Investment Associate

New York, NY

$100K - $115K/yr

CerityPartners Ventures (CPV) is hiring Investment Associates for our Built World and Technology teams. Founded as Touchdown Ventures in 2014, CPV pioneered Venture Capital-as-a-Service (VCaaS) for ...

Ceritypartners

Investment Associate

New York, NY

$100K - $115K/yr

CerityPartners Ventures (CPV) is hiring Investment Associates for our Built World team. Founded as Touchdown Ventures in 2014, CPV pioneered Venture Capital-as-a-Service (VCaaS) for corporations ...

ZT Corporate

Investment Associate

Houston, TX · On-site

Investment Associate Department: ZT Corporate Reports To: Chief Financial Officer FLSA: Exempt Job Summary The Investment Associate will partner closely with the Chief Financial Officer and senior ...

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Cerity Partners

Investment Associate

San Francisco, CA · On-site

$100K - $115K/yr

Cerity Partners Ventures (CPV) is hiring Investment Associates for our Built World team. Founded as Touchdown Ventures in 2014, CPV pioneered Venture Capital-as-a-Service (VCaaS) for corporations ...

Old National Bank

Investment Associate

Evansville, IN · On-site

$44K - $84K/yr

The Investment Associate will work closely with portfolio managers to specific create a successful client experience. They will work with Portfolio Managers in obtaining investment policy objectives ...

Old National Bank

Investment Associate

Evansville, IN · On-site

$44K - $84K/yr

The Investment Associate partners with other Wealth Management employees to develop and retain high net worth clients. The Investment Associate will work closely with portfolio managers to specific ...

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Investment Associate information

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$22K

$97.1K

$213.5K

How much do investment associate jobs pay per year?

As of Jun 28, 2026, the average yearly pay for investment associate in the United States is $97,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $117,500.00 per year, depending on experience, location, and employer.

What Does an Investment Associate Do?

An investment associate works with investment analysts to perform a wide range of duties necessary for managing the investments of corporations and municipalities. As an investment associate, your responsibilities are to review the financial data and potential investments of a company to strategize the best plan to increase profits. You may help a client with buying stock, perform risk analysis, review a client’s portfolio, compile and interpret financial data, and assist with corporate mergers. Due to the varied nature of a client’s needs, your responsibilities also vary depending on the account.

What does an investment associate do?

An investment associate analyzes financial data, conducts research, and supports portfolio management to assist in making investment decisions. They often prepare reports, evaluate market trends, and use tools like Excel or financial modeling software, typically working under the supervision of senior staff in a fast-paced environment.

How much does an investment associate make?

An investment associate typically earns a salary ranging from $60,000 to $100,000 annually, depending on experience, location, and the size of the firm. Bonuses and performance incentives can also significantly increase total compensation. Entry-level roles may start lower, while experienced associates with certifications like CFA can earn higher salaries.

What are some typical challenges faced by Investment Associates during due diligence processes?

Investment Associates often face the challenge of managing large volumes of data and tight timelines when conducting due diligence on potential investments. They must analyze financial statements, market trends, and operational risks, all while ensuring accuracy and thoroughness. Balancing multiple projects and liaising with internal teams, external consultants, and portfolio company management can also be demanding. Proactive communication and strong organizational skills are key to overcoming these challenges and delivering actionable recommendations to senior team members.

What is the difference between Investment Associate vs Financial Analyst?

AspectInvestment AssociateFinancial Analyst
Required CredentialsBachelor's degree, possibly CFA Level IBachelor's degree, CFA Level I often preferred
Work EnvironmentInvestment firms, asset management, private equityCorporations, banks, investment firms
Employer & Industry UsageCommon in asset management and private equityWidespread across finance sectors
Common Search & ComparisonYesYes

Investment Associates typically focus on supporting investment transactions, conducting due diligence, and preparing reports within investment firms. Financial Analysts analyze financial data, prepare reports, and support decision-making across various industries. While both roles require similar credentials and often work in related environments, Investment Associates are more involved in the investment process itself, whereas Financial Analysts focus on data analysis and reporting.

How much do investment associates earn?

Investment associates typically earn a median annual salary ranging from $60,000 to $100,000, depending on experience, location, and the size of the firm. Entry-level associates may start at lower salaries, while those with several years of experience or specialized skills can earn higher compensation, often supplemented with bonuses and benefits.

What is the role of an investment associate?

An investment associate supports portfolio managers and analysts by conducting research, analyzing financial data, preparing reports, and assisting with investment transactions. They often use financial modeling tools and require strong analytical skills, typically working in a fast-paced environment with a focus on investment strategies and client portfolios.

What are Investment Associates?

Investment Associates are finance professionals who support investment decision-making at firms such as investment banks, private equity firms, or asset management companies. They analyze financial data, perform due diligence on potential investments, build financial models, and prepare reports for senior management or clients. Their work helps guide the investment strategies of their organizations, and they often interact with clients, portfolio managers, and senior analysts. Investment Associates typically have strong quantitative skills and may work long hours, especially during deal cycles.

What are the key skills and qualifications needed to thrive as an Investment Associate, and why are they important?

To thrive as an Investment Associate, you need strong analytical skills, financial modeling abilities, and a degree in finance, economics, or a related field. Familiarity with financial analysis tools like Excel, Bloomberg, and often a CFA designation are typically expected. Excellent communication, attention to detail, and the ability to work collaboratively are key soft skills for this role. These competencies are important for accurately assessing investment opportunities, supporting decision-making, and building trusted client and team relationships.
More about Investment Associate jobs
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Investment Associate jobs near you
Infographic showing various Investment Associate job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 32% Full Time, 63% Part Time, 1% Temporary, and 3% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $97,073 per year, or $46.7 per hour.
PM Investment Associate

PM Investment Associate

Meketa Investment Group

Westwood, MA • On-site

$71K - $75K/yr

Full-time

Posted 28 days ago

Job description

Private Markets Investment Associate
Meketa Investment Group is a growing, independent investment consulting firm providing strategic investment advice to large institutional clients. Our private markets team oversees more than $20 billion of commitments to the private equity, private credit, infrastructure, natural resources, and real estate asset classes on behalf of more than 100 clients, including large public and private pension funds, endowments and foundations. We provide a team-oriented, stimulating environment and outstanding benefits.
Position Summary:
The Private Markets Investment Associate's primary responsibility is to support the private markets research efforts and client service projects and reporting for assigned clients. The individual works directly with consultants and other private markets investment professionals to provide investment consulting and investment management services. The Private Markets Investment Associate will participate in a range of investment activities, including: assisting with creating presentations of our research and recommendations to private market and general consulting clients, supporting the firm's marketing efforts, assisting with private markets investment research and conducting private markets manager due diligence.
The Private Markets Investment Associate position is a pre-MBA investment position and the Investment Associate is expected to progressively increase their level of knowledge regarding general and alternative investment topics, the investment consulting and management industry, and firm-specific investment processes. As the Investment Associate masters the position's core responsibilities, they will have additional opportunities to formally contribute to investment research and join a client team.
The Private Markets Investment Associate works closely with senior private markets investment professionals in carrying out the position's duties. On a daily basis, the position reports to a Private Markets Consultant.
Requirements:
  • Bachelor's Degree with evidence of strong academic achievement. Progress towards or willingness to pursue a CFA designation preferred.
  • 0 - 3 years of professional experience.
  • Sound understanding of economic and investment theory and practices.
  • Ability to gather, organize, and analyze data from disparate sources.
  • Strong quantitative skills, including facility with financial and statistical concepts.
  • Ability to effectively convey opinions through excellent written and verbal communication skills.
  • Superb computer skills, including facility with Microsoft Office Suite.
  • Skill at analyzing, evaluating, and reviewing quantitative information, with a high degree of accuracy; familiarity with investment statistics.
  • Excellent attention to detail and organized work habits.
  • Ability to work efficiently and accurately under time pressure and meet deadlines.
  • Ability to work well with employees from other company departments and external contacts.
  • Ability to work independently and to proactively seek new responsibilities.

Responsibilities:
  • Assist in the investment due diligence and manager selection process for all private markets asset classes (private equity, private credit, real estate, infrastructure, and natural resources).
  • Review private market fund offering materials and attend meetings with internal investment staff and external investment managers to further evaluate funds for potential investment on behalf of clients.
  • Apply knowledge of economic indicators, investment markets, attribution, and benchmarks to analysis of investment results.
  • Maintain and regularly update databases of investment information.
  • Assist in the development of internal indices and analytical tools.
  • Proof and verify client-ready quarterly and monthly reports, including reviewing data for accuracy and reasonableness.
  • Investigate and resolve performance discrepancies; reconcile and validate results, ensuring that asset transfers and prices are appropriately reflected.
  • Gather, organize, and verify financial data related to client accounts and investment managers and strategies.
  • Calculate and verify client-related investment data and statistics.
  • Fulfill any and all other duties deemed necessary by management, including special projects, original research, deal sourcing, and marketing initiatives.

Measures of Success:
  • Mastery of general investment topics, and the investment consulting industry.
  • Accuracy and timeliness of client-related work and investment research.
  • Levels of satisfaction of Investment Analysts and Consultants with respect to the Investment Associate's contribution to the investment process.
  • Contribution to improvements in the efficiency of the company's data oriented processes and procedures.
  • Level of proficiency with internal proprietary software, as well as external data providers.
  • Level of effectiveness in interacting with external data suppliers (custody banks, investment managers, placement agents).
  • Maintenance of good working relationships with other employees.

About Meketa Investment Group
Meketa Investment Group is an employee-owned full service investment consulting and advisory firm. We work with some of the nation's largest and most sophisticated institutional investors including public and private plan sponsors. We have a staff of ~250 employees among our six U.S. office locations and London.
Meketa recognizes that our workforce is a reflection of our company, and we operate in an inclusive environment that accepts and promotes diversity. We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved. To support employees, Meketa offers a competitive compensation structure, a wide range of benefits from core insurance benefits to time-based benefits, as well as flexible schedules and support for continuing education.
Meketa is an Equal Employment Opportunity and Affirmative Action Employer.
If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us.
Pay Range: $71,000 - $75,000 per year

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