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Investment Associate Jobs (NOW HIRING)

Ceritypartners

Investment Associate

San Francisco, CA · On-site

$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

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 ...

Old National Bank

Investment Associate

Evansville, IN · On-site

$44K - $84K/yr

Investment Associate Job Locations US-IN-Evansville Category/Function Trust/Wealth Management Position Type Regular Full-Time Requisition ID 2026-19820 Workplace Type On Site Overview Old National ...

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 ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

The Investment Associate will play a central role in implementing Cowell Financial's planning and wealth philosophies, participating in investment committee meetings, managing investment operations ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

The Investment Associate will play a central role in implementing Cowell Financials planning and wealth philosophies, participating in investment committee meetings, managing investment operations ...

Brighton Jones

Investment Associate

Seattle, WA

$100K - $130K/yr

We are seeking an Investment Associate to join our dynamic team and play a key role in sourcing, evaluating, and supporting investments in private companies and fund managers. This role offers ...

Brighton Jones

Investment Associate

Seattle, WA · On-site

$100K - $130K/yr

We are seeking an Investment Associate to join our dynamic team and play a key role in sourcing, evaluating, and supporting investments in private companies and fund managers. This role offers ...

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$22K

$97.1K

$213.5K

How much do investment associate jobs pay per year?

As of Jun 7, 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 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.

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.
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Investment Associate jobs near you
Infographic showing various Investment Associate job openings in the United States as of May 2026, with employment types broken down into 2% As Needed, 30% Full Time, 66% Part Time, and 2% Contract. Highlights an 86% Physical, 6% Hybrid, and 8% Remote job distribution, with an average salary of $97,073 per year, or $46.7 per hour.
Investment Associate

Investment Associate

Capital Investment Advisors

Atlanta, GA • On-site

Full-time

Posted 16 days ago

Job description

At Capital Investment Advisors (CIA), we strive to help clients reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client's individual circumstances and objectives.
Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.
This position is based in our Atlanta, GA office and is eligible for a hybrid work schedule after completion of a successful introductory period.
Investment Associate
We are looking to add a driven, team-oriented Investment Associate to our Atlanta office. This individual will grow their knowledge of our business and practices by supporting a team of Advisors, ultimately advancing into an Investment Advisor position, and managing their own portfolio of clients.
Core Responsibilities:
  • Support business development and the attraction of new clients to the Firm
  • Keep current with financial planning issues and subsequent effects on clients
  • Coordinate preparation of all financial plans for new and existing clients
  • Build investment planning recommendation presentations
  • Open, transfer and close customer accounts and maintain appropriate account records
  • Stay current with new investment products and market trends

Skills & Qualifications:
  • 0-2 years of experience in the Financial Services industry
  • Bachelor's degree in related business field such as Finance, Marketing, or Economics
  • Preferably licensed with one or a combination of: Series 7, 63, 65, 66
  • Committed to obtaining the Series 65 within four months of joining, if not already licensed
  • Committed to working toward a CFP® after joining, if not already certified
  • Preference to candidates with exposure to tools and technology related to investing, financial planning, and portfolio analysis (i.e. eMoney, Black Diamond, Schwab, Fidelity)
  • Excellent communication, presentation, and interpersonal skills
  • Exhibits the Capital Investment Advisors five core values in everything they do

Capital Investment Advisors would like to thank all applicants, however, only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally-recognized protected basis under federal, state, or local law.

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