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Investment Associate Salary Jobs (NOW HIRING)

Northern Trust

Sr Investment Associate

New York, NY

$85K - $145K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Contacts Investment Advisor if cash needs to be raised. 10.Processes fund trades via CIT or all-in ... Provides informal guidance to new team members Salary Range: $85,330 - 145,130 USD Salary range is ...

Northern Trust

Sr Investment Associate

Manhattan, NY · On-site

$85K - $145K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Contacts Investment Advisor if cash needs to be raised. 10. Processes fund trades via CIT or all-in ... 145,130 USD Salary range is a good faith estimate of base pay. Northern Trust provides a ...

Northern Trust

Sr Investment Associate

San Francisco, CA · On-site

$85K - $145K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Contacts Investment Advisor if cash needs to be raised. 10.Processes fund trades via CIT or all-in ... 145,130 USD Salary range is a good faith estimate of base pay. Northern Trust provides a ...

Northern Trust

Sr Investment Associate

New York, NY · On-site

$85K - $145K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Contacts Investment Advisor if cash needs to be raised. 10.Processes fund trades via CIT or all-in ... 145,130 USD Salary range is a good faith estimate of base pay. Northern Trust provides a ...

ITE MGMT

Investment Associate Role - Aviation (2026)

New York, NY · On-site

$120K - $175K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

... for an Investment Associate to join its dynamic and rapidly growing Aviation team in New York ... Salary Range: Estimated base salary range: $120,000 to $175,000. Employees will also be eligible ...

ITE MGMT

Investment Associate Role - Aviation (2026)

Manhattan, NY · On-site

$120K - $175K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

... for an Investment Associate to join its dynamic and rapidly growing Aviation team in New York ... Salary Range: Estimated base salary range: $120,000 to $175,000. Employees will also be eligible ...

ITE MGMT

Investment Associate Role - Aviation (2026)

Manhattan, NY · On-site

$120K - $175K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

... for an Investment Associate to join its dynamic and rapidly growing Aviation team in New York ... Salary Range: Estimated base salary range: $120,000 to $175,000. Employees will also be eligible ...

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All JobsInvestment Associate Salary Jobs

Investment Associate Salary information

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$22K

$97.1K

$213.5K

How much do investment associate salary jobs pay per year?

As of Aug 16, 2026, the average yearly pay for investment associate salary 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 make?

An investment associate typically earns a salary ranging from $60,000 to $100,000 annually, depending on experience, location, and the firm. They often work in finance or asset management firms, utilizing skills in financial analysis and investment research.

What is the difference between Investment Associate Salary vs Financial Analyst Salary?

AspectInvestment Associate SalaryFinancial Analyst Salary
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA)Bachelor's degree, relevant certifications (e.g., CFA, CPA)
Work EnvironmentInvestment firms, private equity, hedge fundsCorporations, banks, consulting firms
Employer & Industry UsageCommon in asset management and private equityWidespread across finance and corporate sectors
Salary Range$60,000 - $120,000$55,000 - $100,000

While both roles require similar educational backgrounds and certifications, Investment Associates typically work in investment firms and private equity, earning slightly higher salaries on average compared to Financial Analysts, who are more common in corporate finance and banking sectors.

What are some common challenges investment associates face in their day-to-day responsibilities?

Investment Associates often encounter challenges such as managing multiple projects with tight deadlines, analyzing large volumes of financial data, and keeping up with fast-changing market trends. Balancing the demands of due diligence, preparing investment memos, and coordinating with both internal teams and external clients can be demanding. However, these challenges offer valuable opportunities to develop analytical, communication, and project management skills essential for career advancement in the investment field.

What are the key skills and qualifications needed to thrive as an investment associate?

To thrive as an Investment Associate, you typically need strong analytical skills, a solid understanding of financial markets, and a degree in finance, economics, or a related field. Proficiency with financial modeling tools, Excel, Bloomberg Terminal, and often CFA or similar certifications is common. Exceptional communication, attention to detail, and teamwork are critical soft skills for building client relationships and collaborating with colleagues. These abilities are vital for making informed investment decisions, effectively managing portfolios, and supporting overall firm growth.

What is an investment associate?

An Investment Associate is a finance professional who supports investment managers in analyzing potential investments, conducting due diligence, and managing client portfolios. Salaries for Investment Associates vary depending on experience, location, and the type of firm, but in the United States, the average base salary typically ranges from $70,000 to $120,000 per year. Total compensation may be higher when including bonuses and other incentives, especially at larger investment firms or in financial hubs like New York City.

What does an investment associate do?

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 deadlines. Their responsibilities help inform investment decisions and manage client portfolios.
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Investment Associate Salary jobs near you
Infographic showing various Investment Associate Salary job openings in the United States as of June 2026, with employment types broken down into 67% Full Time, 32% Part Time, and 1% 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.

Sr Investment Associate

Northern Trust

New York, NY

$85K - $145K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Northern Trust rating

8.2

Company rating: 8.2 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

Job description

About Northern Trust


As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.


Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.


With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.


Major Duties :1.Ensures that portfolio materials are prepared for account review meetings with clients. Retrieves reports, desired by portfolio managers or requested by clients, off the EDS, PIMS, IMS, and PAS systems. 2.Sets-up files with account documentation for existing or new clients (i.e., involving automatic payment, pledging securities, address changes, statement addresses, investment guidelines, fees, etc.). 3.Orders reports for portfolio managers or clients as requested. 4.Communicates with clients and portfolio managers on client requests. (Ensures that portfolio managers follow-up with client requests). 5.Interacts with partners, primarily administratively, on a daily basis to receive and communicate information on all aspects of a client relationship or portfolio. 6.Works with the tax area to research discrepancies and oversee adjustments on client accounts regarding tax cost issues. 7.Responds to client inquiries for account information or to initiate transactions requested by the client (i.e., re-register gift stock, remit proceeds, sell gifts, etc.). Processes physical stock/bond certificates and completes DTC transfers. 8.Follows-up with client on inquiries via the telephone or written correspondence. 9.Processes client cash transfer requests. Determines if funds are available in the investment account. Contacts Investment Advisor if cash needs to be raised. 10.Processes fund trades via CIT or all-in-one bank applications by established deadlines. 11.Reviews and analyzes fee worksheets to ensure that fees are calculated appropriately.12.Adheres to National Investment Guidelines, feedback from the REV peer review process, and observes sound risk management practices.13.Begins to proactively make recommendations to support the Investment Advisors.14.Begins to have a role in client meetings.15.Demonstrates mastery knowledge of the GDWM tool and can run it in client meetings.16.Solves problems in straightforward situations17.Analyzes possible solutions using technical experience and judgment and precedents18.Impacts quality of own work and the work of others on the team19.Works within guidelines and policiesKnowledge :Knowledge of investment products, services, and terminology, usually obtained through on the job training, are needed to prepare material for client meetings. Strong analytical, organizational, and communication skills are needed to meet meeting deadlines and solve client or administrative problems. Coursework completion towards obtaining a CFA or CFP designation.Requires expanded conceptual knowledge in own job discipline.Understands key business drivers; uses this understanding to accomplish own work.Explains complex information to others in straightforward situations.Experience :1-3 years of experience within the financial services industry.Provides informal guidance to new team members

Salary Range:

$85,330 - 145,130 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.


Work Authorization


Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).


Working with Us


As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.


Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.


Reasonable Accommodation


Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.


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