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Investment Associate Jobs in Alabama (NOW HIRING)

Morningstar Properties

Office Associate

Irondale, AL · On-site

$16 - $21.25/hr

We believe our greatest investments are our people, and we'd love to invest in you. Who We're ... Associates or Bachelor's degree is always a plus but not required. * Valid driver's license in the ...

Morningstar Properties

Office Associate

Birmingham, AL · On-site

$16 - $21.25/hr

We believe our greatest investments are our people, and we'd love to invest in you. Who We're ... Associates or Bachelor's degree is always a plus but not required. * Valid driver's license in the ...

River City

Retail Sales Associate

Auburn, AL · On-site

$12.50 - $14.50/hr

We know you're choosing to invest your time with us, and we are committed to doing the same for you ... Sales Associate Team Leader Traits: • Self-sufficient • You believe that a positive customer ...

Spectra Metals

Warehouse Associate

Mobile, AL · On-site

$16 - $18.75/hr

Warehouse Associate Spectra Gutter Systems, founded in 1978, is a leading manufacturer and ... We invest in our people by developing talent and fostering a collaborative work environment. We ...

E3 Dynamics Inc

Be Seen First

Retail Sales Associate

Hoover, AL · On-site

$3.0K - $5.0K/mo

Retail Sales Associate We're hiring a Retail Sales Associate who understands that great customer ... By investing in our people and creating an environment where growth and advancement are encouraged ...

E3 Dynamics Inc

Be Seen First

Retail Sales Associate

Hoover, AL · On-site

$3.0K - $5.0K/mo

Retail Sales Associate We're hiring a Retail Sales Associate who understands that great customer ... By investing in our people and creating an environment where growth and advancement are encouraged ...

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Investment Associate information

See Alabama salary details

$19.9K

$88K

$193.5K

How much do investment associate jobs pay per year?

As of Jun 16, 2026, the average yearly pay for investment associate in Alabama is $87,986.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,900.00 and $106,500.00 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
What are the most commonly searched types of Investment jobs in Alabama? The most popular types of Investment jobs in Alabama are:
What are popular job titles related to Investment Associate jobs in Alabama? For Investment Associate jobs in Alabama, the most frequently searched job titles are:
What job categories do people searching Investment Associate jobs in Alabama look for? The top searched job categories for Investment Associate jobs in Alabama are:
What cities in Alabama are hiring for Investment Associate jobs? Cities in Alabama with the most Investment Associate job openings:
Investment Associate jobs near you

Associate

Matthews Real Estate Investment Services, Inc

Birmingham, AL • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Matthews™ is the fastest growing commercial real estate and technology company in the nation, built on a culture of teamwork, integrity, and excellence. We empower our professionals to achieve success through world-class resources, innovative technology, and an environment that rewards hard work and ambition. As an Associate at Matthews™, you will join a team redefining success in commercial real estate and you will gain the tools, training, mentorship, and market insight to build a thriving business, develop lasting client relationships, and achieve financial freedom. 


Your growth and success is our mission. Every Associate begins with Matthews™ University, our award-winning training program designed to transform driven professionals into industry experts. You will be developed by (and learn directly from) top executives, leaders, and producers, gaining real-world experience and the confidence to excel in one of the most competitive industries in the world. 

We believe in a culture where success is earned through effort, determination, and integrity. Our Associates thrive in an environment that celebrates collaboration, fuels healthy competition, and inspires everyone to win together. 

Matthews™ has an industry-leading commitment to technology and the advancement of AI. The company has invested millions of dollars into proprietary, AI-driven technologies that deliver unrivaled efficiency and capability for our agents and clients. With industry-leading marketing tools, data-driven insights, cutting-edge technology, and a network of high-performing professionals, you will have everything you need to reach your full potential. Our relentless innovation and commitment to technology make Matthews™ the commercial real estate brokerage platform of the future. 


• Complete the Matthews™ University training program to gain expertise in commercial real estate sales and brokerage. 

• Participate in the Matthews™ Mentor/Mentee Program, which provides hands-on mentorship and guidance during the highly critical and formative early years of your career. 

• Proactively reach out to commercial property owners (REITs, private equity, family office, high net worth individuals) to build relationships and identify opportunities to transact, lease, or finance commercial real estate assets. 

•  Develop expertise in property valuation, market research, and investment analysis, including development strategies, financial returns, and investment metrics. 

• Confidently make introductory and follow up outreach to investors and clients. 

• Leverage Matthews™ proprietary software, Artemis (an Artificial Intelligence infused CRM) and Apollo (an AI infused marketing tool), to manage leads and track performance. 

• Collaborate closely with Market Leaders, Managing Directors, and top producers in a high energy, team-oriented environment. 


• A driven, competitive, and entrepreneurial mindset 

• Excellent communication and interpersonal skills 

• Strong work ethic, discipline, integrity, and resilience 

• Bachelor’s degree in Business, Real Estate, or related field (or equivalent experience) 

• Obtain a real estate salesperson license in the state you are located within 120 days of the start date of your association, if you are not already licensed

• Ability to thrive in a fast-paced environment and adapt quickly to challenges 

• Coachable attitude with a desire for continuous improvement and personal growth 


• Uncapped income potential directly tied to your performance 

• Build a career in one of the most dynamic and rewarding industries 

• Learn from the best through structured mentorship and collaboration 

• Grow within a company that recognizes and promotes top performers 


If you are a driven self-starter, we encourage you to apply for this role if you have interest in any of the following: Commercial Real Estate Associate, Real Estate Sales Associate, CRE Broker, Investment Property Sales, Real Estate Agent, Commercial Property Sales, Real Estate Brokerage, Sales Development Representative, Business Development, Sales Representative, Real Estate Salesperson, Commercial Sales Associate, Real Estate Investment Associate, Business, Finance, Leasing, Tenant Representation, Landlord Representation, Debt, Debt Origination 


Matthews™ is an Equal Opportunity Company. Matthews™ does not discriminate based on race, color, gender, religion, national origin, disability status, veteran status, age, sexual orientation, gender identity, or any other protected status. 


Apply