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Investment Associate Jobs in California (NOW HIRING)

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

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 ...

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 ...

Aramco

Investment Associate

Palo Alto, CA · On-site

$83K/yr

Investment Associate (1980) Prosperity7 Staff - Palo Alto, CA. - Full Time OVERVIEW: Prosperity7 Ventures is the $3bn+ diversified venture fund of Aramco Ventures, backing transformative technology ...

LG Electronics

Investment Associate

Santa Clara, CA · On-site

$115K - $165K/yr

At LG, we strive to make Life Good for Everyone. * Assist the investment directors throughout the investment process from sourcing deals to screening / due diligence / writing memos for investment ...

Whittier Trust

Investment Associate

Pasadena, CA · On-site

$65K - $85K/yr

Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family ...

Whittier Trust

Investment Associate

Pasadena, CA

$65K - $85K/yr

Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family ...

LG Electronics

Investment Associate

Santa Clara, CA

* Assist the investment directors throughout the investment process from sourcing deals to screening / due diligence / writing memos for investment committee Synchronize investment strategy by ...

Dodge & Cox

2026 Investment Associate

San Francisco, CA · On-site +1

$155K - $180K/yr

2026 Investment Associate The Investment Associate will work directly alongside an Industry Analyst in an industry-focused team responsible for evaluating investments in companies globally. Primary ...

Dodge & Cox

2026 Investment Associate

San Francisco, CA · On-site

$155K - $180K/yr

2026 Investment Associate The Investment Associate will work directly alongside an Industry Analyst in an industry-focused team responsible for evaluating investments in companies globally. Primary ...

Caltech

Senior Investment Associate

Pasadena, CA · On-site

$120K - $142K/yr

Job Summary The Senior Investment Associate ("Senior Associate") is an important role at the fulcrum point between the mastery of data analysis and the development of individual judgement. The core ...

Haystack Consultants

Senior Investment Associate

Napa, CA · On-site

$120K - $160K/yr

Senior Investment Associate / Senior Acquisitions Associate Napa, CA (On-Site) A well-established and growing real estate investment firm in Napa is seeking a Senior Investment Associate to play a ...

Naver U Hub

D2SF US - Investment Associate

Redwood City, CA · On-site

$100K - $150K/yr

About the Role As an Investment Associate, you'll be a core member of the investment team, supporting deal execution, market analysis, portfolio operations, and synergy development. Beyond learning ...

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All JobsInvestment Associate JobsInvestment Associate Jobs in California

Investment Associate information

See California salary details

$21.7K

$95.8K

$210.7K

How much do investment associate jobs pay per year?

As of Jul 27, 2026, the average yearly pay for investment associate in California is $95,802.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,100.00 and $116,000.00 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 market research, and supports the investment team in making decisions. They often prepare reports, evaluate investment opportunities, and use tools like Excel and financial modeling software. Strong analytical skills and relevant certifications such as the CFA can be beneficial in this role.

How much does an investment associate make?

An investment associate typically earns a median annual salary ranging from $60,000 to $90,000, depending on experience, location, and firm size. 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 incentives.

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 $90,000, 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 California? The most popular types of Investment jobs in California are:
What are popular job titles related to Investment Associate jobs in California? For Investment Associate jobs in California, the most frequently searched job titles are:
What job categories do people searching Investment Associate jobs in California look for? The top searched job categories for Investment Associate jobs in California are:
What cities in California are hiring for Investment Associate jobs? Cities in California with the most Investment Associate job openings:
Investment Associate jobs near you
Infographic showing various Investment Associate job openings in California as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $95,802 per year, or $46.1 per hour.

Investment Associate

Ceritypartners

San Francisco, CA

$100K - $115K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 11 days ago

Job description

Position Summary:

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, working with leading brands like Kellogg, T-Mobile, BEHR, and more. With a team of 50+ investment professionals in Boston, Chicago, Los Angeles, New York, Philadelphia, and San Francisco, CPV manages more than 20 corporate venture capital funds.

As an Investment Associate, you will work on a dedicated fund team focused on AI, insurance technology, home services, construction technology, building products, and more as part of our larger Built World sector practice. Investment Associates source venture capital investment opportunities and helpimpactthe innovation strategies at some of the world's most successful corporations. The Associate role is an exciting and entrepreneurial opportunity to join a growing firm, providing potential for growth and advancement. We are building something special and are seeking candidates who share our vision and excitement.

This position will be based with our team in San Francisco or New York City.

Primary Responsibilities

  • Identifypotential start-up investments and source relationships with the company founders

  • Meet with entrepreneurs and evaluate their business plans and pitches

  • Track and report on deal flow generated by our team

  • Research industry sectors, trends, and market dynamics

  • Assistwith due diligence

Required Qualifications:

  • Bachelor's degree

  • 1-3 years ofrelevantwork experience

Skillsand Competencies:

  • Detail-oriented andself starterwho enjoys working in acollegialworkplace

  • Critical thinkingskills, including superior research and analytical ability

  • Positive andflexibleattitude

  • Intellectual curiosity, strong problem-solving skills, and attention to detail

  • Excellent writing,presentationand verbal communication skills

  • Ability to build relationships with entrepreneurs, investors, and other stakeholders

  • Enthusiasm for venture capital,start-upsand entrepreneurship

  • Willingness to work in a start-up culture

Compensation Range:

$100,000-115,000

WhyCerityPartners:

Our people drive our success by working together to deliver exceptional service to our clients. Below isa glimpse of the key elements of our total rewards package:

  • Health, dental, and vision insurance - day 1!

  • 401(k) savings and investment plan options with 4% match

  • Flexible PTO policy

  • Parental Leave

  • Financialassistancefor advanced education and professional designations

  • Opportunity to give back time to local communities

  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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