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Investment Associate Jobs in California (NOW HIRING)

53 Stations

Investment Associate

San Francisco, CA · On-site

53 Stations is looking for an Investment Associate in San Francisco to manage the investment execution process from sourcing to close. The role requires strong financial modeling skills and ...

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 ...

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 ...

53 Stations

Investment Associate

San Francisco, CA · On-site

53 Stations is looking for an Investment Associate in San Francisco to manage the investment execution process from sourcing to close. The role requires strong financial modeling skills and ...

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 ...

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 ...

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 ...

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 ...

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 ...

Northern Trust

Sr Investment Associate

San Francisco, CA · On-site

$85K - $145K/yr

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 ...

Northern Trust

Sr Investment Associate

San Francisco, CA · On-site

$85K - $145K/yr

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 ...

Northern Trust

Sr Investment Associate

San Francisco, CA · On-site

$85K - $145K/yr

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 ...

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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 Aug 8, 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 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 is an investment associate?

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 August 2026, with employment types broken down into 1% As Needed, 62% Full Time, 32% Part Time, 3% 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

53 Stations

San Francisco, CA • On-site

Full-time

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

Job description

53 Stations is looking for an Investment Associate in San Francisco to manage the investment execution process from sourcing to close. The role requires strong financial modeling skills and experience in private equity or investment banking. The ideal candidate will lead due diligence efforts and collaborate across teams to ensure successful deal execution. A competitive salary and exposure to the full investment lifecycle are offered. #J-18808-Ljbffr

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