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Investment Associate Jobs in Hawaii (NOW HIRING)

YIM Investment

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Client Service Associate

Honolulu, HI · On-site

$46K - $68K/yr

Administrative Assistant to perform a variety of financial and investment administrative and ... Associate or college degrees, and/or extensive insurance/finance/business background, * Additional ...

New

H&R Block

Tax Associate

Kahului, HI · On-site

$14.45 - $18/hr

We invest in your well-being through competitive pay, comprehensive benefits, and support for life ... Qualifying associates can enroll themselves and/or their eligible dependents in medical and ...

H&R Block

Tax Associate

Honolulu, HI · On-site

$14.45 - $18/hr

We invest in your well-being through competitive pay, comprehensive benefits, and support for life ... Qualifying associates can enroll themselves and/or their eligible dependents in medical and ...

H&R Block

Tax Associate

Waipahu, HI · On-site

$14.45 - $18/hr

We invest in your well-being through competitive pay, comprehensive benefits, and support for life ... Qualifying associates can enroll themselves and/or their eligible dependents in medical and ...

H&R Block

Tax Associate

Honolulu, HI · On-site

$14.45 - $18/hr

We invest in your well-being through competitive pay, comprehensive benefits, and support for life ... Qualifying associates can enroll themselves and/or their eligible dependents in medical and ...

H&R Block

Tax Associate

Kailua Kona, HI · On-site

$14.45 - $18/hr

We invest in your well-being through competitive pay, comprehensive benefits, and support for life ... Qualifying associates can enroll themselves and/or their eligible dependents in medical and ...

H&R Block

Tax Associate

Waianae, HI · On-site

$14.45 - $18/hr

We invest in your well-being through competitive pay, comprehensive benefits, and support for life ... Qualifying associates can enroll themselves and/or their eligible dependents in medical and ...

H&R Block

Tax Associate

Honolulu, HI · On-site

$14.45 - $18/hr

We invest in your well-being through competitive pay, comprehensive benefits, and support for life ... Qualifying associates can enroll themselves and/or their eligible dependents in medical and ...

H&R Block

Tax Associate

Ewa Beach, HI · On-site

$14.45 - $18/hr

We invest in your well-being through competitive pay, comprehensive benefits, and support for life ... Qualifying associates can enroll themselves and/or their eligible dependents in medical and ...

H&R Block

Tax Associate

Waipahu, HI · On-site

$14.45 - $18/hr

We invest in your well-being through competitive pay, comprehensive benefits, and support for life ... Qualifying associates can enroll themselves and/or their eligible dependents in medical and ...

H&R Block

Tax Associate

Aiea, HI · On-site

$14.45 - $18/hr

We invest in your well-being through competitive pay, comprehensive benefits, and support for life ... Qualifying associates can enroll themselves and/or their eligible dependents in medical and ...

H&R Block

Tax Associate

Kaneohe, HI · On-site

$14.45 - $18/hr

We invest in your well-being through competitive pay, comprehensive benefits, and support for life ... Qualifying associates can enroll themselves and/or their eligible dependents in medical and ...

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All JobsInvestment Associate JobsInvestment Associate Jobs in Hawaii

Investment Associate information

See Hawaii salary details

$22.9K

$100.9K

$221.8K

How much do investment associate jobs pay per year?

As of Sep 12, 2026, the average yearly pay for investment associate in Hawaii is $100,855.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,500.00 and $122,100.00 per year, depending on experience, location, and employer.

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 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 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.

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.

More about Investment Associate jobs

What are the most commonly searched types of Investment jobs in Hawaii?

The most popular types of Investment jobs in Hawaii are:

What are popular job titles related to Investment Associate jobs in Hawaii?

For Investment Associate jobs in Hawaii, the most frequently searched job titles are:

What job categories do people searching Investment Associate jobs in Hawaii look for?

The top searched job categories for Investment Associate jobs in Hawaii are:

What cities in Hawaii are hiring for Investment Associate jobs?

Cities in Hawaii with the most Investment Associate job openings:

Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Hawaii as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 29% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $100,855 per year, or $48.5 per hour.

Client Service Associate

Honolulu, HI • On-site

YIM Investment
See more jobs at YIM Investmentexternal

$46K - $68K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

New

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Job description

Administrative Assistant to perform a variety of financial and investment administrative and clerical tasks.

Duties of the Administrative Assistant include:

1.Provide support to our managers and employees, assisting in daily general office and client needs

2.Administrative assistant responsibilities include preparing client investment account reports and maintaining appropriate Client Relationship Management systems

3.The ideal candidate should have excellent oral and written communication skills and be able to organize their work using tools, like MS Excel and office equipment.

4.If you have senior experience as an administrative assistant and familiarity within our financial industry, we’d like to meet you.

5.Ultimately, a successful Admin Assistant should ensure the efficient and smooth day-to-day operation of our office.

Responsibilities:

  • Answer and direct phone calls
  • Organize and schedule appointments
  • Prepare, plan meetings and follow up reports
  • Write and distribute email, correspondence memos, letters, faxes and forms
  • Assist in the preparation and updates of account[s]
  • Update a CRM [Client Relationship Management] system
  • Maintain office policies and procedures
  • Maintain contact lists
  • Provide admin and staff support as a participant of our team
  • Act as the point of contact for investment clients

Skills

  • Proven experience as an administrative assistant or office admin assistant
  • Knowledge of office management systems and procedures
  • Working knowledge of office equipment; scanners, printers and fax machines
  • Proficiency in MS Office (MS Excel and MS PowerPoint, in particular)
  • Excellent time management skills and the ability to prioritize work
  • Attention to detail and problem solving skills
  • Excellent written and verbal communication skills
  • Strong organizational skills with the ability to multi-task
  • Associate or college degrees, and/or extensive insurance/finance/business background,
  • Additional qualification[s] as an administrative assistant or secretary will be a plus


Company Description

Financial Planning, Investment monitoring and management of comprehensive [stocks, mutual funds, annuities, life insurance, estate and real estate analysis ] equity and assets.