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Investment Associate information

See Michigan salary details

$19.2K

$84.6K

$186.1K

How much do investment associate jobs pay per year?

As of Aug 6, 2026, the average yearly pay for investment associate in Michigan is $84,608.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,700.00 and $102,400.00 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 Michigan? The most popular types of Investment jobs in Michigan are:
What are popular job titles related to Investment Associate jobs in Michigan? For Investment Associate jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Investment Associate jobs in Michigan look for? The top searched job categories for Investment Associate jobs in Michigan are:
What cities in Michigan are hiring for Investment Associate jobs? Cities in Michigan with the most Investment Associate job openings:
Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $84,608 per year, or $40.7 per hour.

Investment Portfolio Associate

Raymond James Financial, Inc.

Birmingham, MI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago

Job description

Job Description Summary
Participate in developing investment recommendations for portfolio manages relating to existing and potential investments, through developing and amending quantitative models to analyze and forecast market developments, estimating risks, identifying factors influencing investment decisions, and quantifying potential risks and rewards.
Job Description
Job Summary
Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/ maintaining financial models. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information.
Essential Duties and Responsibilities
  • Collects fundamental research on related companies as requested by Financial Advisors.
  • Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios.
  • Assists in preparation of written industry and company specific reports
  • Assists in development of financial models for revenue and income forecasts.
  • Assists with research and analytics used in Investment Strategy white papers for Financial Advisors.
  • Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects.
  • May participate in client meetings to identify client goals and tolerances.
  • Assists with developing individualized client investment strategy for Financial Advisor.
  • Responds to inquiries from Financial Advisors to research and resolve issues.
  • Prepares customized written industry and company specific reports upon request to Financial Advisor.
  • Assists in development of financial models to forecast team revenue and income.
  • Assists with preparation of scheduled and ad hoc performance reports.
  • Maintains checklists for tracking periodic investment managers' reviews by third party and independent investment manager searches.
  • Generates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients.
  • Interfaces effectively with all levels of staff in managing portfolios.
  • Completes ad hoc projects and reports as assigned.
  • Performs other duties and responsibilities as assigned.

Knowledge of
  • Software necessary for portfolio analysis.
  • Investment concepts, practices and procedures used in the industry.
  • Principles of estate planning, trusts and securities industry operations.
  • Financial markets and products.
  • Effectively managing client relationships.
  • Strategic planning as part of client retention focus.
  • Gathering and compiling information and data.
  • Preparing and delivering written and oral presentations.
  • Operating standard office equipment and using required software applications.
  • Complete job duties independently, with little supervision.
  • Partner with other functional areas to accomplish objectives.
  • Communicate effectively, both orally and in writing.
  • Provide a high level of service.
  • Establish and maintain effective working relationships at all organizational levels.
  • Participate in professional organizations and activities.
  • Maintain currency in industry services and products.
  • Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment.

Skill in
  • Effectively managing client relationships.
  • Strategic planning as part of client retention focus.
  • Gathering and compiling information and data.
  • Preparing and delivering written and oral presentations.
  • Operating standard office equipment and using required software applications.
  • Complete job duties independently, with little supervision.
  • Partner with other functional areas to accomplish objectives.
  • Communicate effectively, both orally and in writing.
  • Provide a high level of service.
  • Establish and maintain effective working relationships at all organizational levels.
  • Participate in professional organizations and activities.
  • Maintain currency in industry services and products.
  • Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment.

Ability to
  • Complete job duties independently, with little supervision.
  • Partner with other functional areas to accomplish objectives.
  • Communicate effectively, both orally and in writing.
  • Provide a high level of service.
  • Establish and maintain effective working relationships at all organizational levels.
  • Participate in professional organizations and activities.
  • Maintain currency in industry services and products.
  • Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment.

Education/Previous Experience
  • Bachelor's Degree (B.A.) in related field with a minimum of two (2) years of experience in financial services environment with an emphasis on conducting market research and analysis, or any equivalent combination of education, experience and/or training approved by Human Resources.

Licenses/Certifications
  • SIE required provided that an exemption or grandfathering cannot be applied.
  • Series 7 required.
  • Series 63, 65 and/or 66 as required by state.
  • Additional licenses or designations may be required as needed.

Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, High School (HS) (Required)
Work Experience
General Experience - 13 months to 3 years
Certifications
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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