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Investment Associate Jobs in Utah (NOW HIRING)

iCapital

Investor Relations - Associate

Salt Lake City, UT · On-site

$70K - $85K/yr

About the Role iCapital is seeking an Associate to service the company's rapidly growing client base within the Investor Relations team. This role will work with a broad range of clients within a ...

iCapital

Investor Relations - Associate

Salt Lake City, UT · On-site +1

$70K - $85K/yr

About the Role iCapital is seeking an Associate to service the company's rapidly growing client base within the Investor Relations team. This role will work with a broad range of clients within a ...

Standish Management

Associate

Salt Lake City, UT

$60K/yr

With guidance from the team members, the Associate oversees the administrative support and the investor relations related to client funds. These responsibilities range from data entry into the client ...

Standish Management

Associate

Salt Lake City, UT · On-site

$60K/yr

With guidance from the team members, the Associate oversees the administrative support and the investor relations related to client funds. These responsibilities range from data entry into the client ...

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All JobsInvestment Associate JobsInvestment Associate Jobs in Utah

Investment Associate information

See Utah salary details

$20K

$88.4K

$194.4K

How much do investment associate jobs pay per year?

As of Jul 19, 2026, the average yearly pay for investment associate in Utah is $88,372.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,200.00 and $107,000.00 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 Utah? The most popular types of Investment jobs in Utah are:
What are popular job titles related to Investment Associate jobs in Utah? For Investment Associate jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Investment Associate jobs in Utah look for? The top searched job categories for Investment Associate jobs in Utah are:
What cities in Utah are hiring for Investment Associate jobs? Cities in Utah with the most Investment Associate job openings:
Investment Associate jobs near you
Real Estate Investment Associate

Real Estate Investment Associate

Bridge Investment Group

Salt Lake City, UT • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

New

Job description

Make an impact
You will support our investment team in all aspects of Acquisitions, Asset Management and Dispositions, though financial modeling and business plan execution.
  • Assist with creation of budgets and forecasts
  • Build and maintain detailed analyses related to property valuation and asset performance
  • Assist in the preparation of analysis associated with investor distribution amounts
  • Research loan document covenants as it pertains to leasing, future funding, escrow reimbursements, and other covenants as necessary
  • Provide administrative support to Bridge Property Managers
  • Assist with review of multifamily investment opportunities including review of offering materials and conducting research
  • Build financial models and performing scenario analysis
  • Perform various investment and underwriting processes as requested, including reviewing rent rolls and financial statements
  • Assist in the preparation of acquisition Investment Committee presentation package
  • Provide support in disposition process
  • Manage and update deals on internal Pipeline

What you should bring
  • Bachelor's Degree in Real Estate, Finance, Accounting, or related field or equivalent experience
  • 1-5 years of commercial real estate analysis preferred
  • Ability to create financial models in Excel
  • Ability to analyze Income Statements and Balance Sheets
  • Fluent using Microsoft Office Suite
  • Detailed-oriented with effective administrative and analytical skills
  • Self- starter comfortable working alone or with a team within a flexible with workflow
  • Excellent communication skills, both written and verbal

What you can be apart of
We are looking for someone with an entrepreneurial mentality to join our team and help grow and establish relationships and be exposed to buying, operating and selling a property.
Benefits Overview
Bridge Investment Group offers a comprehensive and competitive benefits package designed to support the health, financial security, and well-being of our employees. Benefits eligibility and availability vary based on position, employment status (full-time or part-time), and length of service, and are subject to change in accordance with plan terms. This summary highlights key benefits and does not constitute a guarantee of coverage. Specific benefits and eligibility requirements will be provided at the time of offer.
Benefits may include:
Health & Insurance Benefits
  • Comprehensive insurance options, including Medical, Dental, and Vision
  • Optional coverage such as Critical Illness, Accident, Legal & Identity Theft, and Pet Insurance
  • Company-paid Life Insurance, with the option to purchase additional coverage
  • Company-paid Long-Term Disability coverage
  • Access to a benefits concierge service for personalized support
  • Access to mental health and well-being resources

Retirement
  • 401(k) Plan with dollar-for-dollar company match up to 6% of pay
    • Contributions are fully vested immediately
    • Eligible employees are automatically enrolled at a 4% contribution rate
    • Eligibility requires a minimum age of 21 and at least 60 days of service

Time Away From Work
  • Paid Time Off (PTO)
  • 11 paid holidays annually

Parental Leave
  • Following six (6) months of employment, eligible employees may receive:
    • Four (4) weeks of paid parental leave as a primary caregiver, or
    • Two (2) weeks of paid parental leave as a secondary caregiver
  • Following two (2) years of employment, eligible primary caregivers may receive up to twelve (12) weeks of paid parental leave per birth, adoption, or placement

Learning & Development
  • Tuition Reimbursement of up to $5,000 per year for pre-approved education expenses
    • Repayment obligations may apply if employment ends prior to 24 months

We at Bridge acknowledge and appreciate the uniqueness of each individual, understanding that our people are the key to our success. We are committed to fostering an inclusive environment where everyone feels respected and valued. Our dedication extends beyond our business goals to making a positive impact in our communities and upholding Sustainability and Responsibility (S&R) principles at our properties and corporate locations. We evaluate all candidates based on merit, without any discrimination based on race, color, religion, sex, age, disability, sexual orientation, national origin, or any other category protected by law. As an equal opportunity employer, we are devoted to creating an inclusive hiring process. We actively work to eliminate barriers and provide reasonable accommodations to qualified individuals with disabilities. Our goal is to provide fair opportunities and access throughout the recruitment, hiring, and employment experience.
Your specific needs are important to us. If you need accommodations related to a disability or any other protected status during the recruitment process, please email talentsupport@bridgeig.com.
Want to talk with someone about Bridge Culture?
At Bridge, we understand that joining a new workplace is a significant decision. To help you gain deeper insights into our culture, we offer "Culture Conversations." This initiative reflects our commitment to transparency, diversity, and inclusivity.
Culture Conversations are voluntary, one-on-one sessions designed for applicants to connect directly with our diverse staff members. It's your chance to explore the Bridge work environment, ask questions, and get a genuine feel for what it's like to be part of our team.
How it Works:
Culture Conversations are entirely voluntary. Feel free to opt in based on your comfort and curiosity. Choose Your Conversation Partner: We believe in the power of choice. Browse through our diverse group of staff members and select someone you'd like to have a conversation with. This ensures that you connect with someone whose experiences and insights align with your interests. No Impact on the Hiring Process: Your decision to participate or not in Culture Conversations has no bearing on the hiring process. We value your time and references.
Why Participate:
You get to have a firsthand understanding of our workplace culture. Informed decisions lead to fulfilling careers. Culture Conversations empower you with the information needed to make the right choice for your professional journey.
  • Personalized Connection: Connect with an employee who resonates with your professional interests.
  • Inclusivity: Embrace diversity by choosing a conversation partner from various backgrounds and roles.

Apply