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Investment Associate Jobs in Utah (NOW HIRING)

Berkadia

Associate Director

Midvale, UT · On-site

Associate Director - Investment Sales Midvale, UT Commercial real estate brokerage isn't a job-it's a business you build. At Berkadia, you'll work alongside top investment sales professionals ...

Socket.dev

Associate Director

Midvale, UT · On-site

$90 - $130/hr

Associate Director - Investment Sales Midvale, UT Commercial real estate brokerage isn't a job--it's a business you build. At Berkadia, you'll work alongside top investment sales professionals ...

Reefcp

Vice President, Investor Relations

Lehi, UT · On-site

$120 - $150/hr

  • Medical

  • Retirement

  • PTO

Reef is a Utah-based vertically integrated investment and development firm founded in 2005. Reef's team is currently involved in some of the most prominent development transactions in Utah and other ...

Johnston & Murphy

Full-Time Stock Associate

Salt Lake City, UT · On-site

$14.50 - $18.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...

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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 Aug 18, 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 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 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
Infographic showing various Investment Associate job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 64% Full Time, 33% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $88,372 per year, or $42.5 per hour.

Associate Director

Berkadia

Midvale, UT • On-site

Full-time

Re-posted 4 days ago

Job description

Associate Director - Investment Sales
Midvale, UT
Commercial real estate brokerage isn't a job-it's a business you build.
At Berkadia, you'll work alongside top investment sales professionals representing owners of commercial real estate assets throughout the country. You'll gain exposure to every phase of the transaction while developing the analytical, relationship-building and business development skills necessary to become a successful investment advisor.
This is an opportunity for someone who is naturally competitive, intellectually curious, financially minded, and motivated to build a long-term career in commercial real estate investment sales.
What You'll Do
As an Associate Director, you'll become an integral member of an investment sales team by supporting live transactions while developing your own business development skills.
Responsibilities include:
  • Analyze commercial real estate investment opportunities, including financial statements, rent rolls, operating performance and valuation.
  • Prepare underwriting, offering memorandums, broker opinions of value and client presentations.
  • Research market fundamentals, comparable transactions, demographic trends and capital markets activity.
  • Assist in preparing property marketing campaigns and investor outreach strategies.
  • Participate in property tours, client meetings and presentations.
  • Build and maintain relationships with owners, investors and industry professionals.
  • Prospect for new business through research, networking and targeted outreach.
  • Maintain accurate market intelligence, ownership databases and pipeline reporting.
  • Collaborate with Mortgage Banking professionals to deliver integrated capital markets solutions.
  • Support transaction execution from initial engagement through closing.

What Makes Someone Successful
The strongest candidates are:
  • Naturally competitive and self-motivated.
  • Comfortable building relationships and making outbound calls.
  • Strong analytical thinkers who enjoy finance and problem solving.
  • Excellent communicators, both written and verbal.
  • Curious about commercial real estate markets and investment trends.
  • Organized with exceptional attention to detail.
  • Comfortable balancing multiple priorities in a fast-paced environment.
  • Motivated by long-term career growth rather than short-term comfort.

Preferred Qualifications
  • Bachelor's degree in Finance, Real Estate, Economics, Business, Accounting or related field.
  • 1-4 years of experience in commercial real estate, investment banking, finance, brokerage, underwriting or a related analytical role.
  • Strong Excel and PowerPoint skills.
  • Financial modeling experience preferred.
  • Knowledge of ARGUS is a plus.
  • Real estate license (or ability to obtain).

Why Berkadia
You'll join one of the industry's leading investment sales platforms backed by the strength of Berkshire Hathaway and Jefferies, with access to national market intelligence, industry-leading technology and a collaborative culture that values partnership over internal competition. Berkadia emphasizes mentorship, integrated capital markets capabilities, and long-term career development.
Whether your goal is becoming a trusted advisor, building your own client base or leading a top-producing investment sales team, you'll have the opportunity to accelerate your career alongside some of commercial real estate's most accomplished professionals.
#LI-JM1 #LI-ONSITE
Berkadia, as an equal opportunity employer, celebrates our employees' unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.
In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact talentacquisition@berkadia.com.
You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.

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