Pantera Capital is the first institutional investment firm focused exclusively on bitcoin, other ... We are seeking an Investor Relations Operations Associate to join our San Juan office. This is an ...
Pantera Capital is the first institutional investment firm focused exclusively on bitcoin, other ... We are seeking an Investor Relations Operations Associate to join our San Juan office. This is an ...
Pantera Capital is the first institutional investment firm focused exclusively on bitcoin, other ... We are seeking an Investor Relations Operations Associate to join our San Juan office. This is an ...
Pantera Capital is the first institutional investment firm focused exclusively on bitcoin, other ... We are seeking an Investor Relations Operations Associate to join our San Juan office. This is an ...
Financial Associate
San Juan, PR · On-site
Medical
Retirement
Prior experience in investment banking is prioritized. Ideal Candidate Skills and Experience ... Attention to detail is crucial, as the Financial Associate will be responsible for ensuring the ...
Quick apply
Financial Associate
San Juan, PR · On-site
Medical
Retirement
Prior experience in investment banking is prioritized. Ideal Candidate Skills and Experience ... Attention to detail is crucial, as the Financial Associate will be responsible for ensuring the ...
Financial Associate
San Juan, PR · On-site
ABOUT OCEANUM CAPITAL PARTNERS Oceanum Capital Partners, LLC is an investment platform affiliated ... Role Summary The Financial Associate plays a critical supporting role within Oceanum Capital ...
Quick apply
Financial Associate
San Juan, PR · On-site
ABOUT OCEANUM CAPITAL PARTNERS Oceanum Capital Partners, LLC is an investment platform affiliated ... Role Summary The Financial Associate plays a critical supporting role within Oceanum Capital ...
Financial Associate
San Juan, PR · On-site
Medical
Retirement
Prior experience in investment banking is prioritized. Ideal Candidate Skills and Experience ... Attention to detail is crucial, as the Financial Associate will be responsible for ensuring the ...
Quick apply
Financial Associate
San Juan, PR · On-site
Medical
Retirement
Prior experience in investment banking is prioritized. Ideal Candidate Skills and Experience ... Attention to detail is crucial, as the Financial Associate will be responsible for ensuring the ...
Retail Sales Associate-DEL SOL
$13/hr
Medical
Dental
Vision
Life
PTO
Whether you're starting your career or building your next chapter, we invest in your growth so you can learn, lead and help create feel good moments every day. Summary: As a Sales Associate, you will ...
Retail Sales Associate-DEL SOL
$13/hr
Medical
Dental
Vision
Life
PTO
Whether you're starting your career or building your next chapter, we invest in your growth so you can learn, lead and help create feel good moments every day. Summary: As a Sales Associate, you will ...
Retail Sales Associate-DEL SOL
$13/hr
Medical
Dental
Vision
Life
PTO
Whether you're starting your career or building your next chapter, we invest in your growth so you can learn, lead and help create feel good moments every day. Summary: As a Sales Associate, you will ...
Retail Sales Associate-DEL SOL
$13/hr
Medical
Dental
Vision
Life
PTO
Whether you're starting your career or building your next chapter, we invest in your growth so you can learn, lead and help create feel good moments every day. Summary: As a Sales Associate, you will ...
Retail Sales Associate-PLAZA LAS AMERICAS
$13/hr
Medical
Dental
Vision
Life
PTO
Whether you're starting your career or building your next chapter, we invest in your growth so you can learn, lead and help create feel good moments every day. Summary: As a Sales Associate, you will ...
Retail Sales Associate-PLAZA LAS AMERICAS
$13/hr
Medical
Dental
Vision
Life
PTO
Whether you're starting your career or building your next chapter, we invest in your growth so you can learn, lead and help create feel good moments every day. Summary: As a Sales Associate, you will ...
Retail Sales Associate-PLAZA LAS AMERICAS
$13/hr
Medical
Dental
Vision
Life
PTO
Whether you're starting your career or building your next chapter, we invest in your growth so you can learn, lead and help create feel good moments every day. Summary: As a Sales Associate, you will ...
Retail Sales Associate-PLAZA LAS AMERICAS
$13/hr
Medical
Dental
Vision
Life
PTO
Whether you're starting your career or building your next chapter, we invest in your growth so you can learn, lead and help create feel good moments every day. Summary: As a Sales Associate, you will ...
Stock Assoc
$10.25 - $13/hr
Medical
Dental
Vision
Retirement
PTO
For an associate to be scheduled 20 hours or more weekly, greater availability (beyond the minimum ... A 401(k) plan and other investment opportunities * A wellness program that supports your physical ...
Stock Assoc
$10.25 - $13/hr
Medical
Dental
Vision
Retirement
PTO
For an associate to be scheduled 20 hours or more weekly, greater availability (beyond the minimum ... A 401(k) plan and other investment opportunities * A wellness program that supports your physical ...
Stock Assoc
San Juan, PR · On-site
$10.25 - $13/hr
Medical
Dental
Vision
Retirement
PTO
For an associate to be scheduled 20 hours or more weekly, greater availability (beyond the minimum ... A 401(k) plan and other investment opportunities * A wellness program that supports your physical ...
Stock Assoc
San Juan, PR · On-site
$10.25 - $13/hr
Medical
Dental
Vision
Retirement
PTO
For an associate to be scheduled 20 hours or more weekly, greater availability (beyond the minimum ... A 401(k) plan and other investment opportunities * A wellness program that supports your physical ...
Stock Assoc
San Juan, PR · On-site
$10.25 - $13/hr
Medical
Dental
Vision
Retirement
PTO
For an associate to be scheduled 20 hours or more weekly, greater availability (beyond the minimum ... A 401(k) plan and other investment opportunities * A wellness program that supports your physical ...
Stock Assoc
San Juan, PR · On-site
$10.25 - $13/hr
Medical
Dental
Vision
Retirement
PTO
For an associate to be scheduled 20 hours or more weekly, greater availability (beyond the minimum ... A 401(k) plan and other investment opportunities * A wellness program that supports your physical ...
Junior Financial Associate
San Juan, PR · On-site
Exposure to investment banking, corporate finance, or transaction advisory concepts. * Experience ... Associate position. Together, we can achieve financial excellence and drive strategic growth ...
Quick apply
Junior Financial Associate
San Juan, PR · On-site
Exposure to investment banking, corporate finance, or transaction advisory concepts. * Experience ... Associate position. Together, we can achieve financial excellence and drive strategic growth ...
Junior Financial Associate
San Juan, PR · On-site
Exposure to investment banking, corporate finance, or transaction advisory concepts. * Experience ... Associate position. Together, we can achieve financial excellence and drive strategic growth ...
Quick apply
Junior Financial Associate
San Juan, PR · On-site
Exposure to investment banking, corporate finance, or transaction advisory concepts. * Experience ... Associate position. Together, we can achieve financial excellence and drive strategic growth ...
Accounting Associate
San Juan, PR · Hybrid
Pantera Capital is the first institutional investment firm focused exclusively on bitcoin, other ... Pantera is hiring an Accounting Junior or Associate to support the management companies. The ideal ...
Accounting Associate
San Juan, PR · Hybrid
Pantera Capital is the first institutional investment firm focused exclusively on bitcoin, other ... Pantera is hiring an Accounting Junior or Associate to support the management companies. The ideal ...
Store Associate
Guayama, PR · On-site
$12.13/hr
Medical
Retirement
Store Associates are also expected to promptly resolve any customer concerns and ensure maximum ... Our people are behind the strength of our success, and we invest and support you in: Life ... with ...
Store Associate
Guayama, PR · On-site
$12.13/hr
Medical
Retirement
Store Associates are also expected to promptly resolve any customer concerns and ensure maximum ... Our people are behind the strength of our success, and we invest and support you in: Life ... with ...
Store Associate
Toa Baja, PR · On-site
$14.75 - $17/hr
Medical
Retirement
Store Associates are also expected to promptly resolve any customer concerns and ensure maximum ... Our people are behind the strength of our success, and we invest and support you in: Life ... with ...
Store Associate
Toa Baja, PR · On-site
$14.75 - $17/hr
Medical
Retirement
Store Associates are also expected to promptly resolve any customer concerns and ensure maximum ... Our people are behind the strength of our success, and we invest and support you in: Life ... with ...
Store Associate
Guayama, PR · On-site
$14.75 - $17/hr
Medical
Retirement
Store Associates are also expected to promptly resolve any customer concerns and ensure maximum ... Our people are behind the strength of our success, and we invest and support you in: Life ... with ...
Store Associate
Guayama, PR · On-site
$14.75 - $17/hr
Medical
Retirement
Store Associates are also expected to promptly resolve any customer concerns and ensure maximum ... Our people are behind the strength of our success, and we invest and support you in: Life ... with ...
We are seeking a Behavioral Health Associate (BHA) to join our team. Summary As a Behavioral Health ... Work alongside experienced clinical and nursing leaders who invest in your success and well being.
We are seeking a Behavioral Health Associate (BHA) to join our team. Summary As a Behavioral Health ... Work alongside experienced clinical and nursing leaders who invest in your success and well being.
Associate, Sales & Services
Guaynabo, PR · On-site
$15 - $20/hr
The Associate, Sales & Services provides an excellent customer service experience while identifying ... Find well integrated and alternative solutions while cross-selling investment, mortgage, commercial ...
Associate, Sales & Services
Guaynabo, PR · On-site
$15 - $20/hr
The Associate, Sales & Services provides an excellent customer service experience while identifying ... Find well integrated and alternative solutions while cross-selling investment, mortgage, commercial ...
Investment Associate information
See Bayamon, PR salary details
$19.8K - $35.5K
4% of jobs
$35.5K - $51.2K
14% of jobs
$54.7K is the 25th percentile. Wages below this are outliers.
$51.2K - $66.9K
32% of jobs
The median wage is $67.3K / yr.
$66.9K - $82.5K
18% of jobs
$82.5K - $98.2K
7% of jobs
$98.6K is the 75th percentile. Wages above this are outliers.
$98.2K - $113.9K
12% of jobs
$113.9K - $129.6K
9% of jobs
$129.6K - $145.3K
4% of jobs
$145.3K - $160.9K
0% of jobs
$160.9K - $176.6K
0% of jobs
$176.6K - $192.3K
0% of jobs
$19.8K
$87.4K
$192.3K
How much do investment associate jobs pay per year?
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?
What is the difference between Investment Associate vs Financial Analyst?
| Aspect | Investment Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, possibly CFA Level I | Bachelor's degree, CFA Level I often preferred |
| Work Environment | Investment firms, asset management, private equity | Corporations, banks, investment firms |
| Employer & Industry Usage | Common in asset management and private equity | Widespread across finance sectors |
| Common Search & Comparison | Yes | Yes |
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?
What are the key skills and qualifications needed to thrive as an investment associate, and why are they important?

Full-time
Re-posted 4 days ago
Job description
We are seeking an Investor Relations Operations Associate to join our San Juan office. This is an operationally focused role responsible for processing and managing the full lifecycle of capital activity and investor documentation. The position works closely with the finance, legal, compliance, and fund administration teams and does not involve direct investor-facing or business development responsibilities. This role requires presence at least three days a week in our San Juan office.
Qualifications
- 2 to 5 years of experience in fund operations, investor relations operations, or a related back-office role within the financial services industry
- Bachelor's degree in Finance, Business Administration, Economics, or a related field
- Direct experience processing subscription and redemption documents, wire instructions, and capital activity in a hedge fund, venture fund, or alternative investment environment
- Strong proficiency with Microsoft Office (Excel, Word, Outlook); experience with Salesforce or similar CRM a plus
- Exceptional attention to detail and commitment to accuracy in handling financial documentation
- Ability to manage multiple time-sensitive tasks simultaneously with limited oversight
- Familiarity with fund administration workflows and AML/KYC documentation requirements preferred
- Interest in or knowledge of blockchain and cryptocurrency a plus
Responsibilities
- Process and review subscription and redemption documents for accuracy and completeness across all fund vehicles
- Manage and verify wire instructions for capital activity, ensuring proper controls and documentation standards are met
- Coordinate with fund administrators to facilitate timely settlement of subscriptions, redemptions, and transfers
- Maintain and update the firm's CRM with investor account information, capital activity records, and documentation status
- Track and manage investor onboarding documentation including KYC/AML materials, legal entity documents, and account opening forms
- Liaise with legal, compliance, and finance teams to ensure all capital activity is properly reviewed and approved prior to processing
- Monitor open items and outstanding documentation requests, following up internally as needed to keep workflows on track
- Support audit and regulatory requests by organizing and retrieving investor documentation as required
- Contribute to ongoing improvements in IR operations procedures, controls, and workflow efficiency
- Maintain strict confidentiality in handling investor data and financial information
About PANTERA CAPITAL
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1 - 10 Employees
Headquarters location
San Francisco, CA, US
Year founded
2003