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Investment Associate Jobs in Bayamon, PR (NOW HIRING)

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 ...

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 ...

Retail Sales Associate-DEL SOL

Bayamon, PR

$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

Bayamon, PR

$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

San Juan, PR

$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 ...

Exposure to investment banking, corporate finance, or transaction advisory concepts. * Experience ... Associate position. Together, we can achieve financial excellence and drive strategic growth ...

Exposure to investment banking, corporate finance, or transaction advisory concepts. * Experience ... Associate position. Together, we can achieve financial excellence and drive strategic growth ...

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

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 ...

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Showing results 1-20

Investment Associate information

See Bayamon, PR salary details

$19.8K

$87.4K

$192.3K

How much do investment associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for investment associate in Bayamon, PR is $87,439.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,500.00 and $105,800.00 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.
Infographic showing various Investment Associate job openings in Bayamon, PR as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 25% Part Time, 3% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $87,439 per year, or $42 per hour.

Investor Relations Operations Associate

Pantera Capital Management LP

San Juan, PR • On-site

Full-time

Re-posted 4 days ago


Job description

Pantera Capital is the first institutional investment firm focused exclusively on bitcoin, other digital currencies, and companies in the blockchain tech ecosystem. Pantera launched the first cryptocurrency fund in the United States in 2013. The firm subsequently launched the first exclusively-blockchain venture fund. In 2017, Pantera was the first firm to offer an early-stage token fund. Pantera manages $3.5bn across three strategies - passive, hedge, and venture - exclusively focused on bitcoin, other digital currencies, and companies in the blockchain tech ecosystem.
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