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Investment Associate Jobs in Boca Raton, FL (NOW HIRING)

DigitalBridge

Associate

Boca Raton, FL

Investment Associates are an integral part of the firm's transaction teams and are involved in all aspects of originating and executing transactions, monitoring portfolio companies and evaluating ...

DigitalBridge

Associate

Boca Raton, FL · On-site

Investment Associates are an integral part of the firm's transaction teams and are involved in all aspects of originating and executing transactions, monitoring portfolio companies and evaluating ...

NEWMARK

Analyst, Investment

Boca Raton, FL · On-site

The Investment analyst will work closely with Brokers and Associates to provide financial analysis, underwriting, market research and assist in the creation of marketing collateral for the sale of ...

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All JobsInvestment Associate JobsInvestment Associate Jobs in Boca Raton, FL

Investment Associate information

See Boca Raton, FL salary details

$20.9K

$92.1K

$202.6K

How much do investment associate jobs pay per year?

As of Jun 12, 2026, the average yearly pay for investment associate in Boca Raton, FL is $92,119.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,700.00 and $111,500.00 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 research, and supports portfolio management to assist in making investment decisions. They often prepare reports, evaluate market trends, and use tools like Excel or financial modeling software, typically working under the supervision of senior staff in a fast-paced environment.

How much does an investment associate make?

An investment associate typically earns a salary ranging from $60,000 to $100,000 annually, depending on experience, location, and the size of the firm. Bonuses and performance incentives can also significantly increase total compensation. Entry-level roles may start lower, while experienced associates with certifications like CFA can earn higher salaries.

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 $100,000, 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 Boca Raton, FL? The most popular types of Investment jobs in Boca Raton, FL are:
What are popular job titles related to Investment Associate jobs in Boca Raton, FL? For Investment Associate jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Investment Associate jobs in Boca Raton, FL look for? The top searched job categories for Investment Associate jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Investment Associate jobs? Cities near Boca Raton, FL with the most Investment Associate job openings:
Investment Associate jobs near you
Investment Associate (Financial Services Career Development Program)

Investment Associate (Financial Services Career Development Program)

Hennion & Walsh, Inc.

Boca Raton, FL

$30K/yr

Other

Medical, Dental, Retirement

Posted 4 days ago

Job description

Investment Associate

People often ask us what an Investment Associate at Hennion & Walsh does. As an Investment Associate, you will experience a comprehensive 18-month financial services career development program designed to enable a yet-to-be registered individual to thrive in the financial services industry. We pay you while you study and prepare to take the various exams needed to be a licensed financial advisor. Once you have passed the examinations, your salary continues while you begin learning and understanding the skills it takes to succeed as an advisor at Hennion & Walsh. Hennion & Walsh provides ongoing training and support to all of our advisors. We have a proven success model that enables you to build a long-term career.

If you are a highly motivated individual and looking to join a vibrant growing company, Hennion & Walsh, Inc. may be the right choice for you. We are looking for performance-driven personalities and entrepreneurs in spirit who are looking to build a career helping the individual investor achieve their financial goals and dreams.

Overview

Hennion & Walsh is an advocate to the individual investor. We believe in putting the client first. At Hennion & Walsh, we know individual investors want a personal relationship with their advisor, and we believe in guiding our clients to achieve their financial goals and dreams through conservative income and growth strategies.

We are searching for highly talented and motivated individuals of all educational backgrounds to join our dynamic workforce as Investment Associates. Our ideal candidates thrive in a fast-paced environment, are goal-oriented, possess a great attitude, and communicate extremely well. We have immediate openings!

Opportunity

Work for a successful investment firm dedicated to performance, integrity, service, and innovation
Gain business expertise and market knowledge through our comprehensive training and mentoring program
Perform in an energetic, open environment
Succeed in an achievement-based culture

Qualifications

Bachelor's degree
Personal or professional track record of achievement
Highly professional work ethic
Ability to handle multiple responsibilities and take initiative
Excellent organizational and time management skills

Benefits

Competitive compensation
Open and supportive team-based environment
Full medical and dental benefits
401(k) plan with company match

The base salary range for this trainee position is $30,000.00-61,000.00 per year, plus variable compensation.  Please note this role requires in-person attendance.

Placement in the range will vary based on performance throughout the training period.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the position includes variable compensation and benefits including health benefits and 401(k) plan.

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