ZipRecruiter

Log In

1

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 ...

DigitalBridge

Associate (2027 Start)

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 (2027 Start)

Boca Raton, FL · On-site

$144K - $216K/yr

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 ...

next page

Showing results 1-20

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 Jul 14, 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 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 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
Infographic showing various Investment Associate job openings in Boca Raton, FL as of July 2026, with employment types broken down into 44% Full Time, and 56% Part Time. Highlights an 100% In-person job distribution, with an average salary of $92,119 per year, or $44.3 per hour.
Investment Associate

Investment Associate

Storage Rentals of America

West Palm Beach, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago

Storage Rentals of America rating

6.8

Company rating: 6.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

6th of 29 rated removal and storage companies

Job description

Become the newest member of our exciting team at SROA Capital as we redefine self-storage!
At SROA, we offer a career and opportunity to grow. We strongly believe in growing our talent and promoting within. We are proud to be honored as one of the TOP WORKPLACES of South Florida by the Sun Sentinel three years in a row.
SROA Capital is a vertically integrated private equity real estate investment firm that has evolved into a global asset manager with a successful track record of providing risk adjusted returns to its partners through its focused strategy of investing in self-storage. SROA is headquartered in West Palm Beach, FL and has invested, redeveloped, and developed self storage across the risk spectrum in major and secondary markets across the United States under the brand Storage Rentals of America and the UK under the brand Kangaroo Self Storage with approximately 900 employees globally.
The Investment Associate will be responsible for performing all aspects of underwriting and due diligence for real estate assets and operating companies.
Duties and Responsibilities:
  • Analyze and underwrite commercial real estate properties across all asset classes.
  • Model in-place and projected investment performance including investor returns across various waterfall structures.
  • Assist with all due diligence relating to new investments.
  • Gather market data including demographics, sales and rent comparables, and other market studies.
  • Prepare and present internal and external investment memos.
  • Monitor and analyze investment performance.
  • Assists with financing and disposition transactions.
  • Assists with ad-hoc/special projects as needed.

Qualifications:
  • Bachelor's degree, preferably with a major in Science, Mathematics, Technology, Engineering, Real Estate, Finance, or Accounting.
  • Three to five years of related experience, Commercial Real Estate experience preferred.
  • Ability to interpret and review purchase agreements, closing statements, appraisals, tax forms, surveys, lease agreements, and title documentation.
  • Demonstrated analytical skills and underwriting related experience, preferably with all commercial property types.
  • Strong computer knowledge and skills including in-depth expert knowledge of Microsoft Office (Excel, Word, & PowerPoint).
  • Ability to prioritize and multi-task in a fast-paced environment to meet deadlines.
  • Ability to handle confidential information in a discreet, professional manner.
  • Eye for detail, accuracy is imperative.
  • Ability to be an effective team member and display initiative.
  • Excellent verbal and written communication skills
  • Ability to work long hours, including some nights and weekends.

SROA Offers:
  • Competitive pay with bonus potential
  • UKG Wallet - on-demand pay option
  • 100% paid medical coverage options for employee-only
  • Dental and vision plans for optimal care
  • Eight (8) paid holidays
  • Generous Paid Time Off (PTO), increasing with years of service
  • Paid Maternity and Parental Leave for growing families
  • 401(k) with substantial employer match and 100% immediate vesting
  • Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), and Dependent Care Flexible Spending Accounts (DCFSA) for tax-advantaged savings
  • GAP Insurance for added financial protection
  • Employer-paid Life Insurance and Short-Term Disability coverage
  • Long-Term Disability (LTD) coverage for added peace of mind
  • Pet insurance - because your pets are family too
  • Storage Discounts to help you declutter and organize
  • Access to Voluntary Benefits for personalized coverage
  • Learning and development opportunities to maximize your potential and excel in your career
  • A great culture that values collaboration, innovation, and inclusivity

This role is being handled internally; we are not partnering with outside agencies and do not accept unsolicited outreach.
SROA is an Equal Opportunity employer and uses the federal government E-Verify system to verify employment eligibility.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

What Storage Rentals of America employees say

Pay

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply