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

Northern Trust

Registered Associate II

Fort Lauderdale, FL · On-site

$64K - $105K/yr

This role requires a strong understanding of investment products, brokerage operations, and regulatory requirements to deliver high-quality, proactive client service. The associate supports client ...

Northern Trust

Registered Associate II

Fort Lauderdale, FL · On-site

$64K - $105K/yr

This role requires a strong understanding of investment products, brokerage operations, and regulatory requirements to deliver highquality, proactive client service. The associate supports client ...

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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 11, 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:
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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

Corporate Associate Attorney Private Equity / Investment Management & Funds

Direct Counsel

West Palm Beach, FL • Hybrid

$185K - $245K/yr

Full-time

Posted 8 days ago

Job description

Corporate Associate Attorney – Private Equity / Investment Management & Funds
Locations

Boca Raton, Boston, Greenwich, Hartford, Miami, New Haven, New Jersey, New York, Providence, Stamford, Washington, DC, West Hartford, West Palm Beach

Direct Counsel is seeking a Corporate Associate Attorney to join the Private Equity, Investment Management, and Funds team of a sophisticated East Coast–based law firm.

This is an exceptional opportunity for a 3–6 year associate with strong investment management and private funds experience to join a growing transactional platform. The role offers exposure to sophisticated private fund formation, investment adviser regulatory matters, family office representation, institutional investor work, and strategic corporate transactions.

Position Overview

The ideal candidate will have 3–6 years of demonstrated investment management and private fund formation experience, including significant work advising investment advisers, fund sponsors, family offices, and institutional investors.

This role is ideal for an attorney with sophisticated experience in:

  • Open-end and closed-end private fund formation
  • Investment adviser regulatory compliance
  • Family office and institutional investor representation
  • Strategic joint ventures
  • Private equity and venture capital financings
  • Mergers and acquisitions
  • General corporate transactional matters

The firm offers a hybrid schedule with two remote days per week.

Key Responsibilities
  • Advise on private fund formation, including open-end and closed-end structures
  • Counsel investment managers on regulatory compliance obligations
  • Draft and negotiate:
    • Private placement memoranda (PPMs)
    • Investment management agreements
    • Sub-advisory agreements
    • Limited partnership agreements
    • LLC operating agreements
    • Subscription agreements
    • Side letters
    • Marketing materials
  • Represent family offices and institutional investors
  • Support private equity and venture capital financings
  • Assist with strategic joint ventures
  • Handle M&A and general corporate transactions
  • Provide practical advice on evolving investment management issues
Qualifications
  • J.D. from an accredited law school
  • 3–6 years of investment management and private fund formation experience
  • Strong experience with:
    • Private fund formation
    • Investment adviser regulatory matters
    • Fund documentation
    • Investor negotiations
    • Family office representation
  • Excellent drafting, technical, and client service skills
  • Strong written and verbal communication abilities
  • Demonstrated ability to work proactively and independently
  • Creative problem-solving skills and strong commercial judgment
  • Bar admission in good standing in the applicable jurisdiction required
Compensation

Base salary range: $185,000 – $245,000

Compensation will vary based on office location, experience, qualifications, and overall fit. This role is also eligible for a discretionary merit bonus and comprehensive benefits.

Ideal Candidate

The ideal attorney will be:

  • Technically strong in funds and investment management work
  • Commercially minded and business-oriented
  • Comfortable advising sophisticated financial clients
  • A polished drafter of complex fund documents
  • Collaborative and team-focused
  • Interested in broadening into adjacent PE, M&A, and finance work
Why This Opportunity

This is an outstanding opportunity for an associate seeking to build a high-end private funds and investment management practice within a collaborative platform that also offers exposure to family offices, PE, VC, and strategic transactions. The broad office flexibility and hybrid structure make this especially attractive for laterals seeking both sophistication and long-term lifestyle sustainability.