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

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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 19, 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.
Senior Associate/Associate Manager, Trade Operations (LH-BPO)

Senior Associate/Associate Manager, Trade Operations (LH-BPO)

SS&C Technologies

West Palm Beach, FL • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 5 days ago

SS&C Technologies rating

7.7

Company rating: 7.7 out of 10

Based on 38 frontline employees who took The Breakroom Quiz

121st of 209 rated software companies

Job description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Senior Associate/Associate Manager, Trade Operations
Location: Palm Beach Gardens, FL | Hybrid
About the Role
As an Entry-Level Associate, Trade Operations, you will support the day-to-day trade operations and post-trade functions for hedge fund clients through SS&C's partnership with Lighthouse Investment Partners, LLC (d/b/a Luminae Partners), an $18 billion AUM asset management firm. This role offers an excellent entry point into financial services with direct exposure to complex trading environments, multi-asset investment strategies, and institutional operations.
You will work closely with portfolio managers, traders, counterparties, prime brokers, and internal operational teams to help ensure accurate trade processing, settlement, reconciliation, and reporting across a broad range of financial products. This position is ideal for candidates interested in developing a long-term career within hedge fund operations, trade support, or asset management.
In this fast-paced, collaborative environment, you will gain hands-on experience with the full trade lifecycle while building strong analytical, operational, and client service skills.
Why Join SS&C
SS&C combines proprietary technology with deep industry expertise to support complex financial and healthcare operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.
Through our partnership with Lighthouse Partners, you will gain exposure to sophisticated hedge fund strategies, institutional trading activity, and large-scale operational infrastructure while working alongside experienced industry professionals.
How You Will Make an Impact
  • Support daily trade operations activities for hedge fund clients across multiple investment strategies including Long/Short Equity, Global Macro, Credit, Fixed Income, Distressed, Emerging Markets, and Multi-Strategy funds
  • Monitor and process trade lifecycle events including trade capture, settlement, confirmation matching, and exception management
  • Reconcile cash, positions, market values, and trade activity across internal systems, custodians, and prime brokers
  • Research and resolve trade breaks, settlement discrepancies, and operational exceptions in a timely manner
  • Serve as a point of coordination between internal teams, counterparties, brokers, and fund administrators to ensure accurate and efficient trade processing
  • Provide operational support across a variety of financial instruments including equities, fixed income, FX, futures, swaps, options, repos, and other OTC products
  • Assist with wire processing, collateral movements, and payment confirmations related to settlements and financing activity
  • Prepare operational reporting and metrics related to trade volumes, reconciliation activity, and processing accuracy
  • Partner with internal SS&C GlobeOp teams including Fund Accounting, Investor Services, Technology, and Operations to support overall client servicing efforts
  • Contribute to process improvement initiatives focused on operational efficiency, risk reduction, and scalability

Required Experience
  • 2+ years of experience in Trade Operations
  • Bachelor's degree in Finance, Accounting, Economics, Business, or related field
  • Internship or academic exposure to financial markets, operations, accounting, or investment management preferred
  • Foundational understanding of capital markets and financial products

What Sets You Apart
  • Strong analytical and problem-solving skills with high attention to detail
  • Proficiency in Microsoft Excel and ability to work with large datasets
  • Strong written and verbal communication skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Team-oriented mindset with strong collaboration skills
  • Interest in hedge funds, trade operations, and financial markets
  • Ability to learn quickly and adapt within a dynamic operational environment

Join SS&C, where innovation meets global opportunities. Click here to apply.
#LI-HW1 #LI-HYBRID #CA-HW
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Applications will be accepted on an ongoing basis until the position is filled.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

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About SS&C Technologies

Sourced by ZipRecruiter

SS&C Technologies is a prominent player in the software and IT services industry, specializing in investment and financial technologies. The company is headquartered in Windsor, Connecticut, USA, with the core mission to deliver advanced technology-driven solutions and software for the global financial services industry. SS&C Technologies was established in 1986, and since its inception, the company has grown immensely to offer a comprehensive portfolio of services that include fund administration, securities industry software, insurance and pension funds software, asset management, and trading and settlement services.

Industry

Computer and computer peripheral equipment and software wholesalers

Company size

10,000+ Employees

Headquarters location

Windsor, CT, US

Year founded

1986

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