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

PKF O'Connor Davies

Tax Associate

Hollywood, FL · On-site

$53K - $71K/yr

We believe our team members are our greatest asset, and we invest in their growth and success ... We are seeking a motivated Tax Associate to join our team. This role will focus on the preparation ...

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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 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 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

Healthcare Transactions Associate Attorney

Aligned Talent Acquisition

Boca Raton, FL • On-site

$230K - $360K/yr

Full-time

Posted 21 days ago

Job description

Healthcare Transactions Associate Attorney

Miami, Boca Raton, or Palm Beach, Florida
3–8 Years Experience
$230,000–$360,000

A highly respected AmLaw 200 firm is seeking a Healthcare Transactions Associate Attorney to join its growing Florida platform in Miami, Boca Raton, or Palm Beach. This opportunity is ideal for an attorney looking to work on sophisticated healthcare transactions and regulatory matters within a collaborative and entrepreneurial environment serving healthcare providers, investors, management groups, and healthcare organizations.

The firm is seeking a motivated associate attorney with strong transactional experience who is interested in advising clients across a broad range of healthcare and corporate matters.

The Role

Associates in this position may work on matters involving:

  • Healthcare mergers & acquisitions
  • Physician practice transactions
  • MSO and management services arrangements
  • Healthcare joint ventures and strategic partnerships
  • Regulatory compliance and operational matters
  • Corporate governance and entity structuring
  • Healthcare contracting and commercial agreements
  • Private equity and investment transactions involving healthcare entities

Attorneys will work closely with healthcare providers, physician groups, private equity sponsors, and healthcare companies on high-value transactions and strategic initiatives.

Ideal Background
  • 3–8 years of transactional healthcare or sophisticated corporate transactional experience
  • Experience with healthcare regulatory and transactional matters preferred
  • Strong drafting, negotiation, and analytical skills
  • Ability to manage multiple transactions and deadlines in a fast-paced environment
  • Strong interpersonal and client relationship skills
  • JD from an ABA-accredited law school with strong academic credentials
  • Florida Bar admission preferred or ability to waive in
Why This Opportunity
  • Sophisticated healthcare transactional platform
  • Significant client-facing opportunities and hands-on responsibility
  • Entrepreneurial and collaborative culture
  • Exposure to healthcare providers, investors, and private equity clients
  • Strong long-term growth potential within an expanding Florida platform

Compensation: $230,000–$360,000 DOE

Interested candidates should submit a resume and deal sheet for confidential consideration.

Even if you’re not actively looking, we’re always happy to serve as a confidential market resource and discuss opportunities that may align with your long-term goals.

Confidential inquiries welcome.

Devney Ayers
Director of Legal Recruiting, Aligned Talent Acquisition
devney@alignedtalentacquisition.com
(216) 710-5174