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Investment Associate Jobs in Chicago, IL (NOW HIRING)

The Scion Group

Investment Associate

Chicago, IL

In addition, this role will support related investment verticals that are critical to the performance and success of Scion's operations. The Associate fosters strong cross departmental working ...

The Scion Group

Investment Associate

Chicago, IL · On-site

In addition, this role will support related investment verticals that are critical to the performance and success of Scion's operations. The Associate fosters strong cross departmental working ...

The Scion Group

Investment Associate

Chicago, IL · On-site

In addition, this role will support related investment verticals that are critical to the performance and success of Scion's operations. The Associate fosters strong cross departmental working ...

5 Legal

Investment Management Associate

Chicago, IL

A top 50 AmLaw Firm is seeking a junior to mid-level associate to join their Investment Management Group in Chicago, Los Angeles, New York, Washington, San Francisco, Silicon Valley, and Denver ...

5 Legal

Investment Funds Associate

Chicago, IL

Am Law top 10 and one of the world's most elite law firms seeks a highly qualified associate to join their Investment Funds Group. The ideal candidate will have 1-3 years of corporate experience at a ...

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All JobsInvestment Associate JobsInvestment Associate Jobs in Chicago, IL

Investment Associate information

See Chicago, IL salary details

$22.7K

$100.1K

$220.1K

How much do investment associate jobs pay per year?

As of Aug 31, 2026, the average yearly pay for investment associate in Chicago, IL is $100,078.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,000.00 and $121,100.00 per year, depending on experience, location, and employer.

What is an investment associate?

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 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 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.

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.

More about Investment Associate jobs

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The most popular types of Investment jobs in Chicago, IL are:

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For Investment Associate jobs in Chicago, IL, the most frequently searched job titles are:

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The top searched job categories for Investment Associate jobs in Chicago, IL are:

What cities near Chicago, IL are hiring for Investment Associate jobs?

Cities near Chicago, IL with the most Investment Associate job openings:

Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Chicago, IL as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $100,078 per year, or $48.1 per hour.

Investment Associate

Mundelein, IL • On-site

SKBA Capital Management, LLC
Investment Management and Consulting Services • 1 - 10 employees
Learn more about SKBA Capital Management, LLCexternal

$85K - $95K/yr

Other

Posted yesterday

New

Job description

SKBA Capital Management, a value investing firm based in San Francisco, is seeking an Investment Associate to support investment, trading, and marketing functions.

Position Overview:

Assist members of the investment team by analyzing publicly-listed companies based on valuation judgments generated through fundamental analysis. This role requires strong writing abilities, an understanding of financial accounting, and intellectual curiosity.

Trading responsibilities include supporting and backing up the trading function with daily processes, ad-hoc projects, and continual process improvement.


For marketing, you will be responsible for generating portfolio data, updating external materials, and maintaining consultant databases generally on a quarterly-basis. This specific role requires a keen attention to detail, proficiency in excel, and a relentless focus on efficiency.

Responsibilities:

Work with analysts and portfolio managers on research projects, including maintaining proprietary databases to help drive the investment process.

Prepare financial models for evaluating publicly listed companies based on fundamental, bottom-up company & industry research.

Generate and utilize portfolio data (characteristics, sector weights, etc.) to update presentations and other external materials, and maintain data integrity in investment consultant databases. Drive the quarter-end data gathering and synthesis process, updating spreadsheets, databases, marketing materials and communication with team members.

Assist in daily trading functions. Become proficient in fixed income and equity trading software. Assist the trading process with ad-hoc projects for process improvements and error reduction.

Qualifications:

At least two years of experience in the financial industry.

Excellent written, verbal and interpersonal communication skills.

Strong attention to detail and analytical abilities.

High level of proficiency in Excel, Word, and PowerPoint. Familiarity with FactSet and Bloomberg desired.

Able to work effectively in teams, while also being a self-starter that thrives in an entrepreneurial environment with limited bureaucracy.

Progress towards CFA charter desired.


Hybrid position: In-office days are required

Salary: $85,000 – $95,000

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