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Investment Associate Jobs in Greer, SC (NOW HIRING)

United Community Bank

Investment Analyst

Greenville, SC · On-site

$72K - $87K/yr

Overview The Investment Analyst provides crucial research and due diligence findings regarding external investment managers to the Wealth Management Investment Management Council and the leadership ...

United Community Bank

Investment Analyst

Greenville, SC · On-site

$72K - $87K/yr

Overview The Investment Analyst provides crucial research and due diligence findings regarding external investment managers to the Wealth Management Investment Management Council and the leadership ...

United Community Bank

Investment Analyst

Greenville, SC · On-site

$72K/yr

The Investment Analyst provides crucial research and due diligence findings regarding external investment managers to the Wealth Management Investment Management Council and the leadership of Wealth ...

United Community Bank

Investment Analyst

Greenville, SC · On-site

$73 - $87/hr

Overview The Investment Analyst provides crucial research and due diligence findings regarding external investment managers to the Wealth Management Investment Management Council and the leadership ...

Fairfield

Community Leasing Associate

Taylors, SC · On-site

$18 - $21/hr

As we continue to grow, we're dedicated to investing in our people. Our culture is built on trust ... About the Role As a Community Leasing Associate, you'll be the face of Fairfield for prospective ...

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All JobsInvestment Associate JobsInvestment Associate Jobs in Greer, SC

Investment Associate information

See Greer, SC salary details

$21.2K

$93.3K

$205.3K

How much do investment associate jobs pay per year?

As of Aug 19, 2026, the average yearly pay for investment associate in Greer, SC is $93,335.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,500.00 and $113,000.00 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.

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Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Greer, SC as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $93,335 per year, or $44.9 per hour.

Investment Analyst

United Community Bank

Greenville, SC • On-site

$72K - $87K/yr

Full-time

Posted 8 days ago

Job description

Overview

The Investment Analyst provides crucial research and due diligence findings regarding external investment managers to the Wealth Management Investment Management Council and the leadership of Wealth Management.  The Investment Analyst will also develop efficient portfolios and portfolio models with differing risk profiles for Wealth Management clients and prospects.  The Investment Analyst will present recommendations on managers and portfolios to the Asset Management Council and the Director of Research.  He/she will also prepare communications designed to inform Portfolio Managers regarding investment manager selections, portfolio construction and tactical changes to same.

What You'll Do
  • Perform research and due diligence on external investment managers.
  • Perform regular manager searches for variety of asset classes and vehicles.
  • Contact fund and manager firms for updates on strategies and performance.
  • Present findings and recommendations to Asset Management Council and WM Management.
  • Develop efficient portfolios and models for different objectives across risk spectrum.
  • Document findings for compliance and audit.
  • Communicate portfolio and manager information to Portfolio Managers in field.
  • Review non-approved assets received in-kind on new accounts.
  • Perform annual reviews on non-approved assets.
Requirements For Success
  • Bachelor's degree required; Graduate degree preferred.
  • Preferred certifications: Certified Financial Analyst or CFA candidate.
  • 6+ or more years investment experience with emphasis on manager research.
  • Ability to work well independently and in a team environment.
  • Good analytical, verbal, and written communication skills.
Conditions of Employment
  • Must be able to pass a criminal background & credit check
  • This is a full-time, non-remote position

FLSA Status

  • Exempt

Ready to take your career to the next level? Apply now and become a vital part of our team!

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

Pay RangeUSD $72,892.00 - USD $87,329.00 /Yr.Employment Type: FULL_TIME

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