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Investment Associate Jobs in Lakewood Ranch, FL (NOW HIRING)

Lennar

Investor Liaison

Saint Petersburg, FL

These associates are responsible for ensuring the loans are funded by the investors in a timely manner which requires a myriad of skills and processes requiring the associates to interact with many ...

Lennar

Investor Liaison

Saint Petersburg, FL · On-site

These associates are responsible for ensuring the loans are funded by the investors in a timely manner which requires a myriad of skills and processes requiring the associates to interact with many ...

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All JobsInvestment Associate JobsInvestment Associate Jobs in Lakewood Ranch, FL

Investment Associate information

See Lakewood Ranch, FL salary details

$21.1K

$92.9K

$204.3K

How much do investment associate jobs pay per year?

As of Aug 25, 2026, the average yearly pay for investment associate in Lakewood Ranch, FL is $92,907.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,200.00 and $112,500.00 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

What cities near Lakewood Ranch, FL are hiring for Investment Associate jobs?

Cities near Lakewood Ranch, FL with the most Investment Associate job openings:

Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Lakewood Ranch, FL as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $92,907 per year, or $44.7 per hour.

Investment Analyst

Saint Petersburg, FL • On-site

Network Temp Inc
See more jobs at Network Temp Incexternal

$40/hr

Full-time

Re-posted 9 days ago

Job description

Description:

Our client's Finance teams turn data into insights and risk analysis into solutions while ensuring the Group’s financial performance is top notch. There is a diverse range of expertise within Finance, including Financial Planning & Controlling, Internal Audit, Mergers and Acquisitions, Treasury, Tax and Consolidation.


What You Will Learn: As an Investment Analyst/Associate at our client's corporate venture capital fund you will support key aspects of the fund’s investment and portfolio support activities.

Key responsibilities:
• Screening and qualification of investment opportunities
• Analytical and administrative management of due diligence processes
• Business plan modeling and valuation analysis
• Preparation of internal memoranda and reporting


Requirements:

What We Are Looking For:


Required Qualifications:

• 2+ years of professional experience in a private equity firm (investment team) and/or in M\&A investment banking

• Excellent writing and research skills and a strong understanding of accounting principles and financial modeling


Preferred Qualifications:

• Familiarity with the beauty industry, consumer brands, consumer retail, and/or venture capital