ZipRecruiter

Log In

1

Investment Associate Jobs in New Rochelle, NY (NOW HIRING)

53 Stations

Investment Associate

Manhattan, NY · On-site

$90 - $130/hr

Investment Associate | New York/San Francisco/Toronto - Full-Time / Part-Time | Onsite Emergence is a thematic holding company backed by the Pritzker Organization focused exclusively on acquiring and ...

TEEMA Solutions Group

Co-Investment Associate

Manhattan, NY · On-site

$140 - $185/hr

Position Overview Co-Investment Associates support senior investment professionals in sourcing, evaluating, executing, and monitoring direct co-investment opportunities alongside lead sponsors. The ...

New

Northern Trust

Investment Associate

New York, NY · On-site

$64K - $102K/yr

Works under the direction of the Investment Advisor to complete all client requests. Responsible for supporting risk and compliance requirements for the team, including: Working diligently to ...

InforCapital

Senior Investment Associate

Manhattan, NY · On-site

$180 - $230/hr

The firm is hiring a Senior Investment Associate to join its small investment team and report directly to the Chief Investment Officer (CIO).**Key Responsibilities**- Source, evaluate, and lead ...

Msk

Associate, Investment Strategy

New York, NY · Hybrid

$152K - $251K/yr

Associate, Investment Strategy The Investment Management Division (IMD) is seeking an Investment Associate, and the role supports MSK's mission to end cancer for life by managing financial resources ...

previous pagenext page

Showing results 21-40

All JobsInvestment Associate JobsInvestment Associate Jobs in New Rochelle, NY

Investment Associate information

See New Rochelle, NY salary details

$22.6K

$99.9K

$219.7K

How much do investment associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for investment associate in New Rochelle, NY is $99,894.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,900.00 and $120,900.00 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 are the most commonly searched types of Investment jobs in New Rochelle, NY?

The most popular types of Investment jobs in New Rochelle, NY are:

What are popular job titles related to Investment Associate jobs in New Rochelle, NY?

For Investment Associate jobs in New Rochelle, NY, the most frequently searched job titles are:

What job categories do people searching Investment Associate jobs in New Rochelle, NY look for?

The top searched job categories for Investment Associate jobs in New Rochelle, NY are:

What cities near New Rochelle, NY are hiring for Investment Associate jobs?

Cities near New Rochelle, NY with the most Investment Associate job openings:

Investment Associate jobs near you
Infographic showing various Investment Associate job openings in New Rochelle, NY as of August 2026, with employment types broken down into 1% As Needed, 65% Full Time, 32% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $99,894 per year, or $48 per hour.

Investment Associate

53 Stations

Manhattan, NY • On-site

$90 - $130/hr

Other

Re-posted 13 days ago

Key responsibilities

  • Lead financial and operational due diligence on acquisition targets from kickoff to IC.

  • Build comprehensive financial models covering unit economics, SaaS KPIs, valuation, and operating leverage.

  • Write and present Investment Committee memos with diligence findings and deal assessments.

Job description

Investment Associate | New York/San Francisco/Toronto - Full-Time / Part-Time | Onsite

Emergence is a thematic holding company backed by the Pritzker Organization focused exclusively on acquiring and scaling category-defining software businesses. We organize investments into focused portfolios with deep domain expertise and proven operational playbooks. We combine permanent capital with a growth equity mindset — partnering closely with leadership teams to drive sustainable ARR growth, profitability improvements, and industry-leading customer outcomes.

Who We Are

Emergence is a thematic holding company backed by the Pritzker Organization focused exclusively on acquiring and scaling category-defining software businesses. We organize investments into focused portfolios with deep domain expertise and proven operational playbooks. We combine permanent capital with a growth equity mindset — partnering closely with leadership teams to drive sustainable ARR growth, profitability improvements, and industry-leading customer outcomes.

The Mission

Own the investment execution process end to end - from first look through close - on majority buyout transactions in enterprise software.

What You'll Do
  • Lead financial and operational due diligence on acquisition targets, owning the workstream from kickoff to IC.
  • Build comprehensive financial models covering unit economics, SaaS KPIs, valuation, and operating leverage.
  • Run quality of earnings analyses and own the net working capital bridge and indebtedness definitions.
  • Write and present Investment Committee memos with clear diligence findings and a defensible point of view.
  • Assess and synthesize deal terms and majority buyout structures, identifying risks in negotiated positions.
  • Collaborate with legal, finance, and operations teams to drive clean deal execution and post-close integration planning.
  • Develop retention analyses and customer cohort work to evaluate pipeline health of acquisition targets.
What We're Looking For Must-haves
  • 3 to 5 years of experience in private equity, growth equity, or investment banking with direct deal execution exposure.
  • Has run a full diligence process and contributed directly to a closed transaction.
  • Deep understanding of enterprise software and SaaS business models - can assess a business independently.
  • Strong financial modelling skills across LBO, DCF, and SaaS-specific KPI frameworks.
  • Can write a clear, concise IC memo that stands on its own without being walked through.
Nice-to-haves
  • Experience with majority buyout structuring and complex transaction terms.
  • Prior exposure to post-acquisition integration planning.
  • Software-focused PE or growth equity background.
Who you are

You have run a data room without being told what to look for. You have pushed back on a deal and explained why with numbers. You write things once and they are right. You pull problems toward yourself instead of waiting for someone to assign them. You have changed your view on a business because the data said something different and you said so out loud.

What We Offer
  • Direct ownership of deal execution with exposure to the full lifecycle from sourcing through close and post-acquisition integration.
  • Competitive base with bonus and meaningful carry participation.
#J-18808-Ljbffr

Apply