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Investment Associate Jobs in Portland, OR (NOW HIRING)

Manager of Finance

Portland, OR · On-site

$90 - $120/hr

The investment associate will enable rapid growth by sourcing projects and negotiating terms. The role has significant responsibility across the full deal lifecycle and exposure to high‑profile ...

At Fisher Investments, we take pride in developing talent in our Sales Associates and preparing them to succeed in the professional workplace. This is not just a job; it is a jumping-off-point within ...

At Fisher Investments, we take pride in developing talent in our Sales Associates and preparing them to succeed in the professional workplace. This is not just a job; it is a jumping-off-point within ...

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Investment Associate information

See Portland, OR salary details

$23.3K

$102.9K

$226.4K

How much do investment associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for investment associate in Portland, OR is $102,946.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,900.00 and $124,600.00 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 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.

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 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 the most commonly searched types of Investment jobs in Portland, OR?

The most popular types of Investment jobs in Portland, OR are:

What are popular job titles related to Investment Associate jobs in Portland, OR?

For Investment Associate jobs in Portland, OR, the most frequently searched job titles are:

What job categories do people searching Investment Associate jobs in Portland, OR look for?

The top searched job categories for Investment Associate jobs in Portland, OR are:

What cities near Portland, OR are hiring for Investment Associate jobs?

Cities near Portland, OR with the most Investment Associate job openings:

Infographic showing various Investment Associate job openings in Portland, OR as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $102,946 per year, or $49.5 per hour.

Associate, Infrastructure & Real Assets

Hamiltonlane

Portland, OR

Full-time

Medical, PTO

Re-posted 16 days ago


Job description

Join Hamilton Lane, a global leader in private markets, as we scale to meet the demands of our growing client base. Here, you'll work with ambitious, highperforming teams built on integrity, candor and collaboration, backed by our market-leading data and technology. We invest heavily in our people and our partners, giving you the platform to enrich lives, safeguard futures and grow your career.
What We Do
As one of the largest private markets investment firms globally, we provide innovative solutions to institutional and private wealth investors around the world, specializing in flexibility and full-spectrum access. We currently employ approximately 800 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East, and have $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025.


The Opportunity:

Hamilton Lane is looking to hire an Associate to join our Infrastructure and Real Assets Investment Team, with the position to be based in Conshohocken, PA or Portland, Oregon. This role provides diverse exposure across private equity infrastructure and natural resource related opportunities at a leading private markets solutions provider.

The investment professional will assist the deal leaders in sourcing, performing due diligence, and monitoring infrastructure and natural resource investment opportunities across minority directs, co-investments, secondaries and primaries. You will also be involved in other special projects, as necessary, under the direction of senior investment professionals.

Responsibilities:

  • Assist in all aspects of the investment process including sourcing, due diligence, structuring, negotiations, and closing on minority directs, co-investments, secondaries and primary fund investments.
  • Guide the work of Analysts in the due diligence process, while also assisting the senior members of the Infrastructure and Real Assets team with team resource allocation, managing day-to-day aspects of investment analysis, providing oversight of the functional team, and assisting in communication with investment sponsors and clients.
  • Manage day-to-day aspects of investment underwriting, providing oversight of the functional team, and assisting in communication with investment counterparties and clients.
  • Complete special projects, including client projects, industry analysis and geographical studies, as necessary.
  • Create and manage complex transaction models and distribution waterfalls.
  • The position will provide exposure to the top private equity infrastructure firms in the industry and diversified exposure across transaction types and sectors.

Qualifications:

Must-haves:

  • 3 to 5 years of experience in (1) private equity; (2) investment banking, transaction services, or consulting; (3) commercial roles in a relevant industry (i.e., data centers, fiber, renewable energy, utilities, transportation, etc...). relevant investment experience
  • Bachelor's degree (B.A., B.S., or B.B.A.)
  • Strong quantitative analytical skills
  • Demonstrated mastery of financial modeling
  • Exceptional verbal and written communication skills and measurable success as a strategic thinker
  • Ability to take initiative, be self-directed and actively seek out information and resources to complete assignments effectively and efficiently
  • Ability to work with others in a team environment
  • Capacity to manage a busy workload, taking on multiple projects / investment work simultaneously, and flexibility to work more than 50 hours per week and occasionally on weekends
  • Commitment to contribute to the firm's growth and accommodate an extended work schedule when necessary

Travel Requirements:

Up to 25%


Benefits

At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring. To do this, Hamilton Lane offers the following benefits:


Enhancing Your Physical and Emotional Health

Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.


Developing Your Career

Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.


Supporting Your Family & Community

For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team.

For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents.


Safeguarding Your Financial Wellbeing

Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.



Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law.


If you need a reasonable accommodation to complete your application, please contact Human Resources at humanresources@hamiltonlane.com.


Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.