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Investment Associate Jobs in Portland, OR (NOW HIRING)

Standish Management

Associate

Portland, OR

With guidance from the team members, the Associate oversees the administrative support and the investor relations related to client funds. These responsibilities range from data entry into the client ...

Standish Management

Associate

Portland, OR · On-site

With guidance from the team members, the Associate oversees the administrative support and the investor relations related to client funds. These responsibilities range from data entry into the client ...

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All JobsInvestment Associate JobsInvestment Associate Jobs in Portland, OR

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.
More about Investment Associate jobs

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

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

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

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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:

Investment Associate jobs near you
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.

Part-Time Sales Associate

Fisher Investments Careers

Portland, OR • On-site

Full-time, Part-time

Retirement

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. 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 the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we're better off with the diversity it brings.

The Opportunity:

This part-time opportunity is for current college students located near our Fisher campus in Camas, Washington, looking to gain real-world experience in sales. You will report to your Sales Manager who will work with your current class schedule to find a solution that works best for you (minimum: 15 hours per week).

The Day-to-Day:

  • Process lead requests within our CRM database for top level sales people and work with multiple departments across the firm
  • Reach out to potential clients and prepare for success as a full-time uncapped commission sales representative upon graduation
  • Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy
  • Gain exposure to upper management and work in an environment that values collaboration
  • Access to our sales and financial training classes, sales teams and top level sales people

Your Qualifications:

  • Minimum age of 18
  • High school diploma required 
  • Enrolled college student pursuing a Bachelor's or Associates degree
  • No prior sales experience required
  • Commute to the Camas, WA office
  • Cumulative GPA of 3.0+
  • Able to work 15 hours a week at a minimum (28 hour maximum)

Compensation:

  • $20 an hour in the state of WA

Why Fisher Investments:

At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits to part-time employees like:

  • A 50% 401(k) match, up to the IRS maximum (must be 21 years and older)
  • Access to emotional wellbeing services such as the Ginger app, Headspace, and an Employee Assistance Program (EAP)
  • A collaborative working environment that practices ongoing training, educational support and employee appreciation events

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

We also provide a cumulative learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we're Great Place to Work Certified, and The Oregonian named us as a Top Workplace! But in the end, it's not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Apply