Perform various investment and underwriting processes as requested, including reviewing rent rolls and financial statements * Assist in the preparation of acquisition Investment Committee ...
Perform various investment and underwriting processes as requested, including reviewing rent rolls and financial statements * Assist in the preparation of acquisition Investment Committee ...
An Investment Policy Statement (IPS) is a formal written document that describes how a client intends their portfolio to be invested with guidelines regarding the portfolio's asset allocation ...
An Investment Policy Statement (IPS) is a formal written document that describes how a client intends their portfolio to be invested with guidelines regarding the portfolio's asset allocation ...
An Investment Policy Statement (IPS) is a formal written document that describes how a client intends their portfolio to be invested with guidelines regarding the portfolio's asset allocation ...
An Investment Policy Statement (IPS) is a formal written document that describes how a client intends their portfolio to be invested with guidelines regarding the portfolio's asset allocation ...
Investment Analyst (Lincoln, NE or Draper, UT)
Draper, UT · Hybrid
$60K - $93K/yr
Nelnet Bank ("Bank") is seeking a Investment Analyst to join our growing finance team. This role is ... Our hybrid work environment allows associates living within 30 miles of an office location to work ...
Investment Analyst (Lincoln, NE or Draper, UT)
Draper, UT · Hybrid
$60K - $93K/yr
Nelnet Bank ("Bank") is seeking a Investment Analyst to join our growing finance team. This role is ... Our hybrid work environment allows associates living within 30 miles of an office location to work ...
Associate Director
Midvale, UT · On-site
Associate Director - Investment Sales Midvale, UT Commercial real estate brokerage isn't a job-it's a business you build. At Berkadia, you'll work alongside top investment sales professionals ...
Associate Director
Midvale, UT · On-site
Associate Director - Investment Sales Midvale, UT Commercial real estate brokerage isn't a job-it's a business you build. At Berkadia, you'll work alongside top investment sales professionals ...
Associate Director
Midvale, UT · On-site
Associate Director - Investment Sales Midvale, UT Commercial real estate brokerage isn't a job-it's a business you build. At Berkadia, you'll work alongside top investment sales professionals ...
Associate Director
Midvale, UT · On-site
Associate Director - Investment Sales Midvale, UT Commercial real estate brokerage isn't a job-it's a business you build. At Berkadia, you'll work alongside top investment sales professionals ...
Associate Director
Midvale, UT · On-site
$90 - $130/hr
Associate Director - Investment Sales Midvale, UT Commercial real estate brokerage isn't a job--it's a business you build. At Berkadia, you'll work alongside top investment sales professionals ...
Associate Director
Midvale, UT · On-site
$90 - $130/hr
Associate Director - Investment Sales Midvale, UT Commercial real estate brokerage isn't a job--it's a business you build. At Berkadia, you'll work alongside top investment sales professionals ...
Vice President, Investor Relations
Lehi, UT · On-site
$120K - $150K/yr
Reef is a Utah-based vertically integrated investment and development firm founded in 2005. Reef's team is currently involved in some of the most prominent development transactions in Utah and other ...
Vice President, Investor Relations
Lehi, UT · On-site
$120K - $150K/yr
Reef is a Utah-based vertically integrated investment and development firm founded in 2005. Reef's team is currently involved in some of the most prominent development transactions in Utah and other ...
Vice President, Investor Relations
Lehi, UT · On-site
$120K - $150K/yr
Reef is a Utah-based vertically integrated investment and development firm founded in 2005. Reef's team is currently involved in some of the most prominent development transactions in Utah and other ...
Vice President, Investor Relations
Lehi, UT · On-site
$120K - $150K/yr
Reef is a Utah-based vertically integrated investment and development firm founded in 2005. Reef's team is currently involved in some of the most prominent development transactions in Utah and other ...
The Development Associate is responsible for driving real estate development projects from ... Prepare comprehensive monthly reports for investors * Assist on execution of development agreement ...
The Development Associate is responsible for driving real estate development projects from ... Prepare comprehensive monthly reports for investors * Assist on execution of development agreement ...
Development Associate
Park City, UT · On-site
The Development Associate is responsible for driving real estate development projects from ... Prepare comprehensive monthly reports for investors * Assist on execution of development agreement ...
Development Associate
Park City, UT · On-site
The Development Associate is responsible for driving real estate development projects from ... Prepare comprehensive monthly reports for investors * Assist on execution of development agreement ...
Village Capital & Investment LLCIntroduction:Village Capital is a well-established mortgage company ... Associate or Bachelor's degree preferred.3+ years of mortgage compliance or origination operations ...
Quick apply
Village Capital & Investment LLCIntroduction:Village Capital is a well-established mortgage company ... Associate or Bachelor's degree preferred.3+ years of mortgage compliance or origination operations ...
Village Capital & Investment LLC Introduction: Village Capital is a well-established mortgage ... Associate or Bachelor's degree preferred. * 3+ years of mortgage compliance or origination ...
Village Capital & Investment LLC Introduction: Village Capital is a well-established mortgage ... Associate or Bachelor's degree preferred. * 3+ years of mortgage compliance or origination ...
Perform various investment and underwriting processes as requested, including reviewing rent rolls and financial statements * Assist in the preparation of acquisition Investment Committee ...
Perform various investment and underwriting processes as requested, including reviewing rent rolls and financial statements * Assist in the preparation of acquisition Investment Committee ...
Warehouse Associate
Sandy, UT · On-site
$19 - $21/hr
Warehouse Associate (youtube.com) Responsibilities: * Live our mission statement centered on our ... Investment in your future: Competitive 401k, Employer Match of 50% up to 15% of salary * Culture:
Warehouse Associate
Sandy, UT · On-site
$19 - $21/hr
Warehouse Associate (youtube.com) Responsibilities: * Live our mission statement centered on our ... Investment in your future: Competitive 401k, Employer Match of 50% up to 15% of salary * Culture:
Warehouse Associate
Sandy, UT · On-site
$15.25 - $18/hr
Warehouse Associate (youtube.com) Responsibilities: * Live our mission statement centered on our ... Investment in your future: Competitive 401k, Employer Match of 50% up to 15% of salary * Culture:
Warehouse Associate
Sandy, UT · On-site
$15.25 - $18/hr
Warehouse Associate (youtube.com) Responsibilities: * Live our mission statement centered on our ... Investment in your future: Competitive 401k, Employer Match of 50% up to 15% of salary * Culture:
Private Equity Associate, Joint Ventures
Lehi, UT · On-site
$120K - $140K/yr
Private Equity Associate, Joint VenturesCompany: Reef CapitalSalary: $120,000- 140,000 ... Reef is a Utah-based vertically integrated investment and development firm founded in 2005. Reef ...
Quick apply
Private Equity Associate, Joint Ventures
Lehi, UT · On-site
$120K - $140K/yr
Private Equity Associate, Joint VenturesCompany: Reef CapitalSalary: $120,000- 140,000 ... Reef is a Utah-based vertically integrated investment and development firm founded in 2005. Reef ...
Associates will be expected to work in the office three days per week on average. The start date ... We audit over 2,000 investment funds each year, making us a leading service provider in the country.
Associates will be expected to work in the office three days per week on average. The start date ... We audit over 2,000 investment funds each year, making us a leading service provider in the country.
Venture Capital Audit Associate - October/November 2026 - Salt Lake City
Lehi, UT · On-site
$74K - $77K/yr
Associates will be expected to work in the office three days per week on average. The start date ... We audit over 2,000 investment funds each year, making us a leading service provider in the country.
Venture Capital Audit Associate - October/November 2026 - Salt Lake City
Lehi, UT · On-site
$74K - $77K/yr
Associates will be expected to work in the office three days per week on average. The start date ... We audit over 2,000 investment funds each year, making us a leading service provider in the country.
Associates will be expected to work in the office three days per week on average. The start date ... We audit over 2,000 investment funds each year, making us a leading service provider in the country.
Associates will be expected to work in the office three days per week on average. The start date ... We audit over 2,000 investment funds each year, making us a leading service provider in the country.
Investment Associate information
See Provo, UT salary details
$21.1K - $37.7K
4% of jobs
$37.7K - $54.4K
14% of jobs
$58.1K is the 25th percentile. Wages below this are outliers.
$54.4K - $71K
32% of jobs
The median wage is $71.5K / yr.
$71K - $87.7K
18% of jobs
$87.7K - $104.4K
7% of jobs
$104.8K is the 75th percentile. Wages above this are outliers.
$104.4K - $121K
12% of jobs
$121K - $137.7K
9% of jobs
$137.7K - $154.4K
4% of jobs
$154.4K - $171K
0% of jobs
$171K - $187.7K
0% of jobs
$187.7K - $204.3K
0% of jobs
$21.1K
$92.9K
$204.3K
How much do investment associate jobs pay per year?
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?
What is the difference between Investment Associate vs Financial Analyst?
| Aspect | Investment Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, possibly CFA Level I | Bachelor's degree, CFA Level I often preferred |
| Work Environment | Investment firms, asset management, private equity | Corporations, banks, investment firms |
| Employer & Industry Usage | Common in asset management and private equity | Widespread across finance sectors |
| Common Search & Comparison | Yes | Yes |
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?
What are the key skills and qualifications needed to thrive as an investment associate, and why are they important?
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 27 days ago
Job description
Make an impact
You will support our investment team in all aspects of Acquisitions, Asset Management and Dispositions, though financial modeling and business plan execution.
Assist with creation of budgets and forecasts
Build and maintain detailed analyses related to property valuation and asset performance
Assist in the preparation of analysis associated with investor distribution amounts
Research loan document covenants as it pertains to leasing, future funding, escrow reimbursements, and other covenants as necessary
Provide administrative support to Bridge Property Managers
Assist with review of multifamily investment opportunities including review of offering materials and conducting research
Build financial models and performing scenario analysis
Perform various investment and underwriting processes as requested, including reviewing rent rolls and financial statements
Assist in the preparation of acquisition Investment Committee presentation package
Provide support in disposition process
Manage and update deals on internal Pipeline
What you should bring
Bachelor's Degree in Real Estate, Finance, Accounting, or related field or equivalent experience
3-5+ years of commercial real estate analysis preferred
Ability to create financial models in Excel
Ability to analyze Income Statements and Balance Sheets
Fluent using Microsoft Office Suite
Detailed-oriented with effective administrative and analytical skills
Self- starter comfortable working alone or with a team within a flexible with workflow
Excellent communication skills, both written and verbal
What you can be apart of
We are looking for someone with an entrepreneurial mentality to join our team and help grow and establish relationships and be exposed to buying, operating and selling a property.
Benefits Overview
Bridge Investment Group offers a comprehensive and competitive benefits package designed to support the health, financial security, and wellbeing of our employees. Benefits eligibility and availability vary based on position, employment status (fulltime or parttime), and length of service, and are subject to change in accordance with plan terms. This summary highlights key benefits and does not constitute a guarantee of coverage. Specific benefits and eligibility requirements will be provided at the time of offer.
Benefits may include:
Health & Insurance Benefits
Comprehensive insurance options, including Medical, Dental, and Vision
Optional coverage such as Critical Illness, Accident, Legal & Identity Theft, and Pet Insurance
Companypaid Life Insurance, with the option to purchase additional coverage
Companypaid LongTerm Disability coverage
Access to a benefits concierge service for personalized support
Access to mental health and wellbeing resources
Retirement
401(k) Plan with dollarfordollar company match up to 6% of pay
Contributions are fully vested immediately
Eligible employees are automatically enrolled at a 4% contribution rate
Eligibility requires a minimum age of 21 and at least 60 days of service
Time Away From Work
Paid Time Off (PTO)
11 paid holidays annually
Parental Leave
Following six (6) months of employment, eligible employees may receive:
Four (4) weeks of paid parental leave as a primary caregiver, or
Two (2) weeks of paid parental leave as a secondary caregiver
Following two (2) years of employment, eligible primary caregivers may receive up to twelve (12) weeks of paid parental leave per birth, adoption, or placement
Learning & Development
Tuition Reimbursement of up to $5,000 per year for preapproved education expenses
Repayment obligations may apply if employment ends prior to 24 months
We at Bridge acknowledge and appreciate the uniqueness of each individual, understanding that our people are the key to our success. We are committed to fostering an inclusive environment where everyone feels respected and valued. Our dedication extends beyond our business goals to making a positive impact in our communities and upholding Sustainability and Responsibility (S&R) principles at our properties and corporate locations. We evaluate all candidates based on merit, without any discrimination based on race, color, religion, sex, age, disability, sexual orientation, national origin, or any other category protected by law. As an equal opportunity employer, we are devoted to creating an inclusive hiring process. We actively work to eliminate barriers and provide reasonable accommodations to qualified individuals with disabilities. Our goal is to provide fair opportunities and access throughout the recruitment, hiring, and employment experience.
Your specific needs are important to us. If you need accommodations related to a disability or any other protected status during the recruitment process, please email talentsupport@bridgeig.com.
Want to talk with someone about Bridge Culture?
At Bridge, we understand that joining a new workplace is a significant decision. To help you gain deeper insights into our culture, we offer "Culture Conversations." This initiative reflects our commitment to transparency, diversity, and inclusivity.
Culture Conversations are voluntary, one-on-one sessions designed for applicants to connect directly with our diverse staff members. It's your chance to explore the Bridge work environment, ask questions, and get a genuine feel for what it's like to be part of our team.
How it Works:
Culture Conversations are entirely voluntary. Feel free to opt in based on your comfort and curiosity. Choose Your Conversation Partner: We believe in the power of choice. Browse through our diverse group of staff members and select someone you'd like to have a conversation with. This ensures that you connect with someone whose experiences and insights align with your interests. No Impact on the Hiring Process: Your decision to participate or not in Culture Conversations has no bearing on the hiring process. We value your time and references.
Why Participate:
You get to have a firsthand understanding of our workplace culture. Informed decisions lead to fulfilling careers. Culture Conversations empower you with the information needed to make the right choice for your professional journey.
- Personalized Connection: Connect with an employee who resonates with your professional interests.
- Inclusivity: Embrace diversity by choosing a conversation partner from various backgrounds and roles.