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Investment Associate Jobs in Provo, UT (NOW HIRING)

RV Sales Associate

Draper, UT · On-site

$50K - $150K/yr

We Invest in Your Success from Day One. Starting out, you'll enjoy the stability of a competitive ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the ... As an Associate Banker, you will: * Work as an individual contributor at a steady, even pace ...

... planning and investment management for dentists. Our deep expertise in the dental industry ... The Role We're hiring an Associate Advisor to support our advisors and help deliver an exceptional ...

... planning and investment management for dentists. Our deep expertise in the dental industry ... The Role We're hiring an Associate Advisor to support our advisors and help deliver an exceptional ...

Associate Manager Who we are: As one of the largest for-profit thrift operators in the United ... An investment in the career path interests of our people. With our aggressive store expansion plans ...

Tax Associate

American Fork, UT · On-site

$52K - $69K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

Associate Manager Who we are: As one of the largest for-profit thrift operators in the United ... An investment in the career path interests of our people. With our aggressive store expansion plans ...

Tax Associate

Orem, UT · On-site

$50K - $67K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

Tax Associate

Riverton, UT · On-site

$56K - $75K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

Showing results 41-60

Investment Associate information

See Provo, UT salary details

$21.1K

$92.9K

$204.3K

How much do investment associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for investment associate in Provo, UT is $92,912.00, 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.

What are the most commonly searched types of Investment jobs in Provo, UT?

The most popular types of Investment jobs in Provo, UT are:

What are popular job titles related to Investment Associate jobs in Provo, UT?

For Investment Associate jobs in Provo, UT, the most frequently searched job titles are:

What job categories do people searching Investment Associate jobs in Provo, UT look for?

The top searched job categories for Investment Associate jobs in Provo, UT are:

What cities near Provo, UT are hiring for Investment Associate jobs?

Cities near Provo, UT with the most Investment Associate job openings:

Personal Banking - Associate Banker

nbhbank

Pleasant Grove, UT • On-site

Full-time

Retirement, PTO

Posted 23 days ago


Job description

It starts with our culture ...

Common sense has never been common.

If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk.  And banks would only sell you what you need. When a banker looked at a client, they wouldn’t just see a number, they’d see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people’s lives and offer simple solutions.

That's the basics of Relationships. Fairness. Simplicity®. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.

We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work.

This type of position is ideal for someone looking to build a career in finance.  We will provide you training and coaching throughout your onboarding experience, as well as on the job.  As you demonstrate success, there will be opportunities for advancement within our organization.

As an Associate Banker, you will:

  • Work as an individual contributor at a steady, even pace without a great dependence on other team members to achieve your results.
  • Operate in a role that has clear direction with established processes and expectations.
  • Provide support and service to others in an environment free from competition.
  • Deliver detailed and accurate work by adhering to specific guidelines.
  • Be an active participant in maintaining guidelines, structure, and established policies as you work with and for others.

As an Associate Banker, you will have an opportunity to meet and provide exceptional service to a diverse audience. This will include responsibility for a variety of tasks including introducing clients to new products, services and digital solutions.  You will be responsible for processing account transactions, while assisting clients and working towards individual and banking center specific sales and service goals.  Additionally, Associate Bankers are expected to assist other departments as needed, build a great rapport with clients and fellow associates, while treating others with respect and consideration regardless of their status or position.

Minimum Requirements:

  • High school diploma or equivalent

Desired Skills: Ideal candidates for this position should possess some or all of the following skills:

  • Previous banking, cash handling or financial service experience
  • 6+ Months of demonstrated successful sales experience
  • Bilingual language skills
  • Passionate and motivated self-starter
  • A passion for educating clients on banking products and digital technologies available at the bank
  • Strong work ethic and ability to complete work accurately
  • Ability to think logically in order to analyze situations and make sound decisions
  • Ability to handle multiple tasks simultaneously
  • Capacity to work with multiple computer and software systems
  • Ability to calculate figures and amounts such as cash back and percentages

Work Environment:

We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following:

  • We are committed to our core value of meritocracy and supporting our associates in growing within their role
  • When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead.
  • An associate must be able to work overtime to the extent necessary (typically no more than 5%).
  • Flexible scheduling as business needs allow.

Incentive and Benefits:

This role is eligible to participate in a scorecard-based incentive plan, which can significantly increase your overall compensation. Incentives are earned monthly based on the associate’s performance against the defined metrics as outlined in the score card.

In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here.

If this is what you believe in, then you’re definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.