ZipRecruiter

Log In

1

Investment Associate Jobs in Raleigh, NC (NOW HIRING)

NC SECU

Senior Investment Specialist

Raleigh, NC

The Investment Operations Specialist works with Financial Advisory Service (FAS) specialists to deliver investments to SECU's members. The Operations team serves as the leader for evaluation ...

Prophet Homes

Investment Real Estate Agent

Raleigh, NC

$175K/yr

Prophet Homes is hiring Investment Real Estate Agents to work directly with real estate investors ... Our teams of experienced of Acquisitions Associates provide you with consistent inventory to sell ...

Prophet Homes

Investment Real Estate Agent

Raleigh, NC · On-site

$175K/yr

Prophet Homes is hiring Investment Real Estate Agents to work directly with real estate investors ... Our teams of experienced of Acquisitions Associates provide you with consistent inventory to sell ...

next page

Showing results 1-20

All JobsInvestment Associate JobsInvestment Associate Jobs in Raleigh, NC

Investment Associate information

See Raleigh, NC salary details

$21.4K

$94.4K

$207.5K

How much do investment associate jobs pay per year?

As of Jul 9, 2026, the average yearly pay for investment associate in Raleigh, NC is $94,363.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,200.00 and $114,200.00 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 does an investment associate do?

An investment associate analyzes financial data, conducts market research, and supports the investment team in making decisions. They often prepare reports, evaluate investment opportunities, and use tools like Excel and financial modeling software. Strong analytical skills and relevant certifications such as the CFA can be beneficial in this role.

How much does an investment associate make?

An investment associate typically earns a median annual salary ranging from $60,000 to $90,000, depending on experience, location, and firm size. Entry-level associates may start at lower salaries, while those with several years of experience or specialized skills can earn higher compensation, often supplemented with bonuses and incentives.

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.

How much do investment associates earn?

Investment associates typically earn a median annual salary ranging from $60,000 to $90,000, depending on experience, location, and the size of the firm. Entry-level associates may start at lower salaries, while those with several years of experience or specialized skills can earn higher compensation, often supplemented with bonuses and benefits.

What is the role of an investment associate?

An investment associate supports portfolio managers and analysts by conducting research, analyzing financial data, preparing reports, and assisting with investment transactions. They often use financial modeling tools and require strong analytical skills, typically working in a fast-paced environment with a focus on investment strategies and client portfolios.

What are Investment Associates?

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 Raleigh, NC? The most popular types of Investment jobs in Raleigh, NC are:
What are popular job titles related to Investment Associate jobs in Raleigh, NC? For Investment Associate jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Investment Associate jobs in Raleigh, NC look for? The top searched job categories for Investment Associate jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Investment Associate jobs? Cities near Raleigh, NC with the most Investment Associate job openings:
Investment Associate jobs near you
Associate, Investment Risk & Analytics - Principal Asset Allocation

Associate, Investment Risk & Analytics - Principal Asset Allocation

Principal Financial Group

Raleigh, NC • On-site

$127K - $171K/yr

Full-time

Posted yesterday

New

Job description

What You'll Do

We’re looking for an Associate, Investment Risk & Analytics to join our Principal Asset Allocation (PAA) team. In this role, you’ll help execute the team's effort to provide global, multi-asset investment risk management expertise!

  • Support the development and deployment of risk models and systems, leveraging quantitative research, analysis, and risk-based analytics to inform investment decisions and enhance portfolio outcomes
  • Produce quantitative risk insights, risk assessments, and analytical research to improve investment processes and support decision-making across investment teams
  • Develop and maintain proprietary risk data and analytics, including portfolio risk, scenario, and attribution analyses using systems such as MSCI BarraOne and FactSet
  • Contribute to the production, maintenance, and enhancement of investment analytics infrastructure, including data processing, storage, and reporting supporting investment strategies

Collaborate with investment teams to ensure the use of high-quality data and deliver insights on portfolio risk factors, performance attribution, and portfolio statistics.

Principal Asset Management is the global investment solutions business for Principal Financial Group® (Nasdaq: PFG), managing about $740 billion in assets and over 60 years of experience. Principal Asset Management has been recognized as a “Best Places to Work in Money Management” for 14 consecutive years! Check us out at www.principalam.com!


Who You Are
  • Bachelor's degree in business or information systems, or eight years related work experience
  • Experience with the MSCI BarraOne risk model or similar factor-based risk model
  • 3+ years of professional experience within the investment management or investment risk management field
  • Strong risk management judgment and experience developing or maintaining a robust, global, multi-asset investment risk management framework
  • In-depth understanding of investment vehicles (i.e., stocks, bonds, alternatives, mutual funds, UCITs, ETFs) and investment strategies
  • Knowledge of finance (particularly risk management, volatility modeling, fundamental analysis, quantitative investment research, asset allocation, portfolio construction, as well as risk and attribution systems) complemented with superior database management experience
  • Development expertise and systems management [Python, R, or other relevant languages/DB expertise/etc]
Skills That Will Help You Stand Out
  • CFA, FRM, and/or CAIA designation or progress toward
  • Bloomberg, FactSet, Morningstar experience
  • Business acumen, superior judgment, and outstanding analytical capabilities with a vision to drive strong investment results through superior risk and engineering support
  • Self-starter and demonstrate the capacity to grow into additional investment management responsibilities
  • Advanced skills in development and database administration
  • Strong written and verbal communications

Salary Range Information
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)
$127000 - $171000 / year
Salary Details

The base salary range for this role is $127,000 - $171,000 as indicated above. Final compensation will be determined based on skills, experience, and alignment with the role’s responsibilities.

In addition to base pay, this role participates in an annual profit share bonus plan.


Time Off Program
Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.
Pension Eligible
No Location(s)

We’re open to office locations of Des Moines, Seattle, New York, or Raleigh. You can check out what our Global Headquarters in Des Moines looks like here:

Work Authorization/Sponsorship

At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers and Green Card for Employment-Based ImmigrantsInvestment Code of Ethics

For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.


Posting Window
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date
7/7/2026
Most Recently Posted Date
7/7/2026
 

Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons. These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights.

Qualifications:
  • Bachelor's degree in business or information systems, or eight years related work experience
  • Experience with the MSCI BarraOne risk model or similar factor-based risk model
  • 3+ years of professional experience within the investment management or investment risk management field
  • Strong risk management judgment and experience developing or maintaining a robust, global, multi-asset investment risk management framework
  • In-depth understanding of investment vehicles (i.e., stocks, bonds, alternatives, mutual funds, UCITs, ETFs) and investment strategies
  • Knowledge of finance (particularly risk management, volatility modeling, fundamental analysis, quantitative investment research, asset allocation, portfolio construction, as well as risk and attribution systems) complemented with superior database management experience
  • Development expertise and systems management [Python, R, or other relevant languages/DB expertise/etc]
Skills That Will Help You Stand Out
  • CFA, FRM, and/or CAIA designation or progress toward
  • Bloomberg, FactSet, Morningstar experience
  • Business acumen, superior judgment, and outstanding analytical capabilities with a vision to drive strong investment results through superior risk and engineering support
  • Self-starter and demonstrate the capacity to grow into additional investment management responsibilities
  • Advanced skills in development and database administration
  • Strong written and verbal communications
Education:UNAVAILABLEEmployment Type: FULL_TIME

Apply