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Investment Associate Jobs in Raleigh, NC (NOW HIRING)

Fundfire

Investment Analyst

Raleigh, NC · On-site

The North Carolina Investment Authority (NCIA) is a new independent state agency, governed by a Board of Directors chaired by the State Treasurer, tasked with investing North Carolina's $144 billion ...

Ignites

Investment Analyst

Raleigh, NC · On-site

The North Carolina Investment Authority (NCIA) is a new independent state agency, governed by a Board of Directors chaired by the State Treasurer, tasked with investing North Carolina's $144 billion ...

CAPTRUST

3 (38)Investment Analyst

Raleigh, NC · On-site

The 3(38) Investment Analyst will also manage investment projects and deadlines to accurately complete and/or review materials before ultimate delivery to clients. Additionally, the Specialist will ...

Captrust

3 (38)Investment Analyst

Raleigh, NC · On-site

The 3(38) Investment Analyst will also manage investment projects and deadlines to accurately complete and/or review materials before ultimate delivery to clients. Additionally, the Specialist will ...

CAPTRUST

3 (38)Investment Analyst

Raleigh, NC · On-site

The 3(38) Investment Analyst will also manage investment projects and deadlines to accurately complete and/or review materials before ultimate delivery to clients. Additionally, the Specialist will ...

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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 Sep 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 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.

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
Infographic showing various Investment Associate job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 23% Part Time, 1% Temporary, and 2% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $94,357 per year, or $45.4 per hour.

Investment Specialist

Raleigh, NC • On-site

First Citizens Bank
See more jobs at First Citizens Bankexternal

Full-time

Medical, Life

Re-posted 29 days ago

First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

108th of 176 rated banks

Job description

Overview

This position facilitates client relationship development goals through calling efforts. Makes outbound calls to new and existing mass affluent clients in order to generate sales opportunities. Addresses inquiries and requests from inbound client calls. Develops an understanding of each client or prospect’s financial situation in order to recommend the appropriate investment solution. Partners with internal lines of business to increase new business while serving clients’ financial goals and needs.


Responsibilities & Qualifications

Duties & Responsibilities:
Sales - Promotes investment and securities products through sales outreach and calling efforts to mass affluent clients or prospects. Consults with clients and prospects to determine their financial needs. Provides a solution from the Bank’s offered products, or refers them to banking partners as appropriate.
Client Service - Facilitates client retention and satisfaction by ensuring timely processing of client requests, workflow, and communication. Provides periodic reviews for clients and answers inquiries regarding their investments.
Risk Management - Ensures compliance throughout activities with all applicable regulations, policies, and procedures.
Relationship Development - Establishes a rapport with clients to identify financial needs and leverage sales opportunities. Serves as a relationship management point of contact for clients calling in. Build rapport with internal centers of influence to source new client opportunities.

Position Specific Skills:
Knowledge of investment and financial markets

Builds Productive Relationships

Business Development

Client Management

Consultative Selling

Financial Advising

Qualifications:

Bachelor's Degree and 1 years of experience in Registered Securities Representative OR High School Diploma or GED and 5 years of experience in Registered Securities Representative

License or Certification Type: Possess valid Series 7, 63, 65 or 66, and state-specific life and health insurance licenses RequiredSkill(s): Knowledge of investment and financial markets


Additional Information

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Qualifications:

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Education:UNAVAILABLEEmployment Type: FULL_TIME

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