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Investment Associate Jobs in Ridgefield, CT (NOW HIRING)

AmCap, Incorporated

Investment Associate

Stamford, CT · Remote

$125K - $150K/yr

Position Overview AmCap is looking to fill a full-time Investment Associate role in our Stamford, CT headquarters. This position will support the Acquisitions, Investor Relations and Portfolio ...

Morgan Stanley

Portfolio Management Associate

Purchase, NY · On-site

$68K - $120K/yr

POSITION SUMMARY Portfolio Management Associates provide exceptional service to our clients and ... investment strategies based on client goals. Leading with a client first mindset, a successful ...

Kline Hill Partners

Winter 2027 Intern

Greenwich, CT · On-site

$16.75 - $22.50/hr

Investment Associate/Senior Associate Experience: Requires interest in private equity and investment management. No prior direct experience required. Education: Pursuing an undergraduate degree at a ...

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All JobsInvestment Associate JobsInvestment Associate Jobs in Ridgefield, CT

Investment Associate information

See Ridgefield, CT salary details

$21.9K

$96.7K

$212.6K

How much do investment associate jobs pay per year?

As of Aug 10, 2026, the average yearly pay for investment associate in Ridgefield, CT is $96,679.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,700.00 and $117,000.00 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 cities near Ridgefield, CT are hiring for Investment Associate jobs? Cities near Ridgefield, CT with the most Investment Associate job openings:
Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Ridgefield, CT as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 26% Part Time, 1% Temporary, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $96,679 per year, or $46.5 per hour.

Investment Associate

AmCap, Incorporated

Stamford, CT • Remote

$125K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Job description

AMCAP, INCORPORATED is a vertically integrated private real estate investment firm founded in 1979 with primary offices in Stamford, Connecticut and Denver, Colorado.  The firm focuses on grocery-anchored and necessity retail shopping centers in the Top 100 U.S. MSAs. AmCap's growing nationwide portfolio includes 23 properties totaling approximately 5 million square feet, representing nearly $1 billion in assets under management.  The firm is actively investing in value-add and core-plus transactions on behalf of its institutional investors.

Position Overview

AmCap is looking to fill a full-time Investment Associate role in our Stamford, CT headquarters.  This position will support the Acquisitions, Investor Relations and Portfolio Management teams in sourcing, evaluating, managing, reporting and executing value-add and core+ investment opportunities ranging between $15 million to $200 million in size. The Associate will work closely with senior team members across all stages of the investment process, gaining exposure to underwriting, due diligence, operations, reporting, management and transaction execution.

Essential Functions

  • Evaluate new investment opportunities and actively manage the acquisition pipeline from initial screening through closing
  • Source both marketed and off-market opportunities through broker and owner relationships, industry events, and direct outreach efforts
  • Lead market and property research, underwriting, financial modeling, deal structuring, financing coordination, due diligence, and execution
  • Review, organize, and assess diligence materials to identify key risks, validate underwriting, and support investment decision-making
  • Review and negotiate transaction and operating documents, including LOIs, PSAs, leases, loan agreements, and management agreement
  • Prepare investment committee memoranda, valuation analyses, and other decision support materials for presentation to senior leadership.
  • Support portfolio-level performance analysis, valuation work, business plan tracking, and strategic asset review across the firm’s investments.
  •  Prepare investor and internal reporting materials, including quarterly reports, portfolio dashboards, performance summaries, and ad hoc analyses.
  • Support capital raising efforts through development of investor materials, portfolio analytics, track record support, and diligence response materials.
  • Collaborate across acquisitions, asset management, leasing, property management, operations, finance, and accounting to aggregate information and produce clear, decision-useful work product.
  • Periodic travel required in connection with sourcing, diligence, asset review, and transaction execution.

Requirements

  • Minimum of 3 years of successful track record sourcing, underwriting and closing retail real estate acquisitions.  Core Plus/Value-add/Opportunistic retail transaction exposure is a plus
  • High proficiency with Argus Enterprise and Microsoft Excel/PowerPoint/Word
  • Strong financial modeling, analytical skills and critical thinking 
  • Strong retail real estate industry network including brokers, owners, investors, lenders, etc.
  • Bachelor’s degree in finance, real estate, economics or other related fields; MBA is a plus
  • Ability to thrive and lead in a fast-paced environment working on multiple projects simultaneously.  This position will at times require extended work hours.  Ability to move with a sense of urgency
  • Demonstrated record of leadership and effective project management skills
  • Demonstrated experience managing client/investor, seller, broker and lender relationships
  • Strong communication and interpersonal skills
  • Interest in helping to grow an entrepreneurial business significantly in the coming years
  • Cordial and positive person with strong presentation skills  

Compensation and Benefits

  • Annual Salary Range: $125,000-$150,000
  • Annual performance bonus
  • Benefits: Health, Dental, Vision insurance; Life and AD&D, Short Term Disability and Long Term Disability insurance; 401(k); Paid Time Off; Paid Parental Leave, Fertility Reimbursement Program