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Investment Associate Jobs in Riverside, CA (NOW HIRING)

SBCERA

Associate Investment Officer

San Bernardino, CA · On-site

$136K - $202K/yr

Investment Services Opening Date: 06/17/2026 Closing Date: 7/10/2026 11:59 PM Pacific FLSA: Exempt Bargaining Unit: MGMT THE POSITION Under general supervision, the Associate Investment Officer ...

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All JobsInvestment Associate JobsInvestment Associate Jobs in Riverside, CA

Investment Associate information

See Riverside, CA salary details

$23K

$101.3K

$222.7K

How much do investment associate jobs pay per year?

As of Jul 12, 2026, the average yearly pay for investment associate in Riverside, CA is $101,273.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,800.00 and $122,600.00 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 Riverside, CA? The most popular types of Investment jobs in Riverside, CA are:
What are popular job titles related to Investment Associate jobs in Riverside, CA? For Investment Associate jobs in Riverside, CA, the most frequently searched job titles are:
What job categories do people searching Investment Associate jobs in Riverside, CA look for? The top searched job categories for Investment Associate jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Investment Associate jobs? Cities near Riverside, CA with the most Investment Associate job openings:
Investment Associate jobs near you
Investment Associate, Direct Equity - Irvine

Investment Associate, Direct Equity - Irvine

Pathway Capital Management

Irvine, CA • Remote

$100K - $140K/yr

Full-time

Medical, Retirement, PTO

Re-posted 9 hours ago

Job description

Job Description

Pathway is seeking an Associate to join its growing Direct Equity Investment Team. Pathway’s direct equity platform provides equity co-investments in support of acquisitions, recapitalizations, refinancings, and growth equity transactions sponsored by leading private equity firms. The Associate will be closely involved in all aspects of Pathway’s direct equity platform. Primary responsibilities include:

  • Assist in initial pre-screening of new direct equity investment opportunities
  • Support the investment process by leading various analyses and due diligence processes for investment opportunities, including detailed financial modeling
  • Coordinate with general partners, third-party consultants, and select clients to support due diligence and manage project timelines
  • Prepare comprehensive investment memos and present recommendations to Pathway’s direct equity investment committee and select clients
  • Assist in the post-close monitoring process, including intake of monthly/quarterly reporting packages, tracking operating performance and debt compliance, assessing performance and outlook, and reporting
  • Oversee investment analysts to ensure the quality of work and due diligence timeliness
  • Assess and present performance/attribution analysis on an individual investment and total portfolio basis to investors

Qualifications

  • 1-3 years of private equity, investment banking, valuation, or consulting experience
  • Undergraduate degree in Economics, Finance, Accounting, or Business Administration preferred
  • Extensive knowledge of the private equity asset class, including equity and debt capital markets
  • Significant experience in investment underwriting, modeling, and valuation analysis preferred
  • Strong writing, presentation, and research skills
  • Ability to work efficiently, meet deadlines, and coordinate effectively with teams
  • Expertise in MS Excel, PowerPoint, and Word is required
  • Proficiency with CapitalIQ is a plus

Pathway offers a highly competitive salary and excellent benefits package, which includes, among other things, the following:

  • Flexible work format and collaborative yet autonomous culture.
  • Health insurance coverage is provided with a minimal payroll contribution.
  • Observation of ~10 bank holidays per year, generous vacation accrual, and one discretionary bonus per year.
  • Excellent 401(k) employer match.

We are 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, age, disability, or veteran status. We are committed to maintaining a workplace free from harassment and discrimination.

We do not offer visa sponsorship at this time.

Pathway Capital Management logo

About Pathway Capital Management

Sourced by ZipRecruiter

Pathway is a private market specialist targeting attractive risk-adjusted returns across the private market spectrum. With more than 30 years of experience as a leading global investor in private equity, Pathway is dedicated to identifying and investing in the highest-quality opportunities. Pathway is a global investor in private credit, focused on outperforming public credit indices by investing selectively across the private credit spectrum.

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

Irvine, CA, US

Year founded

1991

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