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Investment Associate Jobs in Riverside, CA (NOW HIRING)

Capital Group

Investment Content Production Lead

Irvine, CA · On-site

$125K - $201K/yr

We believe that belonging leads to better outcomes and a stronger community of associates united by ... The Investment Content Production Lead also leads the collaboration between Sales, Investment ...

Capgroup

Investment Content Production Lead

Irvine, CA

$125K - $201K/yr

We believe that belonging leads to better outcomes and a stronger community of associates united by ... The Investment Content Production Lead also leads the collaboration between Sales, Investment ...

Prophet Homes

Investment Real Estate Agent

Anaheim, CA · 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 ...

Prophet Homes

Investment Real Estate Agent

Orange, CA · 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 ...

Stifel

Fund Banking Analyst

Irvine, CA · On-site

$70K - $100K/yr

They work closely with fund managers, investment professionals, and other stakeholders to ensure ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Stifel

Fund Banking Analyst

Irvine, CA · On-site

$70K - $100K/yr

Stifel strives for a culture that puts its clients and associates first: a culture where everyone ... They work closely with fund managers, investment professionals, and other stakeholders to ensure ...

MBK Real Estate LLC

Asset Management Associate

Irvine, CA · On-site

This includes helping generate variance reports against the original investment committee pro forma ... If as an associate you learn you are an Excluded Party, you must present your Excluded Party notice ...

Hyundai Capital

Treasury Planning Associate

Irvine, CA · On-site

$72K - $108K/yr

... o Associate / Sr. Associate: $350 o Manager / Sr. Manager: $600 o Director: $800 o Executive ... management, investment oversight, and KPI achievement. What You Will Do 1. Treasury Reporting ...

Hyundai Capital

Treasury Planning Associate

Irvine, CA · On-site +1

... o Associate / Sr. Associate: $350 o Manager / Sr. Manager: $600 o Director: $800 o Executive ... management, investment oversight, and KPI achievement. What You Will Do 1. Treasury Reporting ...

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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 Jun 23, 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 research, and supports portfolio management to assist in making investment decisions. They often prepare reports, evaluate market trends, and use tools like Excel or financial modeling software, typically working under the supervision of senior staff in a fast-paced environment.

How much does an investment associate make?

An investment associate typically earns a salary ranging from $60,000 to $100,000 annually, depending on experience, location, and the size of the firm. Bonuses and performance incentives can also significantly increase total compensation. Entry-level roles may start lower, while experienced associates with certifications like CFA can earn higher salaries.

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 $100,000, 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
Infographic showing various Investment Associate job openings in Riverside, CA as of June 2026, with employment types broken down into 44% Full Time, 50% Part Time, and 6% Temporary. Highlights an 100% In-person job distribution, with an average salary of $101,273 per year, or $48.7 per hour.
Experienced Investment Banking Analyst - Consumer Group

Experienced Investment Banking Analyst - Consumer Group

D.A. Davidson

Irvine, CA

$105K - $115K/yr

Full-time

Posted 4 days ago

Job description

D.A. Davidson & Co. - the Strength of Advice
Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.

D.A. Davidson & Co. is accepting applicants for Experienced Analyst positions in the Investment Banking Consumer Group. The Analyst will play a critical role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services.
 
The Analyst program includes training with Wall Street Prep in the first year, with mentorship from senior bankers and ongoing training to advance their skills throughout the three-year program. After three years, Analysts will have the opportunity to be promoted to an Associate. 
  • Are you passionate about investment banking and corporate finance?
  • Do you thrive in team environments with high expectations?
  • Would you enjoy performing extensive research and in-depth analysis to create a professional work product for investment banking clients?
Qualifications:
  • 2 to 3 years experience in Sell-Side M&A
  • Bachelor's degree with a minimum 3.5 GPA
  • Highly motivated and confident with a strong desire to succeed in a challenging field
  • Strong knowledge of business software (especially Word, Excel and PowerPoint)
  • Basic corporate finance and accounting knowledge
  • Excellent verbal and written communications skills, strong work ethic and team oriented
  • Able to handle multiple projects with competing priorities
  • Good judgment in confidential situations and ability to exercise discretion
  • Flexibility to work long hours, nights, and weekends, as needed
  • Securities Industry Essentials Exam
  • The successful completion of the FINRA Limited Representative-Investment Banking Exam (Series 79) and the Uniformed Securities Agent State Law Exam (Series 63)
Every day as an Analyst will be different. In this role you will:
  • Work on a team within the Consumer industry vertical, and develop industry specific knowledge
  • Support the team's projects, including business development and investment banking transactions
  • Create financial analysis for a wide variety of projects, including company valuation, projections, peer analysis, etc.
  • Prepare materials for team assignments, such as pitch books, management presentations, information memos, etc.
  • Coordinate and perform due diligence
  • Participate in recruiting efforts
$105,000 - $115,000 a year

Analyst in their second year are at $105,000 annual salary plus bonus. Analysts in their third year at $115,000 annual salary plus bonus. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

ACKNOWLEDGMENT
Please answer all questions carefully.  By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson's California Resident Privacy Policy.
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