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Investment Associate Jobs in Riverside, CA (NOW HIRING)

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 ...

Stifel

Registered Client Service Associate

Irvine, CA · On-site

$55K/yr

Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific ...

Stifel

Registered Client Service Associate

Irvine, CA · On-site

$55K - $73K/yr

Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific ...

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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 Aug 22, 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 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 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 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 August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $101,273 per year, or $48.7 per hour.

Associate, Business Valuation - Valuation Advisory

Stout

Irvine, CA • On-site

Full-time

Re-posted yesterday

Job description

At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence ®. Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team.
Impact You'll Make
As an Associate within Stout's Business Valuation practice, you will support valuation and financial advisory engagements for tax, transaction, corporate planning, and dispute-related purposes. You will work with senior professionals to analyze businesses, ownership interests, financial instruments, and other assets across a broad range of industries.
Your work will support clients including privately held and public companies, private equity and hedge funds, law firms, accounting firms, and high-net-worth individuals.
  • Develop valuation analyses that support tax planning, transactions, corporate reorganizations, and litigation matters.
  • Perform company, industry, market, and financial research to support valuation conclusions.
  • Prepare financial models, reports, and exhibits for complex client engagements.
  • Work with senior professionals to evaluate ownership interests, securities, and other financial assets.
  • Build technical valuation and advisory skills through exposure to a diverse client base and range of assignments.

What You'll Do
  • Perform business enterprise and equity interest valuations using accepted income, market, and asset-based approaches.
  • Develop discounted cash flow, guideline public company, precedent transaction, and other valuation analyses.
  • Support engagements involving estate and gift taxation, income tax requirements, buy-sell agreements, mergers and acquisitions, corporate reorganizations, and recapitalizations.
  • Assist with employee stock ownership plan, fairness opinion, solvency opinion, and other transaction-related assignments.
  • Analyze valuation discounts associated with family limited partnerships, limited liability companies, restricted stock, blockage, and undivided interests.
  • Support valuations of promissory notes, private equity interests, hedge fund interests, and other complex financial instruments.
  • Assist with analyses related to C corporation to S corporation conversions and other tax-related matters.
  • Review financial statements, forecasts, tax returns, transaction documents, partnership agreements, and other relevant records.
  • Conduct company, industry, economic, and market research across sectors such as manufacturing, distribution, consumer products, retail, food and beverage, automotive, real estate, media and entertainment, engineering, and construction.
  • Prepare valuation models, schedules, exhibits, reports, memoranda, and presentations.
  • Participate in client calls, management interviews, and internal engagement discussions.
  • Maintain clear documentation of assumptions, methodologies, data sources, and analytical procedures.
  • Support multiple engagements while meeting client, regulatory, and transaction deadlines.
  • Assist with proposals, research publications, presentations, and other practice development efforts.
  • Leverage AI-enabled tools and emerging technologies to enhance research, streamline deliverable preparation, and improve overall efficiency and insight.

What You Bring
  • Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
  • 2-4 years of experience in business valuation, transaction advisory, investment banking, accounting, audit, tax, or a related professional services field.
  • Progress toward a professional designation such as CFA, ASA, CPA, ABV, or CVA preferred.
  • Understanding of business valuation methods and financial modeling concepts.
  • Ability to analyze financial statements, forecasts, tax returns, and other financial information.
  • Strong quantitative, research, and problem-solving skills.
  • Advanced proficiency in Microsoft Excel and working knowledge of Word and PowerPoint.
  • Familiarity with or interest in using AI tools and technology to enhance productivity, research, and analysis.
  • Strong written and verbal communication skills.
  • High attention to detail and commitment to producing accurate work.
  • Ability to manage multiple assignments and changing deadlines.
  • Experience working in a client service or professional services environment preferred.

How You'll Thrive
  • Approach valuation questions with curiosity, analytical discipline, and sound judgment.
  • Connect financial analysis with the business, tax, transaction, or legal purpose of each engagement.
  • Maintain accurate documentation and clearly support analytical assumptions and conclusions.
  • Ask thoughtful questions and incorporate feedback from senior team members.
  • Manage competing priorities while maintaining work product quality.
  • Communicate professionally with clients, colleagues, and external advisors.
  • Build productive relationships across engagement teams and contribute to a collaborative work environment.
  • Embody Stout's core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and Great Communicators.
  • Deliver Relentless Excellence® through careful analysis, responsiveness, and consistent execution.

Why Stout?
At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.
We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.
We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.
Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.
Learn more about our benefits and commitment to your success.
https://www.stout.com/en/careers/benefits
The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.
Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law.
Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.
A reasonable estimate of the current range is $74,000.00 - $135,000.00 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - https://www.stout.com/en/careers/benefits.
Stout NYC logo

About Stout NYC

Sourced by ZipRecruiter

Started in 2005, Stout NYC has always been a home for the residents and visitors of New York City; a true public house. At each Stout location, we offer a welcoming place for all to come as they are. Our core values foster connection and authenticity and our brand heart aligns with the community we serve. Like NYC, we have seen it all, and through the ups and downs of city life, Stout NYC has remained a great unifier of people seeking meaningful connections. We see our job as simply providing the place and space for people to enjoy each other’s company. With four great venues strategically located around busy transportation hubs, we service New York City’s various audiences. From the ambitious and driven, the commuter on the move, or those seeking something less traditional, Stout gets back to the roots of why pubs were created in the first place: to foster warmth, connection, and memories. At Stout, we want you to come as you are. Whether it's at the end of a long day, a private event with friends or colleagues, or a fun Friday night turned up, Stout provides a style of hospitality that's accessible and friendly and delivers a memorable charm that will shape your New York City experience

Industry

Food services and drinking places

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2005

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