1

Investment Associate Jobs in Riverside, CA (NOW HIRING)

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 ...

Client Service Associate

Irvine, CA · On-site +1

$70K - $85K/yr

Client Service Associate Department: Financial Advisory Employment Type: Full Time Location: Remote ... Investment performance and portfolio analysis * Financial planning summaries and supporting outputs

... 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 ...

Warehouse Associate Pay from $26 to $32 per hour with significant growth and earning potential ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...

next page

Showing results 1-20

Investment Associate information

See Riverside, CA salary details

$23K

$101.3K

$222.7K

How much do investment associate jobs pay per year?

As of May 31, 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 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 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 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 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:
Infographic showing various Investment Associate job openings in Riverside, CA as of May 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.
Lead Architect, Investment Management Strategy

Lead Architect, Investment Management Strategy

Capital Group

Irvine, CA • On-site

$59 - $80.75/hr

Full-time

Medical, Life, Retirement

Posted 12 days ago


Job description

"I can be myself at work."
You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace.
We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
"I can influence my income."
You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.
"I can lead a full life."
You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.
  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
  • Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
  • Access on-demand professional development resources that allow you to hone existing skills and learn new ones

"I can succeed as a Lead Architect, Investment Management Strategy at Capital Group."
As the Lead Architect for Investment Management (IM) Strategy, you are a trusted business and technology partner responsible for converting IM strategy into clear, outcome driven target state architectures, sequenced roadmaps, and hands-on solution guidance across Capital Group's investment management ecosystem. This role is intentionally end-to-end and cross-portfolio across IG, Front Office, and Back Office-focused on the highest-impact initiatives and requiring close partnership with business leaders, portfolio architects, and technology teams to shape strategic direction, connect related initiatives into a coherent end-to-end IM design, and ensure architecture decisions translate into delivery-ready plans.
You focus first on the business problem and desired outcomes, deconstructing complexity through capabilities, workflows, data, and integration needs before shaping technology solutions. You balance architectural rigor with pragmatism, prioritizing what works for the business over theoretical purity, and you earn trust through clear rationale, transparent tradeoffs, and consistent follow-through. You are comfortable zooming between big-picture strategy and low-level design detail-explicitly accountable for seeing and influencing cross-initiative design implications early, connecting efforts across portfolios, surfacing tensions, opportunities, and sequencing decisions, and guiding teams to adjust course proactively rather than reactively through a clear architectural point of view.
Key responsibilities include the following:
IM Strategy → Architecture → Roadmaps
  • Lead portfolio architecture for defined IM capability area(s), starting from business outcomes and operating needs, and translating them into capability led target state architectures and multiyear roadmaps that delivery teams can realistically execute.
  • Create and maintain IM domain-wide architecture viewpoints (current and target state, "from-to" evolution, dependencies, and sequencing) that make cross-portfolio impacts and tradeoffs visible-including shared capabilities, enterprise integration patterns, and data needs-enabling confident, timely decision making across business and technology stakeholders.
  • Partner with IM leadership to ensure architecture direction remains aligned to evolving business priorities while maintaining coherence across the broader IM technology landscape.
  • Partner with IM leadership to ensure architecture direction remains aligned to evolving business priorities while maintaining coherence across the broader IM technology landscape. Convene and align IM Architects on decisions that span portfolios, and drive closure on architectural contention points (standards, patterns, data and integration approach, and roadmap sequencing).
  • Act as the connective layer across major IM initiatives, ensuring designs across programs (e.g., SIMPL, IG capability evolution, FI target state, PSM, ETFs, Digital Assets, etc.) collectively move toward a coherent IM architecture-highlighting overlaps, gaps, tensions, and sequencing implications and influencing delivery paths accordingly.

Hands-on solution leadership
  • Research, design, and guide cross functional solutions to complex business problems by prioritizing business value, delivery feasibility, and risk reduction, producing multiple viable alternatives, creating detailed point of views with clear recommendations (e.g., buy vs. build, automation/AI opportunities, etc.), and documenting tradeoffs with pragmatism and transparency.
  • Define and validate non-functional requirements (resiliency, performance, security, operability, scalability) and ensure they are explicitly incorporated into solution designs and delivery plans.
  • Guide teams by starting from the business outcome and problem statement, then decomposing needs into data, integration, and technology patterns that enable IM lifecycle/workflows, including phased approaches (e.g., link vs. embed/federate; API exposure; workflow enablement supported by data access/creation, alerting, NLP/chat).
  • Stay sufficiently close to delivery to validate assumptions, unblock teams, and ensure architectural intent is preserved through implementation.
Governance, standards, and architecture engagement
  • Apply the architecture engagement model and SDLC practices to ensure the right level of architectural involvement at the right time, identifying and facilitating architecture reviews when appropriate.
  • Contribute to and enhance enterprise and solution architecture standards and patterns; recommend improvements to engagement and review practices based on real-world IM initiative experience.
  • Ensure architectural decisions are well documented, communicated, and socialized to promote alignment, reuse, and consistency across IM portfolios.
Innovation and emerging technology
  • Stay current on relevant emerging technologies and bring them into IM architectures practically and intentionally, assessing applicability, shaping reference patterns and guardrails, and incorporating validated capabilities into target state architectures and roadmaps.
  • Focus on applied innovation, ensuring experiments and pilots are designed either to scale responsibly or to be intentionally retired, with clear success criteria and architectural implications.
  • Partner with AI Architecture & Emerging Technology and other enterprise teams to leverage curated research, reference architectures, solution assessments, and governance guidance within IM contexts.
Mentorship and capability uplift
  • Coach senior architects and engineers on architecture methods, documentation quality, and decision discipline so architecture is built into product delivery, not layered on afterward.
  • Model strong partnership behaviors, reinforcing trust, shared ownership, and a business first mindset across architecture and delivery teams.

"I am the person Capital Group is looking for."
  • You have a bachelor's degree in Computer Science, Engineering, or a related technical field or equivalent experience.
  • You have at least 10 years of deep experience in solution delivery and architecture roles, including leading architecture and design for complex, multi-dimensional initiatives and translating business requirements into implementable solutions.
  • You have strong technical breadth across modern application design, data and integration patterns, and distributed systems, with the ability to define non-functional requirements (e.g., optimize for performance, cost, security, etc.) and guide delivery with architectural rigor.
  • You have proven ability to research, assess, and apply emerging technologies through pragmatic architectures, patterns, and guardrails rather than standalone proofs of concept.
  • You have proven ability to connect complex, overlapping initiatives into a coherent end-to-end architectural view, identify second-order impacts, and proactively influence direction, sequencing, and adoption across portfolios without formal authority.
  • You have exceptional communication and stakeholder management skills, with the ability to articulate a clear architectural point of view, frame options and tradeoffs, and drive alignment through concise architecture decision records and narratives.
  • You have proven ability to operate effectively across altitudes, translating IM strategy and target state intent into delivery-ready architectures, solution designs, and implementation guidance when needed.

"I can apply in less than 4 minutes."
You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community.
"I can learn more about Capital Group."
At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.
Southern California Base Salary Range: $201,683-$322,693
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here.
* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.