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Investment Associate Jobs in Rochester, MI (NOW HIRING)

The Investment Specialist will work closely with the other members of the Family Office's investment team, as well as Accounting, Finance, Tax and Family Services colleagues. The Investment ...

The Investment Specialist will work closely with the other members of the Family Office's investment team, as well as Accounting, Finance, Tax and Family Services colleagues. The Investment ...

Associate

Birmingham, MI · On-site

$15 - $20/hr

Company Description Angle Advisors is an independently owned investment bank specializing in merger ... Role Description The Associate is a full-time, on-site role based in Birmingham, MI. In this ...

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Investment Associate information

See Rochester, MI salary details

$20.3K

$89.4K

$196.5K

How much do investment associate jobs pay per year?

As of Sep 3, 2026, the average yearly pay for investment associate in Rochester, MI is $89,351.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,800.00 and $108,200.00 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.

What are popular job titles related to Investment Associate jobs in Rochester, MI?

For Investment Associate jobs in Rochester, MI, the most frequently searched job titles are:

What cities near Rochester, MI are hiring for Investment Associate jobs?

Cities near Rochester, MI with the most Investment Associate job openings:

Investment Banking Associate - Services & Industrials

Piper Sandler Companies

Birmingham, MI • On-site

$135K - $225K/yr

Full-time

Re-posted 4 days ago


Job description

Job Description:
At Piper Sandler, we connect capital with opportunity to build a better future. Founded in 1895, we are a leading global investment banking enabling growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture.
We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.
We are currently looking for an Investment Banking Associate to join our Services & Industrials team in Birmingham, MI. This individual will focus on transactions within the residential and commercial services sector. Read more about our Services & Industrials team here.
Our associate position offers a unique opportunity for professionals seeking to play a meaningful role in our continued growth while gaining significant experience in M&A, debt, equity and equity-linked transactions. The associate will prepare valuations, write memorandums for company sale assignments and private placements, prepare M&A analyses, and participate in due diligence and drafting sessions for public offerings. The associate is responsible for structuring and executing transactions, and typically functions as a backup for relationships with important clients, is generally the key contact for some clients, and begins to assume some important new business responsibilities.
Our environment is collaborative, demanding, fast-paced and entrepreneurial. Our portfolio companies are extraordinarily dynamic and our people have what it takes to excel.
A successful candidate will possess the following characteristics:
  • Bachelor's degree and 3+ years of investment banking experience or closely related experience
  • Prior experience involving financial analysis and M&A transaction execution
  • Excellent written and verbal communication skills, including ability to develop internal and external relationships
  • Strong knowledge of accounting and financial modeling
  • Highly motivated, team player with an ability to learn in a fast-paced environment

As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture.
Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, services & industrials, energy & power, financial services, healthcare and technology. Learn more about our investment banking team here.
Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health and well-being. Learn more about our benefits program and how we are here for our employees and their families today, tomorrow and beyond.
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.
The anticipated starting salary for Birmingham-based individuals expressing interest in this position is $135,000 - $225,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.
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