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Investment Associate Jobs in Summit, NJ (NOW HIRING)

Omnicom

Associate, Investment

New York, NY · Hybrid

Trading and Investment OMNET Associate OMnet is a wholly owned subsidiary of Omnicom Media and was founded in late 2013. Working at the intersection of media and finance, OMnet operates as a ...

Omnicom

Associate, Investment

New York, NY · On-site

Trading and Investment OMNET Associate OMnet is a wholly owned subsidiary of Omnicom Media and was founded in late 2013. Working at the intersection of media and finance, OMnet operates as a ...

Omnicom

Associate, Investment

New York, NY · On-site

Trading and Investment OMNET Associate OMnet is a wholly owned subsidiary of Omnicom Media and was founded in late 2013. Working at the intersection of media and finance, OMnet operates as a ...

Omnicom

Associate, Investment

New York, NY · Hybrid

Trading and Investment OMNET Associate OMnet is a wholly owned subsidiary of Omnicom Media and was founded in late 2013. Working at the intersection of media and finance, OMnet operates as a ...

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All JobsInvestment Associate JobsInvestment Associate Jobs in Summit, NJ

Investment Associate information

See Summit, NJ salary details

$23.4K

$103.1K

$226.9K

How much do investment associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for investment associate in Summit, NJ is $103,149.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,100.00 and $124,900.00 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 Summit, NJ?

The most popular types of Investment jobs in Summit, NJ are:

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For Investment Associate jobs in Summit, NJ, the most frequently searched job titles are:

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Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Summit, NJ as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 27% Part Time, 2% Temporary, and 2% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $103,149 per year, or $49.6 per hour.

Investment Associate Full-Time - Summer 2027

Lord Abbett.com

Jersey City, NJ • On-site

$100K/yr

Other

Medical, Retirement

Posted 4 days ago

Job description

The Role
As an Investment Associate at Lord Abbett, you'll begin your career with a robust, skills-based training program designed to build a strong foundation in investment management. Led by our experienced investment professionals and industry experts, the program covers key areas including Portfolio Construction, Data & Analytics, Investment Research, Trading and the influence of Macroeconomic trends on global markets. Throughout the program, you'll engage directly with senior investment professionals, business leaders, and members of senior management, gaining valuable insights and mentorship. Following onboarding, you'll transition into a full-time role on one of our investment teams-Fixed Income, Tax-Free Fixed Income, or Equities-where you'll contribute meaningfully to the investment process. You'll also have the opportunity to pursue the CFA designation, with support from the firm.
At Lord Abbett, we believe successful investors share a core set of traits. We look for individuals who demonstrate the following areas:
  • Grit
  • Intellectual Curiosity
  • Mental Flexibility
  • Decisive Risk-Taking
  • Focus

We'll trust you to:
  • Develop and maintain robust financial models and valuation analyses, producing insightful reports on companies, industry trends, and investment opportunities.
  • Support senior investment professionals in generating alpha by contributing to portfolio management decisions, enhancing portfolio construction strategies, conducting in-depth research, and navigating complex digital trading environments.
  • Prepare high-quality investment materials, including reports, recommendations, and presentations, to inform and support strategic investment decisions.
  • Leverage advanced digital tools and collaborate with data teams to drive innovation, streamline processes, and uncover differentiated, sustainable investment insights.
  • Engage in continuous professional development through formal and informal training programs to deepen expertise as an investment professional.
  • Conduct comprehensive company and sector research, with a focus on specific asset classes, to support investment theses and portfolio positioning.
  • Foster strong cross-functional relationships within the broader investment team to enhance collaboration and knowledge sharing.

You'll need to have:
  • Bachelor's degree; an advanced degree is viewed as a plus
  • Outstanding academic background and excellent attention to detail
  • Passion for investing
  • Superior analytical skills, both quantitative and qualitative
  • Resourcefulness, team-orientation, enthusiasm, and an entrepreneurial spirit
  • Strong written and verbal communication skills

While the Investment Associate program is designed to be a valuable developmental opportunity, advancement into subsequent roles is not guaranteed and is determined at Lord Abbett's sole discretion based on business needs, individual performance, and other relevant factors.
Why Lord Abbett?
Lord Abbett is a leading independent, privately held, global investment management company founded in 1929. We believe in active management, product quality and a singular focus on the management of money. Our vision is to be the most respected asset manager in the world, admired for our people, our performance, our relationships, and our organizational agility. This inspires the three pillars of our culture:
  • Principles-Based - We empower our leaders to create an environment of trust
  • Performance-Oriented - We believe in meritocracy - we reward performance
  • Purpose-Driven - We always put the best interests of our clients first

We were honored to be ranked #1 in Barron's Best Fund Families for 2024 and to have earned recognition as one of the Best Places to Work in Money Management by Pensions & Investments for five consecutive years.
Compensation Information: Annual base salary for this role is $100,000. Salary is estimated for this role. Actual pay may be different.
Discretionary Bonus: Role may be eligible to receive an annual discretionary bonus. Discretionary bonuses are determined by several factors including, but not limited to, firm, team, and individual performance.
Benefits: Lord Abbett is committed to offering a competitive total rewards package to all eligible employees. Offerings include competitive total compensation, retirement plans, competitive health and well-being plans. To learn more about what we offer, please visit Careers | Lord Abbett
Lord Abbett is an equal employment opportunity employer. We are committed to providing equal employment opportunities to all qualified individuals without regard to the following legally protected characteristics: race, color, religion, sex, pregnancy, national origin, age, physical or mental disability, marital status, sexual orientation, sexual identity, caregiver status, military/veteran status, or any other characteristic protected by local, state or federal law. All employment decisions at Lord Abbett are based solely on the applicant's relevant experience, skills and qualifications.
Please note Lord Abbett is not offering sponsorship for this role.

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