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Investment Associate Jobs (NOW HIRING)

Brighton Jones

Investment Associate

Seattle, WA

$100K - $130K/yr

We are seeking an Investment Associate to join our dynamic team and play a key role in sourcing, evaluating, and supporting investments in private companies and fund managers. This role offers ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

The Investment Associate will play a central role in implementing Cowell Financial's planning and wealth philosophies, participating in investment committee meetings, managing investment operations ...

Brighton Jones

Investment Associate

Seattle, WA · On-site

$100K - $130K/yr

We are seeking an Investment Associate to join our dynamic team and play a key role in sourcing, evaluating, and supporting investments in private companies and fund managers. This role offers ...

Brighton Jones

Investment Associate

Seattle, WA

$100K - $130K/yr

We are seeking an Investment Associate to join our dynamic team and play a key role in sourcing, evaluating, and supporting investments in private companies and fund managers. This role offers ...

Northwestern Mutual

Investment Associate

Baxter, MN

The Investment Associate will play a central role in implementing Cowell Financial's planning and wealth philosophies, participating in investment committee meetings, managing investment operations ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

The Investment Associate will play a central role in implementing Cowell Financials planning and wealth philosophies, participating in investment committee meetings, managing investment operations ...

First Community Trust

Investment Associate

Dubuque, IA · On-site

$60K - $75K/yr

About the Role We are seeking a full-time Investment Associate to support portfolio management, trading, and investment research across client accounts. This role is critical in delivering sound ...

New

AmCap Incorporated

Investment Associate

Stamford, CT

$125K - $150K/yr

Position Overview AmCap is looking to fill a full-time Investment Associate role in our Stamford, CT headquarters. This position will support the Acquisitions, Investor Relations and Portfolio ...

AmCap Incorporated

Investment Associate

Stamford, CT · On-site

$125K - $150K/yr

Position Overview AmCap is looking to fill a full-time Investment Associate role in our Stamford, CT headquarters. This position will support the Acquisitions, Investor Relations and Portfolio ...

Janelia Research Campus

$118K - $147K/yr

The investment staff consists of a Public Markets team and Private Markets team. Associates may work with one or both teams, depending on individual and Institute needs, though a "generalist mindset ...

The Scion Group

Investment Associate

Chicago, IL

In addition, this role will support related investment verticals that are critical to the performance and success of Scion's operations. The Associate fosters strong cross departmental working ...

Northern Trust

Sr Investment Associate

Miami, FL · On-site

Senior Investment Associate The Senior Investment Associate partners closely with Portfolio Advisors (PAs) and client service teams to deliver proactive, highquality service to highnetworth clients.

AmCap, Incorporated

Investment Associate

Stamford, CT · On-site

Position Overview AmCap is looking to fill a full-time Investment Associate role in our Stamford, CT headquarters. This position will support the Acquisitions, Investor Relations and Portfolio ...

Howard Hughes Medical Institute (HHMI)

$118K - $147K/yr

The investment staff consists of a Public Markets team and Private Markets team. Associates may work with one or both teams, depending on individual and Institute needs, though a "generalist mindset ...

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Investment Associate information

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$22K

$97.1K

$213.5K

How much do investment associate jobs pay per year?

As of Jun 28, 2026, the average yearly pay for investment associate in the United States is $97,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $117,500.00 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
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Investment Associate jobs near you
Infographic showing various Investment Associate job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 32% Full Time, 63% Part Time, 1% Temporary, and 3% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $97,073 per year, or $46.7 per hour.
Investment Associate

Investment Associate

Brighton Jones

Seattle, WA

$100K - $130K/yr

Full-time

Posted 14 days ago

Job description

Ready to make a meaningful impact?
 
At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards, including Inc.com’s 2025 list, as well as national honors for community impact.
 
We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. 

Lenora Capital, Brighton Jones’ private investment team, deploys capital across private equity, venture capital, and real estate, while providing consultative support to clients around their private investing activities. We are seeking an Investment Associate who can bring curiosity, rigor, and initiative to projects, investments, and advisory work.

We are seeking an Investment Associate to join our dynamic team and play a key role in sourcing, evaluating, and supporting investments in private companies and fund managers. This role offers exposure across the full investment lifecycle — from diligence to portfolio management — and the opportunity to work directly with senior investors, founders and our seasoned client service advisors. The ideal candidate is intellectually curious, highly analytical, and possesses strong business acumen, with a desire for building a long-term career in private markets.

Take our Values in Action Self-Assessment to see how our values align!
Your Role - Lenora Capital Fund:
  • Drive investment projects with autonomy; take ownership once a project, investment, or advisory opportunity is assigned.
  • Source, track, and manage deal flow across private equity, venture capital, and other private market opportunities.
  • Conduct financial analysis, modeling, and due diligence to evaluate potential investments.
  • Identify key insights and risks, communicate findings effectively, and escalate or engage with the right stakeholders as needed.
  • Build market awareness and maintain strong industry connections to support sourcing, diligence, and investment perspectives.
  • Collaborate with senior investors on Investment Committee materials and portfolio updates.
  • Support portfolio companies with initiatives like financial modeling, recruiting, and business development.
  • Manage investment data and pipeline activity in internal systems.
Your Role - Client and Service Team Support
  • Partner with advisors to provide insights and recommendations on private investment opportunities.
  • Review pitch decks, term sheets, and financial models to support client-facing work (will not require direct client interaction initially).
  • Contribute to educational initiatives that expand private market knowledge internally and for clients.
  • Support prospecting and business development efforts with private investment expertise.
Your Experience:
  • 2–3 years of experience in investment banking, private equity, venture capital, investment consulting, or related investment roles.
  • Foundational knowledge of the investment industry with strong business acumen.
  • Highly curious and proactive; asks questions and knows what to look for in investment opportunities.
  • Strong analytical and financial modeling skills.
  • Ability to work hard, manage multiple priorities, and follow through on assignments independently.
  • Proficiency in Microsoft Office (Excel, Word, PowerPoint); willingness to learn new systems.
  • Comfortable collaborating with senior leaders and internal teams; client-facing experience not required.
  • Series 65 license, CAIA or CFA charter candidate a plus.
  • Undergraduate degree required.
  • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.
Compensation:
  • Pay: $100,000 - $130,000 per year


Ownership & Financial Wellbeing
  • Fully paid medical, dental, and vision coverage for employees
  • 401(k) with 100% match up to 3% of annual compensation
  • Equity ownership opportunities for every employee
  • New Business Incentive Program
  • Generous employee referral bonus
  • Cell phone data reimbursement
  • Financial planning services discount for employees and immediate family members

Time & Flexibility
  • Minimum 3 weeks PTO starting Day 1
  • Winter Break, Summer Friday flex-days, and 10 paid holidays
  • Unlimited Volunteer Time Off plus company grant matching
  • Heavily subsidized transit

Growth & Development
  • 100% reimbursement for required training, certifications, licensing, and dues
  • Personal career development plans
  • Richer Life Business Partner (coaching for all employees)
  • Mindful Emotional & Social Intelligence training
  • Annual professional & personal wellbeing stipend

Connection & Community
  • Quarterly team-building events
  • Regular social events
  • Employee-led book clubs, committees, and affinity groups

Family & Milestones
  • Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
  • Adoption benefits
  • Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. 

We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.

Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. 

To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. 

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. 

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.