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Investment Associate Jobs (NOW HIRING)

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, high-quality service to high-net-worth ...

Beth Israel Lahey Health

Investment Associate

Boston, MA · On-site

$90K - $115K/yr

The Investment Associate plays an integral role in our investment process. Most often, your work will focus on diligence of new and existing public and private investment managers. This includes both ...

Trans western

Investment Associate

Dallas, TX · On-site +1

TIG is seeking an Associate to join its Capital Markets team. The Capital Markets team is responsible for fundraising, investor relations and business / product development across all TIG ...

Betaworks

Investment Associate

New York, NY · On-site

$85K - $125K/yr

We are seeking an associate to join our team and contribute to portfolio company support, growing the investment funnel, building community and hosting events. Betaworks is a product-focused, seed ...

Renewa, LLC

Investment Associate

Houston, TX

Summary Renewa is currently looking for a Houston-based Senior Finance Associate to support investment underwriting, portfolio analysis, and strategic decision making across the platform. This is a ...

The Scion Group

Investment Associate

Chicago, IL · On-site

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

Investment Associate

Chicago, IL

$74K - $126K/yr

ROLE SUMMARY The Investment Sales Associate works alongside Client Advisors in the prospecting efforts of institutional clients of Northern Trust Asset Management. They will interact directly with ...

Transwestern

Investment Associate

Dallas, TX · On-site

TIG is seeking an Associate to join its Capital Markets team. The Capital Markets team is responsible for fundraising, investor relations and business / product development across all TIG ...

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, high-quality service to high-net-worth ...

Whittier Trust

Investment Associate

Pasadena, CA · On-site

$65K - $85K/yr

Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family ...

Whittier Trust

Investment Associate

Pasadena, CA

$65K - $85K/yr

Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family ...

Northern Trust

Investment Associate

Chicago, IL · On-site

$74K - $126K/yr

ROLE SUMMARY The Investment Sales Associate works alongside Client Advisors in the prospecting efforts of institutional clients of Northern Trust Asset Management. They will interact directly with ...

Northern Trust

Investment Associate

Chicago, IL · On-site

$74K - $126K/yr

ROLE SUMMARY The Investment Sales Associate works alongside Client Advisors in the prospecting efforts of institutional clients of Northern Trust Asset Management. They will interact directly with ...

Turn/River Capital

Investment Associate

San Francisco, CA · On-site

$280K - $290K/yr

The firm's team of equal parts investors and operators provides hands-on operational support and the flexible capital to systematically scale marketing, sales and customer success at its portfolio ...

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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

Rockefeller Capital Management

Atlanta, GA • On-site

Full-time

Posted 11 days ago

Job description

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $221 billion in client assets as of May 31, 2026.

Position

The Investment Associate is a key member of the Private Advisor team, supporting senior advisors in delivering investment analysis, portfolio insights, and implementation support for high-net-worth client portfolios. This role sits at the intersection of research and execution, with a focus on financial modeling, investment due diligence, and monitoring portfolio performance, while partnering closely with internal teams to ensure accurate and timely delivery of investment strategies.

Responsibilities
  • Conduct investment research and due diligence across securities, funds, and alternative investments
  • Perform financial modeling and analysis to support portfolio decisions
  • Monitor portfolio performance and risk across client accounts
  • Prepare investment materials and reporting for client and internal use
  • Track market developments to inform investment positioning
  • Partner with internal teams to support trade execution and overall client service
Qualifications
  • Bachelor's degree in Finance, Economics, Accounting, or related field
  • 2+ years of relevant experience in investment analysis or portfolio support
  • Series 7 and 66 preferred, or willingness to obtain if not already licensed
  • Progress toward CFP, CFA or similar designation preferred
Skills
  • Strong understanding of capital markets and portfolio construction
  • Great communication skills to be able to participate and conduct client meetings
  • Solid financial modeling and analytical capabilities
  • Ability to evaluate investment opportunities from both quantitative and qualitative perspectives
  • Clear and concise written and verbal communication skills
  • Strong attention to detail and ability to manage competing priorities
  • Proficiency in Excel and familiarity with investment/research platforms
Disclosure

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

Employment Type: FULL_TIME

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