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Investment Associate Jobs (NOW HIRING)

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 ...

Beth Israel Lahey Health

Investment Associate

Boston, MA

$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 ...

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 ...

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 ...

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 ...

LG Electronics

Investment Associate

Santa Clara, CA · On-site

$115K - $165K/yr

At LG, we strive to make Life Good for Everyone. * Assist the investment directors throughout the investment process from sourcing deals to screening / due diligence / writing memos for investment ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

Investment strategy & portfolio management * Implement and uphold Cowell Financials planning and wealth management philosophies across client accounts * Participate actively in investment committee ...

Northwestern Mutual

Investment Associate

Baxter, MN

Investment strategy & portfolio management * Implement and uphold Cowell Financial's planning and wealth management philosophies across client accounts * Participate actively in investment committee ...

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 ...

CloudHQ LLC

Investment Associate

Washington, DC · On-site

Who We Are Cloud Capital is a global investment management firm founded by Hossein Fateh, the Founder and CEO of CloudHQ LLC and Co-founder and former CEO of DuPont Fabros Technology (DFT). The firm ...

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 ...

LG Electronics

Investment Associate

Santa Clara, CA

* Assist the investment directors throughout the investment process from sourcing deals to screening / due diligence / writing memos for investment committee Synchronize investment strategy by ...

Dodge & Cox

2026 Investment Associate

San Francisco, CA · On-site +1

$155K - $180K/yr

2026 Investment Associate The Investment Associate will work directly alongside an Industry Analyst in an industry-focused team responsible for evaluating investments in companies globally. Primary ...

Northern Trust

Sr. Investment Associate

Atlanta, GA · On-site

$70K - $119K/yr

Senior Investment Associate Overview The Senior Investment Associate supports one or more Portfolio Managers in delivering exceptional service to high-net-worth investment management clients. This ...

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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 Jul 20, 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 market research, and supports the investment team in making decisions. They often prepare reports, evaluate investment opportunities, and use tools like Excel and financial modeling software. Strong analytical skills and relevant certifications such as the CFA can be beneficial in this role.

How much does an investment associate make?

An investment associate typically earns a median annual salary ranging from $60,000 to $90,000, depending on experience, location, and firm size. 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 incentives.

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 $90,000, 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.
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Investment Associate jobs near you
Investment Associate

Investment Associate

The Scion Group

Chicago, IL • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 7 days ago

The Scion Group rating

6.5

Company rating: 6.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

117th of 162 rated real estate companies

Job description

Want to learn more about The Scion Group? Check out our website.
We're hiring immediately!
We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas.
Your Opportunity
Scion is paving a path in student living and we're seeking a talented Associate to join us in executing our vision. This position is a senior role within the investments team working group who will focus on delivering financial modeling, research and presentations as well as communicating with all external constituents associated with pending transactions and portfolio management initiatives. 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 relationships and thrives in a fast-paced, agile, corporate environment. This role demands excellent communication skills, agility, well-honed analytical and problem-solving skills and takes no half measures. For real estate finance professionals with a few years of professional experience, this is an exciting opportunity to join a dynamic and growing team and gain invaluable transaction and investment related experience.
Your Responsibilities
  • Prepare and review financial models to analyze prospective origination opportunities under various investment structures.
  • Gather and evaluate economic, demographic, and macro fundamental data to aid senior management in effective business decisions.
  • Provide corporate support to Asset Management and Investment Management team members to assess monthly performance and determine key trends.
  • Conduct general portfolio management analysis and provide work product on an established, recurring frequency to internal and external stake holders.
  • Leverage presentation software, data visualization techniques and communication skills to generate external and internal reports.
  • Establish and maintain relationships with 3rd party consultants, investment sales community, equity and debt partners
  • Conduct transaction due diligence by collecting, reviewing, and summarizing various property diligence reports, leases, property financial information, and other due diligence documents.
  • Establish workflow with asset management and property operations upon asset transition
  • Mentor a team of junior analysts with a focus on fostering financial modeling acumen, cross departmental working relationships, and transaction related procedures.

The responsibilities listed above may not be all inclusive
What We Require
  • Bachelor's Degree in Economics, Finance, Statistics, Applied Mathematics, or similar STEM programs with 2-5 years of professional experience
  • Advanced financial modeling; High proficiency in Microsoft Excel, Word, and PowerPoint skills;
  • Knowledge of and experience with commercial real estate fundamentals and investment principles.
  • Travel may be required occasionally (10-15% in a year).

Operational Details
  • Job location is based at Scion's Chicago corporate headquarters.
  • Working hours consist of daytime business hours, requiring additional non-traditional hours during peak times.

Your Benefits
  • FLSA Status Exempt
  • Discretionary annual bonus
  • Paid Time Off + Floating holidays
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • 401k Matching
  • Paid Parental Leave
  • Learning reimbursement opportunities

The Scion Group LLC provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, religion, creed, national origin, color, gender, sex, sexual orientation, gender identity or expression, age, physical or mental disability (as long as the employee/applicant is otherwise qualified for the job with or without a reasonable accommodation), genetic information, HIV/AIDS status, marital status, uniformed service, veteran status, pregnancy or other legally protected status or category under federal or state law. The Scion Group LLC complies with applicable state and local laws governing nondiscrimination in employment in all locations in which the Company has properties. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfers, leaves of absence, compensation, training and other terms and conditions of employment. The Scion Group LLC is committed to the principles of equal employment opportunities.
IND-B
The base salary range for this full-time position is base + bonus + benefits. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process.
Illinois Pay Range
$125,000-$150,000 USD

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