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Investment Management Associate Jobs in California

Senior Investment Associate

Pasadena, CA ยท On-site

$120K - $142K/yr

The core objective of the Senior Associate is to support the team's Managing Director(s), Director(s), and Associate Director(s) in the implementation and management of investment strategies. The ...

Investment Management Analyst

Irvine, CA ยท On-site

$83 - $102/hr

... Investment Management Analyst will play a critical role within Essex's Investment Management ... All full-time regular associates are offered competitive salaries, experience career growth, and ...

New

Investment Associate

Pasadena, CA ยท 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 ...

Investment Associate

Pasadena, CA ยท 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 ...

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Showing results 1-20

Investment Management Associate information

See California salary details

$21.7K

$95.8K

$210.7K

How much do investment management associate jobs pay per year?

As of Aug 28, 2026, the average yearly pay for investment management associate in California is $95,802.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,100.00 and $116,000.00 per year, depending on experience, location, and employer.

What does an investment management associate do?

An Investment Management Associate supports portfolio managers and senior analysts by conducting research, analyzing financial data, and helping to develop investment strategies. They often assist with client reporting, monitor portfolio performance, and stay up to date on market trends. The role requires strong analytical skills, attention to detail, and often involves direct client communication. Associates play a key role in ensuring investment decisions align with client objectives and compliance requirements.

What are the key skills and qualifications needed to thrive as an investment management associate?

To thrive as an Investment Management Associate, you need strong analytical skills, financial modeling expertise, and a bachelor's degree in finance, economics, or a related field. Familiarity with Bloomberg Terminal, Microsoft Excel, and possibly CFA certification are typically required for effective performance. Exceptional communication, attention to detail, and teamwork abilities help you stand out in this client-facing and collaborative environment. These competencies are vital for accurately analyzing investments, supporting decision-making, and building client trust in a fast-paced financial sector.

How does an investment management associate typically collaborate with portfolio managers and analysts on client accounts?

As an Investment Management Associate, you will work closely with portfolio managers and analysts by supporting investment research, preparing client presentations, and monitoring portfolio performance. Your responsibilities often include gathering and analyzing financial data, coordinating with research teams to evaluate investment opportunities, and ensuring client communications are timely and accurate. This collaborative environment fosters strong teamwork and provides valuable exposure to investment strategies, client relationship management, and opportunities for professional growth within the firm.

What is the difference between Investment Management Associate vs Financial Analyst?

AspectInvestment Management AssociateFinancial Analyst
Required CredentialsBachelor's degree, CFA Level I/II preferredBachelor's degree, CFA Level I/II preferred
Work EnvironmentAsset management firms, investment teamsCorporations, banks, investment firms
Employer & Industry UsageCommon in asset management and investment firmsWidespread across finance sectors
Primary FocusSupporting portfolio management, client reportingAnalyzing financial data, valuation, forecasting

Both roles often require similar credentials and work in finance environments, but Investment Management Associates focus on supporting investment portfolios and client reporting, while Financial Analysts primarily analyze financial data and perform valuations. The roles are closely related but serve different functions within the finance industry.

How much do investment management associates make in the US?

Investment management associates in the US typically earn a median annual salary of around $70,000 to $90,000, with experienced professionals and those in major financial hubs earning higher. Compensation can include bonuses and benefits, and the role often requires strong analytical skills and familiarity with financial tools.

What are careers in investment management?

Careers in investment management involve managing client assets by analyzing financial markets, selecting investments, and developing strategies to achieve financial goals. Roles include portfolio managers, research analysts, and client advisors, often requiring strong analytical skills, financial knowledge, and relevant certifications like the CFA. These careers typically involve working in financial firms, asset management companies, or banks and may require staying updated on market trends and economic data.

What cities in California are hiring for Investment Management Associate jobs?

Cities in California with the most Investment Management Associate job openings:

Infographic showing various Investment Management Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $95,802 per year, or $46.1 per hour.

Investment Management Analyst

Essex-Property-Trust

Irvine, CA โ€ข On-site

$83 - $102/hr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago


Job description

CityIrvineStateCaliforniaJob LocationIrvine Regional Office (Derian)Position TypeRegularThe Investment Management Analyst will play a critical role within Essexโ€™s Investment Management departments, with primary support for the Facilities, Construction Execution, Design, Commercial, and Ancillary Income teams. Working closely with cross-functional teams, this individual will focus on data analysis, financial and operational insights, and process improvements, becoming a key contributor to the annual budget process. Power BI skills are essential, with an emphasis on contributing to data visualization initiatives and independently managing projects that enhance departmental efficiencies and add value across the division.WHAT YOU WILL DO:Data Visualization (Power BI)Develop and maintain reports, dashboards, and visualizations that provide operational and financial insights to business partners.Assist with enhancing existing reporting tools and implementing improvements to data visualization solutions.Ensure reporting accuracy through data validation and quality assurance processes.Operational and Financial Data AnalysisAssess business performance through KPIs and operational metrics, identifying trends and areas for improvement.Conduct in-depth financial analyses, evaluating performance against budget, and contributing to forecasting with insights on opportunities and risks.Cross-Functional Partnership and InfluenceWork collaboratively with the Data Platform team to define data requirements, recommend calculation methodologies, and contribute to data architecture improvements.Serve as a partner to internal departments, fostering a collaborative approach to achieving key objectives and sharing insights across the business.Storytelling and PresentationDevelop and deliver impactful presentations to Senior Management, transforming complex data findings into compelling narratives that support strategic decision-making.Emphasize the use of data storytelling to drive understanding, alignment, and action.Budgeting and Earnings SupportProvide contributions to the annual budgeting process, delivering detailed financial analysis and scenario modeling to support decision-making.Support monthly reporting with data insights, performance metrics, and predictive modeling.Financial Modeling and UnderwritingBuild and maintain financial models under the guidance of senior team members.Support underwriting, investment analysis, and scenario modeling activities as needed.All Other Tasks AssignedEmbrace flexibility and adaptability in a fast-paced environment, taking on additional tasks as necessary to support the team and organization.AI (Artificial Intelligence) remains a focus of the organization. This position may be required to learn and support AI initiatives for the departments as needed.WHAT YOU WILL NEED:Bachelor's degree (B.A./B.S.) from a four-year college or university in data analytics, business, finance, or economics.2-4+ years of experience in data analytics, real estate, or financial planning & analysis.Experience and familiarity with data visualization tools, particularly Power BI; strong skills in data modeling, Excel (including Power Query), and SQL.WHAT THE JOB REQUIRES:Work is primarily conducted in an office setting. Requires sitting at a desk or workstation for extended periods. Involves the use of standard office equipment such as computers, phones, and printers.Requires the ability to work Monday through Friday. Entails in-person office requirements consistent with the Companyโ€™s hybrid policy, located at Essex's corporate offices in Irvine, Woodland Hills, San Mateo, and Bellevue.Requires the ability to sit or stand for extended periods. Minimal physical effort in the day-to-day tasks.Minimal travel may be required for occasional meetings, training, or conferences.WHAT YOU WILL BRING TO THE TABLE:Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to operations leadership and across departments. Ability to effectively present information.Ability to comprehend, analyze, and interpret documents. Ability to solve problems involving several options in situations. Requires intermediate analytical and quantitative skills.Decisions made with thorough knowledge of procedures and company policies to achieve set results and deadlines. Responsible for setting project deadlines.All full-time regular associates are offered competitive salaries, experience career growth, and are eligible for benefit packages that include medical, dental, vision, paid parental leave, 401k employer match, excellence rewards, wellness programs, and much more. With our 12 paid holidays and 15 PTO days, work/life balance is a priority! Additionally, most positions are eligible for a housing discount of 20%.Essex provides great communities in which to live, work and invest. We are a purpose-driven company, and we pride ourselves on promoting an internal culture of growth and opportunity by engaging, enabling, and empowering our teams. Working at Essex is not a destination. It is a journey where you can confidently build your career.New hires generally start between $83,000.00 - $102,000.00 per year. The final salary offer will be determined after reviewing relevant factors, including but not limited to skill sets; relevant experience; internal equity; and other business and organizational needs.This role is also eligible to participate in Essexโ€™s discretionary Annual Bonus program that is commensurate with the level of the position. #J-18808-Ljbffr