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Investment Management Associate Jobs in California

Caltech

Senior Investment Associate

Pasadena, CA · 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 ...

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 ...

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 ...

General Matter

Management Associate

Los Angeles, CA · On-site

$80K - $140K/yr

... tier investors. Our lean, world-class team of engineers and operators is applying a first ... About The Role We are seeking a Management Associate to work directly with department heads and ...

General Matter

Management Associate

Los Angeles, CA · On-site +1

$80K - $140K/yr

... tier investors. Our lean, world-class team of engineers and operators is applying a first ... About The Role We are seeking a Management Associate to work directly with department heads and ...

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All JobsInvestment Management Associate JobsInvestment Management Associate Jobs in California

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 3, 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.

What jobs can you get with an investment management associate degree?

An investment management associate degree can qualify you for roles such as financial analyst, investment analyst, or portfolio assistant. These positions typically involve analyzing financial data, supporting investment decisions, and using tools like Excel or financial software; additional certifications like CFA can enhance prospects.

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 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.

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.
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Investment Management Associate jobs near you
Infographic showing various Investment Management Associate job openings in California as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $95,802 per year, or $46.1 per hour.

International Portfolio Management Associate

Dodge & Cox

San Francisco, CA • On-site, Remote

$155K - $180K/yr

Full-time

Medical, Life, Retirement

Re-posted 22 days ago

Job description

International Portfolio Management Associate

The International Portfolio Management Associate will work with the Director of the Dodge & Cox International Stock Fund to support portfolio construction, conduct investment research, and manage client communications for the International Stock Fund.

Responsibilities:

  • Support the Director of International Research on investment research and client projects.
  • Monitor portfolio investments, competitors, and industry developments.
  • Attend weekly portfolio management meetings and write meeting minutes.
  • Create research summaries on individual companies and/or broader topics to enhance decision-making.
  • Research, analyze, and perform due diligence on potential investments.
  • Build and maintain financial and valuation models.
  • Create research summaries and investment-related presentation materials.
  • Perform fundamental and quantitative analyses to compare companies in the portfolio.
  • Conduct portfolio attribution analysis to explain performance.
  • Utilize databases and applications to examine portfolio holdings and screen for new ideas.
  • Assist in creating and updating communication materials, especially during quarter-end.

This is a two-to-four-year position after which most individuals pursue a career in investing.

Qualifications:

  • 1-2 years of experience at an investment management firm, hedge fund, investment bank, or management consulting firm.
  • Excellent academic record with coursework in Finance, Economics, Accounting, and Statistics. Data science coursework is a plus.
  • Demonstrated experience and interest in value investing, financial markets, and investment management.
  • Strong attention to detail and ability to summarize information and craft compelling cases.
  • Initiative and ability to manage multiple projects simultaneously.
  • Strong quantitative, analytical, and computer skills, including Excel, PowerPoint, Bloomberg, and FactSet. Familiarity with Python and/or Tableau is a plus.
  • Excellent communication skills and a desire to work in a team-oriented environment.

Requirements

  • Dodge & Cox has a 4:1 hybrid work model, and all Dodge & Cox employees are required to be in their assigned office as noted in the job posting Monday - Thursday each week, with the option to work remotely on Friday.
The salary range for this position is $155k - $180k.The listed pay scale denotes only the pay range of the base salary and does not include discretionary bonus compensation, which may make up an important portion of the total remuneration. Dodge & Cox encourages applicants to consider the value of the many competitive benefits it offers, including coverage of 100% of all healthcare premiums for employees and their families and fully funding a retirement plan at 25% of the total compensation to the IRS limit. Dodge & Cox also provides additional benefits such as commuter, health & wellness, backup care, matching gift, employee assistance, and life and disability insurance. The listed pay scale reflects the base salary Dodge & Cox reasonably expects to pay for this position and is not a reflection of the highest and lowest base salary of any current Dodge & Cox employee. Actual base salary will be based on factors such as the candidate's prior relevant experience (including within and external to Dodge & Cox, as applicable),education, skills, and knowledge.

The job description above is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. It is the Company's policy to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, marital or domestic partner status, sexual orientation, gender identity or expression, age, ancestry, national origin, disability, or medical condition, as defined in state and federal laws. This policy covers all aspects of employment including, but not limited to, recruitment, selection, training, promotion, transfer, compensation, demotion, and termination. By applying for a position with Dodge & Cox, you acknowledge that you have read our EEO Policy

All Dodge & Cox employees must adhere to the Firm's security policies and Code of Ethics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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