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Investment Management Associate Jobs in California

Beacon Pointe

Office Management Associate

Campbell, CA · On-site

$50 - $70/hr

... Management Associate in our Campbell, CA office. The ideal candidate will be responsible for ... investment management and wealth planning services to help our clients achieve their financial ...

New

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 ...

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 ...

stockbridge

Asset Management - Associate

San Francisco, CA · On-site

$125K - $145K/yr

Associate, Asset Management San Francisco, CA Opportunity and Position Summary: This Asset ... Prepare presentation materials for Investment Committee including disposition and capital approval ...

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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 Sep 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.

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 are the most commonly searched types of Investment Management jobs in California?

The most popular types of Investment Management jobs in California are:

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

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

Investment Management Associate jobs near you
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.

Private Debt Associate Investment Manager

InforCapital

Sacramento, CA • On-site

$131 - $219/hr

Other

Medical, Retirement

Posted 10 days ago

Job description

Role Overview

CalPERS (California Public Employees' Retirement System), the nation's largest public pension fund with approximately $590 billion in assets, is hiring an Associate Investment Manager for its Private Debt program in Sacramento, CA. The role sits within CalPERS' Private Markets investment platform and carries the state civil service classification 'Associate Investment Manager, Public Employees' Retirement System' (Job Code JC-513487).

Position Details
  • Permanent, full-time position based in Sacramento County with a hybrid telework arrangement
  • Part of CalPERS' Private Debt investment team, supporting sourcing, underwriting, and monitoring of private debt investments made on behalf of the fund
  • An executive search firm is assisting CalPERS with recruitment for this role
Compensation
  • Base salary range: $10,937.50-$18,229.17 monthly (approximately $131,250-$218,750 annualized)
  • Eligible for an annual incentive award of 0-60% of salary based on quantitative and qualitative performance measures
  • Eligible for a long-term incentive program providing an additional 0-60% of base salary, beginning after five years of service and contingent on the fund's total returns meeting or exceeding board-approved thresholds
About CalPERS

CalPERS is a global institutional investor headquartered in downtown Sacramento, recognized internationally for its investment leadership and innovation. The organization manages retirement and health benefits for California's public employees, retirees, and their families, and is guided by its published Investment Beliefs.

Qualifications

Candidates should have relevant experience in private debt/credit investing, underwriting, or portfolio monitoring consistent with an Associate Investment Manager classification within a large institutional investment platform.

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