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Investment Management Associate Jobs in California

Hackman Capital

Asset Management Associate

Culver City, CA · On-site

$18 - $24/hr

The Associate will report to the Senior Vice President, Asset Management and play an integral role ... Develop and maintain financial models, budgets, forecasts, and investment analyses to support asset ...

Hackman Capital

Asset Management Associate

Culver City, CA · On-site

$18 - $24/hr

The Associate will report to the Senior Vice President, Asset Management and play an integral role ... Develop and maintain financial models, budgets, forecasts, and investment analyses to support asset ...

Hackman Capital

Asset Management Associate

Culver City, CA · On-site

$18 - $24/hr

The Associate will report to the Senior Vice President, Asset Management and play an integral role ... Develop and maintain financial models, budgets, forecasts, and investment analyses to support asset ...

CAPTRUST

Associate Trader

Costa Mesa, CA · On-site

CAPTRUST is seeking an Associate Trader for an early-career investment role designed for ... Understanding of tax-aware portfolio management and investment implementation. * Currently pursuing ...

CAPTRUST

Associate Trader

Costa Mesa, CA

CAPTRUST is seeking an Associate Trader for an early-career investment role designed for ... Understanding of tax-aware portfolio management and investment implementation. * Currently pursuing ...

Captrust

Associate Trader

Costa Mesa, CA · On-site

$85 - $95/hr

CAPTRUST is seeking an Associate Trader for an early-career investment role designed for ... Understanding of tax-aware portfolio management and investment implementation. * Currently pursuing ...

YouLand

Asset Management Associate

Menlo Park, CA · On-site

ROLE YouLand is seeking a proactive and detail-oriented Asset Management Associate to lead YouLand ... This role sits at the intersection of borrowers and investors, ensuring proper execution of draw ...

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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 4, 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.

Investment Advisor Associate

Virtus Investment Partners, Inc

Los Angeles, CA • On-site

$65 - $85/hr

Other

Medical, Dental, Vision, Life, Retirement

Re-posted 25 days ago

Job description

Investment Advisor Associate – Client Service Support

We value experience and skills, but are equally focused on who you are. Our team thrives on hard work, support, and shared values.

DUTIES AND RESPONSIBILITIES
  • Act as primary service-related and administrative contact for high-net-worth investors and their professional advisors (CPAs, business managers, attorneys).
  • Lead or participate in department or firm-level projects.
  • Open new accounts and monitor progress.
  • Provide daily client service including depositing investments, calculating withdrawals, handling cashiering needs, facilitating tax trading, charitable gifting, required minimum distributions, special requests, account re-registrations, cost basis step up, custom report creation, address changes, and account terminations, and prepare tax analysis reports.
  • Execute asset-allocation changes based on Advisor recommendation and monitor progress.
  • Schedule Advisor-Client meetings and prepare portfolio review book materials.
  • Attend in-house or off-site meetings or events as requested by Advisor.
  • Maintain and update client files, CRM and other portfolio data.
  • Collaborate with management to improve practices and procedures.
MINIMUM QUALIFICATIONS
  • Undergraduate degree.
  • 2-4 years of client-service experience with high-net-worth individuals at an investment management firm, private bank, or broker-dealer with a history of increasing responsibilities.
  • Fundamental knowledge of equity and fixed-income markets and alternative asset classes.
  • Knowledge of nuances in setting up various account registrations, including required documentation and limitations.
  • Experience with paperwork and workflows associated with custodians such as Charles Schwab and/or Fidelity Investments.
  • Commitment to, and demonstrated history of, providing the best service levels to clients and internal constituents.
BENEFITS
  • Competitive pay, medical, dental, and vision insurance.
  • Life and disability insurance.
  • Health savings account with company match.
  • Flexible spending accounts including dependent care.
  • Wellness program.
  • Tuition reimbursement.
  • 24-hour employee assistance program.
  • Adoption assistance.
  • Paid family time and paid volunteer days.
  • Gym onsite with fully stocked kitchen and lunch provided.
  • Hybrid 3/2 remote.
EEO STATEMENT

KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

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