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Investment Management Associate Jobs (NOW HIRING)

Rockefeller Capital Management

$100K/yr

Position Rockefeller Global Investment Management (RGIM) is seeking a highly motivated and detail-oriented Product Management Associate to support the development, management, and evolution of our ...

Morrison Foerster

$260K - $390K/yr

Our Investment Management Group MoFo's Investment Management group is a dynamic, highly skilled, and diverse team representing clients whose businesses span the breadth of the investment management ...

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Investment Management Associate information

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$22K

$97.1K

$213.5K

How much do investment management associate jobs pay per year?

As of Sep 11, 2026, the average yearly pay for investment management 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 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 are hiring for Investment Management Associate jobs?

Cities with the most Investment Management Associate job openings:

What are the most commonly searched types of Investment Management jobs?

The most popular types of Investment Management jobs are:

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What states have the most Investment Management Associate jobs?

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Investment Management Associate jobs near you
Infographic showing various Investment Management Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution, with an average salary of $97,073 per year, or $46.7 per hour.

Investment Product Management Associate

Stamford, CT • On-site

Rockefeller Capital Management
See more jobs at Rockefeller Capital Managementexternal

Full-time

Re-posted 12 days ago

Job description

About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 2026.
Position
Rockefeller Global Investment Management (RGIM) is seeking a highly motivated and detail-oriented Product Management Associate to support the development, management, and evolution of our proprietary investment product platform across the US and Europe.
This role sits at the intersection of investments, distribution, operations, and client delivery, supporting the full lifecycle of RGIM-sponsored products, from concept and launch through ongoing management and enhancement. The successful candidate will partner closely with colleagues across Distribution, Investor Services, Operations, Legal & Compliance, Finance, Portfolio Management, Trading, Performance & Risk, and external service providers to help ensure our product platform remains operationally robust, scalable, and positioned for long-term growth.
The ideal candidate is intellectually curious, highly organized, and collaborative, with a strong understanding of investment products and a commitment to continuous improvement. This individual will be comfortable operating in a dynamic, fast-paced environment while managing multiple priorities and maintaining exceptional attention to detail.
Responsibilities
  • Support the end-to-end product development process from product origination through launch, including internal and external approvals, regulatory readiness and compliance, legal agreements, fund offering documentation, and operational connectivity with administrators, custodians, and intermediary platforms.
  • Support ongoing post-launch product management activities across all RGIM platform product types, including modifications and enhancements to existing products; provide product ownership and expertise; manage workflow related to new subscriptions and redemptions between investor and administrator, identify and implement process improvements, respond to internal and external reporting requirements, take lead on ad hoc requests, and participate in special projects.
  • Closely collaborate with key internal stakeholders and act as the internal repository of RGIM product knowledge and ensure that all RGIM product offering materials and processes are well maintained, communicated, and properly positioned on both internal and external distribution channels/platforms.
  • Manage key third-party relationships and requirements with external service providers, specifically fund administrators, fintechs, intermediary/fund distribution platforms, third-party reporting services, fund trusts and management companies.
  • Monitor and understand the key variables impacting RGIM investment products in both the U.S. and Europe, including vehicle structures and product types, competitive landscape, regulations, pricing, key trends, commercial viability and distribution channels and platforms.

Qualifications
  • 3-5 years of asset management or investment management product management experience required
  • MBA, PMP, or other relevant advanced credentials preferred
  • Experience supporting traditional and alternative investment products across US and European markets
  • Process-oriented skill set with proven experience leading projects and/or applying project management skills in a team environment
  • Prior experience managing investment product activities and initiatives across traditional or alternative investments in the U.S. and Europe, specifically mutual funds, ETFs, Interval/Tender Offer Funds, UCITS, limited partnerships and hedge funds
  • Experience working with intermediaries and/or third-party fund platforms
  • Prior experience with European and cross border intermediaries, distribution platforms, market knowledge and product structures would be very beneficial

Skills
  • Strong judgment in prioritizing, evaluating, and sharing information as appropriate, and determining issues requiring escalation
  • Ability to work both independently and part of a project team, often on multiple assignments concurrently, while adhering to key objectives, standards, and deadlines
  • Strong interpersonal, collaborative and team skills include ability to effectively communicate and interact with key investors, distribution platforms, third party service providers, internal and external senior management, and financial advisors
  • Strong ability to develop, manage, prioritize, and implement operational plans consistent with strategic objectives and decisions
  • Self-starter with entrepreneurial mindset

Disclosure
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

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