ZipRecruiter

Log In

2

Remote Investment Associate Jobs (NOW HIRING)

Mercury

Head of Investment Products

San Francisco, CA · On-site +1

A century later, most investment platforms still feel like they were designed for the speculative crowd. Mercury is building something different. We believe startups and growing businesses deserve ...

Jobgether

Our partner is looking for an Investment Banking Associate, AI Internship | Applied AI x Corporate ... Fully remote working opportunity. * Competitive hourly compensation based on experience and ...

RSM Global

Investment Specialist

Investment Specialist Risk & Regulatory Consulting, LLC (RRC) Remote-USA location Open to Full-time ... The salary range (or starting rate for interns and associates) for this role represents numerous ...

Setpoint

$90K - $120K/yr

About the role At Setpoint Capital, we focus on asset-backed private credit investments where we ... Setpoint has offices in Austin, New York, and Park City, UT and we're currently hiring remote team ...

Setpoint

$90K - $120K/yr

About the role At Setpoint Capital, we focus on asset-backed private credit investments where we ... Setpoint has offices in Austin, New York, and Park City, UT and we're currently hiring remote team ...

WellSpan Health

Investment Analyst

York, PA · Remote

Benefits & Incentives | WellSpan Careers (joinwellspan.org) #LI-REMOTE Duties and Responsibilities Essential Functions: * Manages the company investment portfolio to support the Outsourced Chief ...

next page

Showing results 1-20

All JobsInvestment Associate JobsRemote Investment Associate Jobs

Remote Investment Associate information

See salary details

$22K

$97.1K

$213.5K

How much do remote investment associate jobs pay per year?

As of Jul 11, 2026, the average yearly pay for remote investment 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 are the key skills and qualifications needed to thrive as a Remote Investment Associate, and why are they important?

To thrive as a Remote Investment Associate, you need a solid understanding of financial markets, investment analysis, and portfolio management, typically supported by a degree in finance or a related field. Familiarity with financial modeling software, Bloomberg Terminal, and certifications like the CFA are highly valued. Excellent communication, self-motivation, and analytical thinking are crucial soft skills for effective collaboration and independent work in a remote environment. These skills ensure accurate investment recommendations, strong client relationships, and successful performance in a dynamic, virtual setting.

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

AspectRemote Investment AssociateRemote Financial Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; certifications like CFA are a plusBachelor's degree in finance, accounting, or related; CFA or CPA preferred
Work EnvironmentCollaborates with investment teams, conducts research, and supports portfolio management remotelyAnalyzes financial data, prepares reports, and forecasts remotely for corporate or investment firms
Employer & Industry UsageUsed by investment firms, private equity, and venture capital companiesCommon in banks, asset management, and corporate finance departments

Remote Investment Associates and Remote Financial Analysts share similar educational backgrounds and work remotely within finance sectors. However, Investment Associates focus more on supporting investment decisions and portfolio management, while Financial Analysts primarily analyze financial data and prepare reports. Both roles require strong analytical skills and relevant certifications, but their daily tasks and industry applications differ slightly.

How do Remote Investment Associates typically collaborate with team members and clients given the virtual work environment?

Remote Investment Associates regularly use digital communication tools such as video conferencing, instant messaging, and project management platforms to coordinate with portfolio managers, analysts, and clients. They often participate in virtual meetings to discuss investment strategies, share research, and review client portfolios. Building strong relationships and maintaining clear, proactive communication are essential for successful collaboration in a remote setting. While the role offers flexibility, it also requires self-discipline and strong organizational skills to ensure seamless teamwork and client service.

What is a Remote Investment Associate?

A Remote Investment Associate is a finance professional who supports investment teams in researching, analyzing, and managing investment opportunities, but works from a remote location rather than a traditional office. Their responsibilities typically include conducting market research, preparing reports, analyzing financial statements, and helping to execute investment strategies. Remote Investment Associates collaborate with their team using digital communication tools and are often employed by investment firms, private equity groups, or asset management companies. This role requires strong analytical skills, attention to detail, and proficiency in financial modeling and research. Remote work enables greater flexibility but also demands excellent time management and communication skills.
More about Remote Investment Associate jobs
What cities are hiring for Remote Investment Associate jobs? Cities with the most Remote Investment Associate job openings:
What are the most commonly searched types of Remote Investment jobs? The most popular types of Remote Investment jobs are:
What states have the most Remote Investment Associate jobs? States with the most job openings for Remote Investment Associate jobs include:
What job categories do people searching Remote Investment Associate jobs look for? The top searched job categories for Remote Investment Associate jobs are:
Remote Investment Associate jobs near you
Infographic showing various Remote Investment Associate job openings in the United States as of July 2026, with employment types broken down into 92% Full Time, 7% Part Time, and 1% Contract. Highlights an 100% Remote job distribution, with an average salary of $97,073 per year, or $46.7 per hour.
Head of Investment Products

Head of Investment Products

Mercury

San Francisco, CA • On-site, Remote

Full-time

Posted 3 days ago

Job description

In 1924, Benjamin Graham began teaching a night class at Columbia Business School. His students were Wall Street professionals who came to learn a radical idea: that investing could be rigorous, disciplined, and principled, not merely speculative. Graham insisted that the best investors weren't the ones with the sharpest instincts, but the ones who built the most trustworthy systems. He spent the rest of his career proving it.
A century later, most investment platforms still feel like they were designed for the speculative crowd. Mercury is building something different. We believe startups and growing businesses deserve investment infrastructure that is principled, transparent, and embedded in the tools they already use to run their finances.
Our Treasury product already helps thousands of companies put their idle cash to work, and Mercury Invest brings investing to our personal banking* customers. We operate a registered investment adviser and are standing up an introducing broker-dealer to support these offerings.
We're looking for a Head of Investments to lead this effort across both our business and personal investing products. This role will also serve in formal regulated capacities, including President of Mercury Advisory (our registered investment adviser) and CEO of our introducing broker-dealer.
This is a rare role: part investment leader, part product leader, and part regulatory executive. You'll sit in the Product org, working at the intersection of investments, product development, brokerage operations, and compliance, ensuring that as we scale our investment platform, we do so with the rigor and care our customers trust us for.
*Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC.
In This Role, You'll...
  • Set the overall direction for our investment products across business and personal offerings (Treasury and Invest), including how we design, position, and evolve them over time, shaping how tens of billions of dollars are managed on behalf of our customers.
  • Serve as President of Mercury Advisory (our RIA), acting as the firm's accountable leader for investment strategy, client outcomes, and regulatory integrity. You'll be a named executive officer and primary point of contact for regulators, responsible for the quality and consistency of the investment products and services we deliver.
  • Serve as the CEO of our introducing broker-dealer, establishing strong governance, overseeing brokerage operations, and ensuring alignment across product, operations, compliance, and external partners.
  • Act as the senior decision-maker on regulatory and business risk matters for our investment entities, synthesizing input from Legal, Compliance, Product, and represent those decisions to regulators when needed. You won't delegate compliance awareness, you'll live it.
  • Foster relationships with key partners - custodians, fund managers, and critical vendors
  • Build a culture that values analytical rigor, regulatory integrity, and the kind of product-minded thinking that makes Mercury distinctive.

You Might Be a Great Fit If You...
  • Have 12+ years of experience in investment management, asset management, or wealth management, with meaningful time spent in a leadership role at an RIA, ideally one affiliated with a broker-dealer.
  • Are eligible to serve (or have served) as a president of a registered investment adviser and a principal of a broker-dealer, and hold (or are able to obtain) a Series 24 license. You understand the regulatory landscape at a practitioner level, not just theoretically.
  • Have experience owning trading operations and overseeing best-execution responsibilities within an affiliated RIA and broker-dealer, including how orders are submitted and managed to optimize execution quality at scale.
  • Bring a strong product mindset, with experience building or scaling investment products and platforms in a high-growth environment.
  • Have direct experience navigating SEC and FINRA regulatory requirements and working with examiners, and have helped build or operate investment platforms that meet regulatory standards.
  • Are a first-principles thinker who can design investment products to meet the distinct needs of both corporate treasury customers and individual retail investors, balancing simplicity, performance, and operational scalability.
  • Are a strong communicator who can make complex investment and regulatory concepts accessible to product teams, executives, and customers alike.
  • Have a high bar for operational excellence and detail. You understand how breakdowns in trading, reconciliation, or reporting can impact the integrity of the entire system.

Organizational Context
  • This role sits within the Product organization, reporting to the Head of Banking.
  • You'll work closely with Investments Operations, Investments Compliance, and the broader Risk and Legal teams.
  • As President of Mercury Advisory and CEO of our broker-dealer, you'll carry fiduciary and regulatory responsibilities that extend beyond typical product leadership.

The total rewards package at Mercury includes base salary, equity, and benefits.
Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers.
Our target new hire base salary ranges for this role are the following:
  • US employees (any location): $289,700 - $362,100

Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role.
#LI-MF1

Apply