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This question is about investment associate.
What is the role of an investment associate?
The role of an investment associate is to research and recommend investment opportunities. An investment associate uses data analysis to assess a company's financial capacity and investment risks. Working as an investment banking associate ensures accurate financial and investment planning.
An investment banking associate's specific responsibilities may include financial analysis and modeling, industry research, preparation of slides and other written materials. Typically, an investment banking associate is a newly graduated MBA or an analyst promoted after three years within a firm.
Despite being a step-up from the analyst position, investment banking associates still have to carry out many fundamental tasks. This includes creating and formatting slides, arranging client meetings, and performing financial analysis. Associates produce more complex financial models and are responsible for more complicated challenges.
On top of this, they are expected to project manage their teams. This includes allocating jobs set by senior bankers and ensuring analysts meet deadlines on time. To safeguard quality, associates are also in charge of checking analysts' work.
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