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Become An Investment Associate

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Working As An Investment Associate

  • Analyzing Data or Information
  • Getting Information
  • Interacting With Computers
  • Processing Information
  • Communicating with Supervisors, Peers, or Subordinates
  • Deal with People

  • Mostly Sitting

  • Repetitive

  • $110,635

    Average Salary

What Does An Investment Associate Do

Financial analysts provide guidance to businesses and individuals making investment decisions. They assess the performance of stocks, bonds, and other types of investments.

Duties

Financial analysts typically do the following:

  • Recommend individual investments and collections of investments, which are known as portfolios
  • Evaluate current and historical financial data
  • Study economic and business trends
  • Examine a company’s financial statements to determine its value
  • Meet with company officials to gain better insight into the company’s prospects
  • Assess the strength of the management team
  • Prepare written reports

Financial analysts evaluate investment opportunities. They work in banks, pension funds, mutual funds, securities firms, insurance companies, and other businesses. Financial analysts are also called securities analysts and investment analysts.

Financial analysts can be divided into two categories: buy-side analysts and sell-side analysts.

  • Buy-side analysts develop investment strategies for companies that have a lot of money to invest. These companies, called institutional investors, include mutual funds, hedge funds, insurance companies, independent money managers, and nonprofit organizations with large endowments, such as some universities.
  • Sell-side analysts advise financial services sales agents who sell stocks, bonds, and other investments.

Some analysts work for the business media or other research houses, which are independent from the buy and sell side.

Financial analysts generally focus on trends affecting a specific industry, geographical region, or type of product. For example, an analyst may focus on a subject area such as the energy industry, a world region such as Eastern Europe, or the foreign exchange market. They must understand how new regulations, policies, and political and economic trends may affect investments.

Investing is becoming more global, and some financial analysts specialize in a particular country or region. Companies want those financial analysts to understand the language, culture, business environment, and political conditions in the country or region that they cover.

The following are examples of types of financial analysts:

Portfolio managers select the mix of products, industries, and regions for their company’s investment portfolio. These managers are responsible for the overall performance of the portfolio. They are also expected to explain investment decisions and strategies in meetings with stakeholders.

Fund managers work exclusively with hedge funds or mutual funds. Both fund and portfolio managers frequently make buy or sell decisions in reaction to quickly changing market conditions.

Ratings analysts evaluate the ability of companies or governments to pay their debts, including bonds. On the basis of their evaluation, a management team rates the risk of a company or government not being able to repay its bonds.

Risk analysts evaluate the risk in investment decisions and determine how to manage unpredictability and limit potential losses. This job is carried out by making investment decisions such as selecting dissimilar stocks or having a combination of stocks, bonds, and mutual funds in a portfolio.

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How To Become An Investment Associate

Financial analysts typically must have a bachelor’s degree, but a master’s degree is often required for advanced positions.

Education

Most positions require a bachelor’s degree. A number of fields of study provide appropriate preparation, including accounting, economics, finance, statistics, and mathematics. For advanced positions, employers often require a master’s degree in business administration (MBA) or a master’s degree in finance. Knowledge of options pricing, bond valuation, and risk management are important.

Licenses, Certifications, and Registrations

The Financial Industry Regulatory Authority (FINRA) is the main licensing organization for the securities industry. It requires licenses for many financial analyst positions. Most of the licenses require sponsorship by an employer, so companies do not expect individuals to have these licenses before starting a job.

Certification is often recommended by employers and can improve the chances for advancement. An example is the Chartered Financial Analyst (CFA) certification from the CFA Institute. Financial analysts can become CFA certified if they have a bachelor’s degree, 4 years of qualified work experience, and pass three exams. Financial analysts can also become certified in their field of specialty.

Advancement

Financial analysts typically start by specializing in a specific investment field. As they gain experience, they can become portfolio managers, who select the mix of investments for a company’s portfolio. They can also become fund managers, who manage large investment portfolios for individual investors. A master’s degree in finance or business administration can improve an analyst’s chances of advancing to one of these positions.

Important Qualities

Analytical skills. Financial analysts must process a range of information in finding profitable investments.

Communication skills. Financial analysts must explain their recommendations to clients in clear language that clients can easily understand.

Computer skills. Financial analysts must be adept at using software packages to analyze financial data, see trends, create portfolios, and make forecasts.

Decisionmaking skills. Financial analysts must provide a recommendation to buy, hold, or sell a security.

Detail oriented. Financial analysts must pay attention to details when reviewing possible investments, as small issues may have large implications for the health of an investment.

Math skills. Financial analysts use mathematical skills when estimating the value of financial securities. 

To be successful, financial analysts must be motivated to seek out obscure information that may be important to the investment. Many work independently and must have self-confidence in their judgment.

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Investment Associate Jobs

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Investment Associate Career Paths

Investment Associate
Senior Finance Analyst Treasury Manager
Assistant Treasurer
5 Yearsyrs
Analyst Senior Finance Analyst Finance Manager
Business Manager-Finance Manager
8 Yearsyrs
Investment Analyst Finance Analyst Controller
Chief Finance And Operating Officer
14 Yearsyrs
Finance Analyst Account Manager Client Services Manager
Client Relationship Manager
7 Yearsyrs
Investments Manager Account Executive Business Development Director
Corporate Development Director
9 Yearsyrs
Performance Analyst Senior Analyst Risk Manager
Credit Risk Management Director
10 Yearsyrs
Portfolio Manager Assistant Vice President Director Of Human Resources
Director Of Talent Acquisition
11 Yearsyrs
Investment Advisor Trader
Fixed Income Manager
5 Yearsyrs
Investment Analyst Senior Finance Analyst Controller
Group Controller
12 Yearsyrs
Project Manager Program Manager Portfolio Manager
Investments Manager
6 Yearsyrs
Project Manager Property Manager Asset Manager
Manager, Asset Management
10 Yearsyrs
Finance Advisor Finance Analyst Assistant Vice President
Manager, Assistant Vice President
7 Yearsyrs
Performance Analyst Senior Business Analyst Manager Finance Planning And Analysis
Manager, Corporate Development
8 Yearsyrs
Assistant Vice President Project Manager Program Manager
Portfolio Manager
7 Yearsyrs
Finance Advisor Finance Consultant Senior Finance Analyst
Senior Finance Manager
11 Yearsyrs
Senior Finance Analyst Program Manager Portfolio Manager
Senior Portfolio Manager
10 Yearsyrs
Analyst Assistant Vice President
Vice President And Portfolio Manager
10 Yearsyrs
Finance Analyst Senior Analyst Research Director
Vice President Research
9 Yearsyrs
Portfolio Manager Senior Project Manager Vice President, Business Development
Vice President, Corporate Development
13 Yearsyrs
Assistant Vice President Vice President And Manager
Vice President, Product Manager
10 Yearsyrs
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Investment Associate Demographics

Gender

Male

56.8%

Female

38.7%

Unknown

4.4%
Ethnicity

White

54.4%

Asian

16.9%

Hispanic or Latino

13.6%

Black or African American

10.7%

Unknown

4.5%
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Languages Spoken

Spanish

33.8%

Mandarin

13.5%

French

10.8%

Chinese

10.1%

Cantonese

5.4%

Italian

4.7%

Portuguese

3.4%

Japanese

3.4%

Russian

2.7%

Vietnamese

2.0%

Korean

2.0%

Hindi

1.4%

Greek

1.4%

Polish

1.4%

Swedish

0.7%

Gujarati

0.7%

Dutch

0.7%

Bulgarian

0.7%

Bengali

0.7%

German

0.7%
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Investment Associate Education

Schools

New York University

8.6%

Columbia University

8.6%

University of Southern California

7.6%

Cornell University

7.6%

Boston University

6.6%

George Washington University

5.1%

Georgetown University

5.1%

University of Chicago

5.1%

University of Pennsylvania

4.5%

Fordham University

4.5%

University of Michigan - Ann Arbor

4.5%

Northeastern University

4.5%

DePaul University

4.0%

Boston College

3.5%

Northwestern University

3.5%

University of Connecticut

3.5%

Duke University

3.5%

Villanova University

3.5%

Wake Forest University

3.0%

State University of New York Buffalo

3.0%
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Majors

Finance

31.7%

Business

26.3%

Economics

8.1%

Accounting

6.3%

Management

4.1%

Marketing

3.7%

Political Science

2.6%

Communication

2.2%

Real Estate

2.2%

Law

1.9%

International Business

1.4%

English

1.4%

Small Business Management

1.3%

Business Economics

1.2%

Mathematics

1.2%

Management Science

1.0%

History

1.0%

Education

0.9%

Psychology

0.8%

Sociology

0.8%
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Degrees

Bachelors

48.2%

Masters

36.1%

Other

9.5%

Certificate

2.7%

Associate

1.6%

Doctorate

1.2%

Diploma

0.5%

License

0.2%
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Real Investment Associate Salaries

Job Title Company Location Start Date Salary
Investment Associate Westbridge Capital Us Advisors, LLC San Mateo, CA Jul 09, 2016 $210,000
Associate-Energy & Infrastructure Investment Energy Capital Partners Management, LP Short Hills, NJ Jul 22, 2016 $200,000
Associate-Energy & Infrastructure Investment Energy Capital Partners Management, LP Short Hills, NJ Mar 21, 2016 $200,000
Investment Associate SRS Investment Management, LLC New York, NY Aug 30, 2016 $187,491
Investor Associate Jpmorgan Chase and Co. Miami, FL Jan 09, 2016 $175,000
Investment Associate Westbridge Capital Us Advisors, LLC San Mateo, CA Aug 09, 2016 $160,000
Associate, Quantitative Investment Research Entrust Capital Management LP New York, NY Sep 18, 2015 $154,690
Corporate Investment Associate Continental Grain Company New York, NY Jan 01, 2016 $151,000
Investment Associate Lafayette College New York, NY Jan 09, 2016 $150,000
Investment Associate Verlinvest USA Inc. New York, NY Aug 31, 2016 $150,000
Investor Associate Jpmorgan Chase and Co. Miami, FL Jan 04, 2016 $150,000
Associate, Investor JP Morgan Chase & Co New York, NY Nov 29, 2016 $146,058
Associate, Investment Management Morgan Stanley Investment MGMT., Inc. New York, NY Nov 23, 2015 $125,133
Associate Investor Jpmorgan Chase & Co. New York, NY Jul 26, 2016 $125,000
Ctc-Retirement Plans Investment Risk Coverage-Associate Jpmorgan Chase & Co. New York, NY Jul 12, 2016 $125,000
Investment Associate Sageview Capital Admin LP Palo Alto, CA Aug 17, 2015 $125,000
Investor Associate Jpmorgan Chase & Co. Miami, FL Sep 09, 2015 $125,000
Associate Investor Jpmorgan Chase & Co. New York, NY Jan 22, 2016 $125,000
Senior Investment Associate Taiyo Pacific Partners LP Kirkland, WA Mar 21, 2016 $125,000 -
$157,000
Strategic Investments Associate Jpmorgan Chase & Co. New York, NY Sep 18, 2015 $125,000 -
$130,000
Investment Associate New China Capital Management Corp Stamford, CT Jun 17, 2016 $107,250
Investments Associate Campus Apartments, LLC Philadelphia, PA Jan 26, 2015 $105,008
Investment Associate Taiyo Pacific Partners LP Kirkland, WA Jan 12, 2015 $102,000 -
$135,000
Investment Associate Taiyo Pacific Partners LP Kirkland, WA Nov 03, 2016 $102,000 -
$135,000
Investor Relations Associate Formation8 Partners, LLC San Francisco, CA Sep 13, 2016 $102,000
Investor Relations Associate Comvest Advisors LLC West Palm Beach, FL May 13, 2016 $100,000
Investment Associate Prudential Insurance Company of America Newark, NJ Jun 22, 2015 $100,000 -
$130,000
Associate, Investments CIM Group, LP Los Angeles, CA Jan 08, 2016 $100,000

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Top Skills for An Investment Associate

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  1. Portfolio
  2. Private Equity
  3. Investment Strategies
You can check out examples of real life uses of top skills on resumes here:
  • Handled all monthly and quarterly updates to third party consultant databases including performance, attribution, and portfolio characteristics.
  • Executed incoming/outgoing money movements, private equity capital calls and distributions for Institutional, Limited Partnership, Trust and Individual investors.
  • Executed trades pursuant to implemented investment strategies and tactical asset allocations.
  • Customized investment portfolios based on investor goals using asset allocation approach, risk tolerance, time horizon and continuously monitored performance.
  • Prepared investment performance reports, thereby assisting senior management in quarterly meeting with the executive team.

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