The role of an Investment Associate is to research and recommend various investment opportunities to a company and its executives. They do this through much research and data analysis. Much of the research is into a company's financial capabilities and the investment risks, possible profits, and other factors.

They may also act as advisors or as a third, unbiased party, or a mediator, in large company contracts or even company takeovers or large purchasing of another company's stocks. An Associate might have to specialize in certain industries and topics, depending on whom they work for, in order to be able to forecast market trends and investment worths accurately.

A person seeking work in this position will most likely need to have a Bachelor's in a subject such as finance and strong analytical and mathematical skills. They will also need to have several years of experience working in an investment firm. An Investment Associate earns an average of $53.53 an hour or $111,339 a year.

What Does an Investment Associate Do

There are certain skills that many investment associates have in order to accomplish their responsibilities. By taking a look through resumes, we were able to narrow down the most common skills for a person in this position. We discovered that a lot of resumes listed computer skills, communication skills and detail oriented.

Learn more about what an Investment Associate does

How To Become an Investment Associate

If you're interested in becoming an investment associate, one of the first things to consider is how much education you need. We've determined that 79.3% of investment associates have a bachelor's degree. In terms of higher education levels, we found that 14.3% of investment associates have master's degrees. Even though most investment associates have a college degree, it's impossible to become one with only a high school degree or GED.

Learn More About How To Become an Investment Associate

Investment Associate Career Paths

Average Salary for an Investment Associate

Investment Associates in America make an average salary of $127,205 per year or $61 per hour. The top 10 percent makes over $222,000 per year, while the bottom 10 percent under $72,000 per year.
Average Investment Associate Salary
$127,205 Yearly
$61.16 hourly
10 %
90 %

What Am I Worth?


Investment Associate Education

Investment Associate Majors

28.6 %
23.9 %
12.3 %

Investment Associate Degrees


79.3 %


14.3 %


3.2 %

Top Colleges for Investment Associates

1. University of Pennsylvania

Philadelphia, PA • Private

In-State Tuition

2. Northwestern University

Evanston, IL • Private

In-State Tuition

3. University of Southern California

Los Angeles, CA • Private

In-State Tuition

4. San Diego State University

San Diego, CA • Private

In-State Tuition

5. Boston University

Boston, MA • Private

In-State Tuition

6. SUNY Stony Brook

Stony Brook, NY • Private

In-State Tuition

7. New York University

New York, NY • Private

In-State Tuition

8. University of Notre Dame

Notre Dame, IN • Private

In-State Tuition

9. University of Minnesota - Twin Cities

Minneapolis, MN • Private

In-State Tuition

10. Stanford University

Stanford, CA • Private

In-State Tuition

Top Skills For an Investment Associate

The skills section on your resume can be almost as important as the experience section, so you want it to be an accurate portrayal of what you can do. Luckily, we've found all of the skills you'll need so even if you don't have these skills yet, you know what you need to work on. Out of all the resumes we looked through, 8.1% of investment associates listed customer service on their resume, but soft skills such as computer skills and communication skills are important as well.

Choose From 10+ Customizable Investment Associate Resume templates

Zippia allows you to choose from different easy-to-use Investment Associate templates, and provides you with expert advice. Using the templates, you can rest assured that the structure and format of your Investment Associate resume is top notch. Choose a template with the colors, fonts & text sizes that are appropriate for your industry.

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Investment Associate Demographics

Investment Associate Gender Distribution


After extensive research and analysis, Zippia's data science team found that:

  • Among investment associates, 39.8% of them are women, while 60.2% are men.

  • The most common race/ethnicity among investment associates is White, which makes up 63.4% of all investment associates.

  • The most common foreign language among investment associates is Spanish at 36.2%.

Online Courses For Investment Associate That You May Like

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Best States For an Investment Associate

Some places are better than others when it comes to starting a career as an investment associate. The best states for people in this position are California, New York, Rhode Island, and Nevada. Investment associates make the most in California with an average salary of $125,172. Whereas in New York and Rhode Island, they would average $124,035 and $121,626, respectively. While investment associates would only make an average of $120,930 in Nevada, you would still make more there than in the rest of the country. We determined these as the best states based on job availability and pay. By finding the median salary, cost of living, and using the Bureau of Labor Statistics' Location Quotient, we narrowed down our list of states to these four.

1. New York

Total Investment Associate Jobs:
Highest 10% Earn:
Location Quotient:

2. California

Total Investment Associate Jobs:
Highest 10% Earn:
Location Quotient:

3. Rhode Island

Total Investment Associate Jobs:
Highest 10% Earn:
Location Quotient:
Full List Of Best States For Investment Associates

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Top Investment Associate Employers

Most Common Employers For Investment Associate

Rank  Company  Average Salary  Hourly Rate  Job Openings  
1Cambridge Associates$143,533$69.0186
2Putnam Investments$139,965$67.2934
4Marcus & Millichap$135,687$65.2338
6Robert Half$120,841$58.1016
7Bridgewater Associates$119,442$57.42149
8Morgan Stanley$118,122$56.7928
9T. Rowe Price$117,752$56.6117
10J.P. Morgan$114,888$55.2327

Becoming an Investment Associate FAQs

How long does it take to become an associate at an investment bank?

It typically takes a minimum of three years of work experience to become an associate at an investment bank. While some investment banks, like Goldman Sachs, have accelerated programs that take two years, this is not the norm.

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.

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