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What is an investment associate and how to become one

Updated January 8, 2025
4 min read
Quoted Expert
Brian Meehan
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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 general advice would you give to an Investment Associate?

Brian MeehanBrian Meehan LinkedIn Profile

Assistant Professor of Economics, Campbell School of Business, Berry College

My advice would be to apply broadly for jobs and take advantage of the robust set of career opportunities a degree in economics provides. It also gives you a better gauge of the opportunity cost (next best alternative) of accepting a job. Try to determine what that best alternative is. Additional training can also be a good option. Those individuals interested in graduate schools, professional schools, law schools, MBAs, etc. should look into these opportunities. Improving your human capital stock (via training and education), while weathering a recession, and then capitalizing on a healthier job market at the end of this training, is a pretty good route (assuming the recession is short).
ScoreInvestment AssociateUS Average
Salary
8.3

Avg. Salary $127,205

Avg. Salary $59,228

Stability Level
5.8

Growth Rate 9%

Growth Rate 0.3%

Diversity
5.5
Race

American Indian and Alaska Native 0.10%

Asian 14.09%

Black or African American 5.64%

Hispanic or Latino 7.67%

Unknown 4.50%

White 68.00%

Gender

female 39.84%

male 60.16%

Age - 38
Race

American Indian and Alaska Native 3.00%

Asian 7.00%

Black or African American 14.00%

Hispanic or Latino 19.00%

White 57.00%

Gender

female 47.00%

male 53.00%

Age - 38
Stress Level
5.8

Stress level is manageable

7.1 - high

Complexity Level
8.4

Complexity Level is challenging

7 - challenging

Work Life Balance
4.3

Work Life balance is poor

6.4 - fair

Investment Associate career paths

Key steps to become an investment associate

  1. Explore investment associate education requirements

    Most common investment associate degrees

    Bachelor's

    79.3 %

    Master's

    14.3 %

    Associate

    3.2 %
  2. Start to develop specific investment associate skills

    SkillsPercentages
    PowerPoint8.72%
    Customer Service8.65%
    Client Service5.22%
    Due Diligence4.79%
    Securities4.72%
  3. Complete relevant investment associate training and internships

    Accountants spend an average of 6-12 months on post-employment, on-the-job training. New investment associates learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as an investment associate based on U.S. Bureau of Labor Statistics data and data from real investment associate resumes.
  4. Research investment associate duties and responsibilities

    • Deal analysis lead to bids on healthcare software and a commercial real estate firm.
    • Generate reporting data from Salesforce platform to facilitate growth and manage firm operations.
    • Contribute to various components of operations of a venture capital firm with a focus on technology and healthcare sectors.
    • Perform analysis on asset allocation, security concentration, trade execution, and conflict securities.
  5. Prepare your investment associate resume

    When your background is strong enough, you can start writing your investment associate resume.

    You can use Zippia's AI resume builder to make the resume writing process easier while also making sure that you include key information that hiring managers expect to see on an investment associate resume. You'll find resume tips and examples of skills, responsibilities, and summaries, all provided by Zippi, your career sidekick.

    Choose From 10+ Customizable Investment Associate Resume templates

    Build a professional Investment Associate resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 10+ resume templates to create your Investment Associate resume.
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    Investment Associate Resume
    Investment Associate Resume
  6. Apply for investment associate jobs

    Now it's time to start searching for an investment associate job. Consider the tips below for a successful job search:

    1. Browse job boards for relevant postings
    2. Consult your professional network
    3. Reach out to companies you're interested in working for directly
    4. Watch out for job scams

How Did You Land Your First Investment Associate Job

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Average investment associate salary

The average Investment Associate salary in the United States is $127,205 per year or $61 per hour. Investment associate salaries range between $72,000 and $222,000 per year.

Average Investment Associate Salary
$127,205 Yearly
$61.16 hourly

What Am I Worth?

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Investment Associate reviews

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A zippia user wrote a review on Feb 2020
Pros

It really gets my mind engaged, which is good for my mental exercise.

Cons

Having tight schedules.


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Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

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