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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

  • $86,000

    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 Career Paths

Investment Associate
Investment Analyst Analyst Portfolio Manager
Senior Portfolio Manager
10 Yearsyrs
Investment Analyst Finance Analyst Senior Finance Analyst
Finance Project Manager
8 Yearsyrs
Investment Analyst Finance Analyst Business Development Manager
Senior Business Development Manager
10 Yearsyrs
Consultant Manager Vice President
Group Vice President
9 Yearsyrs
Consultant Account Manager Relationship Manager
Senior Relationship Manager
9 Yearsyrs
Consultant General Manager Vice President
Vice President And Portfolio Manager
10 Yearsyrs
Analyst Finance Analyst Senior Finance Analyst
Finance Leader
7 Yearsyrs
Analyst Manager Vice President
Vice President, Corporate Development
12 Yearsyrs
Senior Finance Analyst Manager Director Of Human Resources
Director Of Talent Acquisition
11 Yearsyrs
Performance Analyst Business Analyst Senior Analyst
Manager, Strategy
8 Yearsyrs
Performance Analyst Project Manager Business Development Director
Corporate Development Director
9 Yearsyrs
Performance Analyst Project Manager Portfolio Manager
Investments Manager
6 Yearsyrs
Senior Investment Analyst Finance Manager Business Operations Manager
Senior Manager Of Business Operations
10 Yearsyrs
Finance Consultant Senior Analyst Planning Manager
Manager-Strategic Planning
7 Yearsyrs
Finance Consultant Compliance Analyst Asset Manager
Manager, Asset Management
10 Yearsyrs
Finance Consultant Finance Specialist Finance Associate
Manager, Corporate Development
7 Yearsyrs
Research Analyst Staff Accountant Fund Accountant
Mutual Fund Manager
5 Yearsyrs
Fund Accountant Finance And Reporting Analyst Manager, Finance Analysis
Director Of Market Analysis
9 Yearsyrs
Broker Vice President, Fixed Income
Fixed Income Manager
5 Yearsyrs
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Do you work as an Investment Associate?

Average Yearly Salary
$86,000
View Detailed Salary Report
$48,000
Min 10%
$86,000
Median 50%
$86,000
Median 50%
$86,000
Median 50%
$86,000
Median 50%
$86,000
Median 50%
$86,000
Median 50%
$86,000
Median 50%
$156,000
Max 90%
Best Paying Company
Proskauer Rose
Highest Paying City
San Francisco, CA
Highest Paying State
Washington
Avg Experience Level
2.1 years
How much does an Investment Associate make at top companies?
The national average salary for an Investment Associate in the United States is $86,894 per year or $42 per hour. Those in the bottom 10 percent make under $48,000 a year, and the top 10 percent make over $156,000.

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 Verlinvest USA Inc. New York, NY Aug 31, 2016 $150,000
Investment Associate Lafayette College New York, NY Jan 09, 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 Jan 22, 2016 $125,000
Investment Associate Sageview Capital Admin LP Palo Alto, CA Aug 17, 2015 $125,000
Senior Investment Associate Taiyo Pacific Partners LP Kirkland, WA Mar 21, 2016 $125,000 -
$157,000
Investment Associate (Private Investments) Two Sigma Investments, LLC New York, NY Aug 24, 2015 $125,000
Associate Investor Jpmorgan Chase & Co. New York, NY Sep 06, 2015 $125,000
Strategic Investments Associate Jpmorgan Chase & Co. New York, NY Sep 18, 2015 $125,000 -
$130,000
Investor Associate Jpmorgan Chase & Co. Miami, FL Sep 09, 2015 $125,000
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
Investor Relations Associate Formation8 Partners, LLC San Francisco, CA Sep 13, 2016 $102,000
Investment Associate Taiyo Pacific Partners LP Kirkland, WA Nov 03, 2016 $102,000 -
$135,000
Investment Associate Taiyo Pacific Partners LP Kirkland, WA Jan 12, 2015 $102,000 -
$135,000
Investment Associate Jpmorgan Chase & Co. New York, NY Aug 15, 2015 $100,000
Investment Associate Kuafu Properties LLC New York, NY Aug 26, 2015 $100,000

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Top Skills for An Investment Associate

  1. Client Portfolios
  2. Equity
  3. Asset Allocation
You can check out examples of real life uses of top skills on resumes here:
  • Performed analysis on client portfolios with regards to asset allocation, investment performance, alignment with investment policy.
  • Constructed equity and fixed income portfolios, utilizing Monte Carlo simulations to help identify optimal asset class weightings.
  • Customized investment portfolios based on investor goals using asset allocation approach, risk tolerance, time horizon and continuously monitored performance.
  • Interacted extensively with client management teams by participating in meetings and leading due diligence sessions.
  • Developed and implemented alternative investment strategies for accredited portfolios based on client risk/return characteristics and investment policy guidelines.

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Top 10 Best States for Investment Associates

  1. New York
  2. Illinois
  3. Connecticut
  4. California
  5. Minnesota
  6. Colorado
  7. New Jersey
  8. Alaska
  9. Pennsylvania
  10. District of Columbia
  • (268 jobs)
  • (85 jobs)
  • (14 jobs)
  • (223 jobs)
  • (29 jobs)
  • (22 jobs)
  • (21 jobs)
  • (4 jobs)
  • (44 jobs)
  • (24 jobs)

Investment Associate Resume Examples And Tips

The average resume reviewer spends between 5 to 7 seconds looking at a single resume, which leaves the average job applier with roughly six seconds to make a killer first impression. Thanks to this, a single typo or error on your resume can disqualify you right out of the gate. At Zippia, we went through over 2,129 Investment Associate resumes and compiled some information about how best to optimize them. Here are some suggestions based on what we found, divided by the individual sections of the resume itself.

Learn How To Create A Top Notch Investment Associate Resume

View Resume Examples

Investment Associate Demographics

Gender

Male

52.5%

Female

35.1%

Unknown

12.3%
Ethnicity

White

55.1%

Asian

15.3%

Hispanic or Latino

14.1%

Black or African American

11.0%

Unknown

4.5%
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Foreign Languages Spoken

Spanish

36.2%

Mandarin

15.4%

French

9.6%

Chinese

8.5%

Cantonese

5.3%

Italian

4.3%

Japanese

4.3%

Portuguese

2.7%

Vietnamese

2.1%

Korean

2.1%

Russian

2.1%

Swedish

1.1%

Hindi

1.1%

Greek

1.1%

Polish

1.1%

Arabic

1.1%

Gujarati

0.5%

Dutch

0.5%

Bulgarian

0.5%

Bengali

0.5%
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Investment Associate Education

Schools

New York University

12.4%

Columbia University

10.1%

Boston University

7.2%

University of Southern California

6.2%

University of Chicago

6.2%

Cornell University

5.7%

George Washington University

4.6%

Fordham University

4.6%

Georgetown University

4.4%

University of Pennsylvania

4.1%

University of Phoenix

4.1%

University of Michigan - Ann Arbor

3.9%

DePaul University

3.9%

James Madison University

3.6%

Northeastern University

3.6%

Florida International University

3.1%

Boston College

3.1%

Pace University - New York

3.1%

Pennsylvania State University

3.1%

Duke University

3.1%
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Majors

Finance

31.9%

Business

27.0%

Economics

8.0%

Accounting

6.5%

Marketing

3.9%

Management

3.8%

Communication

2.6%

Political Science

2.3%

Real Estate

2.3%

Law

2.1%

English

1.4%

Management Science

1.1%

Business Economics

1.1%

Psychology

1.1%

Small Business Management

0.9%

International Business

0.9%

International Relations

0.9%

Education

0.8%

History

0.8%

Mathematics

0.8%
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Degrees

Bachelors

50.9%

Masters

34.2%

Other

8.4%

Certificate

2.3%

Doctorate

1.9%

Associate

1.8%

Diploma

0.3%

License

0.2%
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