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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

  • $94,500

    Average Salary

What Does An Investment Associate Do At Metlife

* Attend annual meetings, actively monitor our existing funds and update the PEU with Annual Meeting Notes (highlighting major changes to the underlying portfolio - exits, new investments, value drivers / underperformers, org. changes, fundraising).
* Meet with various existing GP’s to receive updates to evaluate investment progress, team/organizational changes, strategy, and to receive updates on the state of the markets and potential investment opportunities.
* Assist in the completion of sector reviews for our Distressed, LBO and Venture Capital portfolio segments.
* Analyze and monitor existing portfolio relationships through annual meeting attendance and monitoring of quarterly reports.
* Source and track new opportunities with external investment managers, including participation in fund due diligence including review of dataroom, detailed portfolio review and analysis, and fundamental research of portfolio holdings.
* Preparation of investment memos and presentations for investment committee.
* Train and mentor junior staff members

What Does An Investment Associate Do At Jpmorgan Chase

* Supporting the Advisor(s) by building and maintaining client relationships and assisting the Advisor(s) with ongoing financial planning for clients and referral source management
* Supporting Advisor(s) through a variety of tasks including, but not limited to, account opening, account maintenance, gathering statements, completing documentation as well as preparing materials for client meetings
* Help manage relationship and account reviews; prepare timely and accurate performance reports
* Help identify cross Line of Business partnership opportunities
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Supporting business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
* Facilitate accurate and timely account set up, money movement and investment trades

What Does An Investment Associate Do At Teacher Retirement System of Texas

* Investment Recommendations
* Performs investment analysis for potential investment opportunities, including principal investments and fund commitments, using any reliable printed or electronic media, partnership offering memoranda, and one-on-one contact with general and limited partners.
* Provides timely written or oral reports of analysis and recommendations to Investments staff and management.
* Communicates analysis of investment opportunities, results, and recommendations with the relevant portfolio managers(s) and/or senior staff via verbal and written reports and presentations; including preparing qualitative and quantitative reports, memoranda, and spreadsheets.
* Assists investment managers in performing due diligence research and analysis for potential private and public investment opportunities.
* Assists in conducting reference checks and evaluating the organization's leadership team, strategy, market opportunity, historical and pro-forma financials, operations, and competitive environment.
* Portfolio Management
* Consults or coordinates with investment managers, analysts, investment accounting, legal counsel, custodian, and third-party advisors and consultants.
* Assists in evaluating portfolio diversification by geography, strategy, and investment style.
* Assists with the development, monitoring, and reporting of diverse portfolio investments.
* Assist with reporting related performance, risk, and other ad hoc reports related to the Energy, Natural Resources & Infrastructure portfolio**.
* Works with TRS portfolio management systems such as eFront and Tamale.
* Ensures that the agency Ethics Policy is adhered to in relationships with general partners, external managers, brokers, research suppliers, and other vendors.
* Performs related work as assigned

What Does An Investment Associate Do At CBRE

* Performs financial modeling, utilizing Budget Builder for development projects and Argus for acquisitions.
* Reviews any modeling completed by financial analyst.
* Collects, reviews, and verifies market information supporting assumptions used in financial projections, including (but not limited to) rent rates, vacancy rates, historic absorption rates, current and future competition, capitalization rates, development costs, and other local market data as necessary.
* Coordinates acquisition and development due diligence, including working with legal counsel to ensure all required materials are received from sellers, ensuring that analytics are consistent with factual information, working with sellers to gather outstanding information in acceptable form, etc.
* Prepares investment packages for capital sources and internal investment committee in accordance with standard format and templates.
* Provides analytical support for asset management of business unit projects.
* Maintain asset management system (ELITE) data and information, including updated budgets and forecasts.
* Other duties may be assigned.
* SUPERVISORY RESPONSIBILITIES
* No formal supervisory responsibilities in this position.
* Will provide assistance such as technical guidance, and/or training to coworkers.
* Will coordinate and assign tasks to co-workers within a work unit and/or project

What Does An Investment Associate Do At Western and Southern Financial Group

* Provides direct and primary operational support for all Fort Washington departments.
* Position handles client account maintenance and may also perform operational aspects of the Private Equity Funds of Funds.
* Position prepares reports for weekly and monthly internal Finance Committee meetings.
* Interacts regularly with bank and broker personnel regarding client accounts.
* Works with some supervision and is responsible for making a minimal range of decisions, escalating to manager when appropriate and updating manager on a regular basis.
* Position Responsibilities:
* Institutional Product Line Functions:
* Processes purchases and sales of fixed income and equity securities via trading to accounting software.
* Understands purpose and processing requirements of complex transactions such as dollar rolls, repurchase agreements and auction rate preferred securities.
* Verifies maturities, interest, dividends and pay down transactions are accurate and timely.
* Reconciles client transaction and holding data with custodians daily and/or monthly, and resolves any issues or discrepancies that arise in a timely manner.
* Performs setup of all newly acquired securities, including complex securities such as auction rate preferred securities, dollar rolls, mortgage-backed securities and preferred stocks.
* Performs daily and monthly pricing for securities.
* Communicates to Portfolio Managers any issues encountered within their accounts and resolves any problems that arise.
* Processes corporate action transactions for all institutional client accounts.
* Establishes new client accounts.
* Reconciles holdings on accounting system with those on trading system and resolves any differences.
* Obtains working knowledge of trading system to retrieve security indicative data necessary to properly set up securities and process trades.
* Runs and analyzes various audit-type reports to detect errors and omissions.
* Works with manager to resolve issues.
* Works with settlement desk to ensure timely settlement of transactions within client accounts.
* Works closely with FWIA performance department to understand impact of transactions on performance and assist them with resolving issues.
* Works with departments outside FWIA on Western & Southern accounts and transactions, including Investment Records & Accounting, Treasury, Compensation and Benefits.
* Prepares weekly and monthly reports for Western & Southern Finance Committee.
* Responds to ad hoc inquiries for data and/or reports from Portfolio Managers, Marketing and Analysts.
* Develops and documents detailed processes and procedures for FWIA Operations as needed.
* Assists Operations Analyst in testing service packs and releases.
* Performs other duties as assigned by management.
* Private Client Product Line Functions:
* Processes purchases and sales of fixed income and equity securities front-end trading system to accounting software.
* Verifies maturities, interest, dividends and pay down transactions are accurate and timely.
* Reconciles client transaction and holding data with custodians daily and/or monthly, and resolves any issues or discrepancies that arise in a timely manner.
* Performs setup of all newly acquired securities.
* Performs daily and monthly pricing for securities.
* Ensures timely settlement of all trades for Private Client accounts.
* Prepares monthly/quarterly client appraisals, billing and assets under management for all Private Client accounts.
* Communicates to Portfolio Managers any issues encountered within their accounts, and works with them to resolve any problems that arise.
* Processes corporate action transactions for all Private Client Group client accounts.
* Responds to ad hoc inquiries for data and/or reports from Portfolio Managers, Marketing and Analysts.
* Develops and documents detailed processes and procedures for FWIA Operations as needed.
* Performs other duties as assigned by management.
* Private Equity Product Line Functions:
* Processes all transactions relating to FWCP Funds, including capital calls, valuations and distributions from investments, capital calls and distributions to investors and direct investment transactions.
* Processes all transactions and valuations relating to the underlying investments of the Funds that FWCP invests in from their quarterly statements.
* Reconciles the carrying value and funded status of FWCP Funds between Private I and capital account statement received from investments.
* Prepares cash forecasting report for each FWCP Fund.
* Monitors and maintains electronic mailbox shared by Private Equity staff.
* Prepares quarterly reporting package distributed to Private Equity investors.
* Develops and documents detailed processes and procedures for FWIA Operations as needed.
* Performs other duties as assigned by management.
* Selection Criteria:
* Basic knowledge of fixed income and equity securities with demonstrated ability to articulate each.
* Demonstrated business knowledge in accounting, operations, customer service and computer systems.
* Demonstrated excellent verbal and written communication skills with ability to convey information, verbally and in writing, to internal and external customers in a clear, accurate, focused and concise manner.
* Demonstrated ability to document procedures and activities in a manner that is understandable to others and prepared using a prescribed format.
* Verbal and written communications are to conform to proper rules of punctuation, grammar, diction and style.
* Proven experience coordinating multiple projects/assignments simultaneously, and completing assigned tasks accurately and on a timely basis.
* Must demonstrate strong attention to detail with excellent organizational skills.
* Expected to cite examples of organization and time management methods used to manage or prioritize workload demands.
* Proven strong analytical skills, including demonstrated experience identifying, defining and resolving problems and collecting or intepreting data to establish facts and draw valid conclusions.
* Must be able to cite examples of self-motivation and experience prioritizing workflow while working independently.
* Demonstrated ability to handle confidential information.
* Must be able to cite examples of good decision-making skills when dealing with multiple alternatives or priorities.
* Must provide examples from experience of going above and beyond the call of duty to assist team members.
* Demonstrated ability in customer service or client management.
* This would include identifying client problems/issues, providing and initiating effective resolutions.
* Work Setting:
* This position works in an office setting and remains continuously in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
* Requires visual acuity to read a variety of correspondence, reports and forms and to prepare and analyze data

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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
Assistant Vice President Human Resources Coordinator Specialist
Account Manager
5 Yearsyrs
Investment Analyst Business Analyst
Assistant Vice President
7 Yearsyrs
Assistant Vice President Vice President Chief Finance Officer
Chief Finance And Operating Officer
14 Yearsyrs
Investment Analyst Finance Analyst Controller
Corporate Controller
12 Yearsyrs
Senior Analyst Operations Manager Assistant Vice President
Credit Officer
5 Yearsyrs
Senior Analyst Senior Finance Analyst
Finance Planning Manager
8 Yearsyrs
Investments Manager Senior Manager Controller
Finance Vice President
9 Yearsyrs
Investment Advisor Analyst Investment Analyst
Investments Manager
6 Yearsyrs
Finance Advisor Finance Consultant Senior Finance Analyst
Manager Finance Planning And Analysis
8 Yearsyrs
Portfolio Manager Assistant Vice President
Manager, Assistant Vice President
7 Yearsyrs
Senior Associate Senior Consultant Senior Manager
Managing Director
11 Yearsyrs
Summer Associate Fellow Program Manager
Portfolio Manager
7 Yearsyrs
Senior Associate Project Manager Product Manager
Senior Account Manager
7 Yearsyrs
Senior Finance Analyst Finance Manager Finance Director
Senior Director Of Finance
14 Yearsyrs
Summer Associate Senior Associate Senior Finance Analyst
Senior Finance Manager
11 Yearsyrs
Investments Manager Portfolio Manager
Senior Portfolio Manager
10 Yearsyrs
Performance Analyst Business Analyst Assistant Vice President
Senior Relationship Manager
10 Yearsyrs
Finance Advisor Assistant Vice President
Vice President And Manager
10 Yearsyrs
Senior Finance Analyst Operations Manager Assistant Vice President
Vice President And Portfolio Manager
10 Yearsyrs
Portfolio Manager Senior Project Manager Vice President And Manager
Vice President, Product Manager
9 Yearsyrs
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Investment Associate Demographics

Gender

  • Male

    56.5%
  • Female

    39.1%
  • Unknown

    4.4%

Ethnicity

  • White

    71.4%
  • Asian

    16.1%
  • Hispanic or Latino

    8.8%
  • Unknown

    2.5%
  • Black or African American

    1.1%
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Languages Spoken

  • Spanish

    36.2%
  • French

    11.0%
  • Mandarin

    10.2%
  • Chinese

    9.4%
  • Italian

    5.5%
  • Japanese

    3.9%
  • Russian

    3.1%
  • Cantonese

    3.1%
  • Portuguese

    3.1%
  • Vietnamese

    2.4%
  • Korean

    2.4%
  • Hindi

    1.6%
  • Greek

    1.6%
  • Polish

    1.6%
  • Swedish

    0.8%
  • Gujarati

    0.8%
  • Dutch

    0.8%
  • Bulgarian

    0.8%
  • Bengali

    0.8%
  • Czech

    0.8%
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Investment Associate

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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
Banking Investment Associate Citigroup Global Markets Inc. San Francisco, CA May 25, 2015 $200,000
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
Investor Associate Jpmorgan Chase and Co. Miami, FL Jan 04, 2016 $150,000
Investment Associate Lafayette College New York, NY Jan 09, 2016 $150,000
Senior Investment Associate Siemens Financial Services, Inc. Palo Alto, CA Sep 18, 2015 $129,022
Investment Professional Associate General Atlantic Service Company, LLC New York, NY Jun 15, 2015 $125,150 -
$155,150
Associate, Investment Management Morgan Stanley Investment MGMT., Inc. New York, NY Nov 23, 2015 $125,133
Investor Associate Jpmorgan Chase & Co. Miami, FL Jul 26, 2016 $125,000
Investment Associate Sageview Capital Admin LP Palo Alto, CA Aug 17, 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
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
Associate, Investments CIM Group, LP Los Angeles, CA Jan 08, 2016 $100,000
Investment Associate Prudential Insurance Company of America Newark, NJ Jun 22, 2015 $100,000 -
$130,000
Investment Associate Jpmorgan Chase & Co. New York, NY Aug 15, 2015 $100,000

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Top Skills for An Investment Associate

ClientPortfoliosPrivateEquityAssetAllocationDueDiligenceEffortsComplianceRequirementsIncomeRealEstateHedgeFundHighNETInvestorRelationsClientRelationshipsFinancialAdvisorsInvestmentStrategiesFinancialModelsCustomerServiceClientServiceInvestmentPerformanceReportsPortfolioManagementClientMeetingsInvestmentCommittee

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Top Investment Associate Skills

  1. Client Portfolios
  2. Private 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.
  • Authored and prepared information memorandums and presentations for review by private equity firms.
  • Conducted research projects in Tactical Currency Allocation and Global Tactical Asset Allocation using statistical and economic analysis.
  • Complete documentation to meet operational and compliance requirements
  • Research and identify investment opportunities in primary and secondary fixed income markets.

Top Investment Associate Employers