Investment Associate Salary
An Investment Associate earns an average salary of $60,271 per year. Most people with this job move on to other positions after 10 years in this field. The skills that increase pay for this job the most are Real Estate, Due Diligence, Financial Modeling, Research Analysis, and Investment Management.
Job Description for Investment Associate
An investment associate reviews company financial data, suggests investment strategies, oversees issuing of stocks for companies, and analyzes risks for business mergers. This individual also mediates agreements between companies during takeovers, manages stock inventory, sells stocks, and details all financial transactions. In the course of these duties, an investment associate communicates a company's viability to other companies and individual clients. Working with other associates, supervisors, and managers, an investment associate spends many hours alone gathering and interpreting data for diverse clients. These professionals may work for banks, investment companies, and/or individual clients.Read More...
Often possessing a master's degree in business administration, the investment associate must be able to understand complex financial situations and have a vast knowledge of investment products. They should also have a deep knowledge of state and federal investment laws and abiding tax shelters to ensure clients will be satisfied with each transaction. Highly refined analytical skills allow these professionals offer the best economic gain to their institution and/or individual clients while minimizing risks.
This position often includes extended hours and meeting with clients outside of the office setting. The often fast-paced working atmosphere is sometimes tempered by slow periods. It is in these anticipated slower times that the effective investment associate reviews and oversees client portfolios for maximum return on given investments.
Investment Associate Tasks
- Enter and execute trades while allocating the trades based on guidelines provided by the Portfolio Manager.
- Provide analytical performance reports while working closely with the Portfolio Manager to interpret the performance data.
- Provide portfolio data and analytics, and work with the Portfolio Manager to create presentations for client and prospect meetings.
- Provide investment management administrative support and respond to client requests as they arise acting as an additional point of contact for clients.
- Provide research support for the equity strategy teams by monitoring and gathering specific fundamental research data on stock recommendations.
Investment Associate Job Listings
Search for more jobs:
Popular Employer Salaries for Investment Associate
Popular Skills for Investment Associate
Pay by Experience Level for Investment Associate
Median of all compensation (including tips, bonus, and overtime) by years of experience.
Pay Difference by Location
Investment Associate Reviews
Related Job Salaries
Key Stats for Investment Associate
Rated 5 out of 5
based on 51 votes.