Investment Associate Salary

An Investment Associate earns an average salary of $61,359 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, Data Analysis, and Research Analysis.

$40,729 - $101,866
$41K
$62K
$100K
MEDIAN: $61,521
10%
50%
90%

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$13.09 - $24.83
$13
$18
$25
MEDIAN: $17.50
10%
50%
90%

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$0$128K
Salary $40,729 - $101,866
Bonus $1,458 - $40,000
Profit Sharing $503 - $11,920
Commission $16,000
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
$40,686 - $128,612
  • Country: United States
  • Currency: USD
  • Updated: 25 Jul 2017
  • Individuals Reporting: 331
Hourly Data $0$35
Hourly Rate $13.09 - $24.83
Overtime $0.14 - $35.54
Annual Data $0$128K
Bonus $1,458 - $40,000
Commission $16,000
Profit Sharing $503 - $11,920
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
$40,686 - $128,612
  • Country: United States
  • Currency: USD
  • Updated: 25 Jul 2017
  • Individuals Reporting: 10

Find Out Exactly What You Should Be Paid

United States (change)

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.

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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.

Common Career Paths for Investment Associate


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Investment Associate Job Listings

Popular Employer Salaries for Investment Associate

Popular Skills for Investment Associate

Pay by Experience Level for Investment Associate

Pay by Experience for an Investment Associate has a positive trend. An entry-level Investment Associate with less than 5 years of experience can expect to earn an average total compensation of $61,000 based on 243 salaries provided by anonymous users. Average total compensation includes tips, bonus, and overtime pay. An Investment Associate with mid-career experience which includes employees with 5 to 10 years of experience can expect to earn an average total compensation of $97,000 based on 90 salaries. An experienced Investment Associate which includes employees with 10 to 20 years of experience can expect to earn an average total compensation of $74,000 based on 24 salaries. An Investment Associate with late-career experience which includes employees with greater than 20 years of experience can expect to earn an average total compensation of $70,000 based on 8 salaries.

Pay Difference by Location

National Average: $66,156

Larger city markers indicate a job is popular in that location.

Investment Associate Reviews

Q: What is it like working as an Investment Associate?

Investment Associate in Sioux Falls:
"PWM Work Summary."
Pros: I enjoy my job because I get to directly apply the concepts I learned from attending college on a daily basis. We have the opportunity to help people retire, send children to college, and efficiently pass wealth to the next generation.
Cons: I receive the most work load and my compensation is not tied to performance. I want my pay to grow with the company.

Related Job Salaries

Key Stats for Investment Associate

Gender

Female
28 %
Male
72 %

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 51 votes.
Less than 1 year
12%
1-4 years
55%
5-9 years
24%
10-19 years
7%
20 years or more
2%
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Location:
Years in Fields/Career:
United States (change)

Experience Affects Investment Associate Salaries

▲47%

▲12%

Late-Career
▲5%

National Average
$66,000

▼9%

Skills That Affect Investment Associate Salaries

Real Estate
▲97%

Due Diligence
▲37%


Data Analysis
▲29%

Research Analysis
▲26%




National Average
$66,000


Customer Relationship Management (CRM)
▼9%

Client Interaction
▼19%

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 51 votes.

Gender

Female
28 %
Male
72 %

Years of Experience

Less than 1 year
12%
1-4 years
55%
5-9 years
24%
10-19 years
7%
20 years or more
2%

Common Health Benefits

medical benefits
Medical: 87%
dental benefits
Dental: 73%
vision benefits
Vision: 64%
no benefits
None: 11%
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