Average Investment Associate Salary

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The average salary for an Investment Associate is $62,019.
MEDIAN $62,019
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United States (change)
$41k - $105k
$2k - $41k
Profit Sharing
$997 - $12k
$4k - $54k
Total Pay
$42k - $132k

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Job Description for Investment Associate

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.
The top respondents for the job title Investment Associate are from the companies Fisher Investments, Inc., J.P. Morgan Chase & Co. (JPMCC) and The Northern Trust Company. Reported salaries are highest at J.P. Morgan Chase & Co. (JPMCC) where the average pay is $88,000. Other companies that offer high salaries for this role include Cambridge Associates, LLC and RBC Wealth Management, earning around $60,992 and $57,739, respectively. The Northwestern Mutual Life Insurance Company pays the lowest at around $49,132. Fisher Investments, Inc. and The PNC Financial Services Group, Inc. also pay on the lower end of the scale, paying $49,983 and $50,000, respectively.

Career Paths

Explore the most common career paths for Investment Associate. Thickness and color of lines indicates how common a path is.
Investment Associate
Client Reporting Analyst
More common (> 20%)
Somewhat common (8 - 20%)
Less common (< 8%)

Investment Associate Job Listings

Popular Skills for Investment Associate

Skills in Investment Management, Financial Analysis, Portfolio Management and Financial Modeling are correlated to pay that is above average. Skills that pay less than market rate include Microsoft Excel.

Pay by Experience Level for Investment Associate

An entry-level Investment Associate with less than 1 year experience can expect to earn an average total compensation (includes tips, bonus, and overtime pay) of $49,645 based on 143 salaries. An early career Investment Associate with 1-4 years of experience earns an average total compensation of $61,207 based on 384 salaries. A mid-career Investment Associate with 5-9 years of experience earns an average total compensation of $79,855 based on 145 salaries. An experienced Investment Associate with 10-19 years of experience earns an average total compensation of $62,145 based on 40 salaries. In their late career (20 years and higher), employees earn an average total compensation of $61,295.
Employees with Investment Associate in their job title in New York, New York earn an average of 50.1% more than the national average. These job titles also find higher than average salaries in San Francisco, California (23.6% more) and Los Angeles, California (19.9% more). The lowest salaries can be found in Portland, Oregon (18.8% less), Chicago, Illinois (8.2% less) and Boston, Massachusetts (0.1% less).

Years of Experience

This data is based on 725 survey responses.
Entry Level
Early Career
Mid Career
Late Career