Investment Analyst Jobs
Investment Analyst jobs are open across asset management, investment banking, private equity, corporate finance, and fintech, from entry-level analyst to senior and associate roles, with specializations in equity research, fixed income, and financial modeling. Find a role that fits from the openings below and apply directly.
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- Support the origination and execution of GP-led secondary transactions, including single-asset and multi-asset continuation vehicles
- Build and maintain financial models, including operating models, valuation analyses, leveraged-buyout models, investor-return analyses, and continuation-vehicle capitalization models
- Prepare presentations, pitch books, confidential information memoranda, management presentations, investor materials, process letters, and internal approval materials
- Coordinate with industry coverage teams, M&A professionals, capital-markets teams, legal counsel, tax advisers, accounting firms, and other transaction participants
- Assist in the preparation and management of virtual data rooms and coordinate due-diligence requests across clients, management teams, investors, and advisers
- Support outreach to prospective secondary investors and maintain buyer lists, outreach logs, process trackers, and bid-comparison materials
- Monitor GP-led secondary-market activity, investor appetite, fundraising trends, pricing dynamics, and relevant precedent transactions
- Maintain internal databases covering secondary investors, transaction precedents, market activity, and sponsor relationships
- Support senior bankers in client meetings, business-development initiatives, and strategic discussions with financial sponsors
Required qualifications, capabilities, and skills
- Bachelor's degree with a strong academic record
- Up to three years of relevant experience in investment banking, private capital advisory, private equity, secondary investing, transaction advisory, valuation, or a related field
- Excellent quantitative and analytical skills with a strong understanding of financial statements, accounting principles, corporate finance, and valuation methodologies
- Strong written and verbal communication skills.
- Exceptional attention to detail and commitment to producing accurate, high-quality work
- Organizational skills with an ability to manage multiple assignments and work effectively in a fast-paced, transaction-oriented environment
- Strong judgment, integrity, professionalism, and discretion
- Demonstrated interest in private equity, private markets, and secondary transactions
- Familiarity with GP-led secondaries, continuation vehicles, or private-fund structures
- Experience with leveraged-buyout modeling, private-equity transactions, or sponsor coverage
- Understanding of private-equity fund economics, including management fees, carried interest, fund waterfalls and limited-partner elections
- Knowledge of secondary investors, financial sponsors, and institutional limited partners
This role encompasses the performance of regulated activity. The successful candidate will therefore be subject to meeting certain regulatory requirements.
ABOUT USWe offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
- Support the origination and execution of GP-led secondary transactions, including single-asset and multi-asset continuation vehicles
- Build and maintain financial models, including operating models, valuation analyses, leveraged-buyout models, investor-return analyses, and continuation-vehicle capitalization models
- Prepare presentations, pitch books, confidential information memoranda, management presentations, investor materials, process letters, and internal approval materials
- Coordinate with industry coverage teams, M&A professionals, capital-markets teams, legal counsel, tax advisers, accounting firms, and other transaction participants
- Assist in the preparation and management of virtual data rooms and coordinate due-diligence requests across clients, management teams, investors, and advisers
- Support outreach to prospective secondary investors and maintain buyer lists, outreach logs, process trackers, and bid-comparison materials
- Monitor GP-led secondary-market activity, investor appetite, fundraising trends, pricing dynamics, and relevant precedent transactions
- Maintain internal databases covering secondary investors, transaction precedents, market activity, and sponsor relationships
- Support senior bankers in client meetings, business-development initiatives, and strategic discussions with financial sponsors
Required qualifications, capabilities, and skills
- Bachelor's degree with a strong academic record
- Up to three years of relevant experience in investment banking, private capital advisory, private equity, secondary investing, transaction advisory, valuation, or a related field
- Excellent quantitative and analytical skills with a strong understanding of financial statements, accounting principles, corporate finance, and valuation methodologies
- Strong written and verbal communication skills.
- Exceptional attention to detail and commitment to producing accurate, high-quality work
- Organizational skills with an ability to manage multiple assignments and work effectively in a fast-paced, transaction-oriented environment
- Strong judgment, integrity, professionalism, and discretion
- Demonstrated interest in private equity, private markets, and secondary transactions
- Familiarity with GP-led secondaries, continuation vehicles, or private-fund structures
- Experience with leveraged-buyout modeling, private-equity transactions, or sponsor coverage
- Understanding of private-equity fund economics, including management fees, carried interest, fund waterfalls and limited-partner elections
- Knowledge of secondary investors, financial sponsors, and institutional limited partners
This role encompasses the performance of regulated activity. The successful candidate will therefore be subject to meeting certain regulatory requirements.
ABOUT USWe offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Investment Analyst Jobs by Experience Level
Top Cities Hiring Investment Analysts
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Find Investment Analyst JobsInvestment Analyst Job Market
Who's Hiring
- JPMorganChase41
- Citi14
- PGIM10
- Prudential7
- Houlihan Lokey5
Top Industries Hiring
- Investment & Asset Management58
- Banking & Financial Services35
- Fintech21
- Insurance15
- Construction & Real Estate7
What Employers Look For
The qualifications that appear most often in investment analyst jobs.
- Bachelor's degree in finance, economics, accounting, or a related quantitative field
- Proficiency in financial modeling, DCF valuation, and three-statement analysis
- Advanced Excel skills with experience building complex, audit-ready models
- CFA designation or active enrollment in the CFA program
- Experience using Bloomberg Terminal, FactSet, or Capital IQ for research and data
- Strong written and verbal communication skills for presenting investment recommendations
Tips for Your Investment Analyst Job Search
Tailor your resume to the deal
Investment analyst job descriptions often signal the firm's focus, whether it's LBO modeling, DCF valuation, or public market research. Mirror that language precisely in your resume's experience bullets and lead with quantified outcomes, not task descriptions.
Certify before you apply to senior roles
A CFA Level 1 pass or enrollment in the program signals commitment to the craft and often moves your resume past the first screen at asset managers and sell-side firms. List your exam date if you haven't yet passed.
Build a model before the interview
Most investment analyst interviews include a live modeling test or a take-home case study. Practice building a three-statement model and a simple DCF from scratch under time pressure, because interviewers care more about your process than your output.
Apply early to roles that fit
Migrate Mate lists investment analyst openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Filter openings by investment strategy
Your experience in public equities, private credit, or real assets is not interchangeable in hiring managers' eyes. When scanning openings, prioritize roles that name an asset class you've already worked in, and address that match explicitly in your cover letter.
Negotiate using role-specific leverage
At the offer stage, cite your CFA progress, a relevant modeling certification, or a sector specialty that the team lacks. Generic salary negotiation rarely lands well in finance, but showing you fill a specific gap gives the hiring manager a reason to go back to HR.
Investment Analyst Jobs: Frequently Asked Questions
Which companies are hiring the most investment analysts?
The companies hiring the most investment analysts right now include JPMorganChase, Citi, and PGIM, with the largest share of openings in New York, Texas, and California, based on current listings on Migrate Mate as of August 2026. Openings are concentrated across asset managers, investment banks, and corporate treasury teams.
How many investment analyst jobs are remote?
About 46% of investment analyst openings are fully remote or hybrid as of August 2026, though in-office roles remain the norm at bulge-bracket banks and most buy-side firms. Equity research, credit analysis, and roles at smaller independent firms tend to offer the most remote flexibility.
How do you become an investment analyst?
Start with a bachelor's degree in finance, economics, or a quantitative field, then build modeling skills through coursework, online programs, or self-directed practice using real company filings. Internships at banks, asset managers, or corporate finance teams are the most direct path to a first full-time role. Pursuing the CFA strengthens your candidacy significantly as you advance.
Can you get hired as an investment analyst with little experience?
Yes, entry-level investment analyst roles exist specifically for candidates early in their careers, but you'll need to demonstrate analytical ability through other signals. A strong financial model you built independently, a student investment fund, relevant coursework in valuation or accounting, or a finance internship all substitute for direct professional experience in a hiring manager's eyes.
What does the investment analyst interview process look like?
Most investment analyst interviews move through a recruiter screen, a technical phone round covering accounting and valuation fundamentals, and a case study or modeling test completed either live or as a take-home assignment. Final rounds typically include a panel with senior analysts or portfolio managers who assess your investment thesis and communication skills as much as your technical accuracy.
Where can I find and apply to investment analyst jobs?
You can find and apply to investment analyst jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your experience and specialization, then apply directly to each listing from the page.
See All 339+ Investment Analyst Jobs
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