Investment Associate Jobs
Investment Associate jobs are open across private equity, venture capital, asset management, and investment banking, from analyst-level to senior associate, with specializations in deal sourcing, portfolio management, and financial modeling. Find a role that fits from the openings below and apply directly.
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Job Description
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job Responsibilities
- Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
- Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
- Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
- Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
- Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
- Prioritize daily work, track progress for current work, and consistently meet deadlines
- Maintain and foster team culture
Required Qualifications, Capabilities, And Skills
- A valid and active Series 7 license is required or may be obtained within 120 days condition of employment
- If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
- A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
About us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We 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.
Equal Opportunity Employer/Disability/Veterans
About The Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Job Description
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job Responsibilities
- Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
- Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
- Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
- Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
- Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
- Prioritize daily work, track progress for current work, and consistently meet deadlines
- Maintain and foster team culture
Required Qualifications, Capabilities, And Skills
- A valid and active Series 7 license is required or may be obtained within 120 days condition of employment
- If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
- A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
About us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We 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.
Equal Opportunity Employer/Disability/Veterans
About The Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
See All 1,282+ Investment Associate Jobs
Jump back to the full list of openings and apply to any investment associate role that fits.
Find Investment Associate JobsInvestment Associate Job Market
A snapshot from current openings nationwide, updated as new roles post.
Who's Hiring
- Goldman Sachs95
- JPMorganChase92
- Morgan Stanley60
- State Street47
- Fitch Ratings30
Top Industries Hiring
- Investment & Asset Management564
- Banking & Financial Services304
- Law & Legal Services106
- Insurance83
- Consulting & Professional Services71
What Employers Look For
The qualifications that appear most often in investment associate jobs.
- Bachelor's degree in finance, economics, or a related quantitative field
- Proficiency in financial modeling, including DCF, LBO, and comparable company analysis
- One to three years of experience in investment banking, private equity, or corporate finance
- Strong command of Excel and PowerPoint for deal analysis and presentations
- CFA candidacy or completion preferred by many asset management and equity research employers
- Demonstrated ability to source, evaluate, and present investment opportunities independently
Tips for Your Investment Associate Job Search
Tailor your resume to deal flow
Investment associate resumes get screened for specific transaction experience. List each deal by type, size, and your role in execution. Vague descriptions like 'supported deals' won't stand out the way 'led financial modeling for a $50M acquisition' will.
Match your pitch to the fund strategy
Before applying, identify whether the firm focuses on growth equity, buyouts, venture, or credit. Hiring teams at each type look for different instincts. Framing your experience around their strategy in your cover letter signals you understand how they deploy capital.
Apply early to roles that fit
Migrate Mate lists investment associate openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Build a concise investment thesis sample
Many firms ask for a stock pitch or deal memo in first-round screens. Prepare a two-page write-up on a company or asset you'd invest in, covering valuation, thesis, and key risks. Having it ready means you can respond same-day when asked.
Prepare for technical screens before you apply
Investment associate interviews almost always include a live modeling test or LBO case. Practice building a three-statement model and a simple leveraged buyout from scratch under time pressure. Knowing the mechanics cold lets you focus on the analytical story during the interview.
Follow up after final rounds with conviction
If you reach a final-round panel and don't hear back within ten business days, send a brief note reaffirming your interest and referencing a specific discussion from the interview. It signals genuine enthusiasm and keeps you top of mind without being aggressive.
Investment Associate Jobs: Frequently Asked Questions
Which companies are hiring the most investment associates?
The companies hiring the most investment associates right now include Goldman Sachs, JPMorganChase, and Morgan Stanley, with the largest share of openings in New York, California, and Texas, based on current listings on Migrate Mate as of June 2026. Hiring is distributed across private equity firms, venture capital funds, and large asset managers.
How many investment associate jobs are remote?
About 19% of investment associate openings are fully remote or hybrid as of June 2026, though most firms expect at least some in-office presence for deal team collaboration. Sub-areas like investor relations, research, and portfolio monitoring tend to offer the most scheduling flexibility compared to deal execution roles.
How do you become an investment associate?
Most investment associates start by completing a finance-related undergraduate degree, then build foundational experience in investment banking, corporate finance, or equity research. From there, firms typically hire associates who can model transactions independently, write investment memos, and engage directly with management teams. Earning CFA candidacy strengthens your profile at asset managers and research-focused shops.
Can you get hired as an investment associate with little or no experience?
Some firms, particularly venture capital funds and smaller private equity shops, hire candidates with strong academic records and internship experience rather than requiring full-time deal experience. The most effective way to bridge the gap is to complete a relevant internship, build an independent investment thesis sample, and network directly with associates already inside target firms.
What does the investment associate interview process look like?
The process typically begins with a resume screen or recruiter call, followed by a technical phone interview covering financial concepts and modeling basics. Finalists usually complete a take-home case study or live modeling test, then attend a series of panel interviews with senior team members. Some firms add a stock pitch or deal memo presentation as a final step before extending an offer.
Where can I find and apply to investment associate jobs?
You can find and apply to investment associate jobs on Migrate Mate, which lists current openings from employers across the United States. Find roles that match your experience and specialization, then apply directly to each listing without leaving the platform.
See All 1,282+ Investment Associate Jobs
Jump back to the full list of openings and apply to any investment associate role that fits.
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