Investment Associate Jobs in Colorado
Investment Associate jobs in Colorado are concentrated in Denver, Boulder, and Colorado Springs, where firms like Charles Schwab, TIAA, and Vanguard's regional offices maintain consistent hiring across private equity, wealth management, and institutional asset management. The market draws candidates at every level, from analysts stepping into their first associate role to experienced professionals moving up from junior positions in portfolio support or financial advisory. Colorado's growing technology and energy sectors have expanded demand for associates who can evaluate alternative assets and early-stage investments alongside traditional equity work. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 11+ Investment Associate jobs
Description
Associate, Valuation Services
Start Season & Year: Summer 2027 or Fall 2027
Earliest Graduation Date: Spring 2027
Latest Graduation Date: Summer 2027
About Alvarez & Marsal
Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results-oriented professionals. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.
The Team
A&M is known for analyzing and resolving complex situations which often require the application of sophisticated valuation techniques. Due to increasing demand for such analysis, A&M has invested globally in building a team of valuation experts to provide a full suite of valuation services in the areas of financial reporting and tax compliance, mergers and acquisitions, complex financial instruments, illiquid securities, and private equity and real-estate portfolios. This has resulted in our Valuation practice growing steadily year over year and becoming one of the most respected in the industry.
How you will contribute
You will be identifying and evaluating the key financial and operational drivers necessary to ensure a robust valuation partnership with managers and investors. You will address complex valuation challenges from critical investment, regulatory and strategic perspectives to assessing value at the fund, portfolio, and investment level.
As part of a select, highly skilled, and entrepreneurial team, you will have the opportunity to service alternative asset managers with an array of valuation services. You will be valuing assets inside equity and credit investment portfolios for a variety of circumstances including regulatory compliance for investment, financial, and accounting reporting. You will have the opportunity to get involved in sophisticated valuation engagements covering a variety of securities such as non-performing and performing loans, preferred and common equity.
Some of the main responsibilities are:
- Conducting relevant research on securities, industry, market, and competitors
- Building and updating financial models using discounted cash flow analyses, guideline company and guideline precedent transactions approaches. Additional modeling through options pricing models and yield analyses
- Reviewing and ensuring the accuracy of financial models and valuation analyses through exercising quality control reviews
- Conducting due diligence and maintaining client documentation for use in model building and deliverables
- Building and maintaining effective control processes to monitor and track changes to the assumptions of valuation models
- Contributing to the preparation, creation, and review of reports and other deliverables for clients
- Building strong relationships with clients through exceptional day-to-day project management, coordination, and execution
- Proactively communicating efficiently and effectively to all levels of the engagement team
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, Mathematics, or related field
- 0-1 year of related experience
- Qualified or studying for a professional qualification such as CFA/ASA/CPA preferred
- Experience in Financial Analysis and Financial Modelling
- Proficient Microsoft Excel skills
- Strong writing skills and experience with developing presentations and reports using PowerPoint and Microsoft Word
- Excellent oral and written communication skills
- Effective project management and organizational skills
- Ambitious, results driven, self-starter with a desire to thrive in an entrepreneurial culture
- Must be authorized to work in the US without the need for employment-based sponsorship now or in the future. A&M will not sponsor applicants for US work visa status for this role
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career. We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
Compensation Statement
The salary range is $75,000-$83,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Benefits Summary
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k)-retirement savings plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k)-retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M’s benefits programs.
Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.
Description
Associate, Valuation Services
Start Season & Year: Summer 2027 or Fall 2027
Earliest Graduation Date: Spring 2027
Latest Graduation Date: Summer 2027
About Alvarez & Marsal
Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results-oriented professionals. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.
The Team
A&M is known for analyzing and resolving complex situations which often require the application of sophisticated valuation techniques. Due to increasing demand for such analysis, A&M has invested globally in building a team of valuation experts to provide a full suite of valuation services in the areas of financial reporting and tax compliance, mergers and acquisitions, complex financial instruments, illiquid securities, and private equity and real-estate portfolios. This has resulted in our Valuation practice growing steadily year over year and becoming one of the most respected in the industry.
How you will contribute
You will be identifying and evaluating the key financial and operational drivers necessary to ensure a robust valuation partnership with managers and investors. You will address complex valuation challenges from critical investment, regulatory and strategic perspectives to assessing value at the fund, portfolio, and investment level.
As part of a select, highly skilled, and entrepreneurial team, you will have the opportunity to service alternative asset managers with an array of valuation services. You will be valuing assets inside equity and credit investment portfolios for a variety of circumstances including regulatory compliance for investment, financial, and accounting reporting. You will have the opportunity to get involved in sophisticated valuation engagements covering a variety of securities such as non-performing and performing loans, preferred and common equity.
Some of the main responsibilities are:
- Conducting relevant research on securities, industry, market, and competitors
- Building and updating financial models using discounted cash flow analyses, guideline company and guideline precedent transactions approaches. Additional modeling through options pricing models and yield analyses
- Reviewing and ensuring the accuracy of financial models and valuation analyses through exercising quality control reviews
- Conducting due diligence and maintaining client documentation for use in model building and deliverables
- Building and maintaining effective control processes to monitor and track changes to the assumptions of valuation models
- Contributing to the preparation, creation, and review of reports and other deliverables for clients
- Building strong relationships with clients through exceptional day-to-day project management, coordination, and execution
- Proactively communicating efficiently and effectively to all levels of the engagement team
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, Mathematics, or related field
- 0-1 year of related experience
- Qualified or studying for a professional qualification such as CFA/ASA/CPA preferred
- Experience in Financial Analysis and Financial Modelling
- Proficient Microsoft Excel skills
- Strong writing skills and experience with developing presentations and reports using PowerPoint and Microsoft Word
- Excellent oral and written communication skills
- Effective project management and organizational skills
- Ambitious, results driven, self-starter with a desire to thrive in an entrepreneurial culture
- Must be authorized to work in the US without the need for employment-based sponsorship now or in the future. A&M will not sponsor applicants for US work visa status for this role
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career. We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
Compensation Statement
The salary range is $75,000-$83,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Benefits Summary
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k)-retirement savings plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k)-retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M’s benefits programs.
Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.
See All 11 Investment Associate Jobs in Colorado
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Find Investment Associate JobsInvestment Associate Jobs by City in Colorado
Where Colorado roles are concentrated, by current openings.
Investment Associate Job Market in Colorado
A snapshot from current Colorado openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Fintech
- Accounting & Auditing
- Banking & Financial Services
- Investment & Asset Management
What Colorado Employers Look For
The qualifications that appear most often in investment associate jobs across Colorado.
- Bachelor's degree in finance, economics, or accounting required by most Colorado employers
- Series 7 and Series 63 licenses required or expected within a defined period of hire
- One to three years of experience in financial analysis, investment banking, or portfolio support
- Proficiency in financial modeling, valuation methods, and Excel-based analysis
- Strong written and verbal communication skills for client-facing and internal reporting
- CFA candidacy or progress toward the designation preferred by institutional and asset management firms
Investment Associate Jobs in Colorado: Frequently Asked Questions
How do you become an investment associate in Colorado?
Most Colorado employers require a bachelor's degree in finance, economics, accounting, or a closely related field as the baseline entry point. From there, the standard path involves obtaining FINRA licenses, typically the Series 7 and Series 63, which are required by broker-dealers and registered investment advisors operating in Colorado under oversight from the Colorado Division of Securities. Many candidates pursue CFA candidacy alongside their early work experience to strengthen their profile for advancement into portfolio management or senior associate roles.
Which companies hire investment associates in Colorado?
Companies currently hiring investment associates in Colorado include JPMorganChase, DESRI, and Cresset, per current listings on Migrate Mate as of November 2026. Colorado's concentration of wealth management firms, private equity shops, and institutional asset managers tied to the Denver financial district means consistent demand for associates with strong analytical and client-facing skills.
Which Colorado cities have the most investment associate jobs?
Denver, Greenwood Village, and Boulder account for the largest share of investment associate openings in Colorado. Denver leads because it is home to the state's largest concentration of financial services firms, regional headquarters, and institutional asset managers, while Boulder attracts roles tied to venture capital and technology-focused funds, and Colorado Springs sees demand from financial planning firms serving military and federal employee populations.
Are there remote investment associate jobs in Colorado?
Yes, though they are less common than in purely analytical or technology roles, since investment associates frequently work alongside portfolio managers, clients, and deal teams in person. About 50% of investment associate openings tied to Colorado are remote or hybrid as of November 2026, reflecting a market that leans toward hybrid arrangements rather than fully remote. Research-heavy and back-office support functions within the role tend to be the most amenable to remote work.
How can I get hired as an investment associate in Colorado with little or no experience?
The most realistic entry path for candidates without direct investment experience is moving from a financial analyst or junior advisor role at one of Colorado's larger wealth management or brokerage firms, where internal promotions to associate positions are common. Firms like Charles Schwab and TIAA, both with significant Colorado operations, run structured development programs that bring in candidates from adjacent backgrounds. Completing the Series 7 and Series 63 exams before applying, or enrolling as a CFA Level I candidate, demonstrates commitment and gives applications a concrete edge over others at the same experience level.
Where can I find and apply to investment associate jobs in Colorado?
You can find and apply to investment associate jobs in Colorado on Migrate Mate, which lists current openings from employers hiring in the state right now. Search the available roles, identify the ones that match your background and target firms, and apply directly to the positions that fit.
See All 11 Investment Associate Jobs in Colorado
Find roles in Colorado that match your experience and apply in just a few clicks.
Find Investment Associate Jobs