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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We're Hiring: Investment Operations Associate
**Salary:** $55,000+ (based on experience)
**215 S Wadsworth Blvd Ste 540 Lakewood, CO 80226
IPS Strategic Capital — a boutique, fee-only fiduciary Registered Investment Advisor (RIA)
About the Role:
We're a boutique RIA looking for a detail-oriented operations associate to support portfolio administration, client reporting, and day-to-day back-office workflows.
What We're Looking For:
Strong computer skills — comfortable across Excel, portfolio management/trading platforms, and everyday office software- Highly organized, with strong attention to detail- Working knowledge of programming (Python, VBA, or similar) is a plus- Able to manage multiple projects independently in a fast-paced environment
What We Offer:
Competitive salary starting at $55,000+- Full benefits package (health, 401K PTO)- Hands-on experience at a growing, client-focused boutique firm
To apply, please send your resume to mallory@investps.com.
Pay: From $55,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Work Location: In person
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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
- 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 DESRI, Greysteel, and JPMorganChase, per current listings on Migrate Mate as of September 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, Lakewood, and Louisville 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 0% of investment associate openings tied to Colorado are remote or hybrid as of September 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.
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