Investment Associate Jobs in New York
Investment associate jobs in New York represent one of the most active and competitive markets in the country, concentrated in private equity, hedge funds, asset management, and investment banking across every seniority level from analyst-track associates through senior vice president. The majority of openings are in Manhattan's Midtown and Midtown South corridors, with additional activity in Greenwich-adjacent firms operating out of White Plains and mid-tier markets in Jersey City. Firms like BlackRock, Goldman Sachs, and KKR have deep, sustained investment associate hiring footprints in New York, with the most in-demand specialties in private credit, real assets, and equity research. Find a role that fits below and apply directly.
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INTRODUCTION
Do you enjoy finding value in private markets?
Can you turn complex investment data into clear insights?
We are looking for an Private Equity, Investment Associate to:
- conduct market research and financial analysis for potential primary investments and fund commitments, with an understanding of and interest in secondary transactions and co-investments
- assist in the due diligence process, including reviewing fund documentation, analyzing investment track records, and evaluating deal structures
- prepare investment memoranda and recommendations for internal committees
- monitor portfolio performance and provide ongoing analysis of investments
- collaborate with team members to develop investment strategies and identify new opportunities
- maintain accurate investment records and assist with reporting requirements
YOUR TEAM
This is an opportunity to join UBS’ Unified Global Alternatives Platform as an Investment Associate, Private Equity, in New York, where you'll help shape Private Equity allocations for Asset and Wealth Management clients.
The role reports to the UGA Head of Private Equity Americas and offers high visibility, cross-functional collaboration, and the chance to influence investment outcomes in a fast-evolving market. If you're passionate about private markets and ready to make an impact, we’d love to hear from you.
YOUR EXPERTISE
- ideally 3–6 years of experience in private equity, investment banking, or asset management
- bachelor’s degree in finance, economics, business, or a related field; MBA or relevant graduate degree preferred
- strong analytical and quantitative skills, including proficiency in financial modeling
- excellent communication and presentation skills
- solid understanding of primary investments, secondary investments, and co-investments
- ability to work collaboratively in a fast-paced, team-oriented environment
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
SALARY INFORMATION
The indicative gross base salary range as a full-time equivalent role:
- United States - New York - New York min USD 120000 - max USD 150000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
JOIN US
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
CONTACT DETAILS
UBS Business Solutions SA
UBS Recruiting
DISCLAIMER / POLICY STATEMENTS
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
INTRODUCTION
Do you enjoy finding value in private markets?
Can you turn complex investment data into clear insights?
We are looking for an Private Equity, Investment Associate to:
- conduct market research and financial analysis for potential primary investments and fund commitments, with an understanding of and interest in secondary transactions and co-investments
- assist in the due diligence process, including reviewing fund documentation, analyzing investment track records, and evaluating deal structures
- prepare investment memoranda and recommendations for internal committees
- monitor portfolio performance and provide ongoing analysis of investments
- collaborate with team members to develop investment strategies and identify new opportunities
- maintain accurate investment records and assist with reporting requirements
YOUR TEAM
This is an opportunity to join UBS’ Unified Global Alternatives Platform as an Investment Associate, Private Equity, in New York, where you'll help shape Private Equity allocations for Asset and Wealth Management clients.
The role reports to the UGA Head of Private Equity Americas and offers high visibility, cross-functional collaboration, and the chance to influence investment outcomes in a fast-evolving market. If you're passionate about private markets and ready to make an impact, we’d love to hear from you.
YOUR EXPERTISE
- ideally 3–6 years of experience in private equity, investment banking, or asset management
- bachelor’s degree in finance, economics, business, or a related field; MBA or relevant graduate degree preferred
- strong analytical and quantitative skills, including proficiency in financial modeling
- excellent communication and presentation skills
- solid understanding of primary investments, secondary investments, and co-investments
- ability to work collaboratively in a fast-paced, team-oriented environment
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
SALARY INFORMATION
The indicative gross base salary range as a full-time equivalent role:
- United States - New York - New York min USD 120000 - max USD 150000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
JOIN US
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
CONTACT DETAILS
UBS Business Solutions SA
UBS Recruiting
DISCLAIMER / POLICY STATEMENTS
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
See All 469+ Investment Associate Jobs in New York
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Find Investment Associate JobsInvestment Associate Jobs by City in New York
Where New York roles are concentrated, by current openings.
Investment Associate Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- Morgan Stanley45
- Goldman Sachs44
- JPMorganChase37
- Fitch Ratings19
- Blackstone15
Top Industries Hiring
- Investment & Asset Management253
- Banking & Financial Services91
- Law & Legal Services45
- Consulting & Professional Services20
- Technology & Software14
What New York Employers Look For
The qualifications that appear most often in investment associate jobs across New York.
- Bachelor's degree in finance, economics, or a related quantitative field required
- FINRA Series 63 and Series 79 licenses preferred or required for deal-facing roles
- Two to four years of experience in investment banking, consulting, or asset management
- Advanced financial modeling skills including LBO, DCF, and comparable company analysis
- CFA candidacy or charter strongly preferred for buy-side and asset management positions
- Experience with Pitchbook, FactSet, or Bloomberg terminal in a professional setting
Investment Associate Jobs in New York: Frequently Asked Questions
How do you become an investment associate in New York?
Most investment associates in New York enter through a two-year investment banking analyst program at a bulge-bracket or middle-market bank, then lateral into a buy-side role. A bachelor's degree in finance, economics, or a quantitative field is the standard baseline. Roles involving securities transactions typically require FINRA licensing, with the Series 79 and Series 63 most common. The CFA designation strengthens candidacy for asset management and research-oriented positions at New York firms.
Which companies hire investment associates in New York?
Employers hiring investment associates in New York right now include Morgan Stanley, Goldman Sachs, and JPMorganChase, based on current listings on Migrate Mate as of June 2026. New York's concentration of private equity firms, hedge funds, and global asset managers means hiring activity is sustained year-round rather than tied to a single sector's cycle.
Which New York cities have the most investment associate jobs?
New York, New York City, and New York account for the largest share of investment associate openings in New York. Manhattan dominates because it is home to the headquarters of most major private equity, hedge fund, and asset management firms, while cities like White Plains and Jersey City attract overflow hiring from firms seeking lower-cost office footprints within commuting distance of the primary financial district.
Are there remote investment associate jobs in New York?
Yes, but they're rare. Investment associate work is heavily deal-driven and relationship-dependent, which keeps most roles on-site or hybrid. About 17% of investment associate openings tied to New York are remote or hybrid as of June 2026, with fully remote positions most common in portfolio monitoring, fund reporting, and research analyst functions rather than front-office deal execution roles.
How can I get hired as an investment associate in New York with little or no experience?
The most realistic entry path is through a summer analyst internship at a New York investment bank or asset manager, converting to a full-time analyst role before pursuing an associate-track position. Firms like Blackstone, Morgan Stanley, and Brookfield run structured new-graduate programs that feed directly into associate pipelines. Candidates from adjacent roles in corporate finance, Big Four transaction advisory, or equity research at a regional broker-dealer are regularly considered. Passing CFA Level I signals commitment and gives early-career candidates a measurable edge.
Where can I find and apply to investment associate jobs in New York?
You can find and apply to investment associate jobs in New York on Migrate Mate, which lists current openings from employers actively hiring in the state. Search the available roles, find the ones that fit your background and target firm type, and apply directly to each position through the listing.
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