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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- 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
- A valid and active Series 7 license is required or may be obtained within a 120 day 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
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
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
- 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
- A valid and active Series 7 license is required or may be obtained within a 120 day 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
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
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
See All 137+ 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
- JPMorganChase44
- Citi9
- Goldman Sachs6
- RBC4
- Deutsche Bank4
Top Industries Hiring
- Investment & Asset Management33
- Banking & Financial Services27
- Fintech18
- Technology & Software2
- Construction & Real Estate2
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 JPMorganChase, Citi, and Goldman Sachs, based on current listings on Migrate Mate as of September 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, Columbus, and Brooklyn 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 38% of investment associate openings tied to New York are remote or hybrid as of September 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.
See All 137+ Investment Associate Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
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