Remote Investment Associate Jobs
Remote investment associate jobs are open across the U.S. at remote-first firms, distributed private equity and venture capital teams, and asset managers building geographically flexible investment functions. Employers hiring remotely right now include BlackRock, LBC Mortgage, and Fortitude Re. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 10+ Remote Investment Associate jobs
Job description
About this role
Team Overview
BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations.
About the Role
BlackRock SMA Solutions empowers clients to customize portfolios for tax efficiency, values alignment, and unique investment exposures across direct indexing, fixed income, active equity, and multi-asset strategies. We serve a diverse client base from wealth advisors and family offices to endowments and foundations. As we continue expanding globally, we're seeking an Investment Operations Associate who can support middle office functions for our tax managed strategies.
Responsibilities
- Perform daily cash and position reconciliation of several thousand separately managed accounts.
- Collaborate with custodians, brokers, and internal partners to resolve issues related to daily processes, daily data delivery, trade settlement, and security setup.
- Work on projects to streamline operations, automate processes, and reduce errors.
- Monitor the posting of corporate actions and trades in our internal portfolio accounting system.
- Respond to various internal and external client inquiries and requests.
- Set up new custodians, platforms, and interfaces.
- Ensure continuous process optimization and improvements are in place for a best controlled, risk handled, and scalable operations service team.
- Other duties as assigned.
Requirements
- Bachelor’s degree required. Preferably in business, math, finance or related fields.
- 2-5 years of experience in operations at an investment management firm.
- Background in portfolio accounting and middle office functions is a must.
- Experience in working with long short strategies is preferred.
- Track record of working in teams to support operational processes.
- Proven ability to build strong relationships with senior management, key clients, and internal/external stakeholders (e.g. Portfolio Managers, Custodians, Brokers).
- Exceptional attention to detail and problem solving abilities.
- Strong proficiency in Microsoft Excel (VLOOKUP, pivot table, formula driven data scrubbing, VBA) is a plus.
- Ability to operate/prioritize effectively and adhere to tight deadlines.
- Demonstrated ability to be flexible and adapt to changing circumst
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
Guidance on AI use for candidates
At BlackRock, AI has long been part of how we work – enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we’ve provided guidance (opens in new window) on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
To learn more about BlackRock, please visit Careers.BlackRock.com (opens in new window). We also encourage you to get to know us on LinkedIn (opens in new window), Instagram (opens in new window), YouTube (opens in new window), X (opens in new window), and TikTok (opens in new window).
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC’s Know Your Rights poster and its supplement (opens in new window) and the pay transparency statement (opens in new window).
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com (opens in new window). All requests are treated in line with our privacy policy (opens in new window). (opens in new window)
We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person’s appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.R265873
Job description
About this role
Team Overview
BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations.
About the Role
BlackRock SMA Solutions empowers clients to customize portfolios for tax efficiency, values alignment, and unique investment exposures across direct indexing, fixed income, active equity, and multi-asset strategies. We serve a diverse client base from wealth advisors and family offices to endowments and foundations. As we continue expanding globally, we're seeking an Investment Operations Associate who can support middle office functions for our tax managed strategies.
Responsibilities
- Perform daily cash and position reconciliation of several thousand separately managed accounts.
- Collaborate with custodians, brokers, and internal partners to resolve issues related to daily processes, daily data delivery, trade settlement, and security setup.
- Work on projects to streamline operations, automate processes, and reduce errors.
- Monitor the posting of corporate actions and trades in our internal portfolio accounting system.
- Respond to various internal and external client inquiries and requests.
- Set up new custodians, platforms, and interfaces.
- Ensure continuous process optimization and improvements are in place for a best controlled, risk handled, and scalable operations service team.
- Other duties as assigned.
Requirements
- Bachelor’s degree required. Preferably in business, math, finance or related fields.
- 2-5 years of experience in operations at an investment management firm.
- Background in portfolio accounting and middle office functions is a must.
- Experience in working with long short strategies is preferred.
- Track record of working in teams to support operational processes.
- Proven ability to build strong relationships with senior management, key clients, and internal/external stakeholders (e.g. Portfolio Managers, Custodians, Brokers).
- Exceptional attention to detail and problem solving abilities.
- Strong proficiency in Microsoft Excel (VLOOKUP, pivot table, formula driven data scrubbing, VBA) is a plus.
- Ability to operate/prioritize effectively and adhere to tight deadlines.
- Demonstrated ability to be flexible and adapt to changing circumst
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
Guidance on AI use for candidates
At BlackRock, AI has long been part of how we work – enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we’ve provided guidance (opens in new window) on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
To learn more about BlackRock, please visit Careers.BlackRock.com (opens in new window). We also encourage you to get to know us on LinkedIn (opens in new window), Instagram (opens in new window), YouTube (opens in new window), X (opens in new window), and TikTok (opens in new window).
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC’s Know Your Rights poster and its supplement (opens in new window) and the pay transparency statement (opens in new window).
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com (opens in new window). All requests are treated in line with our privacy policy (opens in new window). (opens in new window)
We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person’s appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.R265873
See All 10 Remote Investment Associate Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsRemote Investment Associate Job Market
Who's Hiring
Top Industries Hiring
- Investment & Asset Management
- Banking & Financial Services
What Employers Look For
The qualifications that appear most often in remote 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 Remote Investment Associate Job Search
Apply early to remote roles that fit
Migrate Mate lists remote investment associate openings from across the U.S. in one place. Check it regularly and apply directly to the roles that match your background before competitive positions fill.
Show your independent analytical output
Remote investment employers want proof you can produce without in-person guidance. Include links to financial models, investment memos, or sourcing lists you built on your own, even from academic or internship contexts.
Demonstrate async communication fluency
Remote investment teams run on written communication. Tailor your cover letter and any take-home exercises to show you can present deal rationale, risks, and recommendations clearly in writing without a meeting to clarify.
Signal your remote work infrastructure
Mention the tools you already use for distributed investment work, such as shared data rooms, collaborative spreadsheet platforms, and video-based deal calls. Employers want to know you can operate in their existing remote stack from day one.
Remote Investment Associate Jobs: Frequently Asked Questions
How do I get a remote investment associate job?
Target remote-first investment firms, distributed venture capital funds, and asset managers with geographically flexible teams, since those employers are most likely to have built the infrastructure for remote investment work. Remote hiring screens heavily for self-direction, clear written communication, and the ability to run deal sourcing and analysis without in-person oversight. A demonstrated history of independent financial modeling, memo writing, or sourcing work strengthens your case considerably.
Which companies hire remote investment associates?
Remote investment associate roles are posted by BlackRock, LBC Mortgage, and Fortitude Re and others right now, based on current remote listings on Migrate Mate as of August 2026. The hiring activity tends to concentrate at remote-first venture capital and private equity firms, fintech companies with distributed investment teams, and family offices that have moved to fully flexible operating models.
Can you get a remote investment associate job with no experience?
Yes, but remote entry-level investment associate roles are harder to land because employers expect you to work independently from day one without in-person mentorship. Your strongest substitutes for experience are financial modeling samples, independent investment memos or research reports you can share, and any internship or project work done in a distributed setting. Remote-first fintech firms and early-stage venture funds are the most open to candidates building their first professional record.
Do you need a degree for remote investment associate jobs?
Usually, but remote employers increasingly weigh demonstrated analytical ability and real work output alongside or instead of credentials. A finance, economics, or business degree remains common on job descriptions, but a strong modeling portfolio, documented deal experience, or a CFA designation can offset a non-traditional academic background. What matters most is whether you can produce investment-quality work independently.
Which industries hire the most remote investment associates?
Remote investment associate roles concentrate in Investment & Asset Management and Banking & Financial Services, based on current remote listings on Migrate Mate as of August 2026. Those sectors hire investment associates remotely because their deal flow, portfolio monitoring, and research functions transfer well to distributed teams using shared data rooms, collaborative modeling tools, and async communication workflows.
See All 10 Remote Investment Associate Jobs
Find roles that match your experience and apply in just a few clicks.
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