How to become an Investment Associate
Supports investment decision-making, portfolio monitoring, due diligence, financial analysis, investment reporting, and client or stakeholder service across institutional, wealth management, insurance, and investment services environments.
Top Skills Required
- Investment research
- Financial analysis
- Financial modeling
Education & Certifications
Typical: Bachelor's degree in finance, economics, business, accounting, or a related field; an MBA or other advanced business or finance degree may be preferred.
Alternative paths:
- Relevant experience in investment banking, direct investing, endowment management, management consulting, portfolio management, or commercial real estate lending
- High school diploma with securities licenses for investment-services support roles
- Series 7 and Series 63 licenses; Series 66 may be preferred