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Remote Investment Associate jobs in the United States
Job type
Min. salary, $/year
Level
The demand for a skilled investment associate continues to grow as financial firms expand their remote teams across the country. Companies are actively hiring for 500+ remote positions, offering professionals the flexibility to work from anywhere in the USA while contributing to high-impact portfolio and deal analysis. This surge reflects a broader shift toward remote-first financial teams seeking top-tier talent nationwide.
Successful candidates typically bring strong financial modeling, valuation, and due diligence skills, paired with sharp analytical thinking and attention to detail. Proficiency in Excel, familiarity with investment research platforms, and a solid grasp of market trends are essential for evaluating opportunities effectively. Strong communication skills also matter, since collaborating with portfolio managers, analysts, and clients requires clarity and confidence. Employers seeking to hire a investment associate often prioritize candidates who can balance quantitative rigor with sound business judgment.
Remote work has become a standard arrangement for investment associate positions, allowing firms to access talent beyond traditional financial hubs. Many organizations now offer fully distributed teams, flexible schedules, and cloud-based collaboration tools that make remote investment analysis seamless. The hiring outlook remains strong nationwide, with firms competing to fill investment associate vacancies as portfolio management and deal activity increase across sectors.
If you're ready to advance your career, explore current investment associate jobs in the USA through Global Work AI. Our platform connects motivated professionals with firms actively seeking talent for remote investment associate positions. Take the next step and discover opportunities that match your ambition and expertise today.
Endeavor Advisors
Prepare for client meetings with the Lead Advisor, determine account types for clients, and actively communicate with clients for documentation and follow-ups.
remote, Phoenix, AZ, United States$65k – $85k/yrFull TimeJunior (<2 years)
Levelociti
Lead buy and sell side quality of earnings and transaction advisory engagements for middle market clients. Serve as primary client contact on active deal engagements, managing relationships, timelines, and deliverables.
remote, United States$135k/yrFull TimeLead / Manager
Lumen Technologies
Conduct quantitative and qualitative research to generate market insights and inform investment decisions. Analyze investment strategies and asset classes to support asset allocation and portfolio construction.
remote, United States$80k – $118k/yrFull TimeSenior (5+ years)
Choreo
Assist in managing client relationships as part of the client service team. Participate in client and prospect meetings, prepare investment analysis, and develop financial plans using eMoney software. Manage workflows and documentation in the CRM, while ensuring compliance requirements are met.
remote, United StatesFull TimeSenior (5+ years)
WEX
Perform complex reconciliations of HSA investment activities, analyze operational issues, manage liquidations, and provide Level 2+ support for inquiries. Ensure compliance with regulations, oversee broker/dealer relationships, and contribute to operational procedure development.
remote, United States$83k – $96k/yrFull TimeMiddle (2-4 years)
Empower
Service individual clients and brokerage customers, conduct annual and mid-year reviews, provide investment advice, execute brokerage trades, educate clients on advisory services, adhere to compliance and regulatory requirements, identify client needs and opportunities for referrals, and drive new…
remote, United States$55k – $76k/yrFull TimeMiddle (2-4 years)
Northwestern Mutual - Park Ave
Serve as Service Manager for client relationships, support preparation and delivery of financial planning recommendations, coordinate meeting preparation and follow-up activities, and assist with implementation of financial planning and investment recommendations.
remote, New York, NY, United StatesFull TimeJunior (<2 years)
Huron
Own project workstreams by structuring problems, prioritizing analyses, and delivering high-quality outputs. Gather, analyze, and synthesize data to develop actionable insights. Build and communicate client-ready materials, including presentations and written deliverables.
remote, United States$120k – $165k/yrFull TimeMiddle (2-4 years)
Baker Tilly
Evaluate investment opportunities in renewable energy infrastructure through financial modeling and analysis of project economics. Underwrite tax equity and project finance transactions to optimize returns.
remote, United States$79k – $126k/yrFull TimeSenior (5+ years)
Prove Partners
Manage the full transaction lifecycle for medical lien receivables and attorney lending, including sourcing, underwriting, and structuring transactions. Conduct portfolio-level due diligence, build cash flow models, and prepare investment committee materials.
remote, Del Ray Beach, FL, United StatesFull TimeVP / C-level
Realized Holdings Inc
Underwrite and model commercial real estate investments, including market analysis and cash flow projections. Review offering materials and third-party diligence, presenting findings to the Due Diligence Committee.
remote, TX, United StatesFull TimeJunior (<2 years)Realized Holdings Inc
Underwrite and model structured commercial real estate investments, conduct market analysis, and review offering materials. Lead analytical projects, present findings to the Due Diligence Committee, and create new analytical tools.
remote, TX, United StatesFull TimeSenior (5+ years)Realized Holdings Inc
Lead due diligence on new offerings and sponsors, reviewing Private Placement Memorandums, leases, and operating statements. Underwrite and model structured commercial real estate investments, identifying inefficiencies in the diligence process.
remote, TX, United StatesFull TimeLead / Manager
Claire Myers Consulting
Review existing client portfolios and financial plans to identify planning opportunities. Engage clients and their families in multigenerational planning discussions. Coordinate with advisors for complex client needs and assist with routine trading and portfolio management.
remote, United States$85k – $95k/yrFull TimeSenior (5+ years)
Golden 1 Talent Acquisition Team
Build and manage a book of business through enterprise-generated opportunities and prospecting. Conduct investment consultations via phone, Zoom, and in-person, assessing member needs and recommending appropriate financial products.
remote, CA, United States$120k/yrFull TimeMiddle (2-4 years)
saas.group
Lead capital allocation by underwriting deals, writing investment memos, and defending recommendations. Qualify new opportunities quickly, issue non-binding offers, and manage the deal process from LOI to closing.
remote (anywhere)Full TimeDirector
Pairs
Manage and grow investor relationships, supporting senior investor team on live mandates. Qualify investors, prepare briefing notes, and follow up on deals. Initiate conversations with new investors and maintain a warm network of contacts.
remote, United States$60k – $80k/yrFull TimeJunior (<2 years)
Juniper Square
Manage day-to-day accounting and servicing for private credit funds, including processing loan activity, preparing fund financials, and investor reporting. Review work of Associates, coach on technical questions, and collaborate with management on client delivery and process improvements.
remote, United States$85k – $98k/yrFull TimeSenior (5+ years)
Cherry Bekaert
Perform buy-side and sell-side accounting and financial due diligence engagements. Conduct quality of earnings and working capital analyses, and identify financial and operational trends of target companies. Develop relationships with clients and communicate due diligence findings effectively.
remote, United States$96k – $140k/yrFull TimeSenior (5+ years)
D.A. Davidson
Partner with Financial Professionals to provide education and support on investment solutions. Manage relationships with asset managers, coordinating business development and events. Serve as a subject matter expert on product availability and implementation.
remote, United States$89k/yrFull TimeJunior (<2 years)NewEdge Power
Build and maintain financial models for battery storage and solar assets, support project sales and capital raises, prepare reporting packages for management and investors, and assist in budgeting and forecasting across project companies.
remote, NY, United States$90k – $145k/yrFull TimeMiddle (2-4 years)Empower
Handle escalated calls and ensure timely resolution in partnership with Supervisory Managers. Provide ongoing coaching to associates on wealth management conversations and service requests. Conduct call monitoring and complete Best Interest Profile supervisory reviews.
remote, United States$66k – $93k/yrFull TimeLead / Manager
Advisor Business Solutions
Support portfolio management by maintaining portfolio accounting and investment trading systems, performing research, and creating client performance reports. Handle cash management, communicate market events, and ensure accurate reconciliation of systems to custodial records.
remote, United States$150k – $185k/yrFull TimeJunior (<2 years)24-Mag
Review and analyze complex investment banking materials and transaction documentation. Develop realistic investment banking scenarios and evaluate financial models supporting company valuation.
remote, New York, NY, United States$242k – $302k/yrFull TimeJunior (<2 years)Cutter Associates
Design and develop Power BI dashboards and semantic data models for investment reporting. Translate complex investment data into user-centric visualizations and partner with stakeholders to gather requirements.
remote, United States$120k – $160k/yrFull TimeMiddle (2-4 years)Centura Wealth Advisory
Drive AUM growth by leading investment proposals, managing client onboarding, and overseeing portfolio management. Collaborate with the Wealth Advisor and Investment Committee to deliver tailored investment strategies and monitor performance.
remote, United States$150k – $200k/yrFull TimeSenior (5+ years)Cutter Associates
Deliver high-quality work on client projects, supporting workstreams by conducting research and developing recommendations. Create deliverables such as process maps and presentations that facilitate client decision-making.
remote, United States$80k – $110k/yrFull TimeJunior (<2 years)
GHX
Serve as the primary financial partner to the CEO on strategic initiatives, lead end-to-end M&A analysis, develop market sizing frameworks, own pricing strategy analytics, construct financial models for go-to-market decisions, and prepare annual budgets and monthly reforecasts.
remote, United States$128k – $170k/yrFull TimeSenior (5+ years)
BRG
Lead banking transformation across consumer lending, retail banking, and payments. Assess current operations, design future-state operating models, and develop implementation roadmaps. Manage transformation programs and PMOs from strategy through execution.
remote, United States$150k – $250k/yrFull TimeSenior (5+ years)
Xperteez Technology
Evaluate and annotate complex financial materials and transaction documents to enhance AI learning datasets. Draft and edit project deliverables such as pitchbooks and valuation models for accuracy.
remote, United StatesFull TimeJunior (<2 years)
Enstar Group
Monitor regional investment portfolios to ensure asset allocation aligns with strategic preferences. Construct optimal investment portfolios for M&A pricing, generate strategic ideas, and manage relationships with external asset managers.
remote, United States$185k – $200k/yrFull TimeVP / C-level
Riveron
Advise clients on improving business processes and aligning operating models for growth. Lead smaller projects autonomously and develop solutions for strategic problems. Provide guidance and support to teams across multiple client engagements and contribute to practice development initiatives.
remote, Atlanta, GA, United StatesFull TimeDirector
Martello Re
Prepare and analyze monthly journal entries for investment activity, ensuring compliance with US GAAP and Bermuda regulations. Account for various investment activities, including limited partnerships and alternative investments, while reconciling data with the investment accounting system.
remote, CT, United StatesFull TimeMiddle (2-4 years)
Melotech
Lead fundraising initiatives for the investment fund, including crafting investment narratives and securing commitments. Identify and execute strategic investment opportunities in the entertainment sector. Structure financing solutions and manage relationships with stakeholders.
remote, Los Angeles, CA, United StatesFull TimeVP / C-level
New York Life
Perform valuation analyses of private investments and support the review of third-party valuation marks. Assist in preparing quarterly valuation committee materials and maintain documentation for valuation conclusions.
remote, United States$110k/yrFull TimeJunior (<2 years)
KBF ADVISORY LLC
Research and analyze complex GAAP technical issues, draft position papers, and assist clients with SEC reporting requirements. Support clients through IPO readiness and technical accounting due diligence.
remote, OR, United States$105k – $125k/yrFull TimeSenior (5+ years)
AlphaX
Develop and monitor investment policies and portfolio strategies for public funds. Ensure compliance with state public authority investment guidelines, provide performance reporting, and conduct market analysis.
remote, United StatesFull TimeSenior (5+ years)
Doosan Corp
Drive execution and performance management of strategic initiatives, including KPI establishment and performance monitoring. Conduct financial and market analyses to support strategic decisions and develop recommendations for growth opportunities.
remote, CT, United StatesFull TimeMiddle (2-4 years)
Pandowealth
Prepare client agendas and financial documents for meetings, analyze financial data using planning software, and monitor client portfolios for alignment with objectives. Serve as a point of contact for client inquiries, coordinate with external advisors, and support tax preparation efforts.
remote, Peachtree City, GA, United StatesFull TimeJunior (<2 years)
Ohr
Research fragmented industrial markets to identify manufacturing assets and suppliers. Develop valuations and financial models for acquisition scenarios. Support due diligence across finance, legal, and operational teams.
remote, United States$115k – $140k/yrFull TimeJunior (<2 years)10,000,000+ more jobs available!
