15,383 Investment Associate jobs in the United States

Job Description

Job Description

Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.

We are seeking a highly motivated and entrepreneurial Investment Associate to join our dynamic team in Orange County . This is a hands-on role that offers exposure across the full real estate investment lifecycle, including acquisitions, dispositions, asset management, deal sourcing, underwriting, and lease execution . The ideal candidate will be a self-starter with exceptional communication skills, a strong analytical mindset, and a passion for real estate. This role is best suited for someone who thrives in a collaborative, fast-paced environment , and is eager to contribute to strategic decision-making while growing their own industry network and influence.

Responsibilities:

• Acquisitions & Dispositions: Assist in sourcing, analyzing, and executing investment opportunities, including preparing investment memos, market research, and due diligence.
• Underwriting: Build and maintain detailed financial models to evaluate the feasibility and return potential of investment opportunities.
• Asset Management: Support the ongoing performance tracking of assets, including operating metrics, leasing activity, and capital improvement planning.
• Deal Sourcing: Identify and pursue new investment opportunities through broker relationships, market outreach, and off-market strategies.
• Lease Execution: Work alongside asset management and legal teams to support leasing efforts, review LOIs, and track lease performance.
• Market Analysis: Conduct macro- and micro-level market research to support investment strategies and identify growth markets.
• Investor Reporting: Assist in preparing investor reports, presentations, and updates on existing and prospective deals.
• Collaboration: Work closely with senior leadership, external partners, brokers, and consultants to drive successful investment outcomes.

Desired Competency, Experience, and Skills:

• Experience: 2–5 years of experience in commercial real estate investment, asset management, private equity, or related field.
• Financial Acumen: Strong proficiency in financial modeling, valuation, and real estate underwriting.
• Communication: Excellent written and verbal communication skills with the ability to present to internal and external stakeholders.
• Entrepreneurial Drive: Proactive, self-motivated, and eager to take initiative in a lean and dynamic team environment.
• Market Knowledge: Familiarity with the Orange County commercial real estate market and a growing network of industry contacts.
• Technology Skills: Advanced proficiency in Excel and PowerPoint; familiarity with ARGUS, CoStar, and real estate CRM platforms is a plus.
• Relationship Builder: Strong interpersonal skills with the ability to cultivate and maintain industry relationships.
• Education: Bachelor's degree in Finance, Real Estate, Economics, or related field. MBA or Master's in Real Estate is a plus but not required.

This is an outstanding opportunity for an ambitious investment professional to grow their career while making a significant impact on deal execution and portfolio performance . If you're looking to work with a collaborative team where your contributions matter, we'd love to hear from you.

This position is 100% in-office . The role requires working in office during standard business hours. Remote work or telecommuting is not an option for this position.

Pay Range

$90,000—$125,000 USD

About Lincoln Property Company

Lincoln Property Company ("Lincoln") is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, multifamily, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-use properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 680 million square feet of commercial space. For more information, visit:

All job offers are contingent on completion of a background check and proof of eligibility to work in the United States.

By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with Lincoln Property Company's privacy policy.

The Investment Assoc Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
**Responsibilities:**
+ The role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver investment solutions.
+ Help support the senior members of the investment team in their delivery of investment solutions to clients.
+ Monitor and provide guidance on the markets to internal and external clients, incorporating the views of The Private Bank's Investment Committee.
+ Prepare investment policy statements for prospective clients
+ Analyze economic trends/activities and advise the effects on the investors' portfolios
+ Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.
+ Develop relationships and generate ideas with the bankers and clients that will lead to the growth of the asset base
+ In support of senior team members, engage clients on investment themes and solutions, and assist in the execute of the investment solutions and trades.
+ Attend internal and external meetings to stay current on financial markets, and products and services offered by Citi Private Bank.
+ Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 5-8 years of experience
+ Bachelor's degree with concentration of economics, finance or business administration; Professional experience or related occupation.
+ Ability to communicate with co-workers and clients; excellent written and communication skills, able to work without direction, self-motivated
+ US: S7, S66 (or S63/S65); NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
**Education:**
+ Bachelor's/University degree or equivalent experience
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**Job Family Group:**
Private Client Product Services
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**Job Family:**
Investment Counselor
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**Time Type:**
Full time
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**Primary Location:**
San Francisco California United States
---
**Primary Location Full Time Salary Range:**
$136,800.00 - $205,200.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Anticipated Posting Close Date:**
May 27, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Direct message the job poster from Partners Capital

The Senior Investment Associate located in Boston will be a key part of teams that manage multi-asset class portfolios for our clients. As a rapidly growing firm, we seek new team members who are dynamic and comfortable working in a fast-paced entrepreneurial environment.

The Senior Investment Associate will support the Client Chief Investment Officers (CIOs) on the management of individual client portfolios. The Senior Investment Associates primary objective is to maximize long-term client portfolio investment performance, subject to applicable portfolio constraints.

Key responsibilities include:

• Investment Strategy Development: Leveraging insights from the Firms Central Research and Asset Class teams to prepare recommendations related to client portfolio asset allocation and external manager selection.
• Portfolio Exposure Management: Monitoring portfolio exposures on an ongoing basis. Rebalancing investments, as necessary, to ensure that the portfolio adheres to stated goals and constraints. Managing liquidity to meet capital requirements of the client.
• Meeting Preparation/Participation: Preparing materials for client portfolio update meetings. Supporting the Client CIO in responding to client questions regarding managers, exposures and investment strategy.
• Client Request Management: Conducting ad-hoc analyses to respond to client requests related to, for example: external investment opportunities, charitable giving and/or estate planning.
• Team Development: Managing, developing and mentoring junior team members who will support the Senior Investment Associate in their range of responsibilities.

Other (Secondary Focus):

As with all other members of the Firm, the Senior Investment Associate will take on other activities and projects that contribute to the success of the business. Examples may include: researching and improving our portfolio construction approach, assisting with business development and/or helping to develop our technological capabilities. Key responsibilities will be regularly assessed and are subject to change occasionally based on the needs of the business. The individual may be required to work overtime, as needed.

Qualifications:

• Active passion for investing
• Undergraduate degree in related field
• 3-6 years experience in a professional services role (e.g., management consulting, investment banking, or asset management).
• Experience in a related field (e.g., investment consultancy) is a plus.
• Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
• Strong quantitative skills and detail-orientation
• Excellent problem-solving and interpersonal skills
• Ability to thrive in a collaborative working environment
• High intellectual curiosity and willingness to contribute to the overall success of the business

For all California residents, please click here to view the Partners Capital California Applicant Privacy Notice

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Finance
• Industries Financial Services, Venture Capital and Private Equity Principals, and Investment Management

Referrals increase your chances of interviewing at Partners Capital by 2x

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2026 North America Private Equity Analyst-Associate Program

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The Senior Investment Associate located in Boston will be a key part of teams that manage multi-asset class portfolios for our clients. As a rapidly growing firm, we seek new team members who are dynamic and comfortable working in a fast-paced entrepreneurial environment.

Client Portfolio Management (Primary Focus): The Senior Investment Associate will support the Client Chief Investment Officers (CIOs) on the management of individual client portfolios. The Senior Investment Associates primary objective is to maximize long-term client portfolio investment performance, subject to applicable portfolio constraints. Key responsibilities include:

• Investment Strategy Development: Leveraging insights from the Firms Central Research and Asset Class teams to prepare recommendations related to client portfolio asset allocation and external manager selection.
• Portfolio Exposure Management: Monitoring portfolio exposures on an ongoing basis. Rebalancing investments, as necessary, to ensure that the portfolio adheres to stated goals and constraints. Managing liquidity to meet capital requirements of the client.
• Meeting Preparation/Participation: Preparing materials for client portfolio update meetings. Supporting the Client CIO in responding to client questions regarding managers, exposures and investment strategy.
• Client Request Management: Conducting ad-hoc analyses to respond to client requests related to, for example: external investment opportunities, charitable giving and/or estate planning.
• Team Development: Managing, developing and mentoring junior team members who will support the Senior Investment Associate in their range of responsibilities.

Other (Secondary Focus): As with all other members of the Firm, the Senior Investment Associate will take on other activities and projects that contribute to the success of the business. Examples may include: researching and improving our portfolio construction approach, assisting with business development and/or helping to develop our technological capabilities.

Key responsibilities will be regularly assessed and are subject to change occasionally based on the needs of the business. The individual may be required to work overtime, as needed.

Qualifications / Attributes

• Active passion for investing
• 3-6 years experience in a professional services role (e.g., management consulting, investment banking, or asset management). Experience in a related field (e.g., investment consultancy) is a plus.
• Undergraduate degree in related field
• Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
• Strong quantitative skills and detail-orientation
• Excellent problem-solving and interpersonal skills
• Ability to thrive in a collaborative working environment
• High intellectual curiosity and willingness to contribute to the overall success of the business

Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits, and a flexible results-focused working model. Our benefits package includes medical, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, commuter benefits, paid time off and a 401(k) plan with employer matching. The Firm also supports global philanthropy via a charity program and volunteer day. In addition, we champion a variety of wellness and social events.

#J-18808-Ljbffr

Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market. Collectively, the team manages ~$65B of AUM. NMC manages capital primarily for The Northwestern Mutual Life Insurance Company, a highly-rated life insurance company with a 165+ year legacy. The stability of our capital base has led private equity firms and corporations around the world to rely on NMC for strategic funding to support leveraged transactions and capital investments. The Pre-MBA NMC Associate position provides an outstanding opportunity to engage with NMC’s Private Equity partners, develop a strong analytical framework, and succeed in a high-volume, lean deal team environment.

**Please note, this opening is for a targeted 2026 start date**

Associate Responsibilities:

• Analyze and evaluate private equity and private credit investments across a wide range of industries.
• Develop investment theses.
• Perform detailed financial analysis and modeling.
• Assist in the writing of investment memos and present opportunities during investment committee discussions.
• Cultivate relationships with internal and external stakeholders, including senior level executives, legal counsels, investment bankers, and private equity sponsors.
• Actively monitor portfolio performance.

Qualifications:

• Four-year undergraduate degree in finance, accounting, economics, or mathematics and a track record of academic excellence.
• Two-to-Four years of relevant experience: investment banking, equity research, private equity, corporate development.
• A broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, and strong computer modeling skills, and intellectual curiosity.
• Strong interpersonal skills including written / oral communication and relationship building.

#LI-Onsite

Compensation Range:

We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed.

Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!

Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for additional information pertaining to compensation and benefits.

FIND YOUR FUTURE

We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups

PandoLogic. Category:Finance, Keywords:Investment Consultant, Location:Milwaukee, WI-53205

Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market. Collectively, the team manages ~$65B of AUM. NMC manages capital primarily for The Northwestern Mutual Life Insurance Company, a highly-rated life insurance company with a 165+ year legacy. The stability of our capital base has led private equity firms and corporations around the world to rely on NMC for strategic funding to support leveraged transactions and capital investments. The Pre-MBA NMC Associate position provides an outstanding opportunity to engage with NMC’s Private Equity partners, develop a strong analytical framework, and succeed in a high-volume, lean deal team environment.

**Please note, this opening is for a targeted 2026 start date**

Associate Responsibilities:

• Analyze and evaluate private equity and private credit investments across a wide range of industries.
• Develop investment theses.
• Perform detailed financial analysis and modeling.
• Assist in the writing of investment memos and present opportunities during investment committee discussions.
• Cultivate relationships with internal and external stakeholders, including senior level executives, legal counsels, investment bankers, and private equity sponsors.
• Actively monitor portfolio performance.

Qualifications:

• Four-year undergraduate degree in finance, accounting, economics, or mathematics and a track record of academic excellence.
• Two-to-Four years of relevant experience: investment banking, equity research, private equity, corporate development.
• A broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, and strong computer modeling skills, and intellectual curiosity.
• Strong interpersonal skills including written / oral communication and relationship building.

#LI-Onsite

Compensation Range:

We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed.

Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!

Northwestern Mutual is anequal opportunity employerwho welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please clickherefor additional information pertaining to compensation and benefits.

FIND YOUR FUTURE

We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups

PandoLogic. Category:Finance, Keywords:Investment Consultant, Location:Milwaukee, WI-53205

Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market. Collectively, the team manages ~$65B of AUM. NMC manages capital primarily for The Northwestern Mutual Life Insurance Company, a highly-rated life insurance company with a 165+ year legacy. The stability of our capital base has led private equity firms and corporations around the world to rely on NMC for strategic funding to support leveraged transactions and capital investments. The Pre-MBA NMC Associate position provides an outstanding opportunity to engage with NMC’s Private Equity partners, develop a strong analytical framework, and succeed in a high-volume, lean deal team environment.

**Please note, this opening is for a targeted 2026 start date**

Associate Responsibilities:

• Analyze and evaluate private equity and private credit investments across a wide range of industries.
• Develop investment theses.
• Perform detailed financial analysis and modeling.
• Assist in the writing of investment memos and present opportunities during investment committee discussions.
• Cultivate relationships with internal and external stakeholders, including senior level executives, legal counsels, investment bankers, and private equity sponsors.
• Actively monitor portfolio performance.

Qualifications:

• Four-year undergraduate degree in finance, accounting, economics, or mathematics and a track record of academic excellence.
• Two-to-Four years of relevant experience: investment banking, equity research, private equity, corporate development.
• A broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, and strong computer modeling skills, and intellectual curiosity.
• Strong interpersonal skills including written / oral communication and relationship building.

#LI-Onsite

Compensation Range:

We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed.

Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!

Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for additional information pertaining to compensation and benefits.

FIND YOUR FUTURE

We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups

PandoLogic. Category:Finance, Keywords:Investment Consultant, Location:Milwaukee, WI-53205

Our client, a distinguished real estate investment firm, is seeking a motivated and analytical Commercial Real Estate Investment Associate to join our team in **St. Louis, Missouri, US**. This role offers a fantastic opportunity to be involved in the entire lifecycle of real estate investments, from initial sourcing and underwriting to asset management and disposition. You will be responsible for identifying investment opportunities, conducting detailed market research and financial analysis, preparing investment memos and presentations, and supporting the negotiation and closing of transactions. Key duties include building and maintaining complex financial models for property valuations, assessing property-level performance, and performing due diligence on potential acquisitions. The ideal candidate will possess a Bachelor's degree in Finance, Real Estate, Economics, or a related field, with 3-5 years of experience in real estate investment, finance, or a related analytical role. A strong understanding of real estate principles, market dynamics, and financial analysis techniques is crucial. Proficiency in Excel for financial modeling and Argus software is highly preferred. Excellent written and verbal communication skills, strong presentation abilities, and a keen eye for detail are essential. You should be a proactive team player with the ability to manage multiple projects and meet deadlines in a dynamic environment. This position provides significant exposure to diverse real estate asset classes and strategic investment decision-making, offering substantial opportunities for professional growth and career advancement in the commercial real estate sector.

Our client, a prominent commercial real estate firm in Houston, Texas, US , is seeking a motivated and analytical Commercial Real Estate Investment Associate. This position will support the investment team in identifying, evaluating, and executing real estate acquisition and disposition opportunities. Responsibilities include conducting comprehensive market research, financial modeling, property valuations, and due diligence. You will assist in preparing investment memorandums, presentations, and proposals for senior management and potential investors. The Associate will also be involved in managing relationships with brokers, property owners, and other industry professionals. The ideal candidate will possess a Bachelor's degree in Finance, Real Estate, Economics, or a related field, with 2-4 years of relevant experience in commercial real estate analysis or investment. Strong financial modeling skills, proficiency in Excel and Argus, and a solid understanding of real estate principles are essential. Excellent analytical, communication, and interpersonal skills are a must. The ability to work independently and as part of a team in a fast-paced environment is crucial. This is an exciting opportunity to join a dynamic team in Houston, Texas, US and contribute to significant real estate transactions.