Investment Associate II Salary in Mesa, Arizona

The Investment Associate II collects and researches economic data, financial metrics, and market conditions to develop and build financial models, forecasts, and investment strategies. Analyzes and researches financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Being an Investment Associate II prepares investment reports and analyses on investment opportunities or strategies to identify trends and recommend actions for the organization. Monitors and analyzes portfolio performance, asset allocation, and risk exposure to ensure alignment with the organization's investment objectives, strategies, and risk tolerance levels. In addition, Investment Associate II utilizes mathematical formulas and statistical analyses to identify potential or alternative investments and calculate and evaluate financial health, returns, and fair value of securities, assets, or other investments. Requires a bachelor's degree. Typically reports to a manager. Being an Investment Associate II occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. Working as an Investment Associate II typically requires 2-4 years of related experience. (Copyright 2024 Salary.com)

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