What does an Investment Associate Summer do?

Investment banking associates perform client-facing roles in the financial industry. They may serve as the first point of contact for a client and usually work full time at a financial services agency. Once they have a sense of clients’ financial needs and short and long-term goals, they create a portfolio of investment opportunities by evaluating specific companies and industry data.

Investment banking associates cultivate new relationships and maintain existing relationships. They create marketing collateral and present financial information while conducting valuation analyses, managing the creation and execution of client transactions, and initiating strategic financial transactions to profit their company. Investment banking associates prepare cash flow models and draft memorandums and other communications with clients and investors. Investment banking associates need at least a bachelor's degree in accounting, business, or finance.

Work/Life Balance
3.5 ★
Salary Range--
Career Opportunity
3.8 ★
Avg. Experience8+ years

Investment Associate Summer Salaries

Average Base Pay

$114,786 /yr
Same as national average
Not including cash compensation
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Not enough salaries reported to show distribution
Median: $115K
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Glassdoor Estimated Salary

Investment Associate Summer Career Path

Learn how to become an Investment Associate Summer, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.

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Investment Associate Summer Insights

Read what Investment Associate Summer professionals have to say about their job experiences and view top companies for this career.
M&G plcM&G plc
Investment Associate
Dec 12, 2020

“The pay increase is not up to market when you grow internally and it’s well known to pay drastically better people externally.”

BMO Financial GroupBMO Financial Group
Investment Banking Associate
May 25, 2021

“Good for career start and experience”

BNP ParibasBNP Paribas
Investment Banking Associate
Mar 9, 2021

“good team work and chemistry overall”

Digital Banking Advisor
Oct 25, 2020

“Very good place to start and develop career prospects”

Banking Advisor
Sep 6, 2021

“Great environment to work with and grow your career”

Investment Banking Associate
Jan 11, 2021

“Centralized structure and no organized career path”

International Data GroupInternational Data Group
Investment Associate
Oct 10, 2020

“great work and life balance”

D.A. Davidson & Co.D.A. Davidson & Co.
Investment Banking Associate
Apr 14, 2021

“Good work life balance and MD quality”

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Investment Associate Summer Interviews

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Investment Associate Summer Jobs