Investment Associate, Strategy & Markets

AI in this role

Support Treasury Investments portfolio reporting, analysis, compliance monitoring, and process improvements.

excel

financial-analysisportfolio-managementprocess-improvementcompliance

Amazon seeks an Investment Associate to join its Treasury Investments team, which oversees the active management of a diverse range of internally and externally managed portfolios, as well as Amazon's commercial paper program.

The primary responsibilities of this role involve supporting the investments team across portfolio reporting and analysis, compliance monitoring, asset allocation research, and oversight of external managers. The associate will contribute to idea generation, help maintain and improve reporting frameworks, and support ongoing process improvements that strengthen the team's operational foundation.

This is an excellent opportunity for someone early in their investments career to gain broad exposure across fixed income, portfolio management, and institutional investment operations at one of the world's most dynamic companies. The successful candidate will work alongside seasoned investment professionals and play a meaningful role in shaping how Amazon manages its investment portfolios.

The ideal candidate should be comfortable with ambiguity and skilled at balancing multiple competing priorities. This role involves working closely with banking counterparties and external investment managers to develop existing relationships and establish new ones as needed. The position requires someone comfortable with significant cross-functional collaboration across teams within Treasury and with business partners in Accounting, Legal, and Tax.

This position requires a self-starter who is eager to learn and will work to continuously improve Treasury processes while maintaining a rigorous control environment and compliance with various Amazon policies.

Basic qualifications

- 3+ years of tax, finance or a related analytical field experience
- 3+ years of applying key financial performance indicators (KPIs) to analyses experience
- 3+ years of creating process improvements with automation and analysis experience
- 3+ years of identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes experience
- Bachelor's degree

Preferred qualifications

- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science)
- CFA
- Can demonstrate proficiency in Microsoft Excel or equivalent spreadsheet tools
- Familiarity with portfolio management and credit risk management concepts and frameworks

Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.

Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit https://amazon.jobs/content/en/how-we-hire/accommodations for more information. If the country/region you’re applying in isn’t listed, please contact your Recruiting Partner.

The base salary range for this position is listed below. Your Amazon package will include sign-on payments and restricted stock units (RSUs). Final compensation will be determined based on factors including experience, qualifications, and location. Amazon also offers comprehensive benefits including health insurance (medical, dental, vision, prescription, Basic Life & AD&D insurance and option for Supplemental life plans, EAP, Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and Surrogacy Reimbursement coverage), 401(k) matching, paid time off, and parental leave. Learn more about our benefits at https://amazon.jobs/en/benefits.

USA, NY, New York - 73,600.00 - 128,800.00 USD annually

How we rate this

Investment Associate, Strategy & Markets at Amazon rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

●●●● Builds AI80 to 100
●●●○ Works on AI60 to 79
●●○○ Uses AI40 to 59
●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Open the description and count.

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Skills and AI tools this role asks for

Financial AnalysisPortfolio ManagementProcess ImprovementComplianceExcel

Questions you could be asked

Tell me about a project where financial analysis was part of your work. What did you do?
Tell me about a project where portfolio management was part of your work. What did you do?
Tell me about a project where process improvement was part of your work. What did you do?
Tell me about a project where compliance was part of your work. What did you do?
Walk me through how you've used Excel in your day-to-day work.

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List these exact terms on your resume: Financial Analysis, Portfolio Management, Process Improvement, Compliance, and Excel. An applicant tracking system matches the wording, not the idea.
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