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Asset Management Associate information

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$18

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How much do asset management associate jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for asset management associate in Ohio is $18.08, according to ZipRecruiter salary data. Most workers in this role earn between $14.38 and $19.18 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an asset management associate, and why are they important?

To thrive as an Asset Management Associate, you need strong analytical abilities, financial modeling skills, and a solid understanding of investment principles, typically supported by a degree in finance, economics, or a related field. Familiarity with portfolio management software, Excel, Bloomberg Terminal, and often progress toward a CFA certification are highly valued. Attention to detail, effective communication, and strong organizational skills set top performers apart in this role. These skills enable accurate asset analysis, effective client communication, and optimal portfolio performance in a competitive financial environment.

What does an asset management associate do?

An asset management associate supports the management of investment portfolios by analyzing financial data, monitoring asset performance, and assisting with client reporting. They often use tools like Excel and financial software, and may need relevant certifications such as the CFA to perform their duties effectively.

How to start a career in asset management?

To start a career as an Asset Management Associate, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant experience through internships, developing strong analytical and communication skills, and obtaining certifications like the CFA can improve job prospects. Entry-level roles often require familiarity with financial modeling, portfolio management tools, and industry regulations.

Is asset management a prestigious career?

Asset management is considered a reputable and competitive field within finance, often associated with high earning potential and professional recognition. It requires strong analytical skills, industry knowledge, and certifications such as the CFA, contributing to its prestige among finance careers.

Is it hard to get a job in asset management?

Securing an asset management associate position can be competitive, often requiring a strong educational background in finance or related fields, relevant internships, and proficiency with financial analysis tools. Candidates who demonstrate analytical skills, industry knowledge, and professional certifications like the CFA may have better chances of success.

What is the difference between Asset Management Associate vs Investment Analyst?

AspectAsset Management AssociateInvestment Analyst
Required CredentialsBachelor's degree, often CFA Level I or IIBachelor's degree, often CFA Level I or II
Work EnvironmentFinancial firms, asset management companiesInvestment banks, asset management firms
Employer & Industry UsageAsset management firms, mutual fundsHedge funds, investment banks
Common Search & ComparisonYesYes

The Asset Management Associate and Investment Analyst roles share similar educational backgrounds and work environments, often requiring CFA levels. While associates focus on supporting portfolio management and client reporting, investment analysts primarily conduct research and analyze investment opportunities. Both roles are integral to asset management firms, but their daily tasks and focus areas differ slightly, making them common points of comparison for job seekers in finance.

How does an asset management associate typically collaborate with other departments within a firm?

As an Asset Management Associate, you'll regularly work with teams such as research analysts, portfolio managers, and client relations specialists. Collaboration can involve analyzing investment opportunities, preparing client reports, and supporting the execution of portfolio strategies. You'll often coordinate with compliance and operations teams to ensure that transactions and reporting meet regulatory standards. These cross-functional interactions not only enhance your understanding of the business but also build relationships that are valuable for career progression within asset management.
What are the most commonly searched types of Asset Management jobs in Ohio? The most popular types of Asset Management jobs in Ohio are:
What are popular job titles related to Asset Management Associate jobs in Ohio? For Asset Management Associate jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Asset Management Associate jobs in Ohio look for? The top searched job categories for Asset Management Associate jobs in Ohio are:
What cities in Ohio are hiring for Asset Management Associate jobs? Cities in Ohio with the most Asset Management Associate job openings:
Infographic showing various Asset Management Associate job openings in Ohio as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $37,599 per year, or $18.1 per hour.

Asset Management - Everyday 401k Internal Client Advisor - Associate

JPMorgan Chase & Co

Columbus, OH

Full-time

Medical, Retirement

Re-posted 18 days ago


JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 492 frontline employees who took The Breakroom Quiz

73rd of 170 rated banks


Job description

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Job Summary

As a part of the Workplace Retirement team, you are responsible for distribution of JPMC's small market 401(k) solution in partnership with Chase Business Bankers. You will deliver a differentiated set of tools and insights that enable the individual to help their client's build stronger retirement plans that lead to better outcomes for participants.

Job Responsibilities

  • Drive 401(k) pipeline and sales growth in a specified geographic region in partnership with Chase Business Bankers to their small and micro market clients.
  • Engage with Bankers and their leaders to best align activities with shared goals to optimize business results through a collaborative partnership that promotes the benefits of JPMC 401(k) plan recordkeeping solutions, and develops strategic prospecting plans to grow territory sales.
  • Prepare and deliver client presentations in partnership with Bankers from Initial thru Finals stage, and offers guidance through the on-boarding process to ensure an optimal client implementation and/or transition experience.
  • Manages multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, follow-up items/activities, etc.
  • Engage with bankers for effective client engagement from point-of-sale through the duration of the client relationship.
  • Partners with Client Advisor to ensure a collaborative and integrated approach to planning and managing the territory.
  • Assist in maintaining client relationships, collaborating with JP Morgan Relationship Managers and/or recordkeeper plan administration staff.

Required qualifications, capabilities and skills 

  • 2+  years of financial sales experience
  • Proven track record of success in selling Investment Management and/or Retirement plans and maintaining relationships 
  • Proven success with multi-tasking and staying on top of priorities 
  • Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
  • Capacity to build relationships across entire organization and with our partner firms (strength managing relationships) 
  • Familiarity with financial markets, market terminology, capital markets history and a general understanding on the retirement space. 
  • Excellent written and verbal communication skills 
  • Ability to effectively leverage our resources 
  • Required have or be able to obtain within the first 120 days Series 7; Series 63 (or 66) 

Preferred qualifications, capabilities and skills

  • Bachelor's degree preferred 
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.


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