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Associate Investment Manager Jobs in Port Richey, FL

Aureate

401(k) Associate

Tampa, FL · On-site

The 401(k) Associate supports the firm's role as 3(38) Investment Manager and fiduciary partner to ... This role owns day-to-day management of the investment menu, plan governance and compliance ...

Aureate Development

401(k) Associate

Tampa, FL · On-site

The 401(k) Associate supports the firm's role as 3(38) Investment Manager and fiduciary partner to ... This role owns day-to-day management of the investment menu, plan governance and compliance ...

Aureate

401(k) Associate

Tampa, FL · On-site

The 401(k) Associate supports the firm's role as 3(38) Investment Manager and fiduciary partner to ... This role owns day-to-day management of the investment menu, plan governance and compliance ...

Aureate

401(k) Associate

Tampa, FL · On-site

The 401(k) Associate supports the firm's role as 3(38) Investment Manager and fiduciary partner to ... This role owns day-to-day management of the investment menu, plan governance and compliance ...

Chase

Customer Success Associate

Tampa, FL · On-site

Customer Success Associate Investor AML/KYC Onboarding And Refresh (Alternative Funds) Help protect ... management, and/or AML/KYC), including experience supporting investor onboarding and periodic ...

Socket.dev

Customer Success Associate

Tampa, FL · On-site

As a/an Customer Success Associate Investor AML/KYC onboarding and refresh (Alternative funds)in ... management, and/or AML/KYC), including experience supporting investor onboarding and periodic ...

New

JP Morgan Chase

Customer Success Associate

Tampa, FL · On-site

As a/an Customer Success Associate Investor AML/KYC onboarding and refresh (Alternative funds) in ... management, and/or AML/KYC), including experience supporting investor onboarding and periodic ...

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Associate Investment Manager information

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How much do associate investment manager jobs pay per hour?

As of Sep 10, 2026, the average hourly pay for associate investment manager in Port Richey, FL is $22.53, according to ZipRecruiter salary data. Most workers in this role earn between $15.34 and $26.44 per hour, depending on experience, location, and employer.

What does an associate investment manager do?

An Associate Investment Manager assists in managing investment portfolios by conducting research, analyzing financial data, and helping to develop investment strategies. They often work under the supervision of senior investment managers and collaborate with clients or internal stakeholders to recommend suitable investment options. Their role may also involve monitoring portfolio performance, preparing reports, and staying updated with market trends to support informed decision-making.

What are the typical daily responsibilities of an associate investment manager, and how do they support senior team members?

As an Associate Investment Manager, your daily responsibilities often include conducting financial analysis, preparing investment reports, and monitoring portfolio performance. You'll support senior managers by researching market trends, assisting with due diligence on potential investments, and drafting presentations for client meetings. Collaboration with analysts, portfolio managers, and other team members is common, ensuring that investment strategies are well-researched and tailored to client objectives. This role offers exposure to a wide range of financial instruments and provides a solid foundation for future advancement within investment management.

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

To thrive as an Associate Investment Manager, you need strong analytical skills, financial modeling expertise, and a degree in finance, economics, or a related field. Proficiency in tools like Excel, Bloomberg Terminal, and experience with portfolio management systems or CFA certification are highly valued. Attention to detail, effective communication, and the ability to work collaboratively set top candidates apart. These skills and qualifications are crucial for making sound investment decisions, managing client portfolios, and contributing to team success in fast-paced financial environments.

What is the difference between Associate Investment Manager vs Investment Analyst?

AspectAssociate Investment ManagerInvestment Analyst
Required CredentialsBachelor's degree, CFA Level I or II often preferredBachelor's degree, CFA Level I often preferred
Work EnvironmentClient-facing, portfolio management support, investment decision-makingResearch, data analysis, financial modeling
Employer & Industry UsageAsset management firms, hedge funds, private equityInvestment banks, asset management, research firms

While both roles involve financial analysis, Associate Investment Managers typically have more client interaction and assist in managing investment portfolios, whereas Investment Analysts focus primarily on research and data analysis to inform investment decisions. The Associate Investment Manager role often requires more experience and certifications like the CFA, and involves a broader scope of responsibilities related to portfolio management.

Is an associate investment manager a good career path?

An associate investment manager is a valuable entry-level role in finance, providing experience in asset management, financial analysis, and client interaction. It can lead to advanced positions such as investment manager or portfolio manager, especially with relevant certifications like the CFA and strong analytical skills. The role often involves long hours and a competitive environment but offers opportunities for career growth in the finance industry.

What cities near Port Richey, FL are hiring for Associate Investment Manager jobs?

Cities near Port Richey, FL with the most Associate Investment Manager job openings:

Associate Investment Manager jobs near you

401(k) Associate

Tampa, FL • On-site

Aureate
See more jobs at Aureateexternal

Full-time

Retirement

Posted 20 days ago

Job description

The 401(k) Associate supports the firm's role as 3(38) Investment Manager and fiduciary partner to plan sponsor clients. This role owns day-to-day management of the investment menu, plan governance and compliance coordination, and client outreach, with a primary mandate of driving measurable growth in employee participation, deferral rates, and overall plan health across an assigned book of client plans.

Duties and Responsibilities:

Plan Management & Governance

     Serve as the day-to-day point of contact for plan design, operational issues, and the plan's compliance calendar.

     Prepare materials and minutes for plan committee / fiduciary meetings.

     Coordinate compliance testing (ADP/ACP, top-heavy, 410(b)) with TPAs and recordkeepers.

     Track completion of Form 5500, Summary Annual Report, and required participant notices (QDIA, safe harbor, 404(a)(5) fee disclosures).

     Maintain each plan's fiduciary file (IPS, meeting minutes, benchmarking reports, notices) in audit-ready condition.

     Monitor plan document restatements, amendments, and required regulatory updates (e.g., SECURE 2.0 provisions).

Participation & Engagement Growth

     Design and execute campaigns to increase enrollment, deferral rates, and overall participation for each client plan.

     Partner with recordkeepers on auto-enrollment, auto-escalation, and re-enrollment strategies.

     Deliver employee education seminars, webinars, and one-on-one enrollment meetings.

     Track plan health metrics (participation rate, average deferral rate, average balance) and report trends to clients and internal leadership.

     Identify under-saving or under-enrolled employee segments and build targeted outreach campaigns.

Client Outreach & Relationship Management

     Conduct regular check-ins and lead annual plan review meetings with plan sponsors.

     Respond to client questions regarding plan performance, compliance status, and participant issues.

     Prepare client-facing reports: fiduciary review decks, benchmarking summaries, and participation dashboards.

     Support new client onboarding and plan-to-plan transitions/conversions.

     Assist with RFP responses and finalist presentations for prospective plan sponsor clients.

Requirements

      2-5 years of experience in retirement plan services, recordkeeping, TPA operations, or an RIA/advisory environment

      Series 65 license required (or must be obtained within 6 months); Sponsorship is provided

      Working knowledge of ERISA, DOL regulations, and fiduciary responsibilities under 3(38)/3(21) arrangements

      Strong presentation and communication skills for participant-facing education

      Experience with CRM systems (Juniper Square, Salesforce, or HubSpot)

      Excellent verbal and written communication skills

      Strong interpersonal and relationship-building abilities

      Proficiency in Microsoft Office Suite, Google Workspace, and CRM platforms

      Analytical mindset with the ability to track and interpret sales data

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