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Fund Associate Jobs in Ohio (NOW HIRING)

PER

Reference: 15527 New Investment Associate, Major European Mid-Cap Fund, Frankfurt, Germany Investment Associate, Major European Mid-Cap Fund, Frankfurt, Germany Private Equity Germany 2 - 5 years ...

Ultimus Fund Solutions

Paralegal I

Cincinnati, OH · On-site

$52K - $65K/yr

Implements and understands the day-to-day legal administration services provided by Ultimus Fund ... Effectively uses resources such as time and information in conjunction with associates.

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Fund Associate information

See Ohio salary details

$25.7K

$134.2K

$295.2K

How much do fund associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for fund associate in Ohio is $134,247.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,900.00 and $202,000.00 per year, depending on experience, location, and employer.

What is a fund associate?

Fund Associates are entry- to mid-level professionals who support the management and operations of investment funds, such as private equity, venture capital, or mutual funds. Their responsibilities typically include conducting financial analysis, performing due diligence on potential investments, preparing reports for investors, and assisting with fund administration. Fund Associates work closely with senior investment professionals to help evaluate opportunities and monitor portfolio performance. This role requires strong analytical skills, attention to detail, and often a background in finance, accounting, or a related field.

What is the difference between Fund Associate vs Investment Analyst?

AspectFund AssociateInvestment Analyst
Required CredentialsBachelor's degree, finance or related field; some roles may prefer CFA Level IBachelor's degree, finance/economics; CFA Level I often preferred
Work EnvironmentFinancial firms, asset management companies, private equity firmsInvestment banks, asset managers, hedge funds
Employer & Industry UsageCommon in asset management and private equityWidespread across investment firms and financial institutions
Common Search & Comparison IntentUnderstanding entry-level roles in fund managementAnalyzing roles in investment research and analysis

Fund Associates typically support fund operations, client reporting, and due diligence, focusing on administrative and operational tasks. Investment Analysts conduct in-depth market research, financial modeling, and investment analysis to inform decision-making. While both roles require finance knowledge and similar credentials, Fund Associates are more operational, whereas Investment Analysts focus on analysis and research.

What are some common challenges fund associates face when managing multiple investment portfolios simultaneously?

Fund Associates often manage several investment portfolios at once, which requires strong organizational and time-management skills. Balancing competing deadlines for reporting, due diligence, and investor communications can be challenging, especially during peak periods like quarter-end. Effective collaboration with analysts, portfolio managers, and back-office teams is essential to ensure accurate data, timely execution of trades, and compliance with regulations. Adopting efficient workflow processes and leveraging technology tools can help handle these challenges and maintain high-quality output.

What are the key skills and qualifications needed to thrive as a fund associate?

To thrive as a Fund Associate, you need strong analytical skills, a solid grasp of finance and accounting principles, and a bachelor's degree in finance, economics, or a related field. Proficiency with Excel, financial modeling software, and portfolio management systems is typically required, and certifications like CFA or CAIA can be advantageous. Attention to detail, effective communication, and the ability to work collaboratively under pressure are standout soft skills. These skills ensure accurate fund operations, compliance, and effective support for fund managers and investors.

What are the most commonly searched types of Fund jobs in Ohio?

The most popular types of Fund jobs in Ohio are:

What cities in Ohio are hiring for Fund Associate jobs?

Cities in Ohio with the most Fund Associate job openings:

    Fund Associate jobs near you

    Mid-Cap Private Equity Associate -- Frankfurt

    PER

    On-site

    Other

    Re-posted 2 days ago

    Job description

    Reference: 15527 New
    Investment Associate, Major European Mid-Cap Fund, Frankfurt, Germany

    Investment Associate, Major European Mid-Cap Fund, Frankfurt, Germany

    Private Equity

    Germany

    2 - 5 years

    About our client

    Our client, a major international mid-market private equity firm, is looking for a motivated Associate to join their private equity Services & Software team in Frankfurt. Independent of fundraising, they invest from their balance sheet, operating in a similar way to other private equity funds.

    What the job involves
    • Active involvement across the full investment cycle: evaluation, execution and monitoring
    • Conducting in-depth financial and commercial analysis, and preparing materials for investment committees
    • Supporting due diligence processes and coordinating external advisors
    • Working closely with senior team members to drive value creation initiatives at portfolio companies and contributing to board-level discussions
    Who we are looking for
    • Strong academic background, ideally in business, finance, economics or a related field
    • Prior professional M&A experience from top-tier investment bank, management consulting or private equity firm
    • Exceptional commercial / financial analysis skills and excellent commercial judgement
    • Native-level German and business fluent English skills are required
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