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Fund Associate Jobs in Fort Wayne, IN (NOW HIRING)

... Fund, VP or Community Service and the Office Systems Manager.* Upholds and demonstrate Brightpoint Values in all professional activities.SKILLS AND QUALIFICATIONS* Associates degree in the area of ...

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Fund Associate information

See Fort Wayne, IN salary details

$24.7K

$129.2K

$284.1K

How much do fund associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for fund associate in Fort Wayne, IN is $129,183.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,400.00 and $194,400.00 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.

$14.75 - $16.25/hr

Full-time

Re-posted 8 days ago


Job description

Position Overview: The ReStore Associate will ensure the daily success of the ReStore by providing exceptional service to donors and shoppers alike. This individual is responsible for the physical intake of donated goods and the retail presentation of those items on the sales floor. The Associate plays a key role in generating the revenue necessary to fund Habitat for Humanity's housing projects in Indiana by maintaining an organized, safe, and welcoming shopping environment.

Main Responsibilities: Greets donors at the loading dock, evaluates items based on the organization's acceptance criteria, and provides tax donation receipts with professional courtesy. Safely maneuvers furniture, appliances, and building materials from donor vehicles and onto the processing floor using appropriate equipment. Performs basic cleaning, testing of electronic items/appliances, and assembly of furniture to ensure all items are floor-ready and safe for purchase.

Ensures the donation intake area remains clear of debris and that all items are stored or stacked according to safety protocols to prevent injury. Operates the Point of Sale (POS) system accurately, handling cash, credit, and digital transactions while maintaining a balanced drawer. Moves processed items to the sales floor, arranging them in an attractive and organized manner that maximizes space and encourages sales .

Answers questions regarding product availability, pricing, and the Habitat mission; assists shoppers with loading purchased items into their vehicles. Provides daily guidance and 'side-by-side' training for volunteers, ensuring they understand their tasks and follow all safety and customer service guidelines. Coordinates with the ReStore Manager and Assistant Manager to identify priority tasks for the day and ensures a smooth hand-off between the warehouse and the sales floor.

Performs other duties as assigned. Competencies: Exhibits an outgoing and helpful personality, capable of de-escalating customer concerns with patience. Demonstrates a basic understanding of home improvement items, tools, and appliances to better assist customers and test donations.

Maintains accuracy in counting change and processing financial transactions at the register. Strictly adheres to safety standards, including the consistent use of personal protective equipment (PPE) and proper lifting techniques. Strong organizational, communication, and time-management skills.

Proficiency with Microsoft Office and grant tracking, CRM, or financial systems. Demonstrated ability to learn quickly and communicate information thoroughly. Strong attention to detail and ability to maintain a clean and organized work environment.

Exposure to construction environments requiring adherence to safety protocols. Ability to work effectively with volunteers, future homeowners, and diverse community partners. A current and valid driver's license and acceptable driving record is required.

Must be comfortable with the use of technology and able to operate/maintain iPad-based POS (cash register) with proficiency. Education and Experience: High School Diploma or equivalent (GED). 1-2 years of experience in retail, customer service, or warehouse.

Experience in hardware, construction, or home improvement retail