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Zuckerman Investment Group

Investment Analyst

Chicago, IL · On-site

$125K - $200K/yr

About Zuckerman Investment Group Zuckerman Investment Group is a family owned and independent wealth management firm based in Chicago, IL. Established in 2005 by its founders Daniel Zuckerman and ...

Equity Group Investments

Investment Analyst

Chicago, IL · On-site

$150K - $165K/yr

Equity Group Investments (EGI) is seeking an Investment Analyst to support the investment team in all aspects of deal execution and investment management including deal structuring, including due ...

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$97.1K

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How much do investment jobs pay per year?

As of Jun 7, 2026, the average yearly pay for investment in the United States is $97,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $117,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Investment Analyst, and why are they important?

To thrive as an Investment Analyst, you need strong analytical skills, financial modeling expertise, and a solid foundation in finance or economics, often supported by a relevant degree or CFA certification. Proficiency with Excel, Bloomberg Terminal, and financial analysis software is typically required. Attention to detail, critical thinking, and effective communication set standout analysts apart. These skills are crucial for making informed investment recommendations, managing risk, and communicating insights to stakeholders.

What are investment jobs?

Investment jobs are positions within the finance industry that focus on managing, analyzing, and growing financial assets for individuals, companies, or institutions. These roles can include investment bankers, portfolio managers, financial analysts, and asset managers. Professionals in this field help clients make informed decisions about where to allocate their money to achieve financial goals, assess risks, and maximize returns. The work often involves market research, financial modeling, and staying updated on economic trends.

How do investment professionals typically collaborate with other departments within a financial firm?

Investment professionals often work closely with teams from research, risk management, compliance, and client relations. They rely on research analysts for market insights, coordinate with risk teams to ensure portfolio allocations align with risk tolerance, and consult compliance to meet regulatory standards. Regular meetings and cross-departmental projects are common, fostering a collaborative environment that supports informed decision-making and client satisfaction.

What Are Different Investment Jobs?

There are a wide variety of financial investment jobs available, including investment manager, stock portfolio manager, financial advisor, and analyst positions. Many people move from being an investment banker to working as a private equity analyst. Sales positions involve selling various automated investment tools, products, and trading positions. You can work for corporate firms that specialize in specific services such as mutual fund investing or retirement account management. You can be a quantitative risk analyst, a regulatory reporting accountant, or an internal auditor.

What is the difference between Investment vs Financial Analyst?

AspectInvestmentFinancial Analyst
Required CredentialsCertifications like CFA, Series 7CPA, CFA, or related finance degrees
Work EnvironmentInvestment firms, asset management, hedge fundsCorporations, banks, consulting firms
Employer & Industry UsagePrimarily in investment and asset managementAcross finance, corporate, and banking sectors
Common Search & ComparisonYesYes

Investment professionals focus on managing assets, portfolios, and making investment decisions, often working in asset management or hedge funds. Financial Analysts analyze financial data, prepare reports, and support decision-making within companies or banks. While both roles require finance certifications, Investment roles are more client and asset-focused, whereas Financial Analysts support internal financial planning and analysis.

More about Investment jobs
What cities are hiring for Investment jobs? Cities with the most Investment job openings:
What are the most commonly searched types of Investment jobs? The most popular types of Investment jobs are:
What states have the most Investment jobs? States with the most job openings for Investment jobs include:
What job categories do people searching Investment jobs look for? The top searched job categories for Investment jobs are:
Investment jobs near you
Investment Advisor

Investment Advisor

Capital Investment Advisors

Tampa, FL • On-site

Full-time

Posted 15 days ago

Job description

At Capital Investment Advisors (CIA), we strive to help clients reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives. 
Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.
Investment Advisor
We are looking for an experienced Investment Advisor to grow our Tampa team. The ideal candidate is a self-motivated team player who has a passion for helping clients achieve their financial and lifestyle goals. As fiduciaries, our Investment Advisors give direct advice on asset allocation decisions, portfolio design, and investment implementation. This role holds a myriad of responsibilities with the top few being to help attain new clients, implement investment plans, and execute on comprehensive planning.
Qualifications & Skills:

  • Bachelor’s degree in Finance or related field
  • 6+ years of experience in Investment Management with the most recent 18 months serving as a registered Investment Advisor Representative (IAR)
  • Active series 65 license
  • CFP® certified
  • Client first attitude
  • Proven ability to work collaboratively with others
  • Working knowledge of various RIA custodian referral platforms
  • Excellent communication and time management skills
  • Willingness to travel
  • Proficiency in Word, Excel, PowerPoint, Outlook, CRM, and PMS Software


Capital Investment Advisors would like to thank all applicants, however only those who qualify for an interview will be contacted.  Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally recognized protected basis under federal, state, or local law. 

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