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Investment Assistant Jobs in Florida (NOW HIRING)

Investment Analyst

Miami, FL · On-site

$70 - $90/hr

The Analyst will also assist with portfolio company support, including connecting founders to the firm network of advisors and experts.Candidates should have 1-2 years of experience in investment ...

Contributes perspectives on the investment environment to assist in portfolio construction and investment strategy. * Assess impacts to liquidity, asset liability management, and regulatory capital.

Investment Analyst

Miami, FL · On-site

$70 - $90/hr

Contributes perspectives on the investment environment to assist in portfolio construction and investment strategy. * Assess impacts to liquidity, asset liability management, and regulatory capital.

Contributes perspectives on the investment environment to assist in portfolio construction and investment strategy. * Assess impacts to liquidity, asset liability management, and regulatory capital.

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Investment Assistant information

See Florida salary details

$20.3K

$38.8K

$55.4K

How much do investment assistant jobs pay per year?

As of Aug 30, 2026, the average yearly pay for investment assistant in Florida is $38,830.00, according to ZipRecruiter salary data. Most workers in this role earn between $28,677.00 and $46,999.00 per year, depending on experience, location, and employer.

What does an investment assistant do?

An Investment Assistant provides administrative and analytical support to investment professionals, helping with research, portfolio management, and client communications. They assist in preparing reports, maintaining financial records, and ensuring compliance with regulatory requirements. Strong attention to detail, financial knowledge, and proficiency with investment tools are essential for success in this role.

What are the key skills and qualifications needed to thrive as an investment assistant?

Excelling as an Investment Assistant requires strong analytical abilities, organizational skills, and a background in finance or business administration, often supported by a relevant degree. Familiarity with portfolio management software, financial modeling tools, and industry certifications such as the Series 7 or Series 63 licenses is beneficial. Excellent communication, attention to detail, and a proactive approach help professionals build productive relationships with clients and team members. These skills ensure efficient support for investment teams, precise transaction processing, and superior client service.

What are typical daily responsibilities for an investment assistant?

Investment Assistants typically support portfolio managers and advisors by preparing reports, handling client correspondence, processing investment transactions, and maintaining accurate records. The role often involves monitoring account activities, coordinating meetings, and researching market data to provide insights for investment decisions. You may also assist with compliance documentation and resolving routine client inquiries. Collaborating closely with both internal teams and external partners, you’ll play a vital part in ensuring smooth day-to-day operations in a fast-paced investment environment.

How much do investment assistants make?

Investment assistants typically earn a median annual salary of around $50,000 to $70,000, depending on experience, location, and the size of the firm. Entry-level roles may start lower, while those with specialized skills or certifications can earn higher salaries. Compensation often includes benefits and opportunities for bonuses based on performance.

What are the most commonly searched types of Investment jobs in Florida?

The most popular types of Investment jobs in Florida are:

What are popular job titles related to Investment Assistant jobs in Florida?

For Investment Assistant jobs in Florida, the most frequently searched job titles are:

What cities in Florida are hiring for Investment Assistant jobs?

Cities in Florida with the most Investment Assistant job openings:

Infographic showing various Investment Assistant job openings in Florida as of August 2026, with employment types broken down into 83% Full Time, and 17% Part Time. Highlights an 100% In-person job distribution, with an average salary of $38,830 per year, or $18.7 per hour.

$70 - $90/hr

Other

Posted 12 days ago


Job description

# Investment AnalystReformation PartnersAnalystVenture CapitalOn-siteDate PostedMay 30, 2026Stay ahead of the marketGet instant notifications when new job openings matching "Venture Capital / Analyst jobs" are published.## About This RoleReformation Partners, a Miami-based growth equity and venture capital firm founded in 2019, is seeking an Investment Analyst to join its investment team.Reformation Partners focuses on backing ambitious founders building transformative companies in sectors including fintech, healthcare technology, enterprise software, and consumer internet. The firm writes early-growth stage checks and works closely with founders on scaling operations, talent, and go-to-market strategy.The Investment Analyst will support the investment team across the full deal lifecycle. Responsibilities include sourcing and evaluating new investment opportunities, building financial models to assess unit economics and growth trajectories, conducting competitive market analysis, and preparing investment committee materials and memos.The role includes active deal sourcing by attending startup events, founder conferences, and building relationships across the Miami and broader Florida startup ecosystem. The Analyst will also assist with portfolio company support, including connecting founders to the firm network of advisors and experts.Candidates should have 1-2 years of experience in investment banking, private equity, consulting, or a high-growth technology company. Strong financial modeling skills, clear written communication, and a genuine interest in early-stage technology businesses are required.The position is based in Miami, reflecting Reformation Partners commitment to building the South Florida technology and innovation ecosystem. Miami has become an increasingly important hub for technology companies and venture investment, and this role offers a front-row view of that growth through a hands-on investing role at a founder-friendly, operationally engaged firm.Apply for this Position #J-18808-Ljbffr