ZipRecruiter

Log In

1

Investment Assistant Jobs in Indiana (NOW HIRING)

Old National Bank

Investment Associate

Evansville, IN · On-site

$44K - $84K/yr

Responsibilities The Investment Associate partners with other Wealth Management employees to ... They will assist with modeled strategies that require analytical and strong decision-making skills ...

Old National Bank

Investment Associate

Evansville, IN

$44K - $84K/yr

The Investment Associate partners with other Wealth Management employees to develop and retain high ... They will assist with modeled strategies that require analytical and strong decision-making skills ...

Old National Bank

Investment Associate

Evansville, IN · On-site

$44K - $84K/yr

Investment Associate Job Locations US-IN-Evansville Category/Function Trust/Wealth Management ... They will assist with modeled strategies that require analytical and strong decision-making skills ...

OneAmerica

Investment Ops Analyst

Indianapolis, IN · Hybrid

Support corporate action processing, alternative investment capital calls, distributions, and related administrative activities. * Assist with investment reporting and operational processes to ensure ...

OneAmerica

Investment Ops Analyst

Indianapolis, IN · On-site

Support corporate action processing, alternative investment capital calls, distributions, and related administrative activities. * Assist with investment reporting and operational processes to ensure ...

Esswd

Investment Management Paralegal

Indianapolis, IN · Hybrid

$45 - $55/hr

Track and monitor outstanding regulatory and compliance items. * Assist with fund subscription ... Familiarity with investment or private funds, corporate entity formation, and securities ...

GPM Investments LLC

Assistant Manager

Anderson, IN · On-site

$12.50/hr

Overview Drive Success as an Assistant Manager at Our High-Energy Convenience Store! From customer ... Invest in your future on Day 1 of Employment * Paid Time Off: Take the time you need to recharge.

GPM Investments LLC

Assistant Manager

Fishers, IN

$16/hr

Drive Success as an Assistant Manager at Our High-Energy Convenience Store! From customer service ... Invest in your future on Day 1 of Employment * Paid Time Off: Take the time you need to recharge.

GPM Investments LLC

Assistant Manager

Muncie, IN

$12.50/hr

Overview Drive Success as an Assistant Manager at Our High-Energy Convenience Store! From customer ... Invest in your future on Day 1 of Employment * Paid Time Off: Take the time you need to recharge.

next page

Showing results 1-20

All JobsInvestment JobsInvestment Assistant JobsInvestment Assistant Jobs in Indiana

Investment Assistant information

See Indiana salary details

$23.9K

$45.7K

$65.2K

How much do investment assistant jobs pay per year?

As of Jul 26, 2026, the average yearly pay for investment assistant in Indiana is $45,695.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,747.00 and $55,308.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Investment Assistant position, and why are they important?

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.

Can financial advisors make $500,000 a year?

Investment assistants typically do not earn $500,000 annually, as this level of income is usually associated with senior financial advisors or those with extensive client portfolios and experience. Most financial advisors or investment professionals can reach high earnings through commissions, bonuses, and managing large assets, but such salaries are uncommon for entry-level or support roles. Achieving this income often requires advanced certifications, a strong client base, and years of experience.

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 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 advancement in financial firms or investment departments.

Is $200,000 enough to work with a financial advisor?

For an Investment Assistant, $200,000 can be a substantial amount to manage or invest, but whether it is sufficient depends on the specific financial goals, investment strategies, and the fees charged by the financial advisor. Many advisors require minimum investments that vary widely, and understanding fee structures is important for effective planning.

What does an investment assistant do?

An investment assistant supports financial advisors or investment managers by preparing reports, analyzing financial data, and managing client accounts. They often use tools like Excel and investment software, and may require certifications such as the CFA Level I or relevant finance training. Their tasks help ensure efficient investment operations and client service.
What are the most commonly searched types of Investment jobs in Indiana? The most popular types of Investment jobs in Indiana are:
What are popular job titles related to Investment Assistant jobs in Indiana? For Investment Assistant jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Investment Assistant jobs in Indiana look for? The top searched job categories for Investment Assistant jobs in Indiana are:
What cities in Indiana are hiring for Investment Assistant jobs? Cities in Indiana with the most Investment Assistant job openings:
Investment Assistant jobs near you
Infographic showing various Investment Assistant job openings in Indiana as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 20% Part Time, 1% Temporary, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $45,695 per year, or $22 per hour.
Investment Associate

Investment Associate

Old National Bank

Evansville, IN • On-site

$44K - $84K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted just now

Old National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 37 frontline employees who took The Breakroom Quiz

65th of 170 rated banks

Job description

Overview
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Investment Associate partners with other Wealth Management employees to develop and retain high net worth clients. The Investment Associate will work closely with portfolio managers to specific create a successful client experience. They will work with Portfolio Managers in obtaining investment policy objectives and setting the right asset allocation.
They will assist with modeled strategies that require analytical and strong decision-making skills. Assist with managing risk across the book of business.
Salary Range
The salary range for this position is $44,700/yr. - $84,500/yr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Management of investment portfolios:
  • Recommend and implement changes to the holdings and asset allocation to maintain compliance with strategies and policies.
  • Assist in ensuring assigned portfolios are managed consistently, including maintaining the proper asset allocation, portfolio rebalancing, implementing investment changes, and raising cash.
  • Assist in transitioning non-compliant portfolios to approved strategies.
  • Assist in managing account liquidity to provide for ongoing cash demands and distributions and risk management.
  • Assist in completing all special requests on assigned accounts to maintain cash needs based on client requests.
  • Assist in creating performance books for presentation to clients
  • Assist in analyzing model strategies and updating the strategies to the relevant asset allocation
  • Assist in tracking the volume of modeled investment strategies and performance
  • Assist in performing annual Reg 9 Investment reviews for assigned accounts and ensure full compliance with regulations.

Relationship management and development:
  • Partners with Wealth associates in client presentations, review of portfolio structure and investment performance reporting.
  • Prepares and presents detailed investment information that PMs will share with clients.

Team participation:
  • May provide investments thoughts to PMs and investment associates.
  • May participate in weekly Portfolio Manager meetings.
  • Work individually or with a team on assigned projects.

Key Competencies for Position
  • Technical Knowledge
  • Critical Thinking and Decision Making
  • Communicating with Impact - Special projects and presentations as assigned.

Qualifications and Education Requirements
  • Bachelor's degree preferred; 1-3 years' experience working with portfolio managers
  • Strong administrative/organizational skills
  • Strong verbal and written communication skills
  • Ability to work with little oversight

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!

What Old National Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply