1

Investment Assistant Jobs in Indiana (NOW HIRING)

Assistant Manager - Store 5525

IN · On-site

$12.50 - $14.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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.

Assistant Manager - Store 5467

Winchester, IN · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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.

Assistant Manager - Store 5525

Farmland, IN · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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.

Assistant Manager - Store 5630

Zionsville, IN · On-site

$16 - $18/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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.

Assistant Manager - Store 5533

Morristown, IN

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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.

Assistant Manager - Store 5524

Muncie, IN · On-site

$12.50 - $14.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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.

Assistant Manager - Store 5409

Kokomo, IN · On-site

$13 - $15/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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.

Assistant Manager - Store 5470

Indianapolis, IN · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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.

Assistant Manager - Store 5596

Muncie, IN · On-site

$12.50 - $14.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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.

Assistant Manager - Store 5529

Centerville, IN · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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.

Assistant Manager - Store 5390

Muncie, IN · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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.

Assistant Manager - Store 5596

Muncie, IN · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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.

Showing results 41-60

Investment Assistant information

See Indiana salary details

$23.9K

$45.7K

$65.2K

How much do investment assistant jobs pay per year?

As of Aug 19, 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 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 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:

Infographic showing various Investment Assistant job openings in Indiana as of August 2026, with employment types broken down into 2% As Needed, 75% Full Time, 20% Part Time, 1% Temporary, and 2% 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.

Assistant Portfolio Manager

EVERENCE SERVICES,

Goshen, IN • On-site

Full-time

Re-posted 24 days ago


Job description

POSITION SUMMARY
Supports the Equity Portfolio Manager with equity index portfolio management and assists the Fixed Income Portfolio Managers through credit research and quantitative analysis. This person should have a passion for investing and a strong desire to make investments that reflect the Everence values and have a positive impact on the world. Provides meaningful exposure across both equity and fixed income disciplines, with a pathway toward broader portfolio management responsibilities.

RESPONSIBILITIES AND DUTIES

  1. Equity Portfolio Management
    1. Support the equity portfolio manager with managing the Praxis domestic equity index funds, including portfolio construction, rebalancing, and optimization analysis.
    2. Assist with performance attribution and tracking error analysis relative to benchmarks.
  2. Fixed Income Research & Portfolio Support
    1. Provide research on bond issuers, including analysis of financial statements, credit evaluation, sustainability assessment, and review of third-party credit and equity reports.
    2. Monitor assigned market sectors to inform the fixed income team about holdings, sector trends, and directional risks. Develop a working understanding of how macroeconomic conditions and monetary policy influence bond portfolios.
  3. Analytics, Technology & Process Improvement
    1. Achieve and sustain proficiency with investment software such as Northfield, Bloomberg, and BondEdge. Develop, improve, and maintain Excel-based tools to boost efficiency and analytical capabilities within the investment team.
    2. Explore opportunities to enhance the team's analytical skills through emerging technologies, including knowledge of AI tools and how they can be used in investment research and portfolio analysis. Experience with data tools such as Python or SQL is a plus but not required
  4. Collaboration & Professional Development
    1. Contribute actively to internal investment discussions and idea-sharing, and help communicate the portfolio strategy and performance to relevant stakeholders.
    2. Willing to travel occasionally for investment conferences and software training to continually improve investment skills.


QUALIFICATIONS

Education:
A bachelor's degree is required, preferably in Finance, Economics, or a related field

Experience:

  1. Three to five years of general investment experience
  2. Strongly prefer exposure to optimized equity index portfolio management
  3. Experience in fixed-income credit research is a plus
  4. A background in sustainable investing is helpful

License/Credentials:
CFA Charterholder strongly preferred, or currently enrolled in the CFA program with demonstrated progress towards the designation

Skills and Abilities:

  1. Excellent written and verbal communication skills
  2. High proficiency in Excel; familiarity with Bloomberg is expected; experience with Northfield’s optimizer or similar platforms is a plus.
  3. Strong quantitative and analytical skills; familiarity with fixed income concepts (duration, convexity, credit spreads) preferred
  4. Collaborative team player who actively participates in investment discussions and debates
  5. Alignment in supporting the Everence mission of empowering financial well-being for faith-inspired living

SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Full-time