ZipRecruiter

Log In

1

Investment Assistant Jobs in Virginia (NOW HIRING)

Liberty

Investment Analyst I

Lynchburg, VA

The Analyst will assist senior leadership to prudently monitor LU's Investable Pools for Biblically Responsible Investing (BRI) in accordance with the approved BRI framework and promote the ...

Range

Investment Specialist

Mclean, VA · On-site

Investments, taxes, retirement, estate planning, all in one platform instead of scattered across ... Define and lead an efficient process to assist clients with account set up and transfers * Lead ...

Range

Investment Analyst

Mclean, VA · On-site

Rapidly digest important market news and assist with the creation of investment memos, market commentary, and member-facing written and video content. What will set you apart * CFA or CFP ...

BDO USA

Senior Analyst, Investment Banking

Richmond, VA · On-site

The candidate will be expected to research prospective clients and their industries, assist in the ... C., is a leading middle market investment bank that focuses on sell-side advisory, acquisition ...

BDO

Senior Analyst, Investment Banking

Richmond, VA

The candidate will be expected to research prospective clients and their industries, assist in the ... C., is a leading middle market investment bank that focuses on sell-side advisory, acquisition ...

next page

Showing results 1-20

All JobsInvestment JobsInvestment Assistant JobsInvestment Assistant Jobs in Virginia

Investment Assistant information

See Virginia salary details

$24.8K

$47.4K

$67.6K

How much do investment assistant jobs pay per year?

As of Aug 17, 2026, the average yearly pay for investment assistant in Virginia is $47,406.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,011.00 and $57,379.00 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 such as bonuses and professional development opportunities.

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

The most popular types of Investment jobs in Virginia are:

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

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

What job categories do people searching Investment Assistant jobs in Virginia look for?

The top searched job categories for Investment Assistant jobs in Virginia are:

What cities in Virginia are hiring for Investment Assistant jobs?

Cities in Virginia with the most Investment Assistant job openings:

Investment Assistant jobs near you
Infographic showing various Investment Assistant job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $47,406 per year, or $22.8 per hour.

Admin Assistant - Investment Firm

Investment Advisory Firm

Richmond, VA

$17.75 - $24/hr

Full-time

Medical, Vision, Life

Re-posted 14 days ago

Job description

Beale Healy Investment Advisors is seeking an Executive Assistant - Investment Firm to join our team! You will provide high-level administrative support for an Executive at our company.

Responsibilities:

  • Handle administrative needs of Executive
  • Arrange conference calls and meetings
  • Plan work-related travel details
  • Receive visitors
  • Prepare written correspondence, reports and presentations
  • Maintain and order supplies

​Qualifications:

  • Previous experience as an executive secretary, administrative assistant, or in other related fields
  • Proficient in Microsoft Excel, Word, Outlook and Powerpoint
  • Strong organizational skills
  • Ability to prioritize and multitask
  • Strong attention to detail