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Investment Assistant Jobs in Raleigh, NC (NOW HIRING)

Accenture

Investment Banking Consultant

Raleigh, NC · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Key responsibilities of the Investment Banking Management Consulting Consultant may include: * Assist and collaborate with senior leaders to execute large-scale, complex transformation programs at ...

Accenture

Investment Banking Consultant

Raleigh, NC · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Key responsibilities of the Investment Banking Management Consulting Consultant may include: * Assist and collaborate with senior leaders to execute large-scale, complex transformation programs at ...

Prophet Homes

Investment Real Estate Agent

Raleigh, NC · On-site

$175K/yr

Prophet Homes is hiring Investment Real Estate Agents to work directly with real estate investors ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

Prophet Homes

Investment Real Estate Agent

Raleigh, NC · On-site

$175K/yr

Prophet Homes is hiring Investment Real Estate Agents to work directly with real estate investors ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

Prophet Homes

Investment Real Estate Agent

Raleigh, NC · On-site

$175K/yr

Prophet Homes is hiring Investment Real Estate Agents to work directly with real estate investors ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

HedgeServ

Investor Services Supervisor

Raleigh, NC · On-site +1

Our solutions span the full investment lifecycle, including fund accounting, middle office, risk ... Advise and assist Investor Services Administrator to ensure subscription proceeds are provided ...

Canvas Homes

Real Estate Investment Specialist

Raleigh, NC · On-site

$70K - $200K/yr

Investment Real Estate Sales Agent Are you ready to take your real estate career to the next level ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

GPM Investments LLC

Assistant Manager - Store 17370

Cary, NC

$15 - $17/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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.

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Showing results 1-20

All JobsInvestment JobsInvestment Assistant JobsInvestment Assistant Jobs in Raleigh, NC

Investment Assistant information

See Raleigh, NC salary details

$24.6K

$47.1K

$67.2K

How much do investment assistant jobs pay per year?

As of Aug 12, 2026, the average yearly pay for investment assistant in Raleigh, NC is $47,115.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,796.00 and $57,028.00 per year, depending on experience, location, and employer.

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 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 such as bonuses and professional development opportunities.
What are the most commonly searched types of Investment jobs in Raleigh, NC? The most popular types of Investment jobs in Raleigh, NC are:
What are popular job titles related to Investment Assistant jobs in Raleigh, NC? For Investment Assistant jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Investment Assistant jobs in Raleigh, NC look for? The top searched job categories for Investment Assistant jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Investment Assistant jobs? Cities near Raleigh, NC with the most Investment Assistant job openings:
Investment Assistant jobs near you
Infographic showing various Investment Assistant job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 22% Part Time, 1% Temporary, and 3% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $47,115 per year, or $22.7 per hour.

Investment Operations Analyst

Focus Financial Partners

Chapel Hill, NC • On-site

$65K - $75K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 2 days ago

Job description

Position Summary

Eton Advisors is a Multi-Family Office dedicated to providing discerning, ultra-high net-worth clients with sophisticated wealth management and family office services. Our commitment is a customized approach designed to meet the needs, exceed the expectations and help achieve the dreams of every family we serve.  We aspire to become a focal point for the client's financial and operational affairs, integrating all aspects - investments, education, retirement planning, estate planning, tax optimization, and supporting disciplines - into congruency.

Eton Advisors is looking for an Investment Operations Analyst to assist in compiling, organizing, and interpreting a broad range of investment-related data and research to support ongoing investment decision-making, investment implementation/execution, portfolio reporting, and client communications. 

This is a full-time in-person position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m.

Primary Responsibilities

The Investment Analyst will be responsible for the following functions and processes:

  • Assist with various investment-related and client-related activities
    • Quarterly reporting processes
    • Portfolio trading activities
    • Researching client questions regarding specific existing or prospective investments
    • Client and prospective client meeting presentations
    • Monitor data reconciliation with outsourced back-office firm
    • Process investment-related bill pay transactions and ensure proper recording for performance purposes
  • Develop, maintain and distribute data, analyses, and reports on a regular and timely basis
  • Assist with the investment implementation for Eton's pooled funds
  • Assist with manager due diligence
  • Utilize available tools and data sets to regularly supply investment data and information to key internal constituencies
  • Provide assistance and support as needed periodically in various investment-related and client-related activities

Qualifications

  • Bachelor's Degree with financial experience required
  • 2+ years of industry experience
  • Ability to effectively handle multiple tasks in a fast-paced environment
  • Strong commitment to service excellence and the highest standards of integrity, professionalism, loyalty, honesty, and business ethics
  • Ability to work in a highly confidential, low-profile environment
  • Excellent organizational skills and attention to details
  • Excellent oral and written communication skills
  • Strong analytical skills
  • Understanding of accounting processes, procedure and internal controls
  • High proficiency in MS Office Suite (Word, Excel, PowerPoint, Outlook, Access)

This position is a non-exempt position. The annualized base pay range for this role is expected to be between $65,000-$75,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

#LI-JS1
Eton Advisors is part of the Focus Financial Partners' network firm community. As part of the partnership, Eton Advisors remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.

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