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Investment Assistant Jobs in Raleigh, NC (NOW HIRING)

MainStreet Family Care

Physician Assistant

Smithfield, NC · On-site

$86K - $117K/yr

This is an investment we are making in you because we believe that you can succeed. What else makes ... Your small team of medical assistants are there to support you, but you are also a leader and ...

MainStreet Family Care

Physician Assistant

Wendell, NC · On-site

$82K - $111K/yr

This is an investment we are making in you because we believe that you can succeed. What else makes ... Your small team of medical assistants are there to support you, but you are also a leader and ...

MainStreet Family Care

Physician Assistant

Wake Forest, NC · On-site

$85K - $116K/yr

This is an investment we are making in you because we believe that you can succeed. What else makes ... Your small team of medical assistants are there to support you, but you are also a leader and ...

MainStreet Family Care

Physician Assistant

Clayton, NC · On-site

$85K - $115K/yr

This is an investment we are making in you because we believe that you can succeed. What else makes ... Your small team of medical assistants are there to support you, but you are also a leader and ...

MainStreet Family Urgent Care

Physician Assistant

Cary, NC · On-site

$105 - $135/hr

This is an investment we are making in you because we believe that you can succeed. What else makes ... Your small team of medical assistants are there to support you, but you are also a leader and ...

MainStreet Family Care

Physician Assistant

Raleigh, NC · On-site

$97K - $131K/yr

This is an investment we are making in you because we believe that you can succeed. What else makes ... Your small team of medical assistants are there to support you, but you are also a leader and ...

MainStreet Family Care

Physician Assistant

Garner, NC · On-site

$89K - $120K/yr

This is an investment we are making in you because we believe that you can succeed. What else makes ... Your small team of medical assistants are there to support you, but you are also a leader and ...

MainStreet Family Care

Physician Assistant

Oxford, NC · On-site

$92K - $124K/yr

This is an investment we are making in you because we believe that you can succeed. What else makes ... Your small team of medical assistants are there to support you, but you are also a leader and ...

MainStreet Family Care

Physician Assistant

Cary, NC · On-site

$92K - $125K/yr

This is an investment we are making in you because we believe that you can succeed. What else makes ... Your small team of medical assistants are there to support you, but you are also a leader and ...

Handy Mart

Assistant Manager - Store 4764

Garner, NC

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.

Rose Mart

Assistant Manager - Store 17369

Raleigh, NC · On-site

$15 - $17/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.

Scotchman

Assistant Manager - Store 3154

Benson, NC · On-site

$15 - $17/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.

Rose Mart

Assistant Manager - Store 17370

Cary, NC · On-site

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.

Handy Mart

Assistant Manager - Store 4764

Garner, NC · On-site

$14 - $16/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.

Scotchman

Assistant Manager - Store 3154

Benson, NC

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.

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Showing results 41-60

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 Sep 5, 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 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 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.

AI Business Engineer - Investment Banking Experience

Raymondjames

Raleigh, NC • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago

Job description

Job Description Summary

The AI Business Engineer supports the adoption and effective use of generative AI across the Investment Bank and Capital Markets & Advisory functions by designing, building, and improving AI-powered solutions across banker workflows through custom GPTs and prompts and emerging agent-based tools. This role blends technical curiosity with practical application and deep business knowledge, contributing to prompt engineering, solution development, and user support while maintaining best practices and documentation. The individual partners with stakeholders to deliver training, troubleshoot issues, and enhance user experience, while also evaluating technology trends and vendors to drive innovation and business value.

Job Description

Responsibilities

  • This role will directly support the Investment Bank and Capital Markets & Advisory function and its use of generative AI, including GPTs and future agent-based solutions.
  • Support the design, development, testing, and ongoing improvement of GPTs, AI-powered workflows, and (over time) agent-based solutions
  • Assist with prompt engineering, prompt optimization, and documentation of effective prompting patterns and use cases
  • Help maintain standards, best practices, and internal documentation related to AI tools, automation, and innovation platforms
  • Provide hands-on support to internal users, helping troubleshoot issues and improve overall user experience with AI-enabled tools
  • Design and deliver role-specific training to finance professionals
  • Contribute to short- and long-term innovation roadmaps through research, analysis, and execution support
  • Analyze technology trends, tools, and vendor offerings to identify opportunities for experimentation or business value
  • Generate insights and recommendations that help improve internal technology offerings and identify areas for growth
  • Assist with data analysis and reporting related to innovation initiatives, pilots, and outcomes
  • Create and maintain presentation materials, including PowerPoint decks, charts, and visuals for leadership and stakeholder updates
  • Facilitate meetings with internal teams and external vendors; capture notes, actions, and follow-ups
  • Draft concise summaries, reports, or briefing materials on technology topics, vendors, or pilot results
  • Contribute ideas and perspectives to brainstorming sessions and innovation ideation efforts

Skills

  • The ideal candidate is curious, technically inclined, and excited about applying emerging technologies-especially generative AI-to real business problems.
  • 1-4 years of experience in technology, software, digital innovation, or related roles (financial services experience a plus, but not required)
  • Strong interest in generative AI, automation, and modern software platforms (e.g., LLMs, GPTs, agents, APIs, low-code/no-code tools)
  • Working knowledge of Python and SQL to support data exploration, workflow automation, and AI prototype development; ability to read, modify, and apply scripts with guidance from engineering partners - deep software engineering experience not required
  • Proficiency in data analysis using advanced Excel (e.g., pivot tables, XLOOKUP/VLOOKUP, conditional logic) to support reporting, pilot measurement, and business case development
  • Experience supporting or managing vendors, including coordination around licenses, contracts, or service delivery
  • Working knowledge of project and program management fundamentals
  • Ability to operate effectively in a fast-paced, evolving environment and adapt quickly as priorities and technologies change
  • Demonstrated ability to think creatively and encourage new approaches or ways of working
  • Strong written communication skills, with the ability to explain technical or complex concepts clearly and concisely
  • Comfortable creating and interpreting charts, diagrams, tables, and other data visualizations
  • Genuine interest in following technology trends, innovation research, and emerging tools
  • Excellent verbal communication and collaboration skills
  • High attention to detail with the ability to manage multiple workstreams simultaneously
  • Team-oriented mindset with the ability to work across technical and non-technical stakeholders

What success looks like

  • High-value AI use cases are moved from idea to pilot to scaled adoption.
  • Solutions are deployed with clear testing, documentation, and governance controls.
  • Banker adoption increases and workflows show measurable improvement in speed, quality, or user experience.
  • The team develops reusable assets and a repeatable operating model rather than one-off prompts.

Education

Bachelor's degree in computer science, engineering, information systems, data science, finance, economics, or a related field, or equivalent practical experience.

Work Experience

General Experience - 1 to 6 years

Education

Bachelor's (Required)

Work Experience

General Experience - 3 to 6 years

Certifications

Salary Range

$65,000.00-$0.00

Travel

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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