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Investment Assistant Jobs in Rochester, NY (NOW HIRING)

The Arc Ontario

Retail Assistant

Canandaigua, NY · On-site

$16.19 - $17.24/hr

The Retail Assistant at Bad Dog Boutique plays an important role in creating a positive and ... And more Our Culture Investing in our staff while thriving in a flexible and fun work environment!

Ontario ARC

Retail Assistant

Canandaigua, NY

$16.19 - $17.24/hr

The Retail Assistant at Bad Dog Boutique plays an important role in creating a positive and ... And more Our Culture Investing in our staff while thriving in a flexible and fun work environment!

The Arc Ontario

Retail Assistant

Canandaigua, NY · On-site

$16.19 - $17.24/hr

The Retail Assistant at Bad Dog Boutique plays an important role in creating a positive and ... And more Our Culture Investing in our staff while thriving in a flexible and fun work environment!

Morgan Properties

Assistant Service Manager

Farmington, NY · On-site

$25 - $28/hr

Assistant Service Manager Lead with Purpose. Grow Your Career. Make an Impact. What You'll Be Doing ... Established in 1985 by Mitchell Morgan, Morgan Properties is a national real estate investment and ...

Citi Trends

Assistant Manager

NY · On-site

$17 - $18/hr

We are growing and investing in our stores, our people, and our future leaders. Our success is ... Position Summary As an Assistant Store Manager, you play a key role in supporting daily store ...

Citi Trends

Assistant Manager

Rochester, NY · On-site

$17 - $18/hr

We are growing and investing in our stores, our people, and our future leaders. Our success is ... Position Summary As an Assistant Store Manager, you play a key role in supporting daily store ...

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Investment Assistant information

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 Rochester, NY? The most popular types of Investment jobs in Rochester, NY are:
What are popular job titles related to Investment Assistant jobs in Rochester, NY? For Investment Assistant jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Investment Assistant jobs in Rochester, NY look for? The top searched job categories for Investment Assistant jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Investment Assistant jobs? Cities near Rochester, NY with the most Investment Assistant job openings:
Investment Assistant jobs near you
Infographic showing various Investment Assistant job openings in Rochester, NY 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.
Investment Banking Analyst - AI Trainer

Investment Banking Analyst - AI Trainer

DataAnnotation

Rochester, NY • Remote

$50 - $60/hr

Contractor

Posted 12 days ago

Data Annotation rating

6.9

Company rating: 6.9 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

202nd of 245 rated software companies

Job description

About the job:

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

In this role, you might:

• Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

• Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

• Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

• Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Advantages of contracting with us:

  • You'll be able to choose which projects you want to work on and when
  • You work on your own schedule, on your own computer, from the comfort of your own home
  • Projects are paid hourly starting at $50-$100+/hr, with bonus rates available on some projects

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance

Qualifications:

  • Fluency in English
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Master's and/or PhD is preferred but not required

Note:

Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contractor position.

#finance

What Data Annotation employees say

Pay

Hours and flexibility

Workplace

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