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Investment Assistant Jobs (NOW HIRING)

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Investment Analyst

Chicago, IL · On-site +1

$70K - $80K/yr

Position Summary The Investment Analyst plays a key role within the Investments' team, contributing ... Working closely with senior team members, the Analyst will assist with transaction execution ...

Investment Advisory Firm

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Admin Assistant - Investment Firm

Richmond, VA

$17.75 - $24/hr

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.

LG Electronics

Investment Associate

Santa Clara, CA

* Assist the investment directors throughout the investment process from sourcing deals to screening / due diligence / writing memos for investment committee Synchronize investment strategy by ...

Old National Bank

Investment Associate

Evansville, IN

$44K - $84K/yr

The Investment Associate partners with other Wealth Management employees to develop and retain high ... They will assist with modeled strategies that require analytical and strong decision-making skills ...

Old National Bank

Investment Associate

Evansville, IN · On-site

$44K - $84K/yr

Responsibilities The Investment Associate partners with other Wealth Management employees to ... They will assist with modeled strategies that require analytical and strong decision-making skills ...

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Investment Assistant information

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$25.5K

$48.7K

$69.5K

How much do investment assistant jobs pay per year?

As of Jul 21, 2026, the average yearly pay for investment assistant in the United States is $48,745.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $59,000.00 per year, depending on experience, location, and employer.

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.
More about Investment Assistant jobs
What cities are hiring for Investment Assistant jobs? Cities with the most Investment Assistant job openings:
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Investment Assistant jobs near you
Infographic showing various Investment Assistant job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $48,745 per year, or $23.4 per hour.
Investment Associate

Investment Associate

Innovation Works, Inc.

Pittsburgh, PA • On-site

Full-time

Posted 9 days ago

Job description

Investment Associate (Experienced)
reposted 3/13/26
Innovation Works | Pittsburgh, PA
About Innovation Works
Innovation Works (IW) is one of the nation's most active early-stage investors and a key driver of the Pittsburgh region's startup ecosystem. Through direct investments, venture funds, and strategic support, IW helps launch and scale high-growth technology companies. IW also manages Riverfront Ventures (RFV), a venture capital fund focused on supporting promising startups and accelerating regional innovation.
The Role
Innovation Works is seeking a mid-level Investment Associate to support the firm's investment activities across its early-stage portfolio and venture fund operations. This role is ideal for a highly analytical professional who is passionate about startups, venture investing, and emerging technologies.
The Investment Associate works closely with the CEO and Senior Investment Associate to evaluate new investment opportunities, manage portfolio data and reporting, coordinate diligence processes, and support investor engagement. The role offers broad exposure to venture investing and the opportunity to work with founders, investors, and ecosystem partners shaping the future of the Pittsburgh technology economy.
Key Responsibilities
Deal Flow & Investment Diligence
  • Conduct market research, competitive landscape analysis, and preliminary investment evaluation.
  • Support diligence processes, including document review, reference calls, and financial analysis.
  • Prepare internal investment summaries and materials for Investment Committee discussions.
  • Participate in founder meetings and assist in follow-up diligence and analysis.

Portfolio Operations & Reporting
  • Maintain accurate portfolio and investment data in Salesforce.
  • Track follow-on investment activity and company performance metrics.
  • Support quarterly reporting processes for Riverfront Ventures.
  • Assist with annual portfolio valuations in coordination with external auditors.

Investment Operations
  • Prepare materials and documentation for Investment Committee meetings.
  • Take meeting minutes and ensure proper documentation and follow-up.
  • Coordinate scheduling of founder presentations and diligence discussions.

Investor Relations & Ecosystem Engagement
  • Maintain investor CRM records and support outreach to potential co-investors.
  • Assist in preparing materials for investor meetings and ecosystem engagements.
  • Coordinate logistics for investor events and venture ecosystem programming.

Data & Market Research
  • Conduct market research and sector analysis to support investment evaluation.
  • Assist with the preparation of IW's annual Investment Landscape Report.
  • Maintain datasets related to regional venture financing activity and portfolio performance.

Qualifications
  • 3-5 years of experience in venture capital, investment banking, private equity, consulting, finance, or other analytical roles.
  • Strong analytical and financial modeling skills; advanced Excel proficiency preferred.
  • Experience working with startups or early-stage companies strongly preferred.
  • Familiarity with venture capital financing structures and startup ecosystems.
  • Experience with CRM systems such as Salesforce is a plus.
  • Excellent written and verbal communication skills.

What We're Looking For
  • Strong intellectual curiosity about technology, startups, and venture investing.
  • Highly organized with exceptional attention to detail.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Proactive, self-directed work style with strong ownership of projects.
  • Collaborative mindset and high level of personal integrity.

Why Join Innovation Works
This role provides a unique opportunity to work at the center of one of the country's most dynamic regional innovation ecosystems. The Investment Associate will gain hands-on exposure to venture investing, support the growth of breakthrough startups, and contribute to the continued development of Pittsburgh as a national technology hub.
Equal Opportunity Employer
Innovation Works, Inc. is an equal opportunity employer committed to creating a respectful and welcoming workplace. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or veteran status. All employment decisions are based on qualifications, merit, and business needs.

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