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Finance Analyst

Mustang, TX

Develop and maintain financial models related to revenue, gross margin, operating expenses, EBITDA, and capital investments. * Assist in preparing annual operating plans for Rental Services and Heavy ...

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How much do investment assistant jobs pay per year?

As of Aug 12, 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 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.
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Investment Assistant jobs near you
Infographic showing various Investment Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $48,745 per year, or $23.4 per hour.

Operations Associate - Investment Office

Carnegie Mellon University

Pittsburgh, PA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 11 days ago

Carnegie Mellon University rating

8.6

Company rating: 8.6 out of 10

Based on 24 frontline employees who took The Breakroom Quiz

67th of 618 rated colleges and universities

Job description

Carnegie Mellon University, located in Pittsburgh, Pennsylvania, is a global top-tier, private research university founded in 1900 by industrialist and philanthropist Andrew Carnegie. A birthplace of innovation throughout its greater than 125-year history, Carnegie Mellon is recognized for arts and technology programs, collaboration across disciplines, and leadership in educational excellence.
Created through generous gifts and augmented by careful financial stewardship, Carnegie Mellon's $4 billion investment portfolio serves as a key strategic and growing asset to support the university's research and education mission. Carnegie Mellon's Investment Office manages the endowment portfolio and the university's other long-term financial investments with a growth orientation. The equities-focused investment portfolio comprises premier investment management firms across the globe with an emphasis on private equity, including VC, growth, and buyouts, as well as allocations to hedge funds and traditional investments. As a leading research university, Carnegie Mellon has excellent access to the best investment opportunities and investment managers in the world. Carnegie Mellon has high expectations for its investment portfolio. The importance of our mission and the diversity of our activities foster a challenging, intellectually stimulating, and driven work environment that we balance with an inclusive and collaborative approach.
We are seeking an Operations Associate to join our team! This is an exciting opportunity if you thrive in an interesting and challenging work environment. You will assume critical process, control, and recording responsibilities for endowment financial reporting and analytics. Reporting to the Director - Investment Operations, Risk and Analytics, you will be responsible for core operational functions and for producing key reports and analytics for leadership.
Core responsibilities include:
  • Manage documentation and processes to onboard new external investment managers.
  • Monitor investment manager requests and coordinate with responsible investment team members.
  • Review quarterly valuations and transactions for the Long-Term Pool investment portfolio and post accounting entries in the general ledger.
  • Prepare dashboards and periodic portfolio analytics.
  • Assist with the tracking of portfolio company level data for private equity fund investments.
  • Assist with the operational due diligence review for private equity and hedge fund managers.
  • Assist with AI integration projects within the Investment Office.
  • Support audit, tax, and other regulatory filings.

Adaptability, excellence, and passion are vital qualities within Carnegie Mellon University. We are in search of a team member who can effectively interact with a varied population of internal and external partners at a high level of integrity. We are looking for someone who shares our values and who will support the mission of the university through their work.
You should demonstrate:
  • Knowledge of professional practice in financial accounting and reporting, internal controls, and external reporting. Ability to read, interpret, and analyze GAAP and IFRS financial documents.
  • Ability to problem solve and gather/analyze information skillfully and efficiently.
  • Technical proficiency in Microsoft Excel. Ability to analyze large data sets and identify patterns and gaps within the data.
  • Team player approach to collaboration, strong organizational skills and ability to handle multiple tasks with accuracy and attention to detail, and a keen sense of prioritization and planning.
  • Excellent interpersonal, listening, and communication skills and high standards of professional ethics and integrity.

Qualifications:
  • Bachelor's degree in business, accounting, economics or finance required; CPA desired.
  • Minimum five years in a finance, accounting or auditing position. Previous investment operations or asset management experience is a plus.
  • Experience with investment operations platforms such as Dynamo, Geneva Advent, BNY Nexen, Microsoft Power Bi is a plus.
  • A combination of education and relevant experience from which comparable knowledge is demonstrated may be considered.

Requirements:
  • Successful pre-employment background check

Joining the CMU team opens the door to an array of exceptional benefits.
Benefits eligible employees enjoy a wide array of benefits including comprehensive medical, prescription, dental, and vision insurance as well as a generous retirement savings program with employer contributions. Unlock your potential with tuition benefits, take well-deserved breaks with ample paid time off and observed holidays, and rest easy with life and accidental death and disability insurance.
Additional perks include a free Pittsburgh Regional Transit bus pass, access to our Family Concierge Team to help navigate childcare needs, fitness center access, and much more!
For a comprehensive overview of the benefits available, explore our Benefits page.
At Carnegie Mellon, we value the whole package when extending offers of employment. Beyond credentials, we evaluate the role and responsibilities, your valuable work experience, and the knowledge gained through education and training. We appreciate your unique skills and the perspective you bring. Your journey with us is about more than just a job; it's about finding the perfect fit for your professional growth and personal aspirations.
Are you interested in an exciting opportunity with an exceptional organization?! Apply today!
Location
Pittsburgh, PA
Job Function
Financial Planning, Analysis, Accounting and Reporting
Position Type
Staff - Regular
Full Time/Part time
Full time
Pay Basis
Salary
More Information:
  • Please visit "Why Carnegie Mellon" to learn more about becoming part of an institution inspiring innovations that change the world.
  • Click here to view a listing of employee benefits
  • Carnegie Mellon University is an Equal Opportunity Employer/Disability/Veteran.
  • Statement of Assurance

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