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Investment Associate Jobs in Alabama (NOW HIRING)

CANTERBURY CAPITAL

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Investment Operations Associate

Tuscaloosa, AL · On-site

$45K - $67K/yr

Job Summary We are seeking a dynamic and detail-oriented Investment Operations Associate to join our growing financial services team. In this pivotal role, you will be responsible for managing the ...

CANTERBURY CAPITAL

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Investment Operations Associate

Tuscaloosa, AL · On-site

$45K - $67K/yr

Job Summary We are seeking a dynamic and detail-oriented Investment Operations Associate to join our growing financial services team. In this pivotal role, you will be responsible for managing the ...

Morningstar Properties

Office Associate

Birmingham, AL · On-site

$16 - $21.25/hr

We believe our greatest investments are our people, and we'd love to invest in you. Who We're ... Associates or Bachelor's degree is always a plus but not required. * Valid driver's license in the ...

Morningstar Properties

Office Associate

Irondale, AL · On-site

$16 - $21.25/hr

We believe our greatest investments are our people, and we'd love to invest in you. Who We're ... Associates or Bachelor's degree is always a plus but not required. * Valid driver's license in the ...

Harris

$100K - $120K/yr

TSX) company, is seeking an experienced, hands-on Senior Corporate Development Associate to build ... You will identify and assess prospective investments, build trusted relationships with founders and ...

New

River City

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Retail Sales Associate

Montgomery, AL · On-site

$12 - $15/hr

We know you're choosing to invest your time with us, and we are committed to doing the same for you ... Sales Associate Team Leader Traits: * Self-sufficient * You believe that a positive customer ...

New

Waverly Advisors, LLC

Client Service Associate

Huntsville, AL

$14.25 - $19.75/hr

We go far beyond just managing our clients' investments, offering truly in-depth financial planning ... The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving ...

New

Waverly Advisors, LLC

Client Service Associate

Huntsville, AL · On-site

$14.25 - $19.75/hr

We go far beyond just managing our clients' investments, offering truly in-depth financial planning ... The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving ...

New

Stifel

Client Service Associate - NR

Tuscaloosa, AL

$12 - $16.50/hr

Industry Knowledge - General understanding of the investment brokerage industry and securities ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Johnston & Murphy

Full-Time Sales Associate

Foley, AL

$15 - $17/hr

Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...

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All JobsInvestment Associate JobsInvestment Associate Jobs in Alabama

Investment Associate information

See Alabama salary details

$19.9K

$88K

$193.5K

How much do investment associate jobs pay per year?

As of Aug 13, 2026, the average yearly pay for investment associate in Alabama is $87,986.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,900.00 and $106,500.00 per year, depending on experience, location, and employer.

What does an investment associate do?

An investment associate works with investment analysts to perform a wide range of duties necessary for managing the investments of corporations and municipalities. As an investment associate, your responsibilities are to review the financial data and potential investments of a company to strategize the best plan to increase profits. You may help a client with buying stock, perform risk analysis, review a client’s portfolio, compile and interpret financial data, and assist with corporate mergers. Due to the varied nature of a client’s needs, your responsibilities also vary depending on the account.

What are some typical challenges faced by investment associates during due diligence processes?

Investment Associates often face the challenge of managing large volumes of data and tight timelines when conducting due diligence on potential investments. They must analyze financial statements, market trends, and operational risks, all while ensuring accuracy and thoroughness. Balancing multiple projects and liaising with internal teams, external consultants, and portfolio company management can also be demanding. Proactive communication and strong organizational skills are key to overcoming these challenges and delivering actionable recommendations to senior team members.

What is the difference between Investment Associate vs Financial Analyst?

AspectInvestment AssociateFinancial Analyst
Required CredentialsBachelor's degree, possibly CFA Level IBachelor's degree, CFA Level I often preferred
Work EnvironmentInvestment firms, asset management, private equityCorporations, banks, investment firms
Employer & Industry UsageCommon in asset management and private equityWidespread across finance sectors
Common Search & ComparisonYesYes

Investment Associates typically focus on supporting investment transactions, conducting due diligence, and preparing reports within investment firms. Financial Analysts analyze financial data, prepare reports, and support decision-making across various industries. While both roles require similar credentials and often work in related environments, Investment Associates are more involved in the investment process itself, whereas Financial Analysts focus on data analysis and reporting.

What is an investment associate?

Investment Associates are finance professionals who support investment decision-making at firms such as investment banks, private equity firms, or asset management companies. They analyze financial data, perform due diligence on potential investments, build financial models, and prepare reports for senior management or clients. Their work helps guide the investment strategies of their organizations, and they often interact with clients, portfolio managers, and senior analysts. Investment Associates typically have strong quantitative skills and may work long hours, especially during deal cycles.

What are the key skills and qualifications needed to thrive as an investment associate, and why are they important?

To thrive as an Investment Associate, you need strong analytical skills, financial modeling abilities, and a degree in finance, economics, or a related field. Familiarity with financial analysis tools like Excel, Bloomberg, and often a CFA designation are typically expected. Excellent communication, attention to detail, and the ability to work collaboratively are key soft skills for this role. These competencies are important for accurately assessing investment opportunities, supporting decision-making, and building trusted client and team relationships.
More about Investment Associate jobs
What are the most commonly searched types of Investment jobs in Alabama? The most popular types of Investment jobs in Alabama are:
What are popular job titles related to Investment Associate jobs in Alabama? For Investment Associate jobs in Alabama, the most frequently searched job titles are:
What job categories do people searching Investment Associate jobs in Alabama look for? The top searched job categories for Investment Associate jobs in Alabama are:
What cities in Alabama are hiring for Investment Associate jobs? Cities in Alabama with the most Investment Associate job openings:
Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Alabama as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $87,986 per year, or $42.3 per hour.

Investment Operations Associate

CANTERBURY CAPITAL

Tuscaloosa, AL • On-site

$45K - $67K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago

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Job description

Job Summary

We are seeking a dynamic and detail-oriented Investment Operations Associate to join our growing financial services team. In this pivotal role, you will be responsible for managing the day-to-day operations related to investment activities, ensuring compliance with industry regulations, and supporting the seamless execution of investment transactions. Your expertise will help maintain the integrity of our investment processes, optimize operational efficiency, and uphold the highest standards of financial accuracy. This position offers an exciting opportunity to work within a fast-paced environment where your analytical skills and industry knowledge will directly contribute to our clients’ success.

Responsibilities

  • Process and settle a wide range of investment transactions, including trade settlement, cash management, and securities transfers, ensuring accuracy and timeliness.
  • Monitor and detect potential fraud activities through rigorous fraud prevention and detection techniques, safeguarding client assets and data.
  • Maintain compliance with financial regulations such as securities law, SOX (Sarbanes-Oxley Act), and industry-specific standards by implementing appropriate controls and reporting procedures.
  • Conduct detailed financial analysis using Excel data analysis tools like pivot tables and spreadsheets to support investment decision-making and operational reporting.
  • Collaborate with internal teams on business operations, accounting, regulatory reporting, and client communication to streamline processes and improve service delivery.
  • Manage internal communication channels effectively to ensure clarity across teams regarding trade status, regulatory updates, or procedural changes.
  • Utilize financial software, SQL databases, and other technological tools to enhance data accuracy, automate routine tasks, and facilitate industry-standard compliance practices.

Skills

  • Strong understanding of financial concepts including fixed income markets, investment management, banking regulations, and financial regulatory compliance.
  • Proven experience in accounting or finance roles within the financial services or public accounting sectors.
  • Knowledge of securities law, and industry knowledge of financial regulations is highly desirable.
  • Proficiency in Microsoft Office applications—especially Excel—and advanced spreadsheet skills like pivot tables are required for effective data analysis.
  • Experience with financial software systems, trade settlement platforms, and regulatory reporting tools.
  • Excellent internal communication skills paired with customer service orientation to support client needs confidently while maintaining professional relationships.
  • Ability to analyze complex financial data quickly while adhering to strict compliance standards; strong attention to detail is crucial.
  • Demonstrated team leadership capabilities along with a proactive approach to problem-solving within a fast-paced environment.

Join us as an Investment Operations Associate if you’re eager to leverage your financial expertise in a role that challenges you daily while supporting innovative investment solutions!



Work Location: In person