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Investment Associate Jobs in Indiana (NOW HIRING)

Old National Bank

Investment Associate

Evansville, IN

$44K - $84K/yr

The Investment Associate will work closely with portfolio managers to specific create a successful client experience. They will work with Portfolio Managers in obtaining investment policy objectives ...

Old National Bank

Investment Associate

Evansville, IN

$44K - $84K/yr

The Investment Associate partners with other Wealth Management employees to develop and retain high net worth clients. The Investment Associate will work closely with portfolio managers to specific ...

SS&C

Associate Manager

Evansville, IN · Hybrid

$137K/yr

Associate Manager, Investor Services Locations: Evansville, IN or Union, NJ or New York, NY or Windsor, CT or Boston, MA - Hybrid About the Role As the backbone of the investment world, SS&C is ...

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All JobsInvestment Associate JobsInvestment Associate Jobs in Indiana

Investment Associate information

See Indiana salary details

$20.9K

$92.4K

$203.2K

How much do investment associate jobs pay per year?

As of Jun 23, 2026, the average yearly pay for investment associate in Indiana is $92,371.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,900.00 and $111,800.00 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 does an investment associate do?

An investment associate analyzes financial data, conducts research, and supports portfolio management to assist in making investment decisions. They often prepare reports, evaluate market trends, and use tools like Excel or financial modeling software, typically working under the supervision of senior staff in a fast-paced environment.

How much does an investment associate make?

An investment associate typically earns a salary ranging from $60,000 to $100,000 annually, depending on experience, location, and the size of the firm. Bonuses and performance incentives can also significantly increase total compensation. Entry-level roles may start lower, while experienced associates with certifications like CFA can earn higher salaries.

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.

How much do investment associates earn?

Investment associates typically earn a median annual salary ranging from $60,000 to $100,000, depending on experience, location, and the size of the firm. Entry-level associates may start at lower salaries, while those with several years of experience or specialized skills can earn higher compensation, often supplemented with bonuses and benefits.

What is the role of an investment associate?

An investment associate supports portfolio managers and analysts by conducting research, analyzing financial data, preparing reports, and assisting with investment transactions. They often use financial modeling tools and require strong analytical skills, typically working in a fast-paced environment with a focus on investment strategies and client portfolios.

What are Investment Associates?

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 Indiana? The most popular types of Investment jobs in Indiana are:
What are popular job titles related to Investment Associate jobs in Indiana? For Investment Associate jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Investment Associate jobs in Indiana look for? The top searched job categories for Investment Associate jobs in Indiana are:
What cities in Indiana are hiring for Investment Associate jobs? Cities in Indiana with the most Investment Associate job openings:
Investment Associate jobs near you
Investment Associate

Investment Associate

Old National Bank

Evansville, IN

$44K - $84K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 26 days ago

Old National Bank rating

8.0

Company rating: 8.0 out of 10

Based on 36 frontline employees who took The Breakroom Quiz

54th of 141 rated banks

Job description

Overview
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Investment Associate partners with other Wealth Management employees to develop and retain high net worth clients. The Investment Associate will work closely with portfolio managers to specific create a successful client experience. They will work with Portfolio Managers in obtaining investment policy objectives and setting the right asset allocation.
They will assist with modeled strategies that require analytical and strong decision-making skills. Assist with managing risk across the book of business.
Salary Range
The salary range for this position is $44,700/yr. - $84,500/yr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Management of investment portfolios:
  • Recommend and implement changes to the holdings and asset allocation to maintain compliance with strategies and policies.
  • Assist in ensuring assigned portfolios are managed consistently, including maintaining the proper asset allocation, portfolio rebalancing, implementing investment changes, and raising cash.
  • Assist in transitioning non-compliant portfolios to approved strategies.
  • Assist in managing account liquidity to provide for ongoing cash demands and distributions and risk management.
  • Assist in completing all special requests on assigned accounts to maintain cash needs based on client requests.
  • Assist in creating performance books for presentation to clients
  • Assist in analyzing model strategies and updating the strategies to the relevant asset allocation
  • Assist in tracking the volume of modeled investment strategies and performance
  • Assist in performing annual Reg 9 Investment reviews for assigned accounts and ensure full compliance with regulations.

Relationship management and development:
  • Partners with Wealth associates in client presentations, review of portfolio structure and investment performance reporting.
  • Prepares and presents detailed investment information that PMs will share with clients.

Team participation:
  • May provide investments thoughts to PMs and investment associates.
  • May participate in weekly Portfolio Manager meetings.
  • Work individually or with a team on assigned projects.

Key Competencies for Position
  • Technical Knowledge
  • Critical Thinking and Decision Making
  • Communicating with Impact - Special projects and presentations as assigned.

Qualifications and Education Requirements
  • Bachelor's degree preferred; 1-3 years' experience working with portfolio managers
  • Strong administrative/organizational skills
  • Strong verbal and written communication skills
  • Ability to work with little oversight

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!

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