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Investment Associate Jobs in Indiana (NOW HIRING)

GPM Investments LLC

Deli Associate

Wabash, IN · On-site

$11/hr

Overview Join Our Team as a Deli Associate - Where Flavor Meets Fun! Are you passionate about food ... GPM Investments, LLC maintains a drug-free workplace

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$20.9K

$92.4K

$203.2K

How much do investment associate jobs pay per year?

As of Sep 2, 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 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 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 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.

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.

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
Infographic showing various Investment Associate job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 2% Hybrid, and 2% Remote job distribution, with an average salary of $92,371 per year, or $44.4 per hour.

Investment Operations Associate

GSG Wealth Management

Evansville, IN • On-site

$60K - $70K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 3 days ago

New

Job description

General Responsibilities

GSG Wealth Management is a comprehensive financial planning firm seeking a professional and detail-oriented Investment Operations Associate. In this role, the professional will carry out operations and servicing for investment accounts for clients of GSG Wealth Management. The ideal candidate will demonstrate strong analytical skills, exceptional attention to detail, and a commitment to supporting clients' financial goals through efficient investment operations and financial planning support. As a member of the 17-person GSG team, this associate will help maintain an efficient, effective, and highly organized office environment. Specific responsibilities may include but are not limited to:

Investment Operations

  • Communicate effectively with advisors and clients
  • Initiate purchase and sale of securities that align with clients’ goals
  • Process fund/NMIS transfers, exchanges, and redemption requests
  • Understand, open accounts for, and initiate changes to sophisticated investment strategies (MAMs, SMAs, alternative investment solutions)
  • Thoroughly review NMIS forms for completeness and proactively attain any missing informationProcess service requests including funds disbursements, account transfers, and journaling between accounts
  • File new statements, account forms and other investment-related materials
  • Complete initial data input for investment account analysis
  • Utilize financial software to track investments, generate reports, and analyze data effectively
  • Act as liaison between Financial Advisor and third-party investment firms to troubleshoot business, client, and access needs
  • Assist in receiving and forwarding checks and related paperwork to the network and home office
  • Work with network office, NMIS, and fund families to resolve client account issues
  • Analyze client investment holdings and opportunities and provide potential solutions to Financial Advisor

 

Client Service

  • Deliver excellent service to clients, ensuring questions are answered quickly and accurately 
  • Process account maintenance requests
  • Contact clients to confirm receipt of forms and request return of outstanding documents
  • Prepare/print letters of instruction for client signature
  • Participate, with the support of employing financial advisor, in various activities of the sales cycle
  • Maintain efficient systems for account follow-up and service requirements

Team Responsibilities

  • Understand and support the firm’s vision, mission and strategy
  • Collaborate with team members on complex investment cases
  • Continually improve processes and procedures to best serve clients
  • Complete strategic initiatives and projects as assigned by GSG Partners and/or Practice Manager

Qualifications

  • Required: Attainment of Series 7 & 63 within 6 months of employment (material & testing covered by GSG)
  • Preferred: Experience in securities industry and/or administrative support/customer service

                       Bachelor’s degree

  • Proficiency in financial software applications for data analysis and reporting
  • Strong organizational and time management skills
  • Ability to maintain a high degree of accuracy in handling detailed work
  • Proactivity in problem solving
  • Curiosity, pattern recognition, and ability to perform simple analysis of financial holdings
  • Excellent communication skills (verbal and written) with the ability to collaborate effectively with others
  • Strong math and data entry skills
  • Ability to multi-task, prioritize, and meet deadlines
  • Ability to adapt to change and identify opportunities for process improvements
  • Ability to maintain confidentiality


Salary and Benefits:

  • Range: $60,000-$70,000
  • Professional development assistance
  • 401(k)
  • 401(k) matching
  • Paid time off
  • Health insurance
  • Vision insurance
  • Dental insurance


Apply