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Investment Associate Jobs in Indiana (NOW HIRING)

Precision Strip

Production Associate

Portage, IN · On-site

$23.75/hr

Be part of a Company That Invests in YOU and Your Family! At Precision Strip, our associates are the reason we are known as the best in the metal processing industry. As we grow, we are looking for ...

Precision Strip

Production Associate

Portage, IN · On-site

$23.75/hr

Be part of a Company That Invests in YOU and Your Family! At Precision Strip, our associates are the reason we are known as the best in the metal processing industry. As we grow, we are looking for ...

Precision Strip

Production Associate

Jeffersonville, IN · On-site

$23.75/hr

Be part of a Company That Invests in YOU and Your Family! At Precision Strip, our associates are the reason we are known as the best in the metal processing industry. As we grow, we are looking for ...

Precision Strip

Production Associate

Anderson, IN · On-site

$23.75/hr

Be part of a Company That Invests in YOU and Your Family! At Precision Strip, our associates are the reason we are known as the best in the metal processing industry. As we grow, we are looking for ...

Precision Strip

Production Associate

Jeffersonville, IN · On-site

$23.75/hr

Be part of a Company That Invests in YOU and Your Family! At Precision Strip, our associates are the reason we are known as the best in the metal processing industry. As we grow, we are looking for ...

Precision Strip

Production Associate

Portage, IN

$23.75/hr

Be part of a Company That Invests in YOU and Your Family! At Precision Strip, our associates are the reason we are known as the best in the metal processing industry. As we grow, we are looking for ...

SS&C

Senior Associate

Evansville, IN · Hybrid

$130K/yr

Senior Associate, Alternative Investor Services Locations: Evansville, IN; Union, NJ - Hybrid Why Join SS&C SS&C combines proprietary technology with deep industry expertise to support complex ...

SS&C Technologies

Senior Associate

Evansville, IN · On-site

$130K/yr

Senior Associate, Alternative Investor Services Locations: Evansville, IN; Union, NJ - Hybrid Why Join SS&C SS&C combines proprietary technology with deep industry expertise to support complex ...

SpartanNash

Retail Associate

Hartford City, IN

$13.75 - $16/hr

SpartanNash is an Equal Opportunity Employer that invests in Associate development, recognizes and celebrates success, fosters two-way communication, and promotes a sense of belonging. We are ...

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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 28, 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
Infographic showing various Investment Associate job openings in Indiana as of June 2026, with employment types broken down into 2% As Needed, 31% Full Time, 62% Part Time, 2% Temporary, and 3% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $92,371 per year, or $44.4 per hour.
Client PM Portfolio Mgr III

Client PM Portfolio Mgr III

Old National Bank

Evansville, IN • On-site

$77K - $153K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 28 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

55th of 142 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
We are currently seeking a Portfolio Manager that will collaborate with other disciplines within Wealth Management to develop and retain high net worth client relationships through the delivery of an exceptional and cohesive client experience. The Portfolio Manager manages investment activities for fee revenue producing accounts. They provide investment expertise and oversight on accounts that require decision making and implementation. Portfolio Manager takes into consideration the sensitivity due to the nature of the relationship, size/type of assets managed, fiduciary requirements, comprehension of tax considerations, multi-generational structures, and coordination with outside attorneys, trustees and consultants.
Salary Range
The salary range for this position is $77,900 - $153,000 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Key Accountabilities
Management of investment portfolios:
  • Develops and recommends a client centric investment portfolio leveraging all of Wealth Management's investment solutions to achieve client's investment objectives. Reviews and analyzes investment portfolios to develop the appropriate asset allocation and select underlying investment strategies with an understanding of the client's preferences.
  • Provide ongoing oversight, recommending and implementing changes to the holdings and asset allocation to maintain compliance with strategies and policies.
  • Ensure assigned portfolios are managed consistently, including maintaining the proper asset allocation, portfolio rebalancing, implementing investment changes, and raising cash.
  • Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.
  • Transition non-compliant portfolios to approved strategies.
  • Manage account liquidity to provide for ongoing cash demands and distributions and risk management.
  • Performs annual Reg 9 Investment reviews for assigned accounts and ensures full compliance with regulations.

Relationship management and development:
  • Partners with Wealth Management client team in client presentations, review of portfolio structure and investment performance reporting.
  • Serves as the relationship expert in the areas of 1834 a Division of Old National investment capabilities, portfolio performance, the economy, and market environment.
  • Prepares and presents detailed investment information to clients.
  • Participates in business development efforts with Wealth Advisors, Trust Officers and other relationship managers.
  • Collaborates with internal partners to deliver an exceptional and cohesive client experience.
  • Maintains an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity.
  • Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, and ensuring current allocations are appropriate.
  • Respond to client requests for information, advice, and service, including proactive client outreach and creating and building investment content for prospect and client presentations, client investment reviews, prospecting events, thought leadership articles and investment updates, and documenting account activities and client interaction.
    May provide leadership through interaction and mentoring of other investment associates.
  • Participate in weekly Portfolio Manager meetings.
  • Work individually or with a team on assigned projects.

Develops and maintains current industry knowledge and expertise
  • Engages in thought leadership publications, educational opportunities, and practice hosted symposiums and events.
  • Accountable for personal execution of initiatives, new capability rollouts, and required training.
  • Consistently demonstrates expertise with new investment strategies, tools and capabilities, and portfolio research and investment methodologies.
  • Provides feedback on areas for improvement to leadership on national initiatives, changes, and expectations.
  • Stays current with current general economic data, equity and credit markets, specific company coverage, active and passive mutual funds/exchange traded funds and tactical asset allocations investment decisions.

Key Competencies for Position
  • Critical Thinking and Decision Making - Maintain an in-depth knowledge of current economic and financial market conditions.
  • Influencing Others - Maintain in-depth knowledge of the company's investment strategies and the ability to present and explain the use of appropriate strategies to clients and team members.
  • Communicating with Impact - Special projects and presentations as assigned.

Key Measures of Success/Key Deliverables:
  • Compliance with Old National's investment Strategies and policies.
  • Client retention.
  • Business development and increasing share of client wallet assets.

Qualifications
  • Bachelor's degree - Business, finance, economics or relevant degree.
  • Minimum 5 years of investment experience, which may include research, in which consistent long term investment performance has met objectives.
  • May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.
  • Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios.
  • Decision making, sales, and negotiating skills are required to contribute to the market's revenue generation and guide sensitive or difficult situations through agreement.
  • Requires specialized depth and/or breadth of expertise in own job discipline or field.
  • Interprets internal/external business challenges and recommends best practices to improve products, processes, or services.
  • Communicates difficult concepts and negotiates with others to adopt a different point of view.
  • CFA or other advanced designation such as CPA or CFP
  • Graduate degree such as MBA or JD preferred
  • Technical experience in investment software (IE: FIS, Charles River, Morningstar, Factset, First Rate, Salesforce and Microsoft Office.)
  • 5+ years of investment decision making and financial consulting experience working with high-net-worth clients.

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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