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Investment Associate Jobs in Indiana (NOW HIRING)

SS&C

Associate Manager

Evansville, IN · Hybrid

$70K - $125K/yr

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

Capital Group

Meeting Planning Associate

Carmel, IN · On-site

$61.18K - $97.88K/yr

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture ... We believe that belonging leads to better outcomes and a stronger community of associates united by ...

Capgroup

Meeting Planning Associate

Indianapolis, IN · On-site

$61.18K - $97.88K/yr

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture ... We believe that belonging leads to better outcomes and a stronger community of associates united by ...

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Investment Associate information

See Indiana salary details

$20.9K

$92.4K

$203.2K

How much do investment associate jobs pay per year?

As of May 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 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 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 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

Investment Consultant - Carmel, IN

Charles Schwab

Carmel, IN • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 27 days ago

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.   

As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You’ll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role.

What you have

Required Qualifications: 

  • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)   
  • A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)   
  • A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)   

Preferred Qualifications: 

  • 2 years of experience in the financial services industry 
  • Ability to leverage Business development experience 
  • Passion for gaining knowledge of brokerage/banking products and services 
  • Openness to build strong client relationships 

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.


What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

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