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Investment Associate Jobs in Iowa (NOW HIRING)

Integritymarketing

Investment Trader

Urbandale, IA

Research market trends, current investment conditions and governing regulations. Maintain daily oversight of the Integrity Wealth internal and sub-advised investment portfolio offerings. Duties ...

Accenture

Investment Banking Consultant

Des Moines, IA · On-site

We invest in training and development in a big way, so you can build your future along with ours, creating an impactful career unique to you. Ultimately, we believe that we are greater than me and ...

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All JobsInvestment Associate JobsInvestment Associate Jobs in Iowa

Investment Associate information

See Iowa salary details

$20.7K

$91.2K

$200.5K

How much do investment associate jobs pay per year?

As of Jul 26, 2026, the average yearly pay for investment associate in Iowa is $91,177.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,100.00 and $110,400.00 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 market research, and supports the investment team in making decisions. They often prepare reports, evaluate investment opportunities, and use tools like Excel and financial modeling software. Strong analytical skills and relevant certifications such as the CFA can be beneficial in this role.

How much does an investment associate make?

An investment associate typically earns a median annual salary ranging from $60,000 to $90,000, depending on experience, location, and firm size. 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 incentives.

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 $90,000, 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 Iowa? The most popular types of Investment jobs in Iowa are:
What are popular job titles related to Investment Associate jobs in Iowa? For Investment Associate jobs in Iowa, the most frequently searched job titles are:
What job categories do people searching Investment Associate jobs in Iowa look for? The top searched job categories for Investment Associate jobs in Iowa are:
What cities in Iowa are hiring for Investment Associate jobs? Cities in Iowa with the most Investment Associate job openings:
Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Iowa as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $91,177 per year, or $43.8 per hour.
Senior Investment Operations Associate

Senior Investment Operations Associate

McGill Junge Wealth Management

Clive, IA • On-site

Full-time

Posted 23 days ago

Job description

Salary:

Senior Investment Operations Associate


McGill Junge Wealth Management, a rapidly growing comprehensive wealth management team located in Central Iowa, is looking to hire a Senior Investment Operations Associate to its wealth management team. This individual will play a key role in ensuring accurate trade execution, portfolio maintenance, investment audits, alternatives administration, and efficient investment workflows that support excellent client outcomes.


Role Profile:
The Senior Investment Operations Associate role is responsible for the coordinating day to day operational priorities, maintaining execution quality standards, enforcing workflow discipline, and escalating issues appropriately to Investment Leadership. This role serves as the primary operational point of coordination within Investment Operations and plays a key role in ensuring execution accuracy, efficiency, and consistency across all investment processes.

This role owns core execution responsibilities across trading, portfolio management, account administration, alternatives processing, and investment workflows, with an emphasis on precision, compliance, efficiency, and scalability.


Operational Coordination & Prioritization
Coordinate daily and weekly operational workload across investment operations activities
Prioritize tasks based on investment timelines, client needs, and risk considerations
Communicate capacity constraints, sequencing considerations, and dependencies to Investment Strategy and Investment Leadership
Ensure high priority and time sensitive tasks are executed accurately and on schedule


Trading Execution & Compliance
Own accurate and timely execution of all trades across client portfolios
Execute trades in alignment with firm standards, model recommendations, client objectives, and regulatory requirements
Ensure adherence to compliance controls, trading restrictions, and internal policies
Review portfolio activity for accuracy and completeness and identify potential execution risks or exceptions for escalation


Issue Identification & Escalation
Identify execution errors, exceptions, or process breakdowns and take appropriate corrective action
Escalate material issues, risks, or capacity constraints to Investment Strategy or Investment Leadership in a timely manner
Document recurring issues and partner with leadership to prevent future occurrences
Exercise sound judgment in determining when issues require leadership awareness versus operational resolution


Daily Portfolio Management & Cash Positioning
Own daily portfolio management activities, including cash positioning and liquidity management
Monitor accounts to ensure sufficient cash for planned trades, distributions, and fees
Perform routine portfolio adjustments and operational maintenance to support strategy alignment and client service quality
Perform cashiering functions and process cash withdrawals
Partner with Investment Strategy and Advisors to maintain accurate portfolio implementation


Alternatives Administration & Compliance
Own the processing, administration, and tracking of alternative investment paperwork and documentation
Ensure alternatives investments are processed accurately and in compliance with firm policies and regulatory requirements
Coordinate with Advisors, custodians, and clients to ensure a seamless alternatives investment experience
Maintain accurate records and documentation for all alternative investment activity


Account Administration
Reviews and monitors progress on paperwork for investment/advisory accounts alongside planning team associates/advisors
Monitor, process, and follow up on asset transfers and initial and subsequent funding of advisory accounts
Process proposal amendments, monitor alerts, and complete annual reviews in Envestnet


Workflow Design, Optimization & Process Documentation
Own and enforce the consistent execution of investment operations workflows including creation, documentation, and continuous refinement of investment operations processes
Promote workflow discipline and consistency across all investment operations activities
Identify opportunities to improve efficiency, consistency, clarity, compliance, and scalability across investment processes
Maintain current and accessible process documentation to support training, continuity, and operational excellence
Partner with Investment Leadership to implement process improvements and best practices


Technology & System Management
Ensure investment technology platforms and are accurate, optimized, and effectively integrated
Monitor data integrity and system outputs to support trading, reporting, and portfolio management accuracy
Identify, escalate, and assist in resolving system issues, inefficiencies, or enhancement opportunities
Drive testing and implementation of platform updates or new tools as needed


Presentation & Advisor Support
Prepare investment related data, reports, and documentation for advisory review meetings as needed
Support Advisors and Investment Strategy with portfolio, performance, and operational reporting as needed


Qualifications:
3-5+ yrs experience in Financial Services or Investment Operations
Bachelors degree with major in finance, economics, accounting, financial planning or related field required
FINRA Series 6 or 7 and series 63 license (required or obtainable within 6 months on the job).
Iowa Life and Health Insurance License (preferred or obtainable within 6 months on the job).
Progress toward professional designation a plus but not required:
CFA, CAIA, CFP, CPWA, CPA, JD, MBA, or CIMA
Completion of Northwestern Mutual Signature advisory training.
Experience with Envestnet and custodial investment platforms strongly preferred
Proven experience executing and reviewing trades, cash movements, portfolio maintenance, and account administration with a high degree of accuracy
Demonstrated ability to take ownership, exercise sound judgment, and provide operational leadership without formal authority
Strong judgment in identifying execution issues, determining appropriate resolution paths, and escalating material risks or exceptions


Key Characteristics:
High integrity and strong attention to detail
Processoriented with disciplined execution mindset
Excellent written and verbal communication skills
Strong organizational and prioritization skills
Ability to manage multiple responsibilities in a fastpaced environment
Commitment to accuracy, compliance, and continuous improvement
Ability to work independently and collaboratively
Maintains confidentiality and professionalism at all times