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Investment Associate Jobs in Iowa (NOW HIRING)

First Community Trust

Investment Associate

Dubuque, IA · On-site

$60K - $75K/yr

About the Role We are seeking a full-time Investment Associate to support portfolio management, trading, and investment research across client accounts. This role is critical in delivering sound ...

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 27, 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.
Investment Associate

Investment Associate

First Community Trust

Dubuque, IA • On-site

$60K - $75K/yr

Full-time

Posted 23 hours ago

Job description

Why First Community Trust (FCT)?

First Community Trust (FCT) is a nationally chartered trust company offering wealth advisory services including investment, retirement, and trust services, primarily to credit unions. Our purpose is to help clients achieve their personal, financial and estate planning goals with confidence. With over $1.3B in assets under management, FCT continues to grow through strong client partnerships and a commitment to service excellence.

About the Role

We are seeking a full-time Investment Associate to support portfolio management, trading, and investment research across client accounts. This role is critical in delivering sound investment strategies and maintaining high standards of accuracy, compliance, and client service.

NOTE: Candidates must reside in or near Dubuque, Iowa.

What You'll Be Doing

  • Support portfolio management through account reviews, performance analysis, and recommendations.
  • Execute trades, including funds, equities, bonds, block trades, and portfolio rebalancing.
  • Conduct investment research and due diligence using tools such as Morningstar Direct.
  • Monitor market trends and assist in developing economic updates and commentary.
  • Prepare client materials, reports, and presentations for meetings and board discussions.
  • Support compliance through portfolio monitoring and reporting and ensure adherence to policies and regulations.
  • Collaborate with internal teams and external partners (e.g., brokers).

Who You Are

  • Bachelor's degree in Accounting, Economics, or Finance or equivalent years of experience.
  • Prior experience in investment management, portfolio administration, or trading (preferred)
  • Strong analytical skills with experience using Excel for data analysis
  • High attention to detail with a focus on accuracy and execution
  • Interest in financial markets, investments, and economic trends
  • Ability to collaborate effectively across teams and communicate insights clearly
  • Ownership mindset with confidence in research and recommendations
  • Experience with portfolio management tools and research platforms a plus (e.g., Morningstar Direct).

*Credit and criminal history verification will be required of all applicants.

FCT is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.