The Investment Due Diligence Specialist will be responsible for conducting due diligence on all investment products added to the Integrity Wealth Platform. This position will conduct research ...
The Investment Due Diligence Specialist will be responsible for conducting due diligence on all investment products added to the Integrity Wealth Platform. This position will conduct research ...
Real Estate Agent / Associate (Investment Sales)
Des Moines, IA · On-site
$80K - $107K/yr
Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process. * Represent yourself, your colleagues, and Greysteel with professionalism and integrity.
Real Estate Agent / Associate (Investment Sales)
Des Moines, IA · On-site
$80K - $107K/yr
Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process. * Represent yourself, your colleagues, and Greysteel with professionalism and integrity.
Associate Dentist
Anamosa, IA · On-site
Associate Dentist Join Anamosa Dental Associates - Where Great Dentistry Meets a Great Team Are you ... We invest in our providers, embrace advanced technology, and foster a culture built on teamwork ...
Associate Dentist
Anamosa, IA · On-site
Associate Dentist Join Anamosa Dental Associates - Where Great Dentistry Meets a Great Team Are you ... We invest in our providers, embrace advanced technology, and foster a culture built on teamwork ...
Real Estate Agent / Associate (Investment Sales)
Des Moines, IA · On-site
$80K - $107K/yr
Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process. * Represent yourself, your colleagues, and Greysteel with professionalism and integrity.
Quick apply
Real Estate Agent / Associate (Investment Sales)
Des Moines, IA · On-site
$80K - $107K/yr
Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process. * Represent yourself, your colleagues, and Greysteel with professionalism and integrity.
Description Associate Dentist Join Anamosa Dental Associates - Where Great Dentistry Meets a Great ... We invest in our providers, embrace advanced technology, and foster a culture built on teamwork ...
Description Associate Dentist Join Anamosa Dental Associates - Where Great Dentistry Meets a Great ... We invest in our providers, embrace advanced technology, and foster a culture built on teamwork ...
Associate Dentist
Anamosa, IA · On-site
Associate Dentist Join Anamosa Dental Associates - Where Great Dentistry Meets a Great Team Are you ... We invest in our providers, embrace advanced technology, and foster a culture built on teamwork ...
Associate Dentist
Anamosa, IA · On-site
Associate Dentist Join Anamosa Dental Associates - Where Great Dentistry Meets a Great Team Are you ... We invest in our providers, embrace advanced technology, and foster a culture built on teamwork ...
Job Summary We are seeking an Associate Regional Director to join our Advocacy and Supervision team ... of investment solutions with no proprietary products. For further information about Cambridge ...
Job Summary We are seeking an Associate Regional Director to join our Advocacy and Supervision team ... of investment solutions with no proprietary products. For further information about Cambridge ...
Associate Dentist
Anamosa, IA · On-site
Associate Dentist Join Anamosa Dental Associates - Where Great Dentistry Meets a Great Team Are you ... We invest in our providers, embrace advanced technology, and foster a culture built on teamwork ...
Quick apply
Associate Dentist
Anamosa, IA · On-site
Associate Dentist Join Anamosa Dental Associates - Where Great Dentistry Meets a Great Team Are you ... We invest in our providers, embrace advanced technology, and foster a culture built on teamwork ...
Wealth Management Associate
Marion, IA · On-site
Our employees are our most valuable assets, so we invest in them with a comprehensive and ... Wealth Management Associates are expected to support other Trust and Wealth Management Officers ...
Wealth Management Associate
Marion, IA · On-site
Our employees are our most valuable assets, so we invest in them with a comprehensive and ... Wealth Management Associates are expected to support other Trust and Wealth Management Officers ...
Our employees are our most valuable assets, so we invest in them with a comprehensive and ... Wealth Management Associates are expected to support other Trust and Wealth Management Officers ...
Our employees are our most valuable assets, so we invest in them with a comprehensive and ... Wealth Management Associates are expected to support other Trust and Wealth Management Officers ...
Wealth Management Associate
Marion, IA · On-site
Our employees are our most valuable assets, so we invest in them with a comprehensive and ... Wealth Management Associates are expected to support other Trust and Wealth Management Officers ...
Quick apply
Wealth Management Associate
Marion, IA · On-site
Our employees are our most valuable assets, so we invest in them with a comprehensive and ... Wealth Management Associates are expected to support other Trust and Wealth Management Officers ...
The Private Banking Associate I provides administrative support to the officers of the Private Banking Department. This position also provides prompt, efficient service and assistance to all Private ...
The Private Banking Associate I provides administrative support to the officers of the Private Banking Department. This position also provides prompt, efficient service and assistance to all Private ...
The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the ...
The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the ...
The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the ...
The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the ...
The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the ...
The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the ...
Housekeeping Associate
Ames, IA · On-site
$16.50/hr
What's more, you are part of an extraordinary company - one that's investing in the future of ... The Housekeeping Associate is responsible for carrying out the normal laundry activity procedures ...
Housekeeping Associate
Ames, IA · On-site
$16.50/hr
What's more, you are part of an extraordinary company - one that's investing in the future of ... The Housekeeping Associate is responsible for carrying out the normal laundry activity procedures ...
Housekeeping Associate
Ames, IA · On-site
$16.50/hr
What's more, you are part of an extraordinary company - one that's investing in the future of ... The Housekeeping Associate is responsible for carrying out the normal laundry activity procedures ...
Housekeeping Associate
Ames, IA · On-site
$16.50/hr
What's more, you are part of an extraordinary company - one that's investing in the future of ... The Housekeeping Associate is responsible for carrying out the normal laundry activity procedures ...
... Investment Group is seeking a Director, Advocacy and Supervision to lead a territory of multiple roles, including Regional Directors, Associate Regional Directors, and Principals, who build and ...
... Investment Group is seeking a Director, Advocacy and Supervision to lead a territory of multiple roles, including Regional Directors, Associate Regional Directors, and Principals, who build and ...
Housekeeping Associate
Ames, IA · On-site
$16.50/hr
What's more, you are part of an extraordinary company - one that's investing in the future of ... The Housekeeping Associate is responsible for carrying out the normal laundry activity procedures ...
Housekeeping Associate
Ames, IA · On-site
$16.50/hr
What's more, you are part of an extraordinary company - one that's investing in the future of ... The Housekeeping Associate is responsible for carrying out the normal laundry activity procedures ...
Registration and Licensing Consultant
Fairfield, IA · On-site +1
$50K - $60K/yr
... investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial ...
Registration and Licensing Consultant
Fairfield, IA · On-site +1
$50K - $60K/yr
... investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial ...
Investment Associate information
See Iowa salary details
$20.7K - $37K
4% of jobs
$37K - $53.4K
14% of jobs
$57K is the 25th percentile. Wages below this are outliers.
$53.4K - $69.7K
32% of jobs
The median wage is $70.2K / yr.
$69.7K - $86.1K
18% of jobs
$86.1K - $102.4K
7% of jobs
$102.8K is the 75th percentile. Wages above this are outliers.
$102.4K - $118.8K
12% of jobs
$118.8K - $135.1K
9% of jobs
$135.1K - $151.5K
4% of jobs
$151.5K - $167.8K
0% of jobs
$167.8K - $184.2K
0% of jobs
$184.2K - $200.5K
0% of jobs
$20.7K
$91.2K
$200.5K
How much do investment associate jobs pay per year?
As of Aug 14, 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 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?
| Aspect | Investment Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, possibly CFA Level I | Bachelor's degree, CFA Level I often preferred |
| Work Environment | Investment firms, asset management, private equity | Corporations, banks, investment firms |
| Employer & Industry Usage | Common in asset management and private equity | Widespread across finance sectors |
| Common Search & Comparison | Yes | Yes |
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.
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 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:
Full-time
Medical, Life, Retirement
Re-posted 14 days ago
Integrity Marketing Group rating
7.7
Based on 34 frontline employees who took The Breakroom Quiz
15th of 50 rated marketing agency
Job description
Job Description
About Integrity Wealth
Integrity Marketing Group, LLC ("Integrity"), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced the official brand launch of Integrity Wealth. With more than $46 billion in assets under management and advisement and an extensive network of wealth advisors across all 50 states, Integrity Wealth is already a strong and respected leader in the industry. The formal launch of the Integrity Wealth brand brings together Integrity's formidable and diverse wealth-focused partner firms to more comprehensively work with the company's Life and Health divisions in delivering truly holistic life, health and wealth solutions to millions of American consumers throughout their lifetime.
Integrity Wealth, in combination with Integrity's pillars of Life and Health, brings transformative change to the industry as it empowers agents and advisors to access comprehensive capabilities within partner affiliates to expand integrated solutions. Consumers will benefit greatly as they gain access, through their wealth advisors and insurance agents, to more wide-ranging and cross-functional guidance, extensive products and effective planning solutions. This innovative integrated approach is designed to support the full range of financial well-being - from health and life insurance to retirement and financial planning.
Job Summary
Excellent opportunity to join a successful, well-established company looking to grow to the next level. The Investment Due Diligence Specialist will be responsible for conducting due diligence on all investment products added to the Integrity Wealth Platform. This position will conduct research, analyze financial data, and prepare recommendations for the Integrity Wealth Investment and Risk committee. Various products will include Alternatives, Private Equity Investments, Third Party Managed Account Programs amongst other investment agreements that need to be added to the platform.
Primary Responsibilities:
Primary Skills & Requirements:
About Integrity
Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
About Integrity Wealth
Integrity Marketing Group, LLC ("Integrity"), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced the official brand launch of Integrity Wealth. With more than $46 billion in assets under management and advisement and an extensive network of wealth advisors across all 50 states, Integrity Wealth is already a strong and respected leader in the industry. The formal launch of the Integrity Wealth brand brings together Integrity's formidable and diverse wealth-focused partner firms to more comprehensively work with the company's Life and Health divisions in delivering truly holistic life, health and wealth solutions to millions of American consumers throughout their lifetime.
Integrity Wealth, in combination with Integrity's pillars of Life and Health, brings transformative change to the industry as it empowers agents and advisors to access comprehensive capabilities within partner affiliates to expand integrated solutions. Consumers will benefit greatly as they gain access, through their wealth advisors and insurance agents, to more wide-ranging and cross-functional guidance, extensive products and effective planning solutions. This innovative integrated approach is designed to support the full range of financial well-being - from health and life insurance to retirement and financial planning.
Job Summary
Excellent opportunity to join a successful, well-established company looking to grow to the next level. The Investment Due Diligence Specialist will be responsible for conducting due diligence on all investment products added to the Integrity Wealth Platform. This position will conduct research, analyze financial data, and prepare recommendations for the Integrity Wealth Investment and Risk committee. Various products will include Alternatives, Private Equity Investments, Third Party Managed Account Programs amongst other investment agreements that need to be added to the platform.
Primary Responsibilities:
- Conduct thorough research on all potential products
- Develop recommendations for products to the Investment and Risk committee
- Analyze product details, financial statements, and legal documents to assess all potential risks to adding a product to the platform
- Collaborate with various third-party vendors and internal stake holders to develop necessary documentation for all decisions
- Develop internal tracking process of all Due Diligence decisions for Integrity Wealth
- Maintain database and files for various products
- Conduct on-going due diligence annually for all approved products on the Integrity platform
Primary Skills & Requirements:
- Bachelor's degree from four-year college in related field, 5-7 years related experience or equivalent combination of education and experience
- 4+ years of experience supporting investment products within a Broker-Dealer, RIA or Insurance Organization
- 2+ years of experience in due diligence support or analyzing investment products
- Knowledge of back-office systems and custodians within a Broker-Dealer and RIA
- Travel up to 15%
- Microsoft Access experience
- Series 6, 7 and 65/66 preferred. Candidates without must obtain within 12 months of employment.
About Integrity
Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
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