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Investment Associate Jobs in Kansas (NOW HIRING)

Be Ventures

Wealth Associate - Trading

Salina, KS · On-site

Join Be Wealth as a Wealth Associate and play a vital role in empowering clients to achieve secure ... Conduct investment research to support portfolio decisions and provide insights on market trends.

CBRE

Sr Analyst - Investment Sales

Kansas City, KS · On-site

As a CBRE Investment Sales Sr. Analyst, you will develop business and negotiate the selling, leasing, and marketing of large and high profile commercial real estate properties for clients. * This job ...

Exponent

Corporate Development Associate

Kansas City, KS · On-site

$140K - $170K/yr

Join a fast-growing Kansas City firm as a Corporate Development Associate role where you get hands ... Carve your own path in corporate M&A, Project Finance or PE/VC investing at a rapidly growing ...

Exponent

Corporate Development Associate

Kansas City, KS · On-site

$140K - $170K/yr

Join a fast-growing Kansas City firm as a Corporate Development Associate role where you get hands ... Carve your own path in corporate M&A, Project Finance or PE/VC investing at a rapidly growing ...

SpartanNash

$13 - $14.75/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 ...

Hamiltonlane

We invest in our employees, clients and partner relationships, as well as, in the technology and ... Hamilton Lane is looking to hire a Senior Associate to join our Real Assets Investment Team in ...

Rocket

Be Seen First

Sales Associate

Downs, KS · On-site

$13.50 - $15/hr

We invest in our employees' growth and offer career advancement. * Community Focused: Make a ... The company employs over 4,000 associates and operates its retail businesses in California, Oregon ...

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All JobsInvestment Associate JobsInvestment Associate Jobs in Kansas

Investment Associate information

See Kansas salary details

$19.6K

$86.6K

$190.4K

How much do investment associate jobs pay per year?

As of Aug 9, 2026, the average yearly pay for investment associate in Kansas is $86,574.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,000.00 and $104,800.00 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 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.

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 Kansas? The most popular types of Investment jobs in Kansas are:
What are popular job titles related to Investment Associate jobs in Kansas? For Investment Associate jobs in Kansas, the most frequently searched job titles are:
What job categories do people searching Investment Associate jobs in Kansas look for? The top searched job categories for Investment Associate jobs in Kansas are:
What cities in Kansas are hiring for Investment Associate jobs? Cities in Kansas with the most Investment Associate job openings:
Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Kansas as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 24% Part Time, 2% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $86,574 per year, or $41.6 per hour.

Wealth Associate - Trading

Be Ventures

Salina, KS • On-site

Full-time

Re-posted 19 days ago

Job description

Description:

Join Be Wealth as a Wealth Associate and play a vital role in empowering clients to achieve secure and purposeful financial futures. This dynamic position combines comprehensive support for wealth management with a focus on trading and investment research, offering an exciting opportunity to contribute to client success through both operational excellence and investment insights. You will work closely with Wealth Managers, Wealth Assistants, and leadership to deliver seamless client service, accurate execution, and high professional standards.

Key Responsibilities

  • Assist in executing trading strategies and managing investment portfolios.
  • Conduct investment research to support portfolio decisions and provide insights on market trends.
  • Prepare appointments, including all required reports, data, and meeting materials.
  • Support the development and implementation of financial plans tailored to client needs.
  • Process complex accounts and transactions with accuracy and attention to detail.
  • Collaborate with the team to ensure timely and effective client communication.
  • Maintain up-to-date knowledge of market conditions, investment products, and industry regulations.
  • Contribute to the analysis of investment opportunities and risk assessments.

Be Wealth fosters a collaborative, innovative, and client-focused culture. We are committed to supporting your growth and providing a rewarding environment where your expertise can make a meaningful impact.

Requirements:
  • Series 7 and 66 licensure (or equivalent) required
  • CFP or AMPA designation, preferred
  • Bachelor’s degree in Finance, Economics, Business, or a related field.
  • Previous experience in wealth management, investment research, or trading preferred.
  • Strong understanding of financial markets, investment products, and trading platforms.
  • Excellent analytical skills and attention to detail.
  • Proficiency in financial software, trading platforms, and MS Office Suite.
  • Exceptional communication and interpersonal skills.
  • Ability to work collaboratively in a fast-paced environment.
  • A proactive approach to learning and professional development.