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Investment Associate Jobs in Kentucky (NOW HIRING)

Johnston & Murphy

Full-Time Stock Associate

Simpsonville, KY · On-site

$13.75 - $17.50/hr

Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...

Johnston & Murphy

Full-Time Stock Associate

Lexington, KY · On-site

$13.25 - $16.75/hr

Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...

Johnston & Murphy

Full-Time Stock Associate

Louisville, KY · On-site

$13.75 - $17.50/hr

Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...

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All JobsInvestment Associate JobsInvestment Associate Jobs in Kentucky

Investment Associate information

See Kentucky salary details

$19.1K

$84.3K

$185.4K

How much do investment associate jobs pay per year?

As of Aug 7, 2026, the average yearly pay for investment associate in Kentucky is $84,310.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,500.00 and $102,100.00 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 Kentucky? The most popular types of Investment jobs in Kentucky are:
What are popular job titles related to Investment Associate jobs in Kentucky? For Investment Associate jobs in Kentucky, the most frequently searched job titles are:
What job categories do people searching Investment Associate jobs in Kentucky look for? The top searched job categories for Investment Associate jobs in Kentucky are:
What cities in Kentucky are hiring for Investment Associate jobs? Cities in Kentucky with the most Investment Associate job openings:
Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Kentucky as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 25% Part Time, 1% Temporary, and 4% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $84,310 per year, or $40.5 per hour.

Investment Products Consultant

Robert W Baird & Co

Louisville, KY

Full-time

Posted 29 days ago

Job description

About The Role:

The Investment Strategy & Consulting (IS&C) team within Baird Private Wealth Management (PWM) plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across our investment, liquidity, retirement plans, and insurance platforms necessary for delivering great outcomes for our clients. Strategically at Baird, we believe that delivering a great Wealth Management Experience for clients is built upon three pillars: Investment Consulting, Wealth Planning, and Relationship Management.

The Investment ProductsConsultantis responsible forpartnering with Financial Advisors, Branch Associates,Portfolio Managers, and other Key Partners seeking information on mutual funds andETFsavailable across the platform andassistswith the day-to-day management of multiple solutions. The Consultant will work with various areas of the firm to develop guidelines, tools, and best practices in support of the business, and will also incorporate external and internal feedback to ensure our Clients and Financial Advisors have theappropriate resourcesat their disposal.The Investment Products Consultant will help execute on the risk-managed growth strategy of mutual funds and ETFs offerings used by clients of Baird as well as the broader ecosystem within Private Wealth Management. The candidate that fills this role will work alongside the Investment Products Manager and will also be responsible for partnering across the Wealth Solutions Group (WSG), other teams within PWM, and Corporate Resource Groups (CRGs) that support the organic and acquisitive growth strategies of the business, as effective collaboration is key to driving progress across IS&C's strategic priorities:

  • Clients - Deliver solutions aligned with Baird's Wealth Management Experience. Branch Network - Increase scale and productivity while ensuring branch associates have adopted relevant and widely-utilized solutions in their practices.
  • Baird PWM - Collaborate to drive sustainable PWM growth while helping to manage firm risk.

By forging strong relationships with Baird Financial Advisors ("FAs"), the Investment Products Consultant will be expected to be a true partner in the delivery of great client outcomes. In addition to partnering with internal teams, the Investment Products Consultant will work with Financial Advisors and Client Specialists delivering expert knowledge on advice specific to mutual funds & ETFs, solutions and strategies, allowing the implementation of informed decision making.

The Impact You'll Make:

  • Serve as subject matter expert to Financial Advisors and Branch Associates to articulate information on mutual funds and ETFs
  • Consult with Financial Advisors and Client Specialists to evaluate clients' needs while navigating investment solutions including elements of financial planning
  • Serve as a liaison between internal and external partners to ensure alignment with procedures and policies including but not limited to compliance, supervision and operations
  • Maintain internal and external relationships and retain an in-depth familiarity with the investment products platform in support of Baird Financial Advisors and Portfolio Managers
  • Play a key role in coordinating and executing policy decisions as well as the ongoing platform maintenance that is required to ensure compliance with REG BI policies, including but not limited to, an annual mutual fund and ETF investment product rationalization
  • Partner internally with Legal/Compliance, Operations, Investment Solutions, Marketing & Communications, and other areas necessary to ensure the consistent application of broader strategic initiatives
  • Stay informed of industry and regulatory developments to help identify and address gaps within the investment products platform specific to mutual funds and ETFS
  • Develop and deliver educational content that is relevant to Investment products specific to mutual funds and ETFs
  • Proactively develop ideas and initiatives to sustainably grow the investment products platform
  • Enhance internal processes to make investment products' processes efficient and scalable
  • Effectively partner on broader initiatives to grow, support and evolve the investment products platform
  • Occasional travel is required for advisor/branch education and industry symposium education events
  • Perform other duties as assigned by Investment Products Manager

What You'll Bring To Baird:

  • Bachelor's Degree and 5+ years of relevant professional experience in the financial services industry required
  • SIE, Series 7 & 66 licensed required within 12 months of start date
  • Ability to learn and effectively navigate Baird's Private Wealth Management technology platforms (Thomson ONE, ValueOne, Morningstar, etc.)
  • Exceptional client service skills including both written and verbal
  • The candidate will have the opportunity to work with all levels of associates and management, including technical topics to Financial Advisors individually and in a group setting
  • Strong computer skills, including proficient in Microsoft Office suite (Word, Excel, PowerPoint)
  • Strong organizational skills - ability to prioritize and manage multiple tasks simultaneously
  • Ability to act as a team player, assisting others in the department, when necessary, is mandatory
  • Possesses a high attention to detail
  • Strong analytical skills and research skills

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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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