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Investment Associate Jobs in Kentucky (NOW HIRING)

Focus Partners Wealth

$115 - $130/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

## SMA & ETF Trading Associate - Options StrategiesApplyremote type: Fully Onsitelocations: Stamford ... Experience managing investment strategies offered in a publicly traded ETF format, alongside ...

New

InforCapital

$120 - $190/hr

Industrial Opportunity Partners (IOP), a Chicago-area private equity firm investing out of its ... Associate or Vice President level focused on its Credit Opportunities strategy.**Key ...

New

Nelnet, Inc.

$120 - $160/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

For over 40 years, Nelnet has been serving its customers, associates, and communities.The perks of ... Draft, review, negotiate, and coordinate execution of investment and project documents, including ...

New

Stifel

Registered Client Service Associate

Bowling Green, KY

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific ...

Johnston & Murphy

Full-Time Stock Associate

Lexington, KY · On-site

$13.25 - $16.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

Simpsonville, KY · On-site

$13.75 - $17.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Stifel

Registered Client Service Associate

Bowling Green, KY · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific ...

Stifel

Registered Client Service Associate

Bowling Green, KY · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific ...

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Showing results 1-20

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 15, 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.

SMA & ETF Trading Associate - Options Strategies

Focus Partners Wealth

On-site

$115 - $130/hr

Other

Medical, Dental, Vision, Life, Retirement

Posted 2 days ago

New

Job description

## SMA & ETF Trading Associate - Options StrategiesApplyremote type: Fully Onsitelocations: Stamford, Connecticuttime type: Full timeposted on: Posted 3 Days Agojob requisition id: JR100107**Job Description Summary:**NorthCoast Asset Management is looking for a SMA & ETF Trading Associate - Option Strategies to join our team in our Stamford, CT office in a trade execution role. Responsibilities include building, executing and allocating trades across 7,000+ client accounts, researching and resolving trade and position breaks with executing brokers, reviewing client specific restrictions, maintaining trade execution data for TCA analysis and compiling and maintaining all performance results for composites. In addition, the candidate will be required to maintain and develop automation processes for the operations and trading teams using Visual Basic and/or Python. The candidate will also cross train with the operations group where he/she will reconcile client’s portfolio data, research and resolve any cash related inquiries and resolve failing transactions with custodians and counterparties. This position requires a presence in the Stamford office five days a week.**Job Description:****Primary Responsibilities*** Building, executing and allocating trades across 7,000+ client accounts* Researching and resolving trade and position breaks with executing brokers* Reviewing client specific restrictions* Maintaining trade execution data for TCA analysis and compiling and maintaining all performance results for composites.* Maintain and develop automation processes for the operations and trading teams using Visual Basic and/or Python.**Qualifications*** Bachelor’s degree.* 2+ years of relevant experience* Ability to handwrite 200+ lines of code in Python* A positive attitude and high energy level* Experience managing investment strategies offered in a publicly traded ETF format, alongside separately managed account strategies, is strongly preferred* High attention to detail* Ability to multitask in a fast-paced and sometimes stressful environment* intermediary + knowledge of Microsoft products especially Excel* Proactive communication and follow-up* Knowledge of SS&C Technologies GWP, visual Basic and Python is a plus, but we are willing to train.This position is an exempt position. The annualized base pay range for this role is expected to be between $115,000–$130,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments. The firm is headquartered in Stamford, Connecticut and operates as a part of the Focus network.Learn more at NorthCoast Asset Management or follow the company on LinkedIn. #J-18808-Ljbffr

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