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Investment Associate Jobs in Michigan (NOW HIRING)

Partners Group

MI · Hybrid

The Technology team invests in companies typically between $500 million - $2 billion in enterprise ... Be a team player who is just as prepared to do the associate's work when needed as his/her own work

Partners Group

MI · On-site

The Associate's role is to work in all aspects of the investment life cycle, including thematic research, origination, execution, structuring, pricing and negotiation of new private equity ...

LPL Financial

Associate Financial Advisor

Shelby, MI · Hybrid

Associate Financial Advisor - Shelby State Bank Your career path should lead to real opportunity ... The Investment Program at Shelby State Bank supports the local community with a complete menu of ...

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Investment Associate information

See Michigan salary details

$19.2K

$84.6K

$186.1K

How much do investment associate jobs pay per year?

As of Aug 6, 2026, the average yearly pay for investment associate in Michigan is $84,608.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,700.00 and $102,400.00 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?

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 Michigan? The most popular types of Investment jobs in Michigan are:
What are popular job titles related to Investment Associate jobs in Michigan? For Investment Associate jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Investment Associate jobs in Michigan look for? The top searched job categories for Investment Associate jobs in Michigan are:
What cities in Michigan are hiring for Investment Associate jobs? Cities in Michigan with the most Investment Associate job openings:
Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $84,608 per year, or $40.7 per hour.

Manager, Investment Accounting

Jackson National Life Insurance Company

Lansing, MI • On-site

Full-time

Re-posted 18 days ago

Job description

If you are an internal associate, please login to Workday and apply through Jobs Hub.
Job Purpose
Manages the accounting, operations, management reporting and financial analysis processes for the Company's invested asset portfolio. Implements and updates accounting and reporting policies and procedures in support of Statutory, US GAAP, and SEC regulatory reporting requirements. Manages accounting staff.
Essential Responsibilities
  • Manages financial analysis and management reporting for the invested asset portfolio.
  • Manages the compilation and reconciliation of investment income, capital gain/losses and cash available for investment.
  • Manages the consolidation of affiliated entity financial results and preparation of financial statements and footnote disclosures.
  • Manages the delivery of audit documentation and provides support to internal and external auditors.
  • Researches, interprets and implements applicable accounting guidance, pronouncements and SEC and other regulatory requirements.
  • Supports budget and forecasting activities.
  • Maintains relationships with external service providers, custodians and investment manager. Provides performance metrics and analysis/input of their continued use, as applicable.
  • Manages staff and is accountable for personnel actions including hiring, performance and salary reviews, disciplinary action and firing.
  • Provides direction and guidance to associates and coordinates training, both on-the-job and through formal training opportunities.

Other Duties
  • Completes ad hoc reports and requests for senior management.
  • Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities
  • Strong knowledge of Statutory and US GAAP accounting principles and procedures.
  • Strong understanding of Jackson products and systems.
  • Strong written and verbal communication skills.
  • Strong PC skills including MS Word, Access and Excel and other department software.
  • Strong analytical and problem solving skills.
  • Strong project management skills.
  • Must be able to work independently or as part of a team.
  • Must be able to manage and lead staff.

Qualifications
  • Bachelor's Degree in Accounting/Finance or equivalent experience required.
  • 5+ years work experience required.
  • 3+ years supervisory experience preferred.
  • Certified Public Accountant (CPA) preferred.
  • CMA or MBA preferred.

Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.

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