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Investment Associate Jobs in Nebraska (NOW HIRING)

Carson Group Holdings, LLC

Investment Analyst

Omaha, NE · On-site

We structure our investments to deeply align values with incentives for impact. Carson Family Office supports the Carson family in executing its philanthropic goals, managing its portfolio of assets ...

Morgan Stanley

Associate Private Banker

Omaha, NE

The Associate Private Banker will provide product and service support for the Private Bankers in ... Minimum of 3 years of experience with an investment, commercial or private bank * 2 years of client ...

Morgan Stanley

Associate Private Banker

Omaha, NE · On-site

The Associate Private Banker will provide product and service support for the Private Bankers in ... Minimum of 3 years of experience with an investment, commercial or private bank * 2 years of client ...

SpartanNash Company

Retail Associate

Omaha, NE · On-site

$14.50 - $16.75/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 ...

SpartanNash

Retail Associate

Omaha, NE · On-site

$14.50 - $16.75/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 ...

SpartanNash

Retail Associate

Omaha, NE · On-site

$14.50 - $16.75/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 ...

SpartanNash Company

Retail Associate

Omaha, NE · On-site

$14.50 - $16.75/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 ...

D.A. Davidson

Client Associate

Omaha, NE · On-site

... Associate to join our Omaha, NE branch. In this critical role, you will work with a Team of ... Interest in the investment process. Preference given to candidates with these current licenses: the ...

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All JobsInvestment Associate JobsInvestment Associate Jobs in Nebraska

Investment Associate information

See Nebraska salary details

$21K

$92.6K

$203.6K

How much do investment associate jobs pay per year?

As of Jul 1, 2026, the average yearly pay for investment associate in Nebraska is $92,554.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,000.00 and $112,000.00 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 does an investment associate do?

An investment associate analyzes financial data, conducts market research, and supports the investment team in making decisions. They often prepare reports, evaluate investment opportunities, and use tools like Excel and financial modeling software. Strong analytical skills and relevant certifications such as the CFA can be beneficial in this role.

How much does an investment associate make?

An investment associate typically earns a median annual salary ranging from $60,000 to $90,000, depending on experience, location, and firm size. Entry-level associates may start at lower salaries, while those with several years of experience or specialized skills can earn higher compensation, often supplemented with bonuses and incentives.

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.

How much do investment associates earn?

Investment associates typically earn a median annual salary ranging from $60,000 to $90,000, depending on experience, location, and the size of the firm. Entry-level associates may start at lower salaries, while those with several years of experience or specialized skills can earn higher compensation, often supplemented with bonuses and benefits.

What is the role of an investment associate?

An investment associate supports portfolio managers and analysts by conducting research, analyzing financial data, preparing reports, and assisting with investment transactions. They often use financial modeling tools and require strong analytical skills, typically working in a fast-paced environment with a focus on investment strategies and client portfolios.

What are Investment Associates?

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 Nebraska? The most popular types of Investment jobs in Nebraska are:
What are popular job titles related to Investment Associate jobs in Nebraska? For Investment Associate jobs in Nebraska, the most frequently searched job titles are:
What job categories do people searching Investment Associate jobs in Nebraska look for? The top searched job categories for Investment Associate jobs in Nebraska are:
Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Nebraska as of June 2026, with employment types broken down into 1% As Needed, 44% Full Time, 51% Part Time, 1% Temporary, and 3% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $92,554 per year, or $44.5 per hour.
Investment Analyst

Investment Analyst

Carson Group Holdings, LLC

Omaha, NE • On-site

Full-time

Medical, Retirement

Posted 22 days ago

Key responsibilities

  • Conduct in-depth research and financial analysis on potential investment opportunities across various asset classes.

  • Develop and maintain financial models to evaluate investment performance, risk, and return potential.

  • Monitor existing portfolio investments, track performance, and prepare periodic performance reports.

Job description

Who We Are
The Carson Family Office (CFO) invests in Conscious Leaders with world-changing ideas. We focus our capital to elevate teams with big visions and the talent to execute. We structure our investments to deeply align values with incentives for impact.
Carson Family Office supports the Carson family in executing its philanthropic goals, managing its portfolio of assets, and organizing its estate for infinite impact.
We are made up of mission-aligned people who have one thing in common; purpose.
We believe success is about more than accumulation and that money is an exponential resource; we create space for conscious leaders to expand; we are an integrated team that leverages systems, policy and process; we take conscious control of the affairs of the family; and we simplify complexity, executing with discipline.
Who We Want
We're seeking an experienced investment analyst to join our team. As an investment analyst, you will conduct thorough investment research, analyze market trends, and provide critical data to assist in investment decision-making for new and existing holdings. The ideal candidate possesses strong analytical skills, a deep understanding of financial markets, and the ability to provide insightful recommendations to drive the financial growth process.
What To Expect
Investment Research & Analysis:
  • Conduct in-depth research and financial analysis on potential investment opportunities across various asset classes (e.g., public equities, private equity, real estate, hedge funds, venture capital, private credit).
  • Develop and maintain financial models to evaluate investment performance, risk, and return potential.
  • Prepare comprehensive investment memos and presentations summarizing research findings and investment recommendations.
  • Monitor existing portfolio investments, track performance, and prepare periodic performance reports.

Portfolio Management Support:
  • Assist in portfolio construction, rebalancing, and risk management activities.
  • Conduct due diligence on potential investment managers and conduct manager reviews.
  • Participate in investment committee meetings and contribute to investment decision-making.
  • Strategic Planning & Growth:
  • Contribute to the development and implementation of the Family Office's long-term investment strategy.
  • Identify and explore new investment opportunities and asset classes.
  • Assist in developing and implementing strategies for portfolio growth and diversification.

Administrative Support:
  • Maintain accurate and up-to-date investment records and documentation.
  • Assist with the preparation of various financial reports.
  • Manage and maintain investment databases.

What You Need
  • Bachelor's degree in Finance, Economics, or a related field.
  • Minimum 2 years of relevant investment experience within a family office, investment management firm, or relevant financial institution.
  • Strong analytical and quantitative skills with proficiency in financial modeling and data analysis.
  • Excellent research, writing, and presentation skills.
  • Proficiency in Microsoft Excel, PowerPoint, and financial data analysis tools.
  • Strong work ethic, attention to detail, and the ability to work independently and as part of a team.
  • Demonstrated facility in managing multiple projects simultaneously in a fast-paced, entrepreneurial setting.
  • Committed to communicating with clarity and professionalism with teammates, vendors, members, and others.
  • Comfortable using all available channels to ensure that the goals and realities of all projects are constantly and clearly communicated to all stakeholders.
  • Committed to process and product improvement through constructive and productive dialog.
  • Demonstrated facility in building, managing, and interpreting complex datasets.
  • Demonstrated ability in synthesizing data for consumption via PowerPoint and/or written reports.
  • Flexibility and aptitude to move from strategic to tactical and from partnership to independence frequently, while maintaining effective team dynamics.

Preferred Qualifications:
  • CFA, CAIA, or other relevant professional designations.
  • Experience with alternative investments (e.g., private equity, venture capital, real estate).
  • Familiarity with portfolio management software (Addepar) and data analytics platforms.

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson Family Office strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

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