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Investment Associate Jobs in Tennessee (NOW HIRING)

S.E.E.D. Planning Group

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Investment Associate - Trading

Knoxville, TN · On-site

$55K - $75K/yr

Position Overview The Investment Associate - Trading plays a key role in supporting the firm's investment management process by implementing portfolio transactions and maintaining alignment with ...

MUFG

Investment Banking Associate

Nashville, TN · On-site +1

$170K/yr

Intrepid Investment Bankers is expanding nationally and seeking experienced Investment Banking Associates across our offices for both M&A and Restructuring advisory. Associates work on dedicated ...

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Investment Associate information

See Tennessee salary details

$20K

$88.1K

$193.8K

How much do investment associate jobs pay per year?

As of Aug 22, 2026, the average yearly pay for investment associate in Tennessee is $88,105.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,000.00 and $106,600.00 per year, depending on experience, location, and employer.

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 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 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.

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.

More about Investment Associate jobs

What are the most commonly searched types of Investment jobs in Tennessee?

The most popular types of Investment jobs in Tennessee are:

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For Investment Associate jobs in Tennessee, the most frequently searched job titles are:

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The top searched job categories for Investment Associate jobs in Tennessee are:

What cities in Tennessee are hiring for Investment Associate jobs?

Cities in Tennessee with the most Investment Associate job openings:

Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Tennessee as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 23% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $88,105 per year, or $42.4 per hour.

Investment Associate - Trading

S.E.E.D. Planning Group

Knoxville, TN • On-site

$55K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 29 days ago

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Job description

Position Overview

The Investment Associate – Trading plays a key role in supporting the firm's investment management process by implementing portfolio transactions and maintaining alignment with established equity and fixed income strategies. This position is responsible for executing trades, managing portfolio cash needs, supporting portfolio rebalancing efforts, and ensuring all activities are completed in accordance with regulatory requirements and internal policies.

This role offers an excellent opportunity for an early-career professional to develop expertise in portfolio management, trading operations, investment analysis, and wealth management. The position provides meaningful exposure to the firm's investment decision-making process, including opportunities to contribute to equity and investment research, interact with clients and advisors, and help enhance trading and portfolio management workflows as experience and expertise grow.

Key Responsibilities

· Execute securities transactions, including stocks, bonds, mutual funds, and ETFs, in accordance with investment strategy guidelines.

· Raise cash as needed to meet client distribution requests and other liquidity requirements.

· Facilitate transfers between investment, checking, savings, and other client accounts.

· Rebalance portfolios in response to client contributions or withdrawals, market movements, and changes in client risk profiles.

· Monitor trading activity to ensure accuracy, timeliness, and alignment with portfolio objectives.

· Maintain compliance with regulatory standards, firm policies, and industry best practices.

· Collaborate with investment professionals and operations teams to support efficient portfolio management and client service.

· Support investment research initiatives through market, industry, and company analysis as needed.

· Identify opportunities to improve trading, rebalancing, and portfolio management processes, and contribute recommendations that enhance efficiency, scalability, and execution quality.

Education & Experience

This is an entry-level position. A bachelor's degree in Finance, Economics, Accounting, Business, or a related field is required. Coursework or experience in data analytics, financial modeling, or investment research is a plus.

Certifications

Series 65 – Required or ability to obtain upon hiring

Preferred Skills & Qualifications

· Strong analytical, quantitative, and problem-solving abilities.

· Excellent verbal and written communication skills.

· Ability to thrive in a collaborative, fast-paced, team-oriented environment.

· Strong organizational skills with the ability to manage multiple priorities and deadlines.

· Exceptional attention to detail and commitment to accuracy.

· Working knowledge of investment securities, including stocks, bonds, mutual funds, and ETFs.

· Proficiency with Microsoft Excel and other financial analysis tools preferred.

· High level of professionalism, integrity, and accountability.

Company Description

Fee-Only Financial Planning | Investment Fiduciary | No Commissions | https://seedpg.com/

We Believe: You should have access to high-quality financial planning regardless of how much money you have and without having to move assets to receive help and guidance.

We Are: Stimulating. Exceptional. Ethical. Duty. (S.E.E.D.)

We Serve: Young professionals & young families, current & future retirees, high net-worth families & individuals, business owners, and nonprofits.

We Empower: You to live your best life and help you achieve your own unique definition of financial success through our core services - retirement planning, investment planning, tax planning, estate planning, charity & philanthropy.