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Investment Associate Jobs in Alexis, IL (NOW HIRING)

Tax Associate

Galesburg, IL · On-site

$14.45 - $18/hr

We invest in your well-being through competitive pay, comprehensive benefits, and support for life ... Qualifying associates can enroll themselves and/or their eligible dependents in medical and ...

Sales Associate

Burlington, IA · On-site

$100K - $150K/yr

If you're competitive, driven by results, and motivated by uncapped earning potential , this is your opportunity to join a company that invests in your success. Since 1976, Furniture Mart USA has ...

Sales Associate

Burlington, IA · On-site

$100K - $150K/yr

If you're competitive, driven by results, and motivated by uncapped earning potential , this is your opportunity to join a company that invests in your success. Since 1976, Furniture Mart USA has ...

Sales Associate

Burlington, IA · On-site

$100K - $150K/yr

If you're competitive, driven by results, and motivated by uncapped earning potential , this is your opportunity to join a company that invests in your success. Since 1976, Furniture Mart USA has ...

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Showing results 1-20

Investment Associate information

See Alexis, IL salary details

$21.4K

$94.3K

$207.4K

How much do investment associate jobs pay per year?

As of Sep 1, 2026, the average yearly pay for investment associate in Alexis, IL is $94,319.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,200.00 and $114,200.00 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.

What cities near Alexis, IL are hiring for Investment Associate jobs?

Cities near Alexis, IL with the most Investment Associate job openings:

Infographic showing various Investment Associate job openings in Alexis, IL as of June 2026, with employment types broken down into 68% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $94,319 per year, or $45.3 per hour.

Future Career Openings at Ansay & Associates

Ansay & Associates

Abingdon, IL

$15.25 - $20.25/hr

Full-time

Re-posted 9 days ago


Job description

Overview

At Ansay & Associates, we are always looking to connect with talented professionals who are interested in building a long-term career with a growing, relationship-driven organization.

While we may not have a current opening that matches your background today, we encourage you to apply to this evergreen opportunity so we can stay connected as new roles become available across our organization.

Who We Are

Ansay & Associates is a best-in-class insurance agency committed to helping our clients secure, protect, and grow their version of the American Dream. We pride ourselves on a culture built around strong relationships, continuous improvement, and investing in our people.

Our team operates under core values that guide everything we do:

  • Integrity
  • Respect
  • Accountability
  • Passion
  • Positive “Can-Do” Mentality
  • Excellence & Professionalism

Areas of Opportunity

We frequently hire across a variety of roles and experience levels, including but not limited to:

  • Account Management (Personal Lines, Commercial Lines, Employee Benefits)
  • Sales / Producer Roles
  • Business Development
  • Client Service & Operations
  • Administrative / Support Positions
  • Leadership & Management Roles

What We Look For

While each position has its own requirements, successful candidates at Ansay typically demonstrate:

  • Strong communication and relationship-building skills
  • A proactive, self-starter mindset
  • Commitment to delivering exceptional client service
  • Ability to manage multiple priorities in a fast-paced environment
  • Team-oriented approach with a positive attitude

Insurance experience is valuable but not required for all roles—we provide training and development opportunities to support your growth.

Why Join Ansay?

  • Career growth and advancement opportunities
  • Training, mentorship, and professional development
  • Collaborative and supportive team environment
  • Strong community involvement and culture
  • Commitment to employee success and well-being

How This Works

  • Submit your resume and indicate your areas of interest
  • Our recruitment team will review your experience and keep your profile on file
  • When a relevant opportunity opens, we will reach out to discuss next steps

Apply Today

If you are interested in exploring future opportunities with Ansay & Associates, we encourage you to apply and start the conversation.