ZipRecruiter

Log In

1

Investment Associate Jobs in Appleton, WI (NOW HIRING)

Ducommun

Production Associate

Appleton, WI · On-site

$14.75 - $18.50/hr

Production Associate - Multiple Positions Available Launch Your Manufacturing Career with Ducommun ... At Ducommun, we invest in our employees and believe in promoting from within. You'll work alongside ...

Ducommun

Production Associate

Appleton, WI · On-site

$14.75 - $18.50/hr

Production Associate - Multiple Positions Available Launch Your Manufacturing Career with Ducommun ... At Ducommun, we invest in our employees and believe in promoting from within. You'll work alongside ...

Ducommun

Production Associate

Appleton, WI · On-site

$14.75 - $18.50/hr

Production Associate - Multiple Positions Available Launch Your Manufacturing Career with Ducommun ... At Ducommun, we invest in our employees and believe in promoting from within. You'll work alongside ...

Camping World Holdings, Inc.

RV Sales Associate

Oshkosh, WI · On-site

$50K - $150K/yr

We Invest in Your Success from Day One. Starting out, you'll enjoy the stability of a competitive ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

Tailored Brands

Seasonal Sales Associate

WI · On-site

$13.25 - $15.50/hr

Retail Sales Associate - Part-time We invest in our people and continuously work towards fostering an inspirational, inclusive, and innovative culture, so that every team member has a true sense of ...

Tailored Brands

Seasonal Sales Associate

Green Bay, WI · On-site

$13.25 - $15.50/hr

Retail Sales Associate - Part-time We invest in our people and continuously work towards fostering an inspirational, inclusive, and innovative culture, so that every team member has a true sense of ...

next page

Showing results 1-20

All JobsInvestment Associate JobsInvestment Associate Jobs in Appleton, WI

Investment Associate information

See Appleton, WI salary details

$21.5K

$94.7K

$208.3K

How much do investment associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for investment associate in Appleton, WI is $94,717.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,400.00 and $114,600.00 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 Appleton, WI?

The most popular types of Investment jobs in Appleton, WI are:

What are popular job titles related to Investment Associate jobs in Appleton, WI?

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

What job categories do people searching Investment Associate jobs in Appleton, WI look for?

The top searched job categories for Investment Associate jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Investment Associate jobs?

Cities near Appleton, WI with the most Investment Associate job openings:

Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Appleton, WI as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $94,717 per year, or $45.5 per hour.

Investment Representative

Landmark Credit Union

Appleton, WI • On-site

Full-time

Posted 10 days ago

Landmark Credit Union rating

9.0

Company rating: 9.0 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

Job description

At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you'll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union.
NATURE AND SCOPE:
Reports to the SVP, Landmark Investment Center. Assists in providing investment products and services to Landmark Credit Union members and prospective members. Supports client relationship development by conducting client meetings, gathering financial information, preparing recommendations and financial plans, and responding to client inquiries. Collaborates with credit union staff, fund and insurance companies, and LPL Financial to service client accounts, process transactions, and support the delivery of investment solutions under the guidance of senior advisors.
REQUIREMENTS:
1. High school diploma or equivalent, and a minimum of one year experience as a registered representative and be approved to operate as a registered representative of a broker/dealer affiliated with Landmark Credit Union, and adhere to the policies and procedures of that broker/dealer when working with any securities products.
2. Must hold a WI Life Insurance License and FINRA series 6 or 7 and 66 (or 63 & 65) Securities Licenses.
3. Experience or ability to gain proficiency in all programs and systems used for this job.
4. Excellent verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently.
5. Must develop a thorough understanding of company policies and procedures as they relate to the position. Must comply with all company policies and procedures and job-related state and federal laws and regulations.
PRINCIPAL ACCOUNTABILITIES:
1. Develops and maintains client relationships by conducting initial and ongoing review meetings to assess financial goals, risk tolerance, time horizon, and investment needs.
2. Provides investment and financial planning services by preparing financial plans, investment recommendations, applications, proposals, and related documentation.
3. Manages client accounts and transactions by processing securities trades, monitoring account activity and statements, and conducting account research with fund companies, insurance carriers, and broker-dealer partners.
4. Delivers responsive client service by handling client inquiries, preparing correspondence, coordinating mailings, and serving as a liaison between clients and external partners.
5. Maintains accurate client records by documenting client interactions and updating client information within contact management and recordkeeping systems.
6. Prepares for and conducts client reviews by analyzing account performance and creating materials to support client review meetings.
7. Promotes financial education and awareness by presenting at new hire training sessions and facilitating investment-related educational seminars.
8. Performs other duties as assigned.
EEO/Veterans/Disabled

What Landmark Credit Union employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply