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Investment Associate Jobs in Decatur, AL (NOW HIRING)

Waverly Advisors LLC

Client Service Associate

Huntsville, AL · On-site

$13.75 - $19/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Client Service Associate Huntsville, AL Waverly Advisors' primary goal is to serve our clients, one ... We go far beyond just managing our clients' investments, offering truly in-depth financial planning.

Waverly Advisors, LLC

Client Service Associate

Huntsville, AL · On-site

$14.25 - $19.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We go far beyond just managing our clients' investments, offering truly in-depth financial planning ... The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving ...

Waverly Advisors, LLC

Client Service Associate

Huntsville, AL · On-site

$14.25 - $19.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We go far beyond just managing our clients' investments, offering truly in-depth financial planning ... The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving ...

Tire Discounters

Sales Associate

Huntsville, AL · On-site

$35K - $55K/yr

Your Role as Sales Associate and Sales Manager: Our Sales Associates and Sales Managers are the ... Investing in you: Master-certified trainers, paid hands-on learning, plus a company tool program to ...

New

H&R Block

Tax Associate

Decatur, AL · On-site

$52K - $69K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Harvest, AL · On-site

$53K - $71K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Madison, AL · On-site

$52K - $70K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Huntsville, AL · On-site

$54K - $72K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Decatur, AL · On-site

$52K - $69K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Hartselle, AL · On-site

$52K - $69K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Moulton, AL · On-site

$51K - $68K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Madison, AL · On-site

$52K - $70K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Huntsville, AL · On-site

$56K - $75K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Huntsville, AL · On-site

$50K - $67K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

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All JobsInvestment Associate JobsInvestment Associate Jobs in Decatur, AL

Investment Associate information

See Decatur, AL salary details

$20.6K

$91K

$200.1K

How much do investment associate jobs pay per year?

As of Aug 19, 2026, the average yearly pay for investment associate in Decatur, AL is $91,001.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,900.00 and $110,200.00 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.

More about Investment Associate jobs

What job categories do people searching Investment Associate jobs in Decatur, AL look for?

The top searched job categories for Investment Associate jobs in Decatur, AL are:

What cities near Decatur, AL are hiring for Investment Associate jobs?

Cities near Decatur, AL with the most Investment Associate job openings:

Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Decatur, AL as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 26% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $91,001 per year, or $43.8 per hour.

Investment Portfolio Associate-Huntsville, AL

Raymondjames

Huntsville, AL • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago

Job description

Job Description Summary

Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/ maintaining financial models. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information.

Job Description

Responsibilities

  • Collects fundamental research on related companies as requested by Financial Advisors.
  • Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios.
  • Assists in preparation of written industry and company specific reports
  • Assists in development of financial models for revenue and income forecasts.
  • Assists with research and analytics used in Investment Strategy white papers for Financial Advisors.
  • Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects.
  • May participate in client meetings to identify client goals and tolerances.
  • Assists with developing individualized client investment strategy for Financial Advisor.
  • Responds to inquiries from Financial Advisors to research and resolve issues.
  • Prepares customized written industry and company specific reports upon request to Financial Advisor.
  • Assists in development of financial models to forecast team revenue and income.
  • Assists with preparation of scheduled and ad hoc performance reports.
  • Maintains checklists for tracking periodic investment managers' reviews by third party and independent investment manager searches.
  • Generates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients.
  • Interfaces effectively with all levels of staff in managing portfolios.
  • Completes ad hoc projects and reports as assigned.
  • Performs other duties and responsibilities as assigned.

Education/Experience Requirements

  • Bachelor's degree in a related field and three years' experience in the financial services industry with an emphasis on conducting market research and analysis

~or~

  • An equivalent combination of experience, education and/or training as approved by Human Resources

Licenses

  • SIE required provided that an exemption or grandfathering cannot be applied
  • Series 7
  • Series 63, 65 and/or 66 as required by state
  • Additional licenses or designations may be required as needed.

Education

Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance

Work Experience

General Experience - 13 months to 3 years

Certifications

S65 - Uniform Investment Adviser Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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