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Investment Associate Jobs in Kettering, OH (NOW HIRING)

Full-Time Stock Associate

Monroe, OH · On-site

$14.25 - $18/hr

Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...

Full-Time Stock Associate

Monroe, OH · On-site

$14.25 - $18/hr

Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...

Full-Time Stock Associate

Monroe, OH · On-site

$14.25 - $18/hr

Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...

Full-Time Stock Associate

Monroe, OH · On-site

$14.25 - $18/hr

Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...

Retail Associate

Germantown, OH

$13.75 - $15.75/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 ...

Retail Associate

Middletown, OH · On-site

$14.50 - $16.50/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 ...

Retail Associate

Middletown, OH · On-site

$14.50 - $16.50/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 ...

Retail Associate

Germantown, OH · On-site

$13.75 - $15.75/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 ...

Full-Time Sales Associate

Monroe, OH · On-site

$13.25 - $18/hr

Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...

Full-Time Sales Associate

Monroe, OH · On-site

$13.25 - $18/hr

Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...

Full-Time Sales Associate

Monroe, OH · On-site

$13.25 - $18/hr

Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...

Full-Time Sales Associate

Monroe, OH · On-site

$14.25 - $16.50/hr

Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...

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Showing results 1-20

Investment Associate information

See Kettering, OH salary details

$19.6K

$86.5K

$190.3K

How much do investment associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for investment associate in Kettering, OH is $86,510.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,900.00 and $104,700.00 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 Kettering, OH are hiring for Investment Associate jobs?

Cities near Kettering, OH with the most Investment Associate job openings:

Infographic showing various Investment Associate job openings in Kettering, OH as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 29% Part Time, 1% Temporary, and 1% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $86,510 per year, or $41.6 per hour.

Managing Director, Yellow Cardinal Investment Banking

First Financial Bank

Kettering, OH • On-site

Full-time

Re-posted 11 days ago


Job description

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!
If you are interested and qualified for this role, we invite you to apply.
The Managing Director, Yellow Cardinal Investment Banking will be responsible for sourcing new engagements and leading the execution of various projects.
Essential Functions/Responsibilities
  • Identify potential new clients
  • Lead the "pitch" proposal process to secure new engagements
  • Negotiate the terms of engagement letters including the fee structure
  • Manage/lead the execution of engagements
  • Maintain/build a network of business owners and referral sources
  • Develop and cultivate relationships with potential buyers including Family Offices, Private Equity Groups, private companies and entrepreneurs
  • Assist other team members in analyzing opportunities and executing transactions
  • Provide input on CIM's and other project related materials

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
  • Bachelors degree; Masters preferred
  • 5+ years of Investment Banking/Wealth Management/Business Succession experience preferred.
  • Strong Accounting background/knowledge
  • Knowledge of Corporate Finance including Discounted Cash Flow modeling
  • Above average communication skills (both written and verbal)
  • Ability to deliver messages in a straightforward and respectful manner
  • Negotiating skills
  • Ability to "read the room" and skillfully respond to complex situations
  • Ability to articulate complex topics to a variety of audiences
  • Willingness to be available to clients on an almost 24/7 basis

Preferred Knowledge and Skills
Level of Complexity and Scope
  • Highly complex

Degree of Independence and Decision-Making
  • Uses subject matter expertise to make independent decisions and advise others.
  • Works with minimal supervison

Required Supervisory Responsibilities
  • No direct supervisory responsibilities, but will be asked to mentor and assist less experienced staff.

Physical Requirements
  • Long periods of desk/computer work
  • Standing, Seeing, Hearing, Speaking, Lifting, Driving
  • Travel as needed
  • Available to assist clients during non traditional working hours

Compliance Statement
The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.
Development and Training
Benefits
We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.
Incentive Eligibility
All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.
It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.
We are an E-Verify Employer.