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Investment Associate Jobs in Ridgeland, MS (NOW HIRING)

Johnston & Murphy

Full-Time Stock Associate

Pearl, MS · On-site

$12.50 - $15.75/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 ...

Johnston & Murphy

Full-Time Stock Associate

Pearl, MS

$12.50 - $15.75/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 ...

Johnston & Murphy

Full-Time Stock Associate

Pearl, MS · On-site

$12.50 - $15.75/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 ...

Johnston & Murphy

Full-Time Sales Associate

Pearl, MS

$11.75 - $15.75/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 ...

Johnston & Murphy

Full-Time Sales Associate

Pearl, MS · On-site

$11.75 - $15.75/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 ...

Johnston & Murphy

Full-Time Sales Associate

Pearl, MS · On-site

$12.50 - $14.25/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 ...

Camping World Holdings, Inc.

RV Sales Associate

Jackson, MS · 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 ...

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All JobsInvestment Associate JobsInvestment Associate Jobs in Ridgeland, MS

Investment Associate information

See Ridgeland, MS salary details

$18.3K

$80.9K

$177.9K

How much do investment associate jobs pay per year?

As of Sep 9, 2026, the average yearly pay for investment associate in Ridgeland, MS is $80,879.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,200.00 and $97,900.00 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.

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Investment Associate jobs near you

TFS Financial Advisor Associate

Madison, MS • On-site

Trustmark Bank
Finance and Insurance • 1 - 5K employees
Learn more about Trustmark Bankexternal

Full-time

Posted 7 days ago

Trustmark National Bank rating

8.2

Company rating: 8.2 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

54th of 176 rated banks

Job description

Overview

The Financial Advisor Associate will support the Financial Advisor in delivering investment and financial planning services to existing and prospective clients. This position will provide the Associate with a knowledge and understanding of financial markets, various product offerings and expose the Associate to the day-to-day activities of a Financial Advisor in preparation for future placement as a Financial Advisor. Typically, an Associate will transition to a Financial Advisor within 12-24 months.

Responsibilities
  • Provide client service and support to an experienced Financial Advisor.
  • Enter trades in client accounts as instructed by the client and/or Financial Advisor.
  • Open new accounts and maintain existing accounts.
  • Prepare presentations for client meetings.
  • Research data for the Financial Advisor to consider client investment strategies.
  • Practice business development strategies in conjunction with receiving coaching and mentorship to prepare for a role as a Partner with the Financial Advisor.
  • Ensure a FINRA compliance branch system is maintained.
  • Remain informed on current financial market trends, regulatory changes and product offerings.
Qualifications
  • Minimum one year of experience in investment services or wealth management
  • SIE, Series 7, 63 and or 65/66
  • Resident Life Insurance license, or ability to obtain within 6 months of hire
  • Knowledge of basic Banking/Financial industry practices
  • Ability to apply analytical skills
  • Must be a self-starter with the ability to promote and sell investment products and services
  • Excellent interpersonal communication and relationship building skills
  • Ability to work independently as a self-starter as well as within a team framework
  • Effective oral and written communication skills
  • Ability to manage multiple assignments simultaneously
  • Strong organizational skills
  • Four-year college degree in a business-related field preferably Finance or equivalent work experience preferred
  • Proficiency in Microsoft Office Suite preferred

Physical Requirements/Working Conditions:  Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site.  Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank.  No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

Employment Type: FULL_TIME

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