Position Summary: The Investment Client Strategy Associate supports the strategic growth and development of the Investment Division by partnering with advisors to deliver portfolio monitoring, client
Position Summary: The Investment Client Strategy Associate supports the strategic growth and development of the Investment Division by partnering with advisors to deliver portfolio monitoring, client
Position Summary: The Investment Client Strategy Associate supports the strategic growth and development of the Investment Division by partnering with advisors to deliver portfolio monitoring, client
Position Summary: The Investment Client Strategy Associate supports the strategic growth and development of the Investment Division by partnering with advisors to deliver portfolio monitoring, client
Position Summary: The Investment Client Strategy Associate supports the strategic growth and development of the Investment Division by partnering with advisors to deliver portfolio monitoring, client
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Position Summary: The Investment Client Strategy Associate supports the strategic growth and development of the Investment Division by partnering with advisors to deliver portfolio monitoring, client
RV Sales Associate
Cedar Falls, IA · On-site
$50K - $150K/yr
Camping World is seeking a high energy, motivated RV Sales Associate to grow the business. Ideal candidates will possess the drive to work hard, sell RV's, have fun and make money! Your drive
RV Sales Associate
Cedar Falls, IA · On-site
$50K - $150K/yr
Camping World is seeking a high energy, motivated RV Sales Associate to grow the business. Ideal candidates will possess the drive to work hard, sell RV's, have fun and make money! Your drive
Tax Associate
Independence, IA · On-site
$55K - $73K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work
Tax Associate
Independence, IA · On-site
$55K - $73K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work
Tax Associate
Oelwein, IA · On-site
$55K - $73K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work
Tax Associate
Oelwein, IA · On-site
$55K - $73K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work
Tax Associate
Waverly, IA · 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 services-no prior tax experience required. With training and support from day one, you'll work
Tax Associate
Waverly, IA · 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 services-no prior tax experience required. With training and support from day one, you'll work
Tax Associate
Waterloo, IA · On-site
$57K - $76K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work
Tax Associate
Waterloo, IA · On-site
$57K - $76K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work
Tax Associate
Waterloo, IA · 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 services-no prior tax experience required. With training and support from day one, you'll work
Tax Associate
Waterloo, IA · 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 services-no prior tax experience required. With training and support from day one, you'll work
Tax Associate
Parkersburg, IA · 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 services-no prior tax experience required. With training and support from day one, you'll work
Tax Associate
Parkersburg, IA · 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 services-no prior tax experience required. With training and support from day one, you'll work
Tax Associate
Cedar Falls, IA · 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 services-no prior tax experience required. With training and support from day one, you'll work
Tax Associate
Cedar Falls, IA · 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 services-no prior tax experience required. With training and support from day one, you'll work
Tax Associate
Waterloo, IA · On-site
$57K - $76K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work
Tax Associate
Waterloo, IA · On-site
$57K - $76K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work
Tax Associate
Grundy Center, IA · 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 services-no prior tax experience required. With training and support from day one, you'll work
Tax Associate
Grundy Center, IA · 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 services-no prior tax experience required. With training and support from day one, you'll work
Retail Sales Associate Part Time
Waterloo, IA · On-site
$14.75 - $17/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
Retail Sales Associate Part Time
Waterloo, IA · On-site
$14.75 - $17/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
RV Sales Associate
Cedar Falls, IA · On-site
$50K - $150K/yr
Camping Worldis seeking a high energy, motivated RV Sales Associateto grow the business. Ideal candidates will possess the drive to work hard, sell RV's, have fun and make money! Your drive
RV Sales Associate
Cedar Falls, IA · On-site
$50K - $150K/yr
Camping Worldis seeking a high energy, motivated RV Sales Associateto grow the business. Ideal candidates will possess the drive to work hard, sell RV's, have fun and make money! Your drive
Mobile Associate - Retail Sales
Waterloo, IA · On-site
$20/hr
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation
Mobile Associate - Retail Sales
Waterloo, IA · On-site
$20/hr
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation
Mobile Associate - Retail Sales
Cedar Falls, IA · On-site
$20/hr
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation
Mobile Associate - Retail Sales
Cedar Falls, IA · On-site
$20/hr
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation
Retail Sales Associate
Waterloo, IA · On-site
$65K - $75K/yr
When you join Verizon You want more out of a career. A place to share your ideas freely - even if they're daring or different. Where the true you can learn, grow, and thrive. At Verizon, we power and
Retail Sales Associate
Waterloo, IA · On-site
$65K - $75K/yr
When you join Verizon You want more out of a career. A place to share your ideas freely - even if they're daring or different. Where the true you can learn, grow, and thrive. At Verizon, we power and
Seasonal Full Time Hourly Warehouse Operations Openings (T0590)
Cedar Falls, IA · On-site
$22.50 - $25.08/hr
Current shift openings at this location: Seasonal Warehouse Associate Sunday, Monday, Saturday 6:00AM-6:00PM Seasonal Warehouse Worker Sunday, Monday, Saturday 6:00AM-6:00PM Warehouse Associate
Seasonal Full Time Hourly Warehouse Operations Openings (T0590)
Cedar Falls, IA · On-site
$22.50 - $25.08/hr
Current shift openings at this location: Seasonal Warehouse Associate Sunday, Monday, Saturday 6:00AM-6:00PM Seasonal Warehouse Worker Sunday, Monday, Saturday 6:00AM-6:00PM Warehouse Associate
Investment Associate information
See Waterloo, IA salary details
$21.7K - $38.9K
4% of jobs
$38.9K - $56K
14% of jobs
$59.9K is the 25th percentile. Wages below this are outliers.
$56K - $73.2K
32% of jobs
The median wage is $73.7K / yr.
$73.2K - $90.4K
18% of jobs
$90.4K - $107.5K
7% of jobs
$107.9K is the 75th percentile. Wages above this are outliers.
$107.5K - $124.7K
12% of jobs
$124.7K - $141.9K
9% of jobs
$141.9K - $159K
4% of jobs
$159K - $176.2K
0% of jobs
$176.2K - $193.4K
0% of jobs
$193.4K - $210.5K
0% of jobs
$21.7K
$95.7K
$210.5K
How much do investment associate jobs pay per year?
As of Aug 19, 2026, the average yearly pay for investment associate in Waterloo, IA is $95,719.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,100.00 and $115,900.00 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?
| Aspect | Investment Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, possibly CFA Level I | Bachelor's degree, CFA Level I often preferred |
| Work Environment | Investment firms, asset management, private equity | Corporations, banks, investment firms |
| Employer & Industry Usage | Common in asset management and private equity | Widespread across finance sectors |
| Common Search & Comparison | Yes | Yes |
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 popular job titles related to Investment Associate jobs in Waterloo, IA?
For Investment Associate jobs in Waterloo, IA, the most frequently searched job titles are:
What cities near Waterloo, IA are hiring for Investment Associate jobs?
Cities near Waterloo, IA with the most Investment Associate job openings:
Job description
Position Summary: The Investment Client Strategy Associate supports the strategic growth and development of the Investment Division by partnering with advisors to deliver portfolio monitoring, client review preparation, and wealth planning analysis. The associate proactively identifies planning opportunities as a strategic resource by providing client insights, business analysis, reporting, project management, and coordination of key initiatives. The associate will leverage opportunities to develop client presentations that help advisors deepen relationships and grow assets.
Key Responsibilities
Education, Experience, and Other Requirements:
Physical Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Performance of the job will include physical duties commensurate with a general office environment.
The employee must occasionally lift and/or move up to ten pounds.
Key Responsibilities
- Monitor all advisory portfolios for allocation drift, cash balances, concentrated positions and risk changes.
- Analyze client relationships, investment activity, portfolio trends, revenue, profitability, and other business metrics to identify opportunities and areas for improvement.
- Partner with investment professionals to understand client needs and develop strategies to deepen relationships and increase engagement.
- Proactively identify opportunities to capture additional client assets and strengthen overall client relationships.
- Assist in identifying opportunities to introduce investment products, services, and solutions that align with client objectives and advisor recommendations as presented in the portfolio analysis.
- Serve as central point of coordination for key client strategy initiative, ensuring appropriate follow-up, accountability and execution.
- Identifies rebalancing opportunities.
- Maintain a strong understanding of bank policies, regulatory requirements, risk management expectations, and applicable investment practices.
- Perform miscellaneous duties as requested by supervisor.
Education, Experience, and Other Requirements:
- Bachelor's degree in Finance, Business, Economics, or a related field.
- Series 7, 65 and/or 66 licenses are required.
- 2-5 years of experience in investment management, wealth management, banking, financial services, consulting, strategy, or a related field.
- Strong analytical and financial acumen with the ability to interpret business and investment data.
- Demonstrated ability to develop presentations and communicated recommendations to various levels of leadership.
- Strong organizational and project management skills with the ability to manage multiple priorities.
- Proficiency in Microsoft Excel and PowerPoint.
- Must be bondable
Physical Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Performance of the job will include physical duties commensurate with a general office environment.
The employee must occasionally lift and/or move up to ten pounds.
About BankIowa
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
11 - 50 Employees
Headquarters location
Cedar Rapids, IA, US
Year founded
1921