ZipRecruiter

Log In

1

Investment Concepts Jobs (NOW HIRING)

CAPTRUST

Wealth and Investment Associate

Phoenix, AZ · Hybrid

Strong analytical ability, attention to detail, intellectual curiosity, and comfort working with financial data and investment concepts. * Excellent written and verbal communication skills, including ...

Northern Trust

Sr Investment Associate

Miami, FL · On-site

Broad understanding of financial markets and investment concepts, developed through prior experience or onthejob training. * Proficiency in Microsoft Excel (advanced functions preferred) and ...

Caltech

Senior Investment Associate

Pasadena, CA · On-site

$120K - $142K/yr

Basic understanding of fundamental investment concepts, and the ability to process both quantitative and qualitative inputs to long-term economic value creation. * Progress toward independent ...

CAPTRUST

Wealth and Investment Associate

Phoenix, AZ · On-site

Strong analytical ability, attention to detail, intellectual curiosity, and comfort working with financial data and investment concepts. * Excellent written and verbal communication skills, including ...

Northern Trust

Sr Investment Associate

Miami, FL · On-site

Broad understanding of financial markets and investment concepts, developed through prior experience or on-the-job training. * Proficiency in Microsoft Excel (advanced functions preferred) and ...

Northern Trust

Sr Investment Associate

Miami, FL · On-site

Broad understanding of financial markets and investment concepts, developed through prior experience or on-the-job training. * Proficiency in Microsoft Excel (advanced functions preferred) and ...

Jobtailor

Traveling Client Portfolio Lead

San Mateo, CA · On-site

$150 - $185/hr

Experience as product or distribution specialist with strong understanding of investment concepts and desire to grow a business. * Experience presenting to and working with Financial Advisors

previous page

Showing results 41-60

All JobsInvestment Concepts Jobs

Investment Concepts information

See salary details

$22K

$97.1K

$213.5K

How much do investment concepts jobs pay per year?

As of Aug 9, 2026, the average yearly pay for investment concepts in the United States is $97,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $117,500.00 per year, depending on experience, location, and employer.

How does an investment concepts professional typically collaborate with portfolio managers and analysts within an investment firm?

Professionals specializing in Investment Concepts regularly work alongside portfolio managers and analysts to evaluate investment strategies, assess risk, and develop financial models. They contribute by providing insights on asset allocation, market trends, and investment vehicles, ensuring that decision-making is data-driven and aligns with client objectives. Collaboration often involves presenting research findings, participating in strategy meetings, and refining investment proposals based on feedback and market developments. This role requires strong communication skills and the ability to translate complex financial concepts into actionable recommendations.

What is the difference between Investment Concepts vs Financial Analyst?

AspectInvestment ConceptsFinancial Analyst
Required CredentialsCertifications like CFA, CFP often preferredCertifications like CFA, CPA, or MBA common
Work EnvironmentFinancial firms, investment firms, asset managementCorporations, banks, investment firms, consulting
Industry UsageUsed in investment strategy, portfolio managementUsed in financial reporting, valuation, forecasting

Investment Concepts professionals focus on understanding and applying investment strategies, while Financial Analysts analyze financial data to support decision-making. Both roles often require similar certifications and work within the finance industry, but their core functions differ: one emphasizes strategic investment knowledge, the other financial analysis and reporting.

What are investment concepts?

Investment concepts refer to the fundamental ideas, strategies, and principles that guide individuals and organizations in allocating resources to different types of assets, such as stocks, bonds, real estate, or mutual funds, with the goal of generating returns over time. These concepts include risk and return, diversification, asset allocation, compounding, and portfolio management. Understanding investment concepts is essential for making informed financial decisions and building long-term wealth.

What are the key skills and qualifications needed to thrive as an investment analyst, and why are they important?

To thrive as an Investment Analyst, you need strong analytical skills, proficiency in financial modeling, and a solid understanding of financial markets, usually supported by a degree in finance, economics, or a related field. Familiarity with tools such as Excel, Bloomberg Terminal, and financial analysis software, as well as certifications like CFA, are highly valued. Attention to detail, critical thinking, and effective communication are essential soft skills for interpreting data and presenting insights to stakeholders. These skills ensure sound investment recommendations, risk management, and strategic decision-making in a competitive financial environment.
More about Investment Concepts jobs
What cities are hiring for Investment Concepts jobs? Cities with the most Investment Concepts job openings:
What are the most commonly searched types of Investment Concepts jobs? The most popular types of Investment Concepts jobs are:
What states have the most Investment Concepts jobs? States with the most job openings for Investment Concepts jobs include:
What job categories do people searching Investment Concepts jobs look for? The top searched job categories for Investment Concepts jobs are:
Investment Concepts jobs near you
Infographic showing various Investment Concepts job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $97,073 per year, or $46.7 per hour.

Investment Portfolio Associate

Raymond James Financial, Inc.

Birmingham, MI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago

Job description

Job Description Summary
Participate in developing investment recommendations for portfolio manages relating to existing and potential investments, through developing and amending quantitative models to analyze and forecast market developments, estimating risks, identifying factors influencing investment decisions, and quantifying potential risks and rewards.
Job Description
Job 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.
Essential Duties and 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.

Knowledge of
  • Software necessary for portfolio analysis.
  • Investment concepts, practices and procedures used in the industry.
  • Principles of estate planning, trusts and securities industry operations.
  • Financial markets and products.
  • Effectively managing client relationships.
  • Strategic planning as part of client retention focus.
  • Gathering and compiling information and data.
  • Preparing and delivering written and oral presentations.
  • Operating standard office equipment and using required software applications.
  • Complete job duties independently, with little supervision.
  • Partner with other functional areas to accomplish objectives.
  • Communicate effectively, both orally and in writing.
  • Provide a high level of service.
  • Establish and maintain effective working relationships at all organizational levels.
  • Participate in professional organizations and activities.
  • Maintain currency in industry services and products.
  • Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment.

Skill in
  • Effectively managing client relationships.
  • Strategic planning as part of client retention focus.
  • Gathering and compiling information and data.
  • Preparing and delivering written and oral presentations.
  • Operating standard office equipment and using required software applications.
  • Complete job duties independently, with little supervision.
  • Partner with other functional areas to accomplish objectives.
  • Communicate effectively, both orally and in writing.
  • Provide a high level of service.
  • Establish and maintain effective working relationships at all organizational levels.
  • Participate in professional organizations and activities.
  • Maintain currency in industry services and products.
  • Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment.

Ability to
  • Complete job duties independently, with little supervision.
  • Partner with other functional areas to accomplish objectives.
  • Communicate effectively, both orally and in writing.
  • Provide a high level of service.
  • Establish and maintain effective working relationships at all organizational levels.
  • Participate in professional organizations and activities.
  • Maintain currency in industry services and products.
  • Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment.

Education/Previous Experience
  • Bachelor's Degree (B.A.) in related field with a minimum of two (2) years of experience in financial services environment with an emphasis on conducting market research and analysis, or any equivalent combination of education, experience and/or training approved by Human Resources.

Licenses/Certifications
  • SIE required provided that an exemption or grandfathering cannot be applied.
  • Series 7 required.
  • 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, High School (HS) (Required)
Work Experience
General Experience - 13 months to 3 years
Certifications
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
Resident
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.
#LI-AC1

Apply