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Investment Coordinator Jobs (NOW HIRING)

DRW

Community Investment Coordinator

Chicago, IL · On-site

$55K/yr

As the Community Investment Coordinator , you'll be a part of the team leading DRW's social impact initiatives. We're seeking a proactive, detail-oriented individual to provide administrative support ...

Waycrosse

Investment Operations Coordinator

Wayzata, MN · On-site

$60K - $70K/yr

Position Overview The Investment Operations Coordinator supports the Investment Operations team, owning and supporting a variety of processes within the Investment Operations department and Waycrosse ...

Waycrosse

Investment Operations Coordinator

Wayzata, MN · On-site

$60K - $70K/yr

Position Overview The Investment Operations Coordinator supports the Investment Operations team, owning and supporting a variety of processes within the Investment Operations department and Waycrosse ...

Waycrosse

Investment Operations Coordinator

Wayzata, MN · On-site

Position Overview The Investment Operations Coordinator supports the Investment Operations team, owning and supporting a variety of processes within the Investment Operations department and Waycrosse ...

Oliver Wyman

Investment Service Coordinator

Columbia, MD · On-site

$19.50 - $24.50/hr

Investment Service Coordinator Tribridge Partners, a Marsh & McLennan Agency, LLC Company. Investment Service Coordinator Award-winning, inclusive, top workplace culture doesn't happen overnight. It ...

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Investment Coordinator information

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How much do investment coordinator jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for investment coordinator in the United States is $24.35, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $27.40 per hour, depending on experience, location, and employer.

What is the difference between Investment Coordinator vs Financial Analyst?

AspectInvestment CoordinatorFinancial Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; certifications like CFA or CFP are a plusBachelor's degree in finance, accounting, or economics; CFA certification often preferred
Work EnvironmentFinancial firms, investment companies, or banks; client-facing and team-basedCorporations, investment firms, or consulting agencies; analytical and report-focused
Employer & Industry UsageCommonly employed in asset management, wealth management, and investment firmsWidely used in finance departments, investment banks, and asset management firms

While both roles require finance-related education and certifications, Investment Coordinators focus on managing client portfolios and supporting investment processes, whereas Financial Analysts primarily analyze financial data to guide investment decisions. The roles often overlap in industry and work environment but differ in daily responsibilities and focus areas.

How does an investment coordinator typically interact with portfolio managers and analysts in daily operations?

An Investment Coordinator plays a crucial role in supporting portfolio managers and analysts by facilitating communication, managing documentation, and ensuring timely execution of investment transactions. On a daily basis, they may coordinate meetings, prepare investment reports, and track key deliverables, acting as a bridge between investment teams and operations. This collaborative environment helps ensure that all stakeholders are aligned, deadlines are met, and compliance standards are maintained. Such teamwork not only streamlines workflows but also provides exposure to various aspects of investment management, offering valuable learning opportunities.

What are the key skills and qualifications needed to thrive as an investment coordinator?

To thrive as an Investment Coordinator, you need a solid understanding of financial analysis, investment principles, and portfolio management, often supported by a degree in finance or a related field. Familiarity with financial modeling software, portfolio management systems, and certifications such as CFA or FINRA licenses are commonly expected. Strong organizational skills, attention to detail, and effective communication enable success when managing client relationships and coordinating investment activities. These skills ensure accurate execution of investment strategies, regulatory compliance, and client satisfaction in a fast-paced financial environment.

What does an investment coordinator do?

An investment coordinator manages and supports investment activities for clients or firms, including preparing reports, coordinating meetings, and ensuring compliance with regulations. They often work with financial advisors, analyze investment portfolios, and use tools like Excel or specialized software. Strong organizational skills and knowledge of financial markets are essential for this role.
What cities are hiring for Investment Coordinator jobs? Cities with the most Investment Coordinator job openings:
What are the most commonly searched types of Investment jobs? The most popular types of Investment jobs are:
What states have the most Investment Coordinator jobs? States with the most job openings for Investment Coordinator jobs include:
Investment Coordinator jobs near you
Infographic showing various Investment Coordinator job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 82% Physical, 1% Hybrid, and 17% Remote job distribution, with an average salary of $50,639 per year, or $24.3 per hour.

Investment Coordinator

Community First Credit Union

Appleton, WI • On-site

Full-time

Re-posted 12 days ago

Job description

At Community First Credit Union, helping our member-owners manage their financial planning at all stages of life is foundational to the work we do as a credit union.
As Investment Coordinator, you'll work closely with our branch teams and Community First Financial Advisor team to continuously enhance the quality of service we provide to our credit union members. The CFFA team is a tight-knit, collaborative group, and we're looking for someone with not just a passion for investment products and services, but a heart for helping. If you're looking to grow your career in investments (or continue a career you've already built), and you're looking forward to working in a fast-paced, team-oriented environment that's focused on putting the member's needs first, we'd like to talk to you!
As Investment Coordinator, you will:
  • Serve as a point of contact via phone and email queues for processing and servicing items.
  • Manage and assign a strong pipeline of incoming referrals and advisor appointments.
  • Identify process efficiencies and training opportunities for the CFFA team, including advisors.
  • Ensure compliance with FINRA, SEC, and broker/dealer rules and regulations. Maintain compliance standards set by the broker/dealer and credit union.
  • Oversee the processing of new member account applications; service requests and trading instructions. Ensure requests and trades are handled in accordance with FINRA, SEC, and broker/dealer rules and regulations.

Ideal Candidates will have a combination of:
  • Bachelor's degree in a related field and five years of related work experience; an equivalent combination of education and experience will be considered.
  • Series 6 or 7 and 66 (63/65) or willing to obtain within specified time period.
  • Life, Health and Variable Annuity insurance license or willing to obtained within specified time period.
  • Strong relationship management and support skills, in a service environment targeted towards enhancing the member experience.
  • Exceptional organizational skills, as well as the ability to perform multiple tasks and demonstrate strong performance in a fast paced environment while adhering to specific time frames.
  • Advanced working knowledge of brokerage and insurance products, terms, functions, suitability and compliance aspects.
  • Proficiency in Microsoft Word, Outlook and possess Excel experience with strong PC skills.
  • Self-motivated with ability to work in a strong team environment, with minimal supervision.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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