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Investment Coordinator Jobs (NOW HIRING)

NY ยท On-site

$85 - $90/hr

Help drive execution and coordination across fundraising processes, ensuring documents, trackers ... Coordinate investor meetings, conference participation, fundraising events, and internal team ...

Investment Analyst

Holland, MI ยท On-site

$80 - $110/hr

... tax coordination. Support portfolio management systems, reporting platforms, and data ... Investment Analysis & Governance: Conduct independent due diligence on current and prospective ...

Investment Analyst

Milwaukee, WI ยท On-site

$60 - $80/hr

Additional duties include preparing and coordinating RFP responses and marketing presentations, and assisting with Investment Committee Reporting. The role provides broad exposure to a full-service ...

$85 - $90/hr

Help drive execution and coordination across fundraising processes, ensuring documents, trackers ... Coordinate investor meetings, conference participation, fundraising events, and internal team ...

Investment Associate

Cedar Park, TX ยท On-site

$90 - $150/hr

Supporting comprehensive due diligence processes, coordinating with internal and external ... Contributing to investment theses, participating in management meetings, and helping refine the ...

Investment Associate

Houston, TX ยท On-site

$88K - $150K/yr

Support the investment team to build a best-in-class portfolio of direct investments and LP ... coordinating with external advisors, legal counsel, and management teams. Contribute to internal ...

Showing results 41-60

Investment Coordinator information

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How much do investment coordinator jobs pay per hour?

As of Sep 6, 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 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.

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 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.

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:

Who are the top companies hiring for Investment Coordinator jobs?

The top employers for Investment Coordinator jobs are:

What states have the most Investment Coordinator jobs?

States with the most job openings for Investment Coordinator jobs include:

Infographic showing various Investment Coordinator job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $50,639 per year, or $24.3 per hour.

Investment Analyst

Heritage at Irene Woods

Des Moines, IA โ€ข Hybrid

Full-time

Medical, Dental, Life, Retirement, PTO

This job post hasย expired today.ย Applications are no longer accepted.


Key responsibilities

  • Supports the analysis and evaluation of investment opportunities, including financial modeling and risk assessment.

  • Assists in the due diligence process, coordinating with internal teams and external parties to review legal, financial, and operational aspects of acquisitions and developments.

  • Coordinates all aspects of disposition activities, including managing transaction timelines, communication with stakeholders, and preparing reports and presentations.


Job description

The Investment Analyst is responsible for providing analysis and support of all aspects of the investment process for new senior housing investment opportunities, including property and/or platform acquisitions as well as ground-up development projects. This includes working closely with members of the Investments team as well as other LCS team members in financial analysis, written memorandums, investment metrics, benchmarking, internal reporting, as well as supporting efforts in underwriting, due diligence, and portfolio management.

Experience is Everything.

At LCS, experience is everything. We provide you the opportunity to use your talents in a progressive, growing organization that makes a positive difference in the lives of the seniors we serve. If you are seeking an organization that gives back, you'll love working here. Our principles and hospitality promises define our company culture. LCS employees can be found participating in volunteer activities, getting involved in our committees or collaborating with team members in our innovative workspace. You'll find several opportunities to grow as a professional, serve the community, and enhance the lives of seniors.ย 

What You'll Do:ย 

Underwriting of Acquisitions & New Development:ย 

  • Models and evaluates risks and returns for investment opportunities.ย 
  • Works closely with internal and external parties to support a fast-paced, deadline-driven pipeline of acquisition opportunities.ย 
  • Performs financial modeling and valuation analysis. Prepares models and analyses for various structures, including joint ventures/partnership structures.ย 
  • Drives decision-making through macro-and micro-level site and demographic analysis.ย 
  • Interacts with brokers, sellers, and investment bankers to accurately understand and determine transaction assumptions, facts, and risks necessary to properly evaluate an opportunity.ย 
  • Assists in the writing of Investment Memorandums and Investment Committee presentations.

Due Diligence, Closing & On-Boarding:

  • Supports the due diligence effort for new acquisitions and developments including working closely with internal teams in matters relating to financial analysis, legal document drafting and negotiation, and coordination of internal and external diligence reports.ย 
  • Interacts with in-house and outside legal counsel, internal subject matter experts, tax experts, brokers and investment bankers.ย 
  • Consults and troubleshoots in the onboarding of new communities, including process review and improvement.ย 
  • Supports the transaction closing process including preparing/reviewing closing statements, calculation of prorations, and schedule preparation.

Disposition Managementย 

  • Coordinate all aspects of disposition, including management of due diligence request lists, virtual data rooms, document collection, and transaction timelines through closing.ย 
  • Serve as a primary point of contact for brokers, prospective buyers, equity partners, lenders, attorneys, and other transaction participants to facilitate efficient information flow and timely resolution of diligence items.ย 
  • Manage internal communication and reporting efforts by coordinating with operations, accounting, legal, finance, and executive leadership teams to gather transaction-related information and ensure stakeholder alignment.ย 
  • Track and drive completion of key transaction milestones, including buyer diligence requests, management meetings, site visits, lender activities, purchase agreement negotiations, and closing deliverables.ย 
  • Prepare transaction status reports, diligence summaries, and executive presentations, ensuring leadership is informed of transaction progress, key risks, critical deadlines, and strategic considerations throughout the disposition or recapitalization process.

Investment Reporting:

  • Provides periodic reporting on the status of the investment pipeline (Investment Tracker, Pipeline Report, Investment Database, and Radar Report).
  • Benchmarks transactions and their ultimate performance against other transactions in the industry.
  • Monitors industry news and transactions to understand market trends and strategies of competitors.
  • Works with Investments, other Investment teams, and Senior Living Management teams to provide additional supporting investment analysis and benchmarking post-acquisition.
  • Performs duties as assigned

What We're Looking For:ย 

  • A 4-year degree in finance, real estate or a related field is required. Graduate degree or professional designation a plus (MBA; Master of Real Estate; CFA, CPA).
  • A minimum of 0-2 years experience in financial accounting and analysis, asset management, investments, development, or acquisitions required. Experience in senior housing or the broader commercial real estate industry is a plus.
  • Proficiency with the Microsoft Office suite required. Advanced skills in Microsoft Excel a plus (Pivot Tables, Macros and VBA, etc.).
  • Strong quantitative skills, as well as highly developed written and oral communication skills.
  • Essential to be able to manage multiple projects simultaneously and redirect priorities when needed.
  • Ability and willingness to work evenings and weekends as necessary.

Why Join Us?ย ย 

  • Industry Leader.ย 
  • Inclusive & collaborative culture.ย 
  • Top Workplace USA.ย 
  • Top Workplace Iowa.ย 
  • Charity and community involvement.ย 
  • Outstanding advancement opportunities.ย 
  • Ongoing career development.ย 

Benefits

Competitive pay, great benefits and vacation time. We are an equal opportunity employer with benefits including medical, dental, life insurance, disability, 401(K) with company match and paid parental leave.ย 

Our Commitmentย 

LCS creates living experiences that enhance the lives of seniors. You'll see this commitment in our people. They're talented, dedicated professionals who truly care about residents, with each conducting his or her work with integrity, honesty and transparency according to the principles of LCS. We strive to help every community succeed-strengthening available resources, establishing proven practices that lead to long-term growth and value for those living in, working for and affiliated with the community. Check us out on our website: https://www.lcsliving.com


Additional Informationย 

Travel frequency: 0-10%ย 

Estimated Salary: $66,000 - $82,000ย 

The actual title & salary will carefully consider a wide range of factors, including your skills, qualifications, experience, and other relevant factors.ย 

A POST-OFFER BACKGROUND CHECK, INCLUDING REFERENCES IS REQUIRED.

LCS IS AN EQUAL OPPORTUNITY EMPLOYER.ย