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Admin Assistant - Investment Firm

Richmond, VA

$17.75 - $24/hr

Beale Healy Investment Advisors is seeking an Executive Assistant - Investment Firm to join our team! You will provide high-level administrative support for an Executive at our company.

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How much do investment firm jobs pay per hour?

As of Jun 16, 2026, the average hourly pay for investment firm in the United States is $27.30, according to ZipRecruiter salary data. Most workers in this role earn between $17.55 and $35.34 per hour, depending on experience, location, and employer.

What is an investment firm?

An investment firm is a company that manages, invests, or administers financial assets on behalf of clients or itself. These firms provide a range of services, such as portfolio management, financial advisory, and investment planning, catering to individuals, businesses, and institutions. Investment firms play a key role in the financial markets by helping clients grow their wealth, diversify their portfolios, and achieve long-term financial goals. They may specialize in various asset classes, including stocks, bonds, real estate, or alternative investments.

What are some common challenges faced when working at an investment firm, and how can I prepare to overcome them?

Professionals at investment firms often encounter challenges such as managing high-pressure deadlines, adapting to rapidly changing market conditions, and balancing multiple client portfolios simultaneously. To prepare, it's helpful to develop strong analytical skills, attention to detail, and the ability to communicate complex financial concepts clearly. Building resilience and staying updated on financial trends can also help you navigate the dynamic environment and collaborate effectively with colleagues across research, trading, and client advisory teams.

What are the jobs in investment?

Jobs in investment include roles such as investment analyst, portfolio manager, financial advisor, trader, and research analyst. These positions typically require strong analytical skills, knowledge of financial markets, and proficiency with tools like Excel and financial modeling. Certifications like CFA or CFP can enhance job prospects in this field.

What are the roles in an investment firm?

Roles in an investment firm include analysts who evaluate investment opportunities, portfolio managers who oversee investment portfolios, traders who execute buy and sell orders, and compliance officers who ensure regulatory adherence. Other key roles may include research analysts, client relationship managers, and financial advisors, all working together to manage assets and maximize returns.

What jobs make $1,000,000 a year?

In the investment industry, roles such as hedge fund managers, private equity partners, and senior investment bankers can earn $1,000,000 or more annually through base salary, bonuses, and profit sharing. These positions typically require extensive experience, strong analytical skills, and often involve managing large portfolios or client funds.

What is the difference between Investment Firm vs Financial Analyst?

AspectInvestment FirmFinancial Analyst
Primary RoleManages investment portfolios, raises capital, and provides investment servicesAnalyzes financial data, prepares reports, and supports investment decisions
Required CredentialsTypically requires finance, economics degrees, and certifications like CFAOften requires finance or accounting degrees, CFA preferred
Work EnvironmentCorporate offices, investment banks, asset management firmsFinancial services firms, banks, or corporate finance departments
Industry UsageUsed to describe organizations managing investmentsRefers to individual roles within investment organizations

Investment firms focus on managing investments and raising capital, often employing professionals with finance degrees and certifications like CFA. Financial analysts, on the other hand, analyze financial data and support investment decisions within these firms. While both roles are interconnected, investment firms are organizations, whereas financial analysts are individual roles within those organizations.

What job makes $10,000 a month without a degree?

In the investment industry, roles such as financial advisor or trader can potentially earn $10,000 or more per month through commissions, bonuses, or profit sharing, often requiring strong analytical skills, sales ability, and industry knowledge. These positions typically do not require a formal degree but do demand relevant experience, certifications like the Series 7 or Series 63, and a strong network or client base.

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

To thrive in an investment firm, you need strong analytical skills, financial modeling expertise, and typically a degree in finance, economics, or a related field. Familiarity with tools like Bloomberg Terminal, Excel, and financial analysis software, as well as certifications such as CFA, are highly valued. Excellent communication, attention to detail, and strategic thinking are crucial soft skills for building client trust and making informed decisions. These skills ensure effective investment analysis, client satisfaction, and the ability to adapt in a dynamic financial environment.
More about Investment Firm jobs
What cities are hiring for Investment Firm jobs? Cities with the most Investment Firm job openings:
What are the most commonly searched types of Investment Firm jobs? The most popular types of Investment Firm jobs are:
What states have the most Investment Firm jobs? States with the most job openings for Investment Firm jobs include:
What job categories do people searching Investment Firm jobs look for? The top searched job categories for Investment Firm jobs are:
Investment Firm jobs near you
Infographic showing various Investment Firm job openings in the United States as of June 2026, with employment types broken down into 84% Full Time, 3% Part Time, and 13% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $56,785 per year, or $27.3 per hour.

Executive Assistant - Investment Firm

Investment Advisory Firm

Richmond, VA

Full-time

Medical, Vision, Life

Posted 13 days ago

Job description

Beale Healy Investment Advisors is seeking an Executive Assistant - Investment Firm to join our team! You will provide high-level administrative support for an Executive at our company.

Responsibilities:

  • Handle administrative needs of Executive
  • Arrange conference calls and meetings
  • Plan work-related travel details
  • Receive visitors
  • Prepare written correspondence, reports and presentations
  • Maintain and order supplies

​Qualifications:

  • Previous experience as an executive secretary, administrative assistant, or in other related fields
  • Proficient in Microsoft Excel, Word, Outlook and Powerpoint
  • Strong organizational skills
  • Ability to prioritize and multitask
  • Strong attention to detail