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Investment Management Associate Jobs in Alabama (NOW HIRING)

CANTERBURY CAPITAL

Be Seen First

Investment Operations Associate

Tuscaloosa, AL · On-site

$45K - $67K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

In this pivotal role, you will be responsible for managing the day-to-day operations related to ... Join us as an Investment Operations Associate if you're eager to leverage your financial expertise ...

CANTERBURY CAPITAL

Be Seen First

Investment Operations Associate

Tuscaloosa, AL · On-site

$45K - $67K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

In this pivotal role, you will be responsible for managing the day-to-day operations related to ... Join us as an Investment Operations Associate if you're eager to leverage your financial expertise ...

Peachtree Hospitality Management

General Manager

Prattville, AL · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... investment management, lending, and servicing platform. The company owns, operates, manages, and ... Create an engaging workplace culture that inspires associates to perform at their best. * Provide ...

Peachtree Hospitality Management

General Manager

Prattville, AL · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... investment management, lending, and servicing platform. The company owns, operates, manages, and ... Create an engaging workplace culture that inspires associates to perform at their best. * Provide ...

PNC Bank

Associate Asset Manager - Midland

Birmingham, AL · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As an Associate Asset Manager - Collateral Surveillance within PNC's Midland organization, you will ... Investment Management, Revenue Recognition Competencies Accuracy and Attention to Detail, Data ...

Wells Fargo

Client Associate

Montgomery, AL · On-site

About this role: Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at ...

StudioRes Prattville

$90 - $150/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... investment management, lending, and servicing platform. The company owns, operates, manages, and ... Create an engaging workplace culture that inspires associates to perform at their best. * Provide ...

Rider Levett Bucknall

  • Medical

  • Dental

  • Vision

Cost Management Location: Birmingham team base initially; transitioning to Bedford based, with at ... ways we invest in employee wellbeing. Join us and you will thrive personally as well as ...

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All JobsInvestment Management Associate JobsInvestment Management Associate Jobs in Alabama

Investment Management Associate information

See Alabama salary details

$19.9K

$88K

$193.5K

How much do investment management associate jobs pay per year?

As of Aug 18, 2026, the average yearly pay for investment management associate in Alabama is $87,986.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,900.00 and $106,500.00 per year, depending on experience, location, and employer.

What does an investment management associate do?

An Investment Management Associate supports portfolio managers and senior analysts by conducting research, analyzing financial data, and helping to develop investment strategies. They often assist with client reporting, monitor portfolio performance, and stay up to date on market trends. The role requires strong analytical skills, attention to detail, and often involves direct client communication. Associates play a key role in ensuring investment decisions align with client objectives and compliance requirements.

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

To thrive as an Investment Management Associate, you need strong analytical skills, financial modeling expertise, and a bachelor's degree in finance, economics, or a related field. Familiarity with Bloomberg Terminal, Microsoft Excel, and possibly CFA certification are typically required for effective performance. Exceptional communication, attention to detail, and teamwork abilities help you stand out in this client-facing and collaborative environment. These competencies are vital for accurately analyzing investments, supporting decision-making, and building client trust in a fast-paced financial sector.

How does an investment management associate typically collaborate with portfolio managers and analysts on client accounts?

As an Investment Management Associate, you will work closely with portfolio managers and analysts by supporting investment research, preparing client presentations, and monitoring portfolio performance. Your responsibilities often include gathering and analyzing financial data, coordinating with research teams to evaluate investment opportunities, and ensuring client communications are timely and accurate. This collaborative environment fosters strong teamwork and provides valuable exposure to investment strategies, client relationship management, and opportunities for professional growth within the firm.

What is the difference between Investment Management Associate vs Financial Analyst?

AspectInvestment Management AssociateFinancial Analyst
Required CredentialsBachelor's degree, CFA Level I/II preferredBachelor's degree, CFA Level I/II preferred
Work EnvironmentAsset management firms, investment teamsCorporations, banks, investment firms
Employer & Industry UsageCommon in asset management and investment firmsWidespread across finance sectors
Primary FocusSupporting portfolio management, client reportingAnalyzing financial data, valuation, forecasting

Both roles often require similar credentials and work in finance environments, but Investment Management Associates focus on supporting investment portfolios and client reporting, while Financial Analysts primarily analyze financial data and perform valuations. The roles are closely related but serve different functions within the finance industry.

How much do investment management associates make in the US?

Investment management associates in the US typically earn a median annual salary of around $70,000 to $90,000, with experienced professionals and those in major financial hubs earning higher. Compensation can include bonuses and benefits, and the role often requires strong analytical skills and familiarity with financial tools.

What are careers in investment management?

Careers in investment management involve managing client assets by analyzing financial markets, selecting investments, and developing strategies to achieve financial goals. Roles include portfolio managers, research analysts, and client advisors, often requiring strong analytical skills, financial knowledge, and relevant certifications like the CFA. These careers typically involve working in financial firms, asset management companies, or banks and may require staying updated on market trends and economic data.

What cities in Alabama are hiring for Investment Management Associate jobs?

Cities in Alabama with the most Investment Management Associate job openings:

Investment Management Associate jobs near you
Infographic showing various Investment Management Associate job openings in Alabama as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, and 4% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $87,986 per year, or $42.3 per hour.

Investment Operations Associate

CANTERBURY CAPITAL

Tuscaloosa, AL • On-site

$45K - $67K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 20 days ago

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Job description

Job Summary

We are seeking a dynamic and detail-oriented Investment Operations Associate to join our growing financial services team. In this pivotal role, you will be responsible for managing the day-to-day operations related to investment activities, ensuring compliance with industry regulations, and supporting the seamless execution of investment transactions. Your expertise will help maintain the integrity of our investment processes, optimize operational efficiency, and uphold the highest standards of financial accuracy. This position offers an exciting opportunity to work within a fast-paced environment where your analytical skills and industry knowledge will directly contribute to our clients’ success.

Responsibilities

  • Process and settle a wide range of investment transactions, including trade settlement, cash management, and securities transfers, ensuring accuracy and timeliness.
  • Monitor and detect potential fraud activities through rigorous fraud prevention and detection techniques, safeguarding client assets and data.
  • Maintain compliance with financial regulations such as securities law, SOX (Sarbanes-Oxley Act), and industry-specific standards by implementing appropriate controls and reporting procedures.
  • Conduct detailed financial analysis using Excel data analysis tools like pivot tables and spreadsheets to support investment decision-making and operational reporting.
  • Collaborate with internal teams on business operations, accounting, regulatory reporting, and client communication to streamline processes and improve service delivery.
  • Manage internal communication channels effectively to ensure clarity across teams regarding trade status, regulatory updates, or procedural changes.
  • Utilize financial software, SQL databases, and other technological tools to enhance data accuracy, automate routine tasks, and facilitate industry-standard compliance practices.

Skills

  • Strong understanding of financial concepts including fixed income markets, investment management, banking regulations, and financial regulatory compliance.
  • Proven experience in accounting or finance roles within the financial services or public accounting sectors.
  • Knowledge of securities law, and industry knowledge of financial regulations is highly desirable.
  • Proficiency in Microsoft Office applications—especially Excel—and advanced spreadsheet skills like pivot tables are required for effective data analysis.
  • Experience with financial software systems, trade settlement platforms, and regulatory reporting tools.
  • Excellent internal communication skills paired with customer service orientation to support client needs confidently while maintaining professional relationships.
  • Ability to analyze complex financial data quickly while adhering to strict compliance standards; strong attention to detail is crucial.
  • Demonstrated team leadership capabilities along with a proactive approach to problem-solving within a fast-paced environment.

Join us as an Investment Operations Associate if you’re eager to leverage your financial expertise in a role that challenges you daily while supporting innovative investment solutions!



Work Location: In person