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Investment Management Associate Jobs in Alabama (NOW HIRING)

Office Associate

Birmingham, AL

$16 - $21.25/hr

We believe our greatest investments are our people, and we'd love to invest in you. Who We're ... We're looking for someone who can listen, learn, and work alongside our Property Manager to make ...

Office Associate

Irondale, AL · On-site

$16 - $21.25/hr

We believe our greatest investments are our people, and we'd love to invest in you. Who We're ... We're looking for someone who can listen, learn, and work alongside our Property Manager to make ...

Client Service Associate

Huntsville, AL · On-site

$13.75 - $19/hr

Client Service Associate Huntsville, AL Waverly Advisors' primary goal is to serve our clients, one ... We go far beyond just managing our clients' investments, offering truly in-depth financial planning.

Trust Client Specialist

Mobile, AL · On-site

$14 - $18.50/hr

... investment management accounts, estates, etc. Support includes direct contact with clients and ... clients, communities and associates unlock their full potential with capital and counsel.

Client Service Associate - NR

Tuscaloosa, AL · On-site

$12 - $16.50/hr

We are a global wealth management and investment banking firm serious about innovation and fresh ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Client Service Associate - NR

Tuscaloosa, AL · On-site

$12 - $16.50/hr

We are a global wealth management and investment banking firm serious about innovation and fresh ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

We are a global wealth management and investment banking firm serious about innovation and fresh ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Client Service Associate

Huntsville, AL · On-site

$14.25 - $19.75/hr

We go far beyond just managing our clients' investments, offering truly in-depth financial planning ... The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving ...

Client Service Associate

Huntsville, AL · On-site

$14.25 - $19.75/hr

We go far beyond just managing our clients' investments, offering truly in-depth financial planning ... The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving ...

Trust Client Specialist

Mobile, AL · On-site

$16.75 - $22.25/hr

... investment management accounts, estates, etc. Support includes direct contact with clients and ... clients, communities and associates unlock their full potential with capital and counsel.

$100K - $120K/yr

You will identify and assess prospective investments, build trusted relationships with founders and ... Maintain strong CRM discipline so the team has a clear view of activity, learning, and progress.

Employee Success - investing in our people and their growth * Customer Success - delivering ... Maintain accurate project records and reporting using company project management tools and ...

$75K - $95K/yr

Employee Success investing in our people and their growth * Customer Success delivering reliable ... Maintain accurate project records and reporting using company project management tools and ...

... on investment - Analyze stock levels by part size to ensure warehouse has adequate space to store ... OR Associate degree with 2+ years of experience in an inventory planning. Required Knowledge ...

Showing results 21-40

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:

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.

$16 - $21.25/hr

Part-time

Retirement

Re-posted 7 days ago


Job description

Who We Are:  

At Morningstar Properties, we love what we do, and we hope it shows. We’re looking to expand our team of passionate, bright, and driven learners who are dedicated to providing the very best customer experiences in our industry. Morningstar has been developing and acquiring state-of-the-art storage and marina facilities since 1981, now with more than 100 storage properties and marinas throughout the US and growing!  

As part of our team, you’ll benefit from training programs for your success, competitive pay, a culture of care for our employees and excellence in customer service, and much more. We believe our greatest investments are our people, and we’d love to invest in you.  

Who We’re Looking For:  

A part-time Office Assistant for our Morningstar Storage facility: a people-person and team player who loves solving problems and organizing, well, everything. Some might call you an overachiever, but you just know how to get things done quickly with quality. We’re looking for someone who can listen, learn, and work alongside our Property Manager to make sure every member of the team is operating toward the same goal: a superior customer experience.  

What You’ll Do: 

  • Deliver exceptional customer experiences by building strong relationships, responding professionally to inquiries, and supporting customers.  

  • Support property sales goals by closing sales leads, demonstrating strong phone sales skills, leveraging our technology platform, proficiently following up on all leads, and demonstrating pricing knowledge. 

  • Demonstrate understanding of property operations, competition, and KPIs to support sound business decisions. 

  • Execute daily office operations including customer transactions, phone management, lead tracking, documentation, and administrative programs. 

  • Continually learn property systems, procedures, and best practices through hands-on training, leadership from the Property Manager, and guidance from the broader Morningstar team. 

  • Support the team in maintaining an industry-leading, great-looking property by assisting with cleanliness standards, curb appeal, and overall site organization. 

  • Conduct regular property walk throughs and work independently, adapting to new tools and technology. 

  • Follow policies and procedures and use tools (technology platform, daily checklists, lead-to-lease, delinquency management, etc.) with accuracy and attention to detail. 

  • Take ownership of responsibilities, seek improvements, and demonstrate accountability without constant supervision. 

  • Work collaboratively with the Property Manager and team, maintaining a positive attitude, providing coverage when needed, and following instructions/assignments. 

  • Communicate clearly with teammates to ensure smooth hand-offs and continuity of service. 

  • Other related duties as assigned. 

What You Need:  

  • High School diploma or GED required.  

  • Associates or Bachelor’s degree is always a plus but not required. 

  • Valid driver’s license in the state of employment required for occasional work-related tasks requiring driving. 

  • Curiosity, creativity, and a willingness to learn 

  • Positive, team-oriented attitude with a “can-do” approach 

  • Self-motivated, dependable, and comfortable working independently 

  • Pride in contributing to a team focused on operational excellence and customer satisfaction 

  • Proficiency in computer skills required, including Microsoft Office Suite, email, and the ability to navigate multiple systems throughout the workday. 

  • Willingness to work a flexible schedule. 

  • Availability for working weekends is required.   

All candidates extended an offer for employment must pass a pre-employment background check. 

Benefits: 

  • Competitive pay 

  • 401(k) with employer match 

  • Community involvement through Morningstar Cares program.  

  • Potential opportunities for advancement may be available based on performance, company needs, and open positions. 

Physical Demands Required: 

  • Ability to frequently stand, walk, sit, and move freely throughout the property.  

  • Ability to climb up a ladder and stoop, kneel, crouch, or crawl. 

  • Ability to regularly lift up to 50 pounds. 

Morningstar Properties is an equal opportunity employer. 

Indeed Search Keywords  

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