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Investment Management Associate Jobs in Florida (NOW HIRING)

Problem Management Associate

Tampa, FL ยท On-site

$15 - $19.75/hr

... and receive investment in your professional development? At DTCC, we are at the forefront of ... Being a member of IT CSS WRAFT Delivery team, the Problem Management Associate plays a key role in ...

Problem Management Associate

Tampa, FL ยท On-site

$14.25 - $19/hr

... and receive investment in your professional development? At DTCC, we are at the forefront of ... Being a member of IT CSS WRAFT Delivery team, the Problem Management Associate plays a key role in ...

Problem Management Associate

Tampa, FL ยท On-site

$15 - $19.75/hr

... and receive investment in your professional development? At DTCC, we are at the forefront of ... Being a member of IT CSS WRAFT Delivery team, the Problem Management Associate plays a key role in ...

Showing results 21-40

Investment Management Associate information

See Florida salary details

$16.4K

$72.5K

$159.5K

How much do investment management associate jobs pay per year?

As of Aug 20, 2026, the average yearly pay for investment management associate in Florida is $72,542.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,600.00 and $87,800.00 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 Florida are hiring for Investment Management Associate jobs?

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

Infographic showing various Investment Management Associate job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $72,542 per year, or $34.9 per hour.

Data Management Associate

The Depository Trust Clearing

Tampa, FL โ€ข Hybrid

Full-time

Medical, Life, Retirement, PTO

Re-posted 27 days ago


Job description

Are you ready to make an impact at DTCC?
Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.


Pay and Benefits:ย 

  • Competitive compensation, including base pay and annual incentive
  • Comprehensive health and life insurance and well-being benefits, based on location
  • Pension / Retirement benefits
  • Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
  • DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).

The Impact you will have in this role:

As a core member of theย Data Management Team within Enterprise Data Solutions, an Associate will be responsible for supporting multiple projects, managing key deliverables, and helping to drive alignment with key stakeholders.ย  Data Management is a high-impact, fast paced team focused on strategic data solutions, supporting data-driven transformation and modernization efforts, and establishing,ย maturing, and driving the implementation of industry-leading data management practices for the enterprise. The ideal candidate for this position is a self-starter withย strong analytical skills andย aย demonstrated ability to prioritize, own and drive projects, and quickly learn new concepts and frameworks. Success in this role demands the ability to work in a fast-paced environment and adapt to shifting priorities.

You will provide critical support for the management of Data Domains aligned to the team, including support of enterprise-wide Data Management initiatives. You will need to work effectively within an agile framework as part of a cross functional team that includes Product Managers, Product Owners, Business Architects, Operations and Information Technology Subject Matter Experts, Data Architects, Data Modelers, Enterprise Test Engineers, Data Governance and Data Quality Leads, IT Business System Analysts, and other Data Management Analysts.ย  You should also be able to work independently with the appropriate initiative-taking and problem-solving, even in ambiguous situations.ย  Your role is key in bridging the gap between IT and the business and requires the ability to access, profile and analyze data, understand and document business requirements, and communicate clearly and concisely with a broad range of technical and business stakeholders.

Your Primary Responsibilities:ย 

  • Independently manage assigned projects through the lifecycle of engagement, execution and close-out, managing scope, dependencies, and delivery outcomesย 
  • Collaborate across business, operations, and technology teams to elicit requirements, develop project plans, estimate effort, and identify required resourcesย 
  • Partner with Product Owners and stakeholders to scope data management deliverables and translate business needs into clear, actionable user storiesย 
  • Participate in preliminary data analysis for new initiatives, including assessing data availability within DTCC, identifying authoritative data sources, and defining onboarding approaches for new or enhanced data.
  • Utilize SQL to perform data analysis, validation, lineage analysis, and issue investigation across enterprise data sources in support of requirements definition, data quality, and decisionmaking.ย 
  • Work with business and operational partners to define and document business data elements, including standardized names, clear definitions, and valid values.
  • Support data modeler efforts by providing business context, data analysis, and sourcesystem insight to inform conceptual and logical data models.
  • Maintain required metadata in the enterprise metadata repository for critical and prioritized data elements.
  • Support data quality through data profiling, defining data quality and validation rules, performing rootcause analysis, and driving data remediation efforts.
  • Define, track, and report key metrics aligned to business use cases and data outcomes.
  • Produce clear, concise analysis and reporting to support business decisionmaking.
  • Create and deliver highquality presentations for stakeholders and leadership, tailored to the appropriate level of detail.
  • Participate significantly within agile squads as part of the Data Management team.
  • Mitigate risk by adhering to established controls, identifying issues early, and demonstrating strong ethical judgment.

Qualifications:

  • Minimum of 4 years of related experience
  • Bachelor's degree (preferred) or equivalent experience

Talents Needed for Success:

  • Experience in management consulting, banking, capital markets, or financial operations preferred
  • Solid grasp of data management processes and standard methodologies
  • Hands-on technical skills, including the ability to independently write and execute SQL queries for data profiling and analysis, including complex joins, subqueries, and common table expressions (CTEs)
  • Working knowledge of logical data modeling and relational database design considered a plus, along with familiarity with business architecture frameworks and concepts
  • Proficiency with Excel & PowerPoint - comfortability in using data to create a narrative
  • Strong analytical and problem-solving skills
  • Excellent written and verbal communications skills
  • Prior experience working with technology and business teams on modernization or transformation initiatives preferred
  • Ability to work closely with management to prioritize business and information needs

The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

With over 50 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 20 locations around the world, DTCC, through its subsidiaries, automates, centralizes, and standardizes the processing of financial transactions, mitigating risk, increasing transparency, enhancing performance and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. In 2024, DTCC's subsidiaries processed securities transactions valued at U.S. $3.7 quadrillion and its depository subsidiary provided custody and asset servicing for securities issues from over 150 countries and territories valued at U.S. $99 trillion. DTCC's Global Trade Repository service, through locally registered, licensed, or approved trade repositories, processes more than 25 billion messages annually. To learn more, please visit us atย www.dtcc.comย or connect with us onย LinkedIn,ย X,ย YouTube,ย Facebookย andย Instagram.

DTCC proudly supports Flexible Work Arrangements favoring openness and gives people freedom to do their jobs well, by encouraging diverse opinions and emphasizing teamwork.ย ย When you join our team, you'll have an opportunity to make meaningful contributions at a company that is recognized as a thought leader in both the financial services and technology industries. A DTCC career is more than a good way to earn a living. It's the chance to make a difference at a company that's truly one of a kind.

Learn more about Clearance and Settlement byย clicking here.

Enterprise Services comprises of multiple business platforms including Client Services, Global Business Operations, Business Architecture, Data Strategy and Analytics, and Digital Services, which report into the Chief of Enterprise Services.

These grouped platforms enable the business to optimize delivery for clients, generate efficiencies and resilience, and enable consistency in the business digitization strategy, processes and end-to-end best practices.