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Investment Management Associate Jobs in Indiana (NOW HIRING)

Beacon Pointe Advisors

Office Management Associate

Warsaw, IN · On-site

$14.25 - $19.25/hr

... as an Office Management Associate (20-40 hours/week) in our Falls Church, VA office. This ... Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

Socket.dev

Associate, Asset Management

Carmel, IN · On-site

Summary The Associate, Asset Management will work side-by-side with the Vice President, Asset ... Monitoring investment and property performance to preserve & increase the value of the investment ...

Clearwater Private Wealth Advisors

Be Seen First

Associate Advisor

Fort Wayne, IN · On-site

$75K - $100K/yr

The Associate Advisor will work closely with senior advisors to prepare investment plans, support client relationships, and ensure high‐quality execution across planning, investment management, and ...

Compass Group

HOSPITALITY SUPPORT ASSOCIATE

Carmel, IN · On-site

$23/hr

Our team supports Capital Group, a globally recognized investment management firm known for its ... Associates at Bon Appétit are offered many fantastic benefits. Full-time and part-time positions ...

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All JobsInvestment Management Associate JobsInvestment Management Associate Jobs in Indiana

Investment Management Associate information

See Indiana salary details

$20.9K

$92.4K

$203.2K

How much do investment management associate jobs pay per year?

As of Sep 10, 2026, the average yearly pay for investment management associate in Indiana is $92,371.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,900.00 and $111,800.00 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 are the most commonly searched types of Investment Management jobs in Indiana?

The most popular types of Investment Management jobs in Indiana are:

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

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

Investment Management Associate jobs near you
Infographic showing various Investment Management Associate job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 81% Physical, 4% Hybrid, and 15% Remote job distribution, with an average salary of $92,371 per year, or $44.4 per hour.

Office Management Associate

Warsaw, IN

Beacon Pointe Advisors LLC
Finance and Insurance • 51 - 200 employees
Learn more about Beacon Pointe Advisors LLCexternal

$40K - $60K/yr

Full-time

Re-posted 3 days ago

Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Office Management Associate in our Warsaw, IN office. The ideal candidate will be responsible for assisting in all aspects for the firm’s daily operations in addition to handling general office management duties.  This candidate will join a highly talented team of wealth management and client service professionals that service sophisticated, high net worth individuals and large complex institutions.  The team is responsible for providing a select group of clients with comprehensive wealth management services to include customized investment management and wealth planning services to help our clients achieve their financial goals.

Responsibilities

  • Answering incoming calls and appropriately directing them as needed; ownership of day/ evening voice mailbox and outgoing voice mail messages
  • Scheduling all Client Meetings using primarily Calendly, and also other forms of communication
  • Helping prepare for client meetings by assembling client statements, printing/binding all deliverables and preparing the meeting rooms
  • Handling of incoming mail, faxes and maintenance of office equipment and business services; daily overnight package drop off as needed
  • Handling basic client distribution requests as directed by Client Services Manager
  • Administrative tasks as directed by partners of the firm; this may include travel arrangements, setting and coordinating of meeting requests and other business critical needs
  • Ordering of food and beverage for meetings and at times picking up/ delivering
  • Maintaining office supplies and reordering as needed, keeping kitchen and common areas tidy
  • Correspondence with building management regarding work order requests, or suite, building and parking concerns
  • Input and updating of client information into various internal systems including CRM (Salesforce); creating and generating reports
  • Delivering client/ prospect communications
    • Ownership of BP bulk email correspondence and Client Birthday Cards
  • Reviewing, editing, adding graphics, etc. to presentations, letters and other various communications
  • Event coordination and ownership
    • Holiday parties, work related happy hours, client events, team building activities, WAI events, etc.
  • Serve as local office marketing point person
    • Attend/ participate in conference calls
    • Collaborate with HQ marketing and compliance to ensure all marketing materials are up to date and compliant
    • Communicate changes and important info to advisors and staff
    • Ownership of ordering and maintaining office supplies through StorFront (online portal for all BP branded specific products)
  • Assisting with other general administrative and office management duties as needed
  • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures

Qualifications

  • Four-year college degree or equivalent experience required
  • Excellent interpersonal and verbal/written skills
  • Strong commitment to detail with excellent organization and prioritization skills
  • Proven ability to work in a fast-paced environment, evolving work environment and able to multi-task
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families.  Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit  Awards Disclosures.