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Investment Management Associate Jobs in Ohio (NOW HIRING)

CAPTRUST

Wealth Client Management Associate

West Chester, OH · On-site

$13.75 - $18.75/hr

CAPTRUST is seeking a Wealth Client Management Associate who uses specialized knowledge and skills ... Investment industry experience a plus Desired Qualifications/Skills: * Strong proficiency in ...

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All JobsInvestment Management Associate JobsInvestment Management Associate Jobs in Ohio

Investment Management Associate information

See Ohio salary details

$20.9K

$92.3K

$203K

How much do investment management associate jobs pay per year?

As of Jul 26, 2026, the average yearly pay for investment management associate in Ohio is $92,287.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,800.00 and $111,700.00 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, and why are they important?

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.

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 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.
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What cities in Ohio are hiring for Investment Management Associate jobs? Cities in Ohio with the most Investment Management Associate job openings:
Investment Management Associate jobs near you
Infographic showing various Investment Management Associate job openings in Ohio as of June 2026, with employment types broken down into 78% Full Time, 9% Part Time, 5% Temporary, 5% Contract, and 3% Nights. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $92,287 per year, or $44.4 per hour.
Investment Advisor in Public Funds

Investment Advisor in Public Funds

Meeder Investment Management

Dublin, OH • On-site

Full-time

Posted yesterday

Job description

Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration.
Meeder’s advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including: mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm.
Position: Investment Advisor in Public Funds

The ideal candidate will expand the Public Funds by identifying prospects, analyzing portfolios and developing strategies for closing new business throughout California and neighboring states. Requirements for this role include residing on the West Coast, preferably in California. The main focus of this position will be business development within the public sector.
Primary Responsibilities
  • Expand the Public Funds Division
  • Coordinate information flow between clients, staff, operations and investments.
  • Analyze various investment options to identify and propose optimal investment solutions.
  • Coordinate preparation of reports, presentations, proposals and other written communication.
  • Regular networking through attendance at conferences and other municipal events.
  • Educate clients and prospects on current market events and investment opportunities.
  • Support and develop sales, marketing and service initiatives and activities.
Critical Success Factors
  • Understanding of capital markets with an emphasis on fixed income.
  • Familiarity with financial modeling, review and analysis.
  • Demonstrated project management skills with proven ability to manage multiple tasks and adapt to a changing, fast-pasted environment.
  • Independent and self-motivated with a proven track record of business development.
  • Ability to think and act strategically.
  • Excellent communication skills, both verbal and written.
  • Effective presentation skills within both large and small audiences.
  • Demonstrates unwavering personal and professional integrity.
  • Desire to take initiative, improve processes and solve problems.
  • Strong quantitative problem solving and analytical skills.
  • Detail oriented with strong organizational skills.
  • Effective relationship management skills.
  • Enthusiastic, high-energy, positive attitude.
  • Willingness to travel regularly.
Skills Required
  • Bachelor’s Degree in Finance, Economics or related field.
  • Minimum 5 years of work experience in the public sector/municipal finance, banking, investment management, or financial services arena, demonstrating increasing levels of responsibility.
  • CFP, CFA, CMT or other professional designation or candidacy is a plus.
  • Strong working knowledge of Word, Excel and PowerPoint.

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