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Investment Support Jobs (NOW HIRING)

Mercury

Investment Support Specialist

San Francisco, CA · On-site +1

$71K - $87K/yr

As an investment support specialist you'll bring warmth and expertise in equal measure, answering complex product questions, resolving escalated issues, and educating customers. You'll also serve as ...

AJAIA

Investment Executive

Fort Lauderdale, FL · On-site

Support decision-making with valuation frameworks and scenario analyses. * Structure transactions including minority investments, majority acquisitions, recapitalizations, and joint ventures.

AJAIA

Investment Manager

Fort Lauderdale, FL · On-site

Support decision-making with valuation frameworks and scenario analyses. * Structure transactions including minority investments, majority acquisitions, recapitalizations, and joint ventures.

Stifel

Trust Investment Associate

Saint Louis, MO

The Trust Investment Associate provides administrative and analytical investment support to portfolio managers, including completing required paperwork, updating databases, maintaining records ...

Stifel

Trust Investment Associate

Saint Louis, MO · On-site

What You'll Be Doing The Trust Investment Associate provides administrative and analytical investment support to portfolio managers, including completing required paperwork, updating databases ...

Prologis

Director, Investment

East Rutherford, NJ · On-site

$151.20 - $215/hr

... support. * Originate investment opportunities by leveraging existing professional relationships and developing new strategic contacts with real estate partners, private sellers, brokers, investment ...

Stifel

Trust Investment Associate

Saint Louis, MO · On-site

What You'll Be Doing The Trust Investment Associate provides administrative and analytical investment support to portfolio managers, including completing required paperwork, updating databases ...

Northern Trust

Sr. Investment Associate

Washington, DC

$70K - $119K/yr

Senior Investment Associate Overview The Senior Investment Associate supports one or more Portfolio ... Support Portfolio Managers in all aspects of portfolio management and client servicing * Prepare ...

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Investment Support information

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How much do investment support jobs pay per hour?

As of Jul 27, 2026, the average hourly pay for investment support in the United States is $18.59, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $20.43 per hour, depending on experience, location, and employer.

How much do I need to invest to make $100,000 a year?

For an Investment Support professional, earning $100,000 annually through investments typically requires a portfolio of $2 million to $3 million, assuming a 4-5% annual return. Achieving this depends on investment strategies, risk tolerance, and market conditions, and may involve skills in financial analysis and portfolio management.

How much do investment assistants make?

Investment assistants typically earn a median annual salary of around $50,000 to $70,000, depending on experience, location, and the size of the firm. Entry-level roles may start lower, while those with specialized skills or certifications can earn higher salaries. Compensation often includes benefits such as bonuses and professional development opportunities.

What are the key skills and qualifications needed to thrive as an Investment Support professional, and why are they important?

To thrive as an Investment Support professional, you need a solid understanding of finance, investment products, and strong analytical skills, often backed by a relevant degree such as finance, business, or economics. Familiarity with portfolio management systems, financial modeling tools, and industry certifications like CFA or IMC is commonly expected. Excellent communication, attention to detail, and problem-solving abilities help build trust with clients and support effective collaboration within teams. These skills are crucial for ensuring accurate investment operations, supporting portfolio managers, and delivering high-quality service to clients.

What is investment support?

Investment support refers to the range of services and assistance provided to investors, such as research, analysis, administrative support, and client service. Professionals in investment support roles help ensure that investment processes run smoothly by aiding portfolio managers, preparing reports, maintaining databases, and communicating with clients. They often serve as a bridge between clients, financial advisors, and operational teams, ensuring accurate and timely execution of investment decisions.

Is 25 too old for investment banking?

Investment banking roles typically prefer candidates with strong academic backgrounds and relevant internships, but there is no strict age limit. Many professionals enter the field in their mid-20s or later, and skills such as financial modeling and analysis are more important than age. Age should not be a barrier if you have the necessary qualifications and experience.

What is the highest paying job in investment?

In investment roles, hedge fund managers and private equity executives tend to have the highest salaries, often earning multi-million dollar compensation packages including bonuses and profit sharing. These positions require extensive experience, strong analytical skills, and often advanced certifications like the CFA or MBA, with work environments demanding long hours and high pressure.

What are the typical daily responsibilities of someone in an Investment Support role?

In an Investment Support role, your daily tasks often include preparing and updating investment reports, assisting with portfolio monitoring, and responding to client or advisor queries. You may also help process trades, maintain accurate records, and support compliance checks to ensure all activities align with regulatory standards. Collaboration with portfolio managers, analysts, and client service teams is common, making strong communication and organizational skills essential. The role is fast-paced and detail-oriented, providing valuable exposure to the investment process and team operations.
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Investment Support jobs near you
Infographic showing various Investment Support job openings in the United States as of July 2026, with employment types broken down into 91% Full Time, 7% Part Time, and 2% Contract. Highlights an 86% Physical, 6% Hybrid, and 8% Remote job distribution, with an average salary of $38,671 per year, or $18.6 per hour.
Investment Support Specialist

Investment Support Specialist

Mercury

San Francisco, CA • On-site, Remote

$71K - $87K/yr

Full-time

Posted 3 days ago

Job description

Mercury is building the complete finance stack for startups, one where founders spend less time thinking about money infrastructure and more time building their companies. We've spent years earning the trust of over 300,000 businesses on the banking* side. In 2026 we are launching Mercury Treasury, we're expanding the team to match.
This isn't a role where you inherit a playbook, you'll help write it. You'll be an early, high-impact member of a team being built from the ground up, and your insights will directly shape how the product and team evolve.
You'll need to understand treasury products deeply. This includes money market funds, yield, liquidity management, and how it all fits within a customer's account. The financial system has a lot of moving pieces, and your job is to make it feel simple and approachable for our users.
As an investment support specialist you'll bring warmth and expertise in equal measure, answering complex product questions, resolving escalated issues, and educating customers. You'll also serve as the connective tissue between our users and our product and engineering teams.
*Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC.
What You'll Do:
  • Own customer communications across chat and email, handling everything from application questions to complex Treasury/Invest topics
  • Educate customers on product functionality and how it fits within their accounts
  • Address escalated issues with swift resolution, balancing customer needs with business integrity and regulatory compliance
  • Build genuine, lasting relationships with users
  • Identify systemic issues, partner with product and engineering on solutions, and serve as the voice of the customer internally
  • Use customer insights and data to spot trends and propose improvements
  • Draft help center articles, FAQs, and customer comms
  • Build processes, improve internal tools, and help scale Mercury's support and ops infrastructure
  • Assist with compliance and other customer-facing tasks as needed
  • Develop deep expertise in mutual funds, equity trading, and Treasury/Invest products
  • Own your metrics (CSAT, WSPPH, One Touch %, QA) and use them to drive continuous improvement
  • Contribute to internal knowledge bases, training content, and team-driven process improvements
What You Bring:
  • Active Series 7 + S63 or S65; (Series 99 is a plus)
  • 3+ years experience in a Fintech customer experience/support role or a similarly complex, regulated environment
  • Deep knowledge of treasury, mutual funds, and equity trading products
  • Proficiency with CRM and support tooling (Zendesk is a plus)
  • A data-driven mindset, you use insights to identify trends and drive decisions
  • Strong written and verbal communication skills across technical and non-technical audiences
  • Ability to thrive in ambiguity and adapt quickly in a fast-moving environment
  • A proactive, ownership-oriented approach, you don't wait to be asked

The total rewards package at Mercury includes base salary, equity (stock options/RSUs), and benefits.
Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers.
Our target new hire base salary ranges for this role are the following:
  • US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $71,900 - $87,300 USD
  • US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $64,700 - $78,500 USD

Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role.
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