ZipRecruiter

Log In

1

Investment Support Jobs (NOW HIRING)

Ren

Investment Relationship Associate

Hudson, OH · On-site

$36K - $45K/yr

The Investment Relationship Associate supports the Investment Team by executing operational and administrative processes related to account setup, maintenance, documentation, and routine transactions.

SageSpring Wealth Partners

Investment Strategist

Franklin, TN

$117K - $151K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Investment Support * Serve as a primary internal investment resource for advisors, providing day-to-day support on model portfolios, portfolio construction, implementation, and client positioning.

Prologis, Inc.

Director, Investment

East Rutherford, NJ · On-site

$151K - $215K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The role adds value by identifying market trends, managing diligence and entitlement efforts, and supporting value creation across industrial investments in the New Jersey market. Key ...

Prologis

Director, Investment

East Rutherford, NJ · On-site

$151K - $215K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The role adds value by identifying market trends, managing diligence and entitlement efforts, and supporting value creation across industrial investments in the New Jersey market. Key ...

MicroVentures

Investor Support Specialist

Austin, TX · On-site

  • Medical

  • Dental

  • Retirement

  • PTO

... investment platform that was 'open to the public'. We are looking for high service oriented ... support parts of the hiring process, such as reviewing applications, analyzing resumes, or ...

MicroVentures

Investor Support Specialist

Austin, TX · On-site

  • Medical

  • Dental

  • Retirement

  • PTO

... investment platform that was 'open to the public'. We are looking for high service oriented ... support parts of the hiring process, such as reviewing applications, analyzing resumes, or ...

JLL

Investment Analyst, Production Support

Austin, TX

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Join JLL's premier Investment Sales Advisory team as an Analyst, where you'll be at the forefront ... Personalized benefits that support personal well-being and growth: JLL recognizes the impact that ...

previous pagenext page

Showing results 21-40

All JobsInvestment Support Jobs

Investment Support information

See salary details

$11

$18

$26

How much do investment support jobs pay per hour?

As of Aug 17, 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.

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.

What are the typical daily responsibilities of an investment support professional?

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.

What are the key skills and qualifications needed to thrive as an investment support professional?

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.
More about Investment Support jobs

What states have the most Investment Support jobs?

States with the most job openings for Investment Support jobs include:

What job categories do people searching Investment Support jobs look for?

The top searched job categories for Investment Support jobs are:

Investment Support jobs near you
Infographic showing various Investment Support job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 22% Part Time, and 5% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $38,671 per year, or $18.6 per hour.

Investment Relationship Associate

Ren

Hudson, OH • On-site

$36K - $45K/yr

Full-time

Re-posted 6 days ago

Job description

Job Title:
Investment Relationship Associate
Department:
Client Service & Operations
Level & Status
P3, Exempt
Position Description:
The Investment Relationship Associate supports the Investment Team by executing operational and administrative processes related to account setup, maintenance, documentation, and routine transactions. This role ensures accurate processing of investment activity in accordance with established policies and procedures and serves as a primary point of contact for routine advisors and internal requests. The position focuses on transaction accuracy, document management, and service delivery in accordance with established guidelines.
Duties & Responsibilities:
  • Serve as an authorized signer.
  • Assist in the process of new account setups, transfers, and maintenance requests.
  • Serve as a Ghost Signer during absences.
  • Review assigned account liquidations under established procedures.
  • Monitor shared inboxes and respond to routine inquiries.
  • Resolve Salesforce cases, locked logins, and system access requests as assigned.
  • Provide direct communication to advisors, custodians, and internal leadership.
  • Coordinate paperwork and document corrections.
  • Load and maintain completed documents within document management systems.
  • Provide standard account information to advisors and internal teams.
  • Monitor workflow queues to ensure timely processing.
  • Support special projects and high-volume periods.
  • Escalate non-standard inquires to senior staff.

Decision-Making Authority
  • Execute approved processes.
  • Determine workflow prioritization.
  • Refer exceptions and complex matters to senior staff.

Scope & Impact
  • Direct impact on operational efficiency and service quality.
  • Support compliance through accurate execution.
  • Limited financial or regulatory discretion.

AI & Technology Proficiency
  • Applies AI-powered tools (e.g., workflow automation, document processing assistants, CRM AI features) to improve accuracy, reduce manual effort, and increase throughput on routine and moderately complex operational tasks.
  • Identifies opportunities to leverage AI and automation in investment operations workflows; contributes analysis and recommends process improvements for review by senior team professionals.

Skills & Qualifications
  • Bachelor's degree in finance, business, economics, or a related field
  • 2-3+ years of experience in financial services, document processing, or investment support functions
  • Demonstrated ability to assess unusual circumstances, devise solutions with limited information, and suggest variations in approach to resolve diverse operational issues
  • Proficiency in Microsoft Office applications and experience using CRM or workflow-tracking platforms
  • Proven ability to work independently with minimal day-to-day instruction; exercises judgment within defined procedures and contributes to process analysis and investigation
  • Complete understanding of investment account structures, operational processes, and professional discipline principles, with capacity to advise others on complex matters
  • Familiarity with donor-advised funds or willingness to learn DAF concepts preferred

Ren is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Apply