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Investment Support Jobs (NOW HIRING)

Investment Research Analyst

New York, NY ยท Remote

$50 - $200/hr

Support investors, fund managers, and operators with decision-quality research * Build a verified research and transaction track record and Analyst Rating Score Certification tiers: Senior Investment ...

Powered by AI and supported by a team of financial experts, Range is building proprietary tools and services to help you manage every aspect of your financial life. From investment planning and tax ...

Investment Operations Mentor

New York, NY ยท Remote

$200 - $500/hr

Support sponsors with post-close execution, reporting, and portfolio oversight * Mentor analysts and deal scouts on fund operations and investment lifecycle mechanics * Access curated advisory ...

... 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 ...

Investor Relations Associate

San Diego, CA ยท On-site

$80K - $90K/yr

... investment support (deal inquiries, distributions, K-1s, and investor portal assistance). * Coordinate and resolve investor requests, partnering with internal teams to ensure timely, accurate ...

Partner with RPW advisors throughout the sales and service cycle to deliver well-rounded investment support. * Attend client review meetings to present and discuss investment analyses at the account ...

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Investment Support information

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How much do investment support jobs pay per hour?

As of May 30, 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 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 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.

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 7 main investment types?

Investment support professionals often work with the seven main investment types: stocks, bonds, mutual funds, exchange-traded funds (ETFs), real estate, commodities, and cash equivalents. Understanding these categories helps in advising clients on portfolio diversification and risk management. Familiarity with financial tools and market analysis is essential in this role.
More about Investment Support jobs
What states have the most Investment Support jobs? States with the most job openings for Investment Support jobs include:
Infographic showing various Investment Support job openings in the United States as of May 2026, with employment types broken down into 76% Full Time, and 24% Part Time. Highlights an 57% Physical, 29% Hybrid, and 14% Remote job distribution, with an average salary of $38,671 per year, or $18.6 per hour.

Performance Manager (Investment Data Analyst)

Cooperidge Consulting Firm

New York, NY โ€ข On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 days ago


Job description

Cooperidge Consulting Firm is seeking a Performance Manager (Investment Data Analyst) for a premier $20B+ Global Equity Investment Management Firm in New York, NY.
Reporting directly to the COO, this key role is responsible for the integrity and evolution of the firm's performance reporting, risk analytics, and attribution frameworks. The Manager will act as a strategic bridge between the investment team and client services, providing sophisticated data simulations and ensuring global compliance standards (GIPS). This is a rare opportunity to join a stable, prestigious firm known for its high professionalism, intellectual curiosity, and elite employee perks.
Job Responsibilities
  • Performance & Attribution: Design and manage complex attribution reporting aligned with investment strategies, including risk-based attribution and ex-ante risk analysis.
  • Risk Analytics: Enable broader risk reporting for investment strategies, including liquidity analysis, country-specific risk, and volatility reporting.
  • Compliance & GIPS: Assist in the development and standardization of GIPS composites and lead the coordination with external verification examiners to ensure regulatory compliance.
  • Investment Support: Maintain and optimize screening tools to identify the investable universe based on parameters defined by the investment team.
  • Client Service Analytics: Develop marketing-ready analytics highlighting portfolio characteristics, risk exposures, and performance drivers/detractors.
  • System Optimization: Evaluate and optimize research and data systems (FactSet), including the integration of AI-driven tools to automate and streamline workflows.
  • Statistical Simulation: Manage model portfolio simulations and detailed statistical analysis to support long-term investment outlooks.

Requirements
Education & Certifications
  • Bachelor's degree in Finance, Business, or Computer Science is required.
  • Technical or programming background (Python/SQL) is highly preferred.
  • CIPM or CFA designation is a significant advantage.
Experience
  • Minimum of five (5) to ten (10) years of relevant experience in Investment Management.
  • Extensive experience with Global Equities and long-term investment strategies.
  • Deep expertise in GIPS and SEC reporting standards.
Technical Skills
  • FactSet & Excel: Advanced proficiency is REQUIRED; must be expert in extracting data and presenting it via complex charts and tables.
  • Quantitative Mastery: Deep understanding of how returns are calculated, evaluated, and modeled.
  • Process Design: Proven ability to use programming or AI tools to automate legacy workflows.

Benefits
  • Comprehensive health, vision, and dental insurance plans
  • Life insurance coverage
  • 401(k) retirement plan with company matching contributions
  • Paid time off including vacation, sick leave, and holidays
  • Opportunities for career growth and advancement