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Transaction Advisory Associate Jobs in Iowa (NOW HIRING)

Integritymarketing

Investment Trader

Urbandale, IA · On-site

The Advisory Trader requires strong analytical skills and market knowledge, with a solid foundation in financial concepts, risk management and financial software. Executing transactions for Integrity ...

City of Marion

PT Patron Services Staff

Marion, IA · On-site

Provide Readers' Advisory. * Processing, sorting, and routing library materials. * Handling cash ... High school diploma or equivalent required, associate or bachelor's degree from an accredited ...

City of Marion

PT Patron Services Staff

Marion, IA · On-site

$15.57/hr

Provide Readers' Advisory. * Processing, sorting, and routing library materials. * Handling cash ... High school diploma or equivalent required, associate or bachelor's degree from an accredited ...

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All JobsTransaction Advisory Associate JobsTransaction Advisory Associate Jobs in Iowa

Transaction Advisory Associate information

See Iowa salary details

$70.4K

$143.1K

$212.7K

How much do transaction advisory associate jobs pay per year?

As of Aug 14, 2026, the average yearly pay for transaction advisory associate in Iowa is $143,083.00, according to ZipRecruiter salary data. Most workers in this role earn between $113,700.00 and $166,200.00 per year, depending on experience, location, and employer.

What is a transaction advisory associate?

Transaction Advisory Associates are professionals who assist clients in evaluating and executing business transactions, such as mergers, acquisitions, and divestitures. They conduct financial due diligence, analyze financial statements, assess risks and opportunities, and provide recommendations to help clients make informed decisions. These associates work closely with senior advisors and clients to ensure the transaction process is smooth and value is maximized. Their work is critical in identifying potential issues and ensuring the financial health of a transaction.

What is the difference between Transaction Advisory Associate vs Financial Analyst?

AspectTransaction Advisory AssociateFinancial Analyst
Required CredentialsBachelor's degree, CPA or CFA often preferredBachelor's degree in finance, accounting, or related field; CFA beneficial
Work EnvironmentConsulting firms, investment banks, or corporate finance teamsCorporations, investment firms, or financial services companies
Employer & Industry UsageUsed in M&A, due diligence, and transaction supportUsed in budgeting, forecasting, and financial analysis
Comparison IntentFocuses on transaction support and deal processesFocuses on financial data analysis and reporting

The Transaction Advisory Associate primarily supports mergers, acquisitions, and transaction processes, often working in consulting or investment banking environments. In contrast, a Financial Analyst concentrates on analyzing financial data, preparing reports, and supporting strategic decision-making within companies. While both roles require strong financial skills and similar credentials, their core functions and work settings differ significantly.

What types of projects does a transaction advisory associate work on, and how do they contribute to client engagements?

As a Transaction Advisory Associate, you can expect to be involved in projects such as financial due diligence for mergers and acquisitions, valuation analysis, and assisting clients with buy-side and sell-side transactions. Your role often includes analyzing financial statements, identifying key risks and opportunities, and preparing detailed reports for clients. You'll work closely with senior team members, clients, and other advisors (such as legal or tax professionals) to ensure all aspects of a transaction are thoroughly evaluated. This collaborative environment provides valuable exposure to complex deals and is an excellent foundation for career advancement within advisory or corporate finance.

What are the key skills and qualifications needed to thrive as a transaction advisory associate, and why are they important?

To thrive as a Transaction Advisory Associate, you need strong analytical skills, a solid understanding of accounting and finance principles, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial modeling, Excel, data analytics tools, and often a CPA or CFA certification are highly valued. Excellent communication, attention to detail, and the ability to work well under pressure are essential soft skills. These competencies ensure accurate due diligence, effective client communication, and successful deal execution in high-stakes transaction environments.

What are the most commonly searched types of Transaction Advisory jobs in Iowa?

The most popular types of Transaction Advisory jobs in Iowa are:

What job categories do people searching Transaction Advisory Associate jobs in Iowa look for?

The top searched job categories for Transaction Advisory Associate jobs in Iowa are:

Transaction Advisory Associate jobs near you
Infographic showing various Transaction Advisory Associate job openings in Iowa as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $143,083 per year, or $68.8 per hour.

Supervisory Principal

Cambridge Investment Research, Inc.

Fairfield, IA

Full-time

Posted 29 days ago

Job description

Job SummaryKey Deliverables and Responsibilities

Cambridge is seeking an Advocacy and Supervision Principal to join the Advocacy and Supervision department. This role is responsible for reviewing, analyzing, and approving daily transactions and account activity while helping ensure adherence to firm policies, clearing firm requirements, and applicable regulatory standards. The ideal candidate is a thoughtful, detail-oriented decision-maker who can assess complex situations, identify potential risk, and balance service with sound supervisory judgment.

Key Responsibilities:

  • Review, analyze, and approve daily transactions, including Mutual Funds, Variable Annuities, Variable Life, 529 Plans, and Direct Participation Programs/Real Estate Investment Trusts.

  • Review client information, suitability forms, new account documentation, sponsor applications, third-party money manager agreements, CIRA advisory agreements, and independent advisory paperwork for completeness, accuracy, and acceptance.

  • Provide review and oversight of OSJ approval trades and brokerage account transactions for financial professionals reporting to the home office.

  • Use the firm's compliance engine, dual brokerage platforms, clearing firm reports, and custom reporting tools to conduct supervisory reviews and identify activity that may require escalation.

  • Research complex questions, assess suitability and risk, and make independent recommendations while maintaining strong working relationships with financial professionals and internal partners.

  • Ensure adherence to firm policies and procedures, clearing firm policies, and applicable requirements; inform management of potential violations or concerns.

  • Provide professional, courteous problem-solving and troubleshooting support for inbound phone calls, voicemails, emails, and occasional in-person inquiries from existing and new financial professionals and staff.

  • Assist with the organization, development, and delivery of training programs and materials for new and existing financial professionals, including phone training and administrative workshops.

What We Are Looking For

Location: Phoenix, AZ or Fairfield, IA - hybrid attendance (in-office 3 days/week)

A strong Principal investigates rather than simply processes. They ask thoughtful questions such as, "What am I missing?", "Does this make sense?", "What is the client's objective?", and "Is there a pattern here?" They are willing to go where the work is, navigate available resources, make difficult decisions when they are the right decisions, and escalate concerns appropriately.

Education and Experience:

  • 2+ years of related experience, education, and/or training in supervision, compliance, brokerage operations, financial services, or a related field.

Licensing:

FINRA Series 7 and Series 24 licenses are required.

Company Overview:

At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values-integrity, commitment, flexibility, and kindness-we put financial advisors first in every decision we make.

Cambridge is an internally controlled, growth-focused independent broker-dealer, ranked among the largest and fastest-growing firms in the industry. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.

Our community of over 4,000 producing financial advisors includes diverse business models-RIA, corporate RIA, hybrid, fee-only, and brokerage-and offers a broad selection of investment solutions with no proprietary products.

For further information about Cambridge, please visit https://www.joincambridge.com/

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