Investment Associate
Listing sourced from adzuna on 9/13/2026. CVCraft does not host this job; clicking Apply redirects to the source.
Job Description
WHO are we looking for? CAPTRUST is seeking an Investment Associate to support Financial Advisors and client service professionals in delivering investment analysis, research, and client materials for defined contribution plan clients, primarily 401(k) and 403(b) plans. This entry-level role will assist with the preparation of meeting materials, investment-related projects, and responses to client requests, and will occasionally participate in client meetings. The Investment Associate will work…
Salary Context for Financial Analyst
The US national median for Financial Analyst is $99,890; in New York the median is $134,852 (+35% vs national).
Tailor your resume to this role before applying
75% of applicants get filtered by ATS before a human reads them. Run a free 60-second scan to see what keywords are missing from your resume.
Free ATS ScanSimilar Jobs
Pricing Senior Analyst
Financial Advisor - Minneapolis - St. Paul
Financial Data Analyst
Financial Analyst
Risk Management - Leveraged Finance Investment Banking Credit Risk - Healthcare - Vice President
Investment Banking - Media & Communications - Analyst
Pass the ATS Filter Before Applying
Most resumes never reach a human. CVCraft scans your resume against this exact role's keywords in 60 seconds — free.
Scan My Resume Free