Investment Associate Jobs in Illinois
Investment Associate jobs in Illinois are highly active, concentrated in private equity, venture capital, asset management, and commercial banking, with openings at every level from analyst-track entry roles through senior associate. Chicago drives the majority of hiring, with Evanston and Oak Brook contributing additional opportunities, and firms like William Blair, Baird, and Northern Trust maintaining consistent investment associate demand across the state. The most sought-after specialties include private equity deal execution, credit analysis, and institutional equity research. Find a role that fits below and apply directly.
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Showing 5 of 33+ Investment Associate jobs
- Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
- Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
- Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
- Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
- Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
- Prioritize daily work, track progress for current work, and consistently meet deadlines
- Maintain and foster team culture
- A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
- If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
- A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
ABOUT US
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
- Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
- Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
- Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
- Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
- Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
- Prioritize daily work, track progress for current work, and consistently meet deadlines
- Maintain and foster team culture
- A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
- If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
- A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
ABOUT US
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
See All 33 Investment Associate Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
Find Investment Associate JobsInvestment Associate Jobs by City in Illinois
Where Illinois roles are concentrated, by current openings.
Investment Associate Job Market in Illinois
A snapshot from current Illinois openings, updated as new roles post.
Who's Hiring
- JPMorganChase13
- PwC1
- RWE1
- PGIM1
- QUAD1
Top Industries Hiring
- Investment & Asset Management
- Fintech
- Banking & Financial Services
- Insurance
- Law & Legal Services
What Illinois Employers Look For
The qualifications that appear most often in investment associate jobs across Illinois.
- FINRA Series 63 or Series 65 registration required or expected within first year
- Bachelor's degree in finance, economics, accounting, or a related quantitative field
- Proficiency in financial modeling, DCF analysis, and comparable company valuation
- Prior internship or full-time experience in investment banking, private equity, or asset management
- Strong command of Excel and familiarity with Bloomberg or FactSet platforms
- Excellent written and verbal communication skills for client-facing and internal presentations
Investment Associate Jobs in Illinois: Frequently Asked Questions
How do you become an investment associate in Illinois?
Most investment associate roles in Illinois require a bachelor's degree in finance, economics, or accounting, followed by relevant experience in banking or financial analysis. Illinois does not issue a state-specific investment associate license, but most employers expect FINRA registration, typically Series 63 or Series 65, coordinated through your employer once hired. Candidates who complete an internship or analyst program at a Chicago-area firm have the clearest path to a full associate offer.
Which companies hire investment associates in Illinois?
Employers hiring investment associates in Illinois right now include JPMorganChase, PwC, and RWE, based on current listings on Migrate Mate as of November 2026. Chicago's dense concentration of private equity firms, regional banks, and asset managers means Illinois consistently ranks among the most active states for this role nationwide.
Which Illinois cities have the most investment associate jobs?
Chicago, Wheaton, and Wilmette have the most investment associate openings in Illinois. Chicago dominates because it anchors the Midwest's private equity, venture capital, and institutional asset management ecosystem, while suburban markets like Evanston and Oak Brook add volume through corporate treasury functions and regional bank headquarters located outside the downtown loop.
Are there remote investment associate jobs in Illinois?
Yes, but they're less common than in purely analytical fields, since many investment associate roles involve in-person deal work and client interaction. About 42% of investment associate openings tied to Illinois are remote or hybrid as of November 2026, with the remote portion concentrated in portfolio monitoring, financial modeling, and research-focused sub-roles rather than origination or relationship management positions.
How can I get hired as an investment associate in Illinois with little or no experience?
The most realistic entry path is through a structured analyst program at a Chicago-area firm, where candidates are hired directly out of undergraduate programs into two-year rotations before promotion to associate. Firms like Northern Trust and William Blair run recognized analyst programs that serve as feeders to associate roles. Candidates from adjacent positions such as financial analyst, credit analyst, or corporate banking analyst commonly make the lateral move, and holding or actively pursuing FINRA registration gives an immediate edge in the screening process.
Where can I find and apply to investment associate jobs in Illinois?
You can find and apply to investment associate jobs in Illinois on Migrate Mate, which lists current Illinois openings updated regularly. Find the roles that fit your experience and target firms, then apply directly to each opening without creating a profile or signing up.
See All 33 Investment Associate Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
Find Investment Associate Jobs