Investment Associate Jobs in Michigan
Investment Associate jobs in Michigan are active across private equity, wealth management, and commercial banking, with openings at every level from entry-level analyst roles through senior portfolio positions. Detroit, Grand Rapids, and Ann Arbor anchor most of the hiring, where established firms like Comerica, Flagstar Bank, and the University of Michigan investment office maintain consistent demand. The most in-demand specialties include private equity deal support, fixed income analysis, and institutional portfolio management. Find a role that fits below and apply directly.
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As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.
- 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 120 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 120 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.
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
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.
- 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 120 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 120 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.
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 10 Investment Associate Jobs in Michigan
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Find Investment Associate JobsInvestment Associate Jobs by City in Michigan
Where Michigan roles are concentrated, by current openings.
Investment Associate Job Market in Michigan
A snapshot from current Michigan openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Fintech
- Banking & Financial Services
- Investment & Asset Management
What Michigan Employers Look For
The qualifications that appear most often in investment associate jobs across Michigan.
- Bachelor's degree in finance, economics, or accounting required by most Michigan employers
- Series 63 or Series 65 license required or expected within first year of employment
- One to three years of experience in financial analysis, banking, or investment research preferred
- Proficiency in financial modeling, DCF valuation, and Excel-based analysis tools required
- CFA enrollment or progress toward charterholder designation valued at mid-level and above
- Strong written communication skills for investment memos and client-facing reporting
Investment Associate Jobs in Michigan: Frequently Asked Questions
How do you become an investment associate in Michigan?
Most Michigan employers require a bachelor's degree in finance, economics, or a related field as the baseline. For roles involving direct client investment advice, Michigan follows FINRA licensing requirements, meaning you will typically need to pass the Series 65 exam administered through FINRA to act as an investment adviser representative registered with the Michigan Department of Licensing and Regulatory Affairs. Many candidates also pursue the CFA designation to strengthen their candidacy at institutional firms.
Which companies hire investment associates in Michigan?
Employers hiring investment associates in Michigan right now include JPMorganChase, WPP Media, and AMC Real Estate Investment Services, based on current listings on Migrate Mate as of November 2026. Michigan's concentration of regional banks, hospital endowments, and private equity firms operating out of Detroit and Grand Rapids creates steady demand across a range of institution types.
Which Michigan cities have the most investment associate jobs?
Detroit, Bloomfield Hills, and Troy have the most investment associate openings in Michigan. Detroit leads because of its concentration of regional banks, asset managers, and corporate treasury functions, while Grand Rapids has grown as a hub for wealth management firms and family offices, and Ann Arbor draws demand from the University of Michigan's endowment operations and the surrounding tech-adjacent financial services sector.
Are there remote investment associate jobs in Michigan?
Yes, and a meaningful share of openings are flexible, since much of the analytical and modeling work in investment associate roles can be done remotely. About 0% of investment associate openings tied to Michigan are remote or hybrid as of November 2026, reflecting a broader shift among asset managers and wealth firms. Portfolio monitoring, research, and reporting functions are the most consistently remote-eligible parts of the role.
How can I get hired as an investment associate in Michigan with little or no experience?
The most realistic entry path is through a bank analyst or financial analyst role at one of Michigan's regional banks or credit unions, which regularly hire recent graduates into structured rotational programs before promoting into investment-focused positions. Comerica and Flagstar both run entry-level finance programs in Michigan. Completing the Series 65 exam before applying and building a financial modeling portfolio from case competitions or CFA Institute research challenge materials gives candidates a clear edge over those without formal experience.
Where can I find and apply to investment associate jobs in Michigan?
You can find and apply to investment associate jobs in Michigan on Migrate Mate, which lists current Michigan openings across private equity, wealth management, banking, and institutional investment roles. Find the roles that fit your background and apply directly through each listing.
See All 10 Investment Associate Jobs in Michigan
Find roles in Michigan that match your experience and apply in just a few clicks.
Find Investment Associate Jobs