Mid Level Investment Jobs
Mid level investment jobs go to professionals ready to own analyses end to end, lead deal flow work with limited oversight, and shape recommendations that move capital. Openings run 17% remote or hybrid across Investment & Asset Management, Banking & Financial Services, and Fintech, with employers like JPMorganChase, Prudential, and Jobot hiring at this level now.
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You'll thrive in this position if you're analytically rigorous, intellectually curious, and skilled at translating complex quantitative findings into compelling narratives that resonate with diverse investor audiences.
Key Responsibilities
- Retrieve, clean, validate, and analyze data from Nasdaq proprietary and relevant third-party sources to support original investment research.
- Analyze complex investment and market data to identify trends, drivers, risks, and opportunities relevant to institutional, advisor, and retail/wealth audiences.
- Contribute to producing timely thought leadership — including thematic investment research, global market perspectives, tactical insights, and client-ready briefs.
- Translate quantitative findings into clear narratives, charts, dashboards, and visualizations tailored to different investor segments and levels of sophistication.
- Collaborate with research, commercial, marketing, and regional teams to align research priorities with client needs and business strategy, while maintaining analytical independence.
Required Qualifications
- Bachelor's degree in Finance, Business, Economics, Statistics, Mathematics, Computer Science, or a related field.
- 3–5 years of experience in investment research, asset management, financial services, or a related field.
- Strong understanding of investment concepts, capital markets, asset classes, and the needs of institutional and/or retail/wealth investors.
- Excellent written, verbal, and visual communication skills, with the ability to explain complex concepts clearly to varied audiences.
- Proficiency in SQL, Python or VBA, and data visualization tools such as Tableau or Power BI.
Preferred Qualifications
- Experience with FactSet, Nasdaq eVestment, or other investment performance databases.
- Experience using AI and large language models to enhance research, analysis, or content development, with appropriate validation and editorial oversight.
- Exposure to global teams and cross-border collaboration in a fast-paced environment.
This position will be located in Philadelphia or Atlanta and offers the opportunity for a hybrid work environment at least 3 days a week in-office, subject to change, providing flexibility and accessibility for qualified candidates.
Come as You Are
Nasdaq is an equal opportunity employer. We welcome applications from candidates of all backgrounds and identities.
We are committed to fostering an inclusive workplace where diverse perspectives, experiences, and identities are valued and celebrated.
We ensure that individuals with disabilities are provided with reasonable accommodation throughout the hiring process.
What We Offer
We’re proud to offer a competitive rewards package that is meaningful, recognizes the unique needs of our employees and their families and incentivizes employees for their contribution to Nasdaq’s overall success.
In addition to base salary, Nasdaq offers significant other compensation (annual bonus/commissions and equity), benefits, and opportunity for growth. Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, business needs and market demands.
Nasdaq’s programs and rewards are intended to allow our employees to:
- Secure Wealth: 401(k) program with 6% employer match, Employee Stock Purchase Program with 15% discount, Student loan repayment program up to $10k, Company paid life and disability plans, Generous paid time off
- Prioritize Health: Comprehensive medical, dental and vision coverage, Health spending account with employer contribution, Paid flex days to support mental wellbeing, Gym membership discounts
- Care for Family: Hybrid home/office schedule (for most positions), Paid parental leave, Fertility benefits, Paid bereavement leave
- Connect with Community: Company gift matching program, Employee resource groups, Paid volunteer days
- Grow Career: Education Assistance Program, Robust job skills training and Professional development opportunities
For more information, visit Nasdaq Benefits & Rewards Career page.
You'll thrive in this position if you're analytically rigorous, intellectually curious, and skilled at translating complex quantitative findings into compelling narratives that resonate with diverse investor audiences.
Key Responsibilities
- Retrieve, clean, validate, and analyze data from Nasdaq proprietary and relevant third-party sources to support original investment research.
- Analyze complex investment and market data to identify trends, drivers, risks, and opportunities relevant to institutional, advisor, and retail/wealth audiences.
- Contribute to producing timely thought leadership — including thematic investment research, global market perspectives, tactical insights, and client-ready briefs.
- Translate quantitative findings into clear narratives, charts, dashboards, and visualizations tailored to different investor segments and levels of sophistication.
- Collaborate with research, commercial, marketing, and regional teams to align research priorities with client needs and business strategy, while maintaining analytical independence.
Required Qualifications
- Bachelor's degree in Finance, Business, Economics, Statistics, Mathematics, Computer Science, or a related field.
- 3–5 years of experience in investment research, asset management, financial services, or a related field.
- Strong understanding of investment concepts, capital markets, asset classes, and the needs of institutional and/or retail/wealth investors.
- Excellent written, verbal, and visual communication skills, with the ability to explain complex concepts clearly to varied audiences.
- Proficiency in SQL, Python or VBA, and data visualization tools such as Tableau or Power BI.
Preferred Qualifications
- Experience with FactSet, Nasdaq eVestment, or other investment performance databases.
- Experience using AI and large language models to enhance research, analysis, or content development, with appropriate validation and editorial oversight.
- Exposure to global teams and cross-border collaboration in a fast-paced environment.
This position will be located in Philadelphia or Atlanta and offers the opportunity for a hybrid work environment at least 3 days a week in-office, subject to change, providing flexibility and accessibility for qualified candidates.
Come as You Are
Nasdaq is an equal opportunity employer. We welcome applications from candidates of all backgrounds and identities.
We are committed to fostering an inclusive workplace where diverse perspectives, experiences, and identities are valued and celebrated.
We ensure that individuals with disabilities are provided with reasonable accommodation throughout the hiring process.
What We Offer
We’re proud to offer a competitive rewards package that is meaningful, recognizes the unique needs of our employees and their families and incentivizes employees for their contribution to Nasdaq’s overall success.
In addition to base salary, Nasdaq offers significant other compensation (annual bonus/commissions and equity), benefits, and opportunity for growth. Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, business needs and market demands.
Nasdaq’s programs and rewards are intended to allow our employees to:
- Secure Wealth: 401(k) program with 6% employer match, Employee Stock Purchase Program with 15% discount, Student loan repayment program up to $10k, Company paid life and disability plans, Generous paid time off
- Prioritize Health: Comprehensive medical, dental and vision coverage, Health spending account with employer contribution, Paid flex days to support mental wellbeing, Gym membership discounts
- Care for Family: Hybrid home/office schedule (for most positions), Paid parental leave, Fertility benefits, Paid bereavement leave
- Connect with Community: Company gift matching program, Employee resource groups, Paid volunteer days
- Grow Career: Education Assistance Program, Robust job skills training and Professional development opportunities
For more information, visit Nasdaq Benefits & Rewards Career page.
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Find Mid Level Investment JobsMid Level Investment Job Market
Who's Hiring
- JPMorganChase18
- Prudential4
- Jobot3
- Winston & Strawn LLP3
- Truist2
Top Industries Hiring
- Investment & Asset Management33
- Banking & Financial Services28
- Fintech16
- Insurance7
- Staffing & Recruiting5
Mid Level Investment Jobs: Frequently Asked Questions
How do I get a mid level investment job?
Position your experience around ownership, not just execution. Highlight deals, portfolios, or analyses you drove from start to finish, quantify outcomes where possible, and show that you operated with limited supervision. Tailor your resume to the asset class or sector the role covers, and be specific about the tools, models, and decision frameworks you have used independently.
Which companies hire mid level investments?
Companies hiring mid level investments right now include JPMorganChase, Prudential, and Jobot, based on current listings on Migrate Mate as of November 2026. Hiring at this level comes from a mix of asset managers, private equity and venture firms, investment banks, and corporate finance teams at larger institutions actively building out their deal and portfolio teams.
Are there remote mid level investment jobs?
Yes, though availability varies by role type and firm. About 17% of mid level investment openings are remote or hybrid as of November 2026, with hybrid arrangements most common at banks and established asset managers, while fully remote positions tend to appear more often in fintech and smaller fund platforms.
How do I move up to a mid level investment role?
The path from entry level to mid level in investment centers on building depth and demonstrating ownership over time. That means progressing from supporting analyses to running them independently, developing command of valuation or portfolio methods in your specialty, and taking on measurable responsibility for outcomes. Professionals who document impact, not just activity, make the strongest case for advancement.
Which industries hire the most mid level investments?
Mid Level investment roles concentrate in Investment & Asset Management, Banking & Financial Services, and Fintech, based on current listings on Migrate Mate as of November 2026. These sectors drive the most hiring at this level because they require professionals who can evaluate complex assets, manage active deal pipelines, or oversee portfolio positions with meaningful capital at stake.