Mid Level Investment Representative Jobs

Mid level investment representative jobs go to professionals ready to own client portfolios end to end, mentor junior associates, and drive investment recommendations with limited oversight. Roles are concentrated across Investment & Asset Management, Banking & Financial Services, and Fintech, with a mix of on-site, hybrid, and remote positions, and employers like JPMorganChase, Morgan Stanley, and Jobot hiring at this level now.

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Overview

Open roles61
Top stateNew York
Top employerJPMorganChase
Top cityNew York, NY
Work type86% On-site
Top industryInvestment

Showing 5 of 61+ Mid Level Investment Representative jobs

Senior Investment Management Paralegal
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Senior Investment Management Paralegal
Ropes & Gray LLP
Chicago, Illinois
Compliance & Legal
Legal Counsel
Paralegal & Legal Support
$102k - $177k/yr
Hybrid
Associate's degree in paralegal studies
1,001-5,000

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Client Support, Senior Associate, State Street Investment Management
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Added 1w ago
Client Support, Senior Associate, State Street Investment Management
State Street
Quincy, Massachusetts
Business Development
Marketing
Sales
$52k - $85k/yr
Hybrid
Bachelor's degree in finance
10,000+

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Investment Banking Real Estate Associate - New York
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Added 1w ago
Investment Banking Real Estate Associate - New York
Morgan Stanley
New York, New York
Accounting
Investment Banking & Capital Markets
$175k - $225k/yr
Master's degree in business administration
10,000+

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AVP, Investment Products
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Added 1w ago
AVP, Investment Products
LPL Financial
Fort Mill, South Carolina
Account Management
Customer Service
Customer Success
$122k - $202k/yr
Bachelor's degree in finance
5,001-10,000

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Investment Banking Analyst II
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Added 2w ago
Investment Banking Analyst II
Raymond James
New York, New York
Finance
Accounting
Business Analysis
Strategy & Corporate Development
Investment Banking & Capital Markets
Corporate Development & M&A
$75k - $110k/yr
On-Site
Bachelor's
10,000+

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Mid Level Investment Representative Job Market

Who's Hiring

  • JPMorganChase17
  • Morgan Stanley4
  • Jobot3
  • Raymond James2
  • Bank of Hawaii2

Top Industries Hiring

  • Investment & Asset Management30
  • Banking & Financial Services27
  • Fintech15
  • Staffing & Recruiting5
  • Consulting & Professional Services3

Mid Level Investment Representative Jobs: Frequently Asked Questions

How do I get a mid level investment representative job?

Position your experience around ownership, not just execution. Highlight client relationships you managed independently, investment decisions you led, and any measurable results like portfolio growth or retention rates. Tailor your resume to show progression in scope and responsibility. Mid level hiring managers want to see that you operated with limited supervision, not just that you assisted on a team.

Which companies hire mid level investment representatives?

Companies hiring mid level investment representatives right now include JPMorganChase, Morgan Stanley, and Jobot, based on current listings on Migrate Mate as of November 2026. At this level, hiring tends to come from regional banks, brokerage firms, insurance carriers, and wealth management practices that need professionals who can run a book of business without heavy supervision.

Are there remote mid level investment representative jobs?

Yes, though the role is more office-present than many finance positions due to client relationship requirements. About 14% of mid level investment representative openings are remote or hybrid as of November 2026, reflecting employer flexibility for experienced professionals who can manage client communication without being on-site daily.

How do I move up to a mid level investment representative role?

Moving from entry level to mid level takes deliberate depth-building over several years. Focus on owning client interactions rather than supporting them, earning relevant licenses beyond your initial credentials, and generating measurable outcomes you can speak to concretely. Professionals who reach mid level typically demonstrate a pattern of increasing ownership, an expanding client base, and consistent follow-through on complex investment cases.

Which industries hire the most mid level investment representatives?

Mid Level investment representative 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 hiring at this level because they manage large retail and institutional client bases that require experienced professionals capable of handling nuanced portfolio conversations and regulatory compliance independently.