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Associate Investment Analyst Jobs in Rochester, NY

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Associate, Capital Formation

Rochester, NY · On-site

$70 - $90/hr

The Associate in Capital Formation at Blackstone Credit & Insurance will play a key role in ... preparing materials for investors. The role is ideal for someone with a strong analytical ...

Paychex

Business Analyst - Partnerships

Rochester, NY · On-site

$56K - $87K/yr

This is an exciting time to join our team as we continue to invest in innovation, simplify client ... Associate's Degree in * Bachelor's Degree - Preferred * 4 years of experience in Related field.

Paychex

Business Analyst - Partnerships

Rochester, NY · Remote

$56K - $87K/yr

This is an exciting time to join our team as we continue to invest in innovation, simplify client ... Associate's Degree in * Bachelor's Degree - Preferred * 4 years of experience in Related field.

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All JobsAssociate Investment Analyst JobsAssociate Investment Analyst Jobs in Rochester, NY

Associate Investment Analyst information

See Rochester, NY salary details

$28.6K

$72.7K

$123.8K

How much do associate investment analyst jobs pay per year?

As of Aug 25, 2026, the average yearly pay for associate investment analyst in Rochester, NY is $72,672.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,300.00 and $80,400.00 per year, depending on experience, location, and employer.

What does an associate investment analyst do?

An Associate Investment Analyst supports senior analysts and portfolio managers by researching and analyzing financial data, trends, and investment opportunities. They typically prepare reports, build financial models, and help make recommendations on buying, holding, or selling securities. Their work helps inform investment decisions for clients or their firm. They may also attend meetings with management teams, monitor market news, and collaborate with other analysts. This role is often a stepping stone to more senior investment positions.

What types of projects or analyses do associate investment analysts typically work on within an investment team?

Associate Investment Analysts are often tasked with supporting senior analysts and portfolio managers by conducting financial modeling, company and industry research, and preparing investment memos. Their daily work may include analyzing financial statements, tracking market trends, and building valuation models to support investment decisions. Collaboration is key, as they frequently work with other analysts, attend team meetings, and contribute to group discussions. This role provides exposure to a wide variety of investment strategies and sectors, offering strong learning and growth opportunities for those looking to advance in the finance industry.

What are the key skills and qualifications needed to thrive as an associate investment analyst, and why are they important?

To thrive as an Associate Investment Analyst, you need strong quantitative analysis skills, financial modeling expertise, and a solid understanding of investment principles, typically supported by a degree in finance, economics, or a related field. Familiarity with tools like Excel, Bloomberg Terminal, and financial databases, as well as progress toward certifications such as the CFA, is commonly expected. Attention to detail, critical thinking, and effective communication are important soft skills for analyzing data and presenting investment recommendations. These skills and qualities are crucial for delivering accurate insights, supporting investment decisions, and contributing to the overall performance of the team.

What is the difference between Associate Investment Analyst vs Investment Analyst?

AspectAssociate Investment AnalystInvestment Analyst
Required CredentialsBachelor's degree, some certifications (e.g., CFA Level I)Bachelor's degree, often pursuing CFA or similar certifications
Work EnvironmentEntry-level, supporting senior analysts, collaborative teamsMore independent research, analysis, and report writing
Employer & Industry UsageFinancial firms, asset management, investment banksFinancial firms, asset management, investment banks

The main difference between an Associate Investment Analyst and an Investment Analyst lies in experience level and responsibilities. Associates typically support senior analysts with research and data gathering, while Investment Analysts conduct more independent analysis and make investment recommendations. Both roles are common in the finance industry and often require similar educational backgrounds and certifications.

Is an associate investment analyst an entry level job?

An associate investment analyst is typically considered an entry-level position in finance, often requiring a bachelor's degree and some internship experience. It involves supporting senior analysts with research, data analysis, and financial modeling, and may lead to more advanced roles with experience and certifications like the CFA. However, specific requirements can vary by employer.

Is an investment associate higher than an analyst?

An investment associate typically holds a more senior position than an analyst, with greater responsibilities in research, client interaction, and deal execution. Associates often have more experience and may oversee analysts, while analysts focus on data gathering and initial analysis. Career progression from analyst to associate usually requires relevant experience and skills in financial modeling and valuation.

What are the most commonly searched types of Investment Analyst jobs in Rochester, NY?

The most popular types of Investment Analyst jobs in Rochester, NY are:

What are popular job titles related to Associate Investment Analyst jobs in Rochester, NY?

For Associate Investment Analyst jobs in Rochester, NY, the most frequently searched job titles are:

What job categories do people searching Associate Investment Analyst jobs in Rochester, NY look for?

The top searched job categories for Associate Investment Analyst jobs in Rochester, NY are:

What cities near Rochester, NY are hiring for Associate Investment Analyst jobs?

Cities near Rochester, NY with the most Associate Investment Analyst job openings:

Associate Investment Analyst jobs near you
Infographic showing various Associate Investment Analyst job openings in Rochester, NY as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $72,672 per year, or $34.9 per hour.

Investment Banking - Small-Cap Investment Banking - Associate

JPMorgan Chase & Co.

Rochester, NY • On-site

$120 - $180/hr

Other

Posted 7 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 497 frontline employees who took The Breakroom Quiz

71st of 172 rated banks

Job description

About Small Cap Investment Banking

Founded in 2026, the Small Cap Investment Banking team focuses on companies valued between $100 to $500 million in enterprise value. Initially, the team will concentrate on M&A opportunities in the business services, consumer and retail, and diversified industries verticals. Associates will work in New York and support a broader team of bankers across New York, Los Angeles, Dallas, Chicago and Atlanta.


Job Summary

As an Associate in our Small Cap Investment Banking group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with Analysts and other Associates, as well as assisting more senior bankers.


You will learn strong functional skills through J.P. Morgan’s best-in-class training program, develop in the major areas of investment banking and, over time, become a senior client executive who is capable of generating and executing your own transactions. Working with a broader team of Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.


Job Responsibilities

  • Develop content for strategic meetings with clients regarding M&A or capital market transactions.

  • Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives.

  • Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses.

  • Defining, guiding and reviewing detailed combination and other financial analyses during pitches and M&A transactions.

  • Provide leadership, mentorship and supervision to Analysts.


Required qualifications, capabilities, and skills

  • 3-5 years of work experience in an investment banking front office, or related, role with a focus on M&A.

  • Bachelors' degree in Finance, Economics, Business Administration, or a closely related field.

  • Strong financial modelling skills.

  • Understanding of the transaction cycle and the steps in the process and is execution oriented.

  • Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other lines of business.

  • Self-directed, highly motivated, and able to work independently.

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