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Associate Investment Analyst Jobs in Rochester, NY

M&A Associate

Rochester, NY · On-site

$130K - $160K/yr

... control investments. Required Skills & Qualifications: JD from an accredited law school and ... Strong analytical skills and attention to detail. Excellent communication and interpersonal skills ...

Analyzing NPS results to determine cause and execute on plans to improve guest satisfaction ... The endless variety of perspectives, experiences, skills and talents that our employees invest in ...

Apply Early

Analyzing NPS results to determine cause and execute on plans to improve guest satisfaction ... The endless variety of perspectives, experiences, skills and talents that our employees invest in ...

Analyzing NPS results to determine cause and execute on plans to improve guest satisfaction ... The endless variety of perspectives, experiences, skills and talents that our employees invest in ...

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development ... Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises ...

Apply Early

Warehouse Associate I, 2nd Shift

Rush, NY · On-site

$16 - $19/hr

... investing in your future both professionally and personally. We offer competitive salaries ... Organizing, analyzing, and basic math skills (four basic arithmetic functions in all units of ...

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Showing results 1-20

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 Jul 1, 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 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 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 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.

What does an investment associate do?

An investment associate analyzes financial data, conducts research, and supports senior analysts or portfolio managers in making investment decisions. They often prepare reports, evaluate market trends, and use tools like Excel or financial modeling software as part of their daily responsibilities.

Is AI replacing financial analysts?

AI is transforming the role of associate investment analysts by automating data analysis and supporting decision-making processes. While AI tools can handle routine tasks and improve efficiency, human judgment and expertise remain essential for interpreting complex financial data and making strategic investment decisions. Analysts who develop skills in data analysis, programming, and financial modeling will continue to be valuable in the evolving landscape.

Do investment analysts make good money?

Investment analysts typically earn a competitive salary that varies based on experience, location, and the size of the firm. Entry-level analysts often start with lower pay, but salaries can increase significantly with experience, certifications like CFA, and performance bonuses. Overall, the role offers the potential for high earnings compared to many other entry-level finance 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.

Is 25 too old for investment banking?

The Associate Investment Analyst role typically requires a bachelor's degree and relevant internship experience; candidates are often in their early to mid-20s. Being 25 is generally not too old for entry or advancement in investment banking, especially if you have strong analytical skills and relevant experience. Age is less important than skills, networking, and demonstrating your ability to perform in a fast-paced financial environment.
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:
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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:
Infographic showing various Associate Investment Analyst job openings in Rochester, NY as of June 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.

$75K - $85K/yr

Part-time

Retirement

Posted 24 days ago


Job description

The Wealth Management Associate supports senior advisors in delivering comprehensive financial planning and investment management services to high-net-worth individuals and families. This role combines client service, financial analysis, and operational support to ensure an exceptional client experience and efficient practice management. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.

This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial planning professional and potentially develop into management and leadership positions.

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income a flexible schedule is available.

Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 days

Employment Type: PART_TIME