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Associate Investment Analyst Jobs in Rochester, NY

H&R Block

Tax Associate

Rochester, NY · On-site

$14.45 - $18/hr

Apply problem-solving skills to analyze client information and address questions or unique ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Rochester, NY · On-site

$14.45 - $18/hr

Apply problem-solving skills to analyze client information and address questions or unique ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Newark, NY · On-site

$14.45 - $18/hr

Apply problem-solving skills to analyze client information and address questions or unique ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Le Roy, NY · On-site

$14.45 - $18/hr

Apply problem-solving skills to analyze client information and address questions or unique ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Rochester, NY · On-site

$14.45 - $18/hr

Apply problem-solving skills to analyze client information and address questions or unique ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Penfield, NY · On-site

$14.45 - $18/hr

Apply problem-solving skills to analyze client information and address questions or unique ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Rochester, NY · On-site

$14.45 - $18/hr

Apply problem-solving skills to analyze client information and address questions or unique ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Geneseo, NY · On-site

$14.45 - $18/hr

Apply problem-solving skills to analyze client information and address questions or unique ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Batavia, NY · On-site

$14.45 - $18/hr

Apply problem-solving skills to analyze client information and address questions or unique ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Rochester, NY · On-site

$14.45 - $18/hr

Apply problem-solving skills to analyze client information and address questions or unique ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Hopewell, NY · On-site

$15.90 - $19.70/hr

Apply problem-solving skills to analyze client information and address questions or unique ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Canandaigua, NY · On-site

$14.45 - $18/hr

Apply problem-solving skills to analyze client information and address questions or unique ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Brockport, NY · On-site

$14.45 - $18/hr

Apply problem-solving skills to analyze client information and address questions or unique ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Rochester, NY · On-site

$14.45 - $18/hr

Apply problem-solving skills to analyze client information and address questions or unique ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

East Rochester, NY · On-site

$14.45 - $18/hr

Apply problem-solving skills to analyze client information and address questions or unique ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Rochester, NY · On-site

$14.45 - $18/hr

Apply problem-solving skills to analyze client information and address questions or unique ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Ontario, NY · On-site

$14.45 - $18/hr

Apply problem-solving skills to analyze client information and address questions or unique ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Rochester, NY · On-site

$14.45 - $18/hr

Apply problem-solving skills to analyze client information and address questions or unique ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Victor, NY · On-site

$14.45 - $18/hr

Apply problem-solving skills to analyze client information and address questions or unique ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Rochester, NY · On-site

$14.45 - $18/hr

Apply problem-solving skills to analyze client information and address questions or unique ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

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Showing results 41-60

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 Sep 4, 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.

Tax Associate

H&R Block

Rochester, NY • On-site

$14.45 - $18/hr

Full-time

Retirement

Posted 25 days ago

H&R Block rating

5.6

Company rating: 5.6 out of 10

Based on 293 frontline employees who took The Breakroom Quiz

149th of 154 rated financial services

Job description

About the Role
As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. You'll earn a competitive hourly rate, with opportunities to increase your earnings as you build tax knowledge and grow in the role. This role is in-person at a local H&R Block tax office.
  • Meet with clients to gather information and understand their tax situation
  • Prepare complete and accurate tax returns with training and support from experienced teammates
  • Explain tax information clearly and provide recommendations in a way clients can easily understand
  • Identify tax savings opportunities and recommend relevant products and services
  • Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources
  • Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Required Qualifications
  • Successful completion of the H&R Block Income Tax Course1
  • Experience interacting with customers or clients in a service-oriented environment
  • Strong communication skills, including explaining information clearly and asking questions to understand needs
  • Problem-solving skills, including organizing information and identifying solutions
  • Comfort using digital tools and systems included AI based tools like Copilot and ChatGPT
  • High school diploma / GED/ equivalent

Preferred Qualifications
  • Bachelor's degree in accounting, finance, or a related field
  • Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services
  • Experience asking questions and recommending solutions based on customer needs
  • Ability to work 15-35 hours per week, with availability up to 40 hours during peak periods
  • Availability to work evenings and weekends during tax season

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Pay Range Information
The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.
Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
Pay Range
$14.45 - $18.00/Hr.
Sponsored Job
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What H&R Block employees say

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About H&R Block

Sourced by ZipRecruiter

H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world. We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more.

Industry

Accounting services, it services and finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Kansas City, MO, US

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