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Boutique Investment Jobs (NOW HIRING)

Javelin Group

Investment Banking Analyst

Manhattan, NY · On-site

$90 - $130/hr

... a boutique investment bank-style of access to senior advisory professionals and highly tailored service offerings. Recent advisory assignments by senior bankers at JPCG include Puerto Rico PREPA ...

Infinity9 Investment Group

Sales Assistant

Miami, FL · On-site

$18 - $23.50/hr

Company Description Infinity9 Investment Group is a boutique investment manager focused on connecting Latin American wealth with U.S. institutional real estate opportunities. The firm partners ...

Armory Group, LLC

Investment Banking Analyst

Chicago, IL · On-site

... Boutique Investment Bank of the Year. In addition, our growing creditor advisory practice regularly represents some of the nation's largest banks, financial institutions and private lenders in such ...

ESSEX SECURITIES LLC

Finance Professional-Sales

Tampa, FL · Remote

$15 - $35/hr

Company Description We are a boutique Investment Bank with 3 main arms - Wealth Management, Public Finance Banking, Institutional Sales & Trading. Essex is aggressively looking to grow in all the ...

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All JobsBoutique Investment Jobs

Boutique Investment information

See salary details

$22K

$97.1K

$213.5K

How much do boutique investment jobs pay per year?

As of Sep 5, 2026, the average yearly pay for boutique investment in the United States is $97,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $117,500.00 per year, depending on experience, location, and employer.

What is a boutique investment firm?

A boutique investment firm is a small financial institution that specializes in investment banking, asset management, or other financial services, often focusing on a niche market or a specific type of client. Unlike large, global investment banks, boutique firms typically offer personalized services and direct access to senior professionals. They may specialize in areas such as mergers and acquisitions (M&A), wealth management, or financial advisory. Clients often choose boutique investment firms for their specialized expertise, tailored approach, and closer client relationships.

How does working at a boutique investment firm differ from larger financial institutions in terms of team dynamics and responsibilities?

At a boutique investment firm, professionals typically work in smaller teams, which means you’ll likely take on a broader range of responsibilities and have greater exposure to different aspects of deals or projects. This environment often fosters close-knit collaboration and direct mentorship from senior leaders, enabling faster skill development. Unlike larger institutions where roles are often specialized, boutique firms encourage employees to be adaptable and proactive, offering significant opportunities for learning and career advancement. However, this can also mean managing heavier workloads and navigating less formalized structures, so adaptability and strong communication skills are key.

What are the key skills and qualifications needed to thrive in boutique investment, and why are they important?

To thrive in boutique investment, you typically need strong financial analysis, modeling skills, and a solid understanding of corporate finance, often backed by a degree in finance, economics, or a related field. Proficiency with Excel, financial databases (like Bloomberg or FactSet), and sometimes certifications such as CFA or CPA are commonly expected. Exceptional communication, client management, and problem-solving abilities help professionals stand out in this relationship-driven environment. These skills are crucial for delivering tailored financial solutions, building client trust, and succeeding in a competitive investment landscape.

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

AspectBoutique InvestmentBoutique Investment Analyst
CredentialsTypically requires finance or related degree, certifications like CFASame as Boutique Investment, often entry to mid-level
Work EnvironmentSmall, specialized firms with personalized client focusOffice setting, research, financial modeling, client interaction
Employer & Industry UsageUsed by small to mid-sized firms in finance and investment sectorsCommonly used for roles within boutique investment firms

In summary, Boutique Investment refers to the firm type, while Boutique Investment Analyst describes a specific role within such firms. Both share similar credentials and work environments, but the firm focuses on specialized investment services, whereas the analyst role involves executing investment analysis tasks.

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What states have the most Boutique Investment jobs?

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Boutique Investment jobs near you
Infographic showing various Boutique Investment job openings in the United States as of August 2026, with employment types broken down into 91% Full Time, 7% Part Time, and 2% Contract. Highlights an 85% Physical, 6% Hybrid, and 9% Remote job distribution, with an average salary of $97,073 per year, or $46.7 per hour.

Associate, Investment Banking

Coldstream Wealth Management

Bellevue, WA • Hybrid

Full-time

Re-posted 13 days ago

Job description

Coldstream Capital Partners is a boutique investment bank specializing in sell-side advisory services for middle-market companies across a range of industries. With a deep understanding of market dynamics and a commitment to delivering exceptional results, we provide bespoke advisory services to our clients, including mergers and acquisitions (M&A), strategic advisory, and capital raising. Our team is known for its entrepreneurial spirit, strong work ethic, and dedication to client success. Since our merger with Coldstream Wealth Management in 2017, we have grown to one of the largest independent and shareholder-owned firms on the West Coast.

We are seeking a highly motivated and detail-oriented Associate to join our team in Bellevue, WA. This position requires a hybrid in-office training period, with remote work increasing as training is completed. Your home base will need to be in Washington or Oregon.

You will play a critical role in supporting deal execution and contributing to client relationships within our sell-side advisory practice. You will be responsible for assisting with various aspects of the transaction process, from initial client engagement through closing.

Key Responsibilities:

1. Deal Execution Support:

  • Assist in the execution of sell-side advisory transactions, including mergers, acquisitions, divestitures, and other strategic advisory engagements.
  • Prepare marketing materials, including pitch books, information memoranda, management presentations, and valuation analyses.
  • Support the due diligence process, coordinate with buyers, and assist in drafting key transaction documentation.
  • Maintain effective communication and coordination between internal teams, clients, and external parties, such as legal, accounting, and other advisors.
2. Client Support and Relationship Management:
  • Collaborate with senior team members to provide strategic advice and guidance to clients throughout the transaction process.
  • Develop and maintain relationships with clients by delivering high-quality service and demonstrating a deep understanding of their objectives.
3. Financial Analysis and Valuation:
  • Conduct financial analyses, including financial modeling, valuation (DCF, precedent transactions, trading comparables), and sensitivity analyses to support transaction decisions.
  • Evaluate financial statements, market data, and other relevant information to develop comprehensive financial projections and investment theses.
4. Research and Market Analysis:
  • Stay informed of market trends, industry dynamics, and competitive landscape to provide clients with informed, data-driven insights.
  • Perform sector-specific research to support transaction positioning and strategic recommendations.
5. Team Collaboration:
  • Work closely with Analysts and senior team members to ensure the timely and accurate delivery of work products.
  • Contribute to a collaborative and high-performance team environment, sharing knowledge and best practices.
6. Business Development Support:
  • Assist in business development initiatives, including pitch preparation, target identification, and market outreach.
  • Support senior bankers in identifying new business opportunities and expanding the firm's client base.

Apply