ZipRecruiter

Log In

1

Investment Analyst Jobs (NOW HIRING)

Safehold Inc.

Investment Analyst

Manhattan, NY · On-site

$165K - $195K/yr

Investment Analyst LOCATION: New York, NY SUMMARY Safehold Inc. (NYSE: SAFE) is seeking an Investment Analyst to join its New York headquarters. The selected candidate will be an integral member of a ...

Aspen Grove Capital LLC

Investment Analyst

Avon, CO

The Investment Analyst position provides analytical support sourcing, underwriting, monitoring, and reporting for the alternative/illiquid and public/liquid investments portfolio which includes ...

vaenterprises

Investment Analyst

Grand Rapids, MI · On-site

The Investment Analyst is an integral part of a dedicated and highly skilled team, responsible for providing outstanding customized service to our clients. The Investment Analyst will develop their ...

Wellington Management

Investment Analyst

Boston, MA

ROLE AND RESPONSIBILITIESInvestment Analyst are members of product teams, which are led by an Investment Director. They work closely with the Investment Director(s), investment teams, and business ...

Sedaa

Investment Analyst

Oakland, CA

Investment AnalystIntroduction The Investment Analyst position is a key role within the Integrated Grid Planning (IGP) organization, focusing on supporting the development of optimized, multi-year ...

T Rowe Price

Investment Analyst

Baltimore, MD · Hybrid

Rowe Price Associates, Inc. seeks an Investment Analyst in Baltimore, MD to: * Perform fundamental industry and company-specific financial analysis to identify the key trends and make investment ...

T Rowe Price

Investment Analyst

Baltimore, MD · Hybrid

Role Summary The investment analyst will research investment opportunities through the integration of quantitative methods and techniques with fundamental insights and data. Responsibilities

Network Temp Inc

Investment Analyst

Saint Petersburg, FL · On-site

$40/hr

As an Investment Analyst/Associate at our client's corporate venture capital fund you will support key aspects of the fund's investment and portfolio support activities. Key responsibilities: • ...

buschgroupphg

$80/hr

Investment Analyst Salary Range: $80-85k Company Description: Pacific Hospitality Group provides a unique value proposition to investors and team members through our owner/operator approach. We are a ...

Network Temp Inc

Investment Analyst

Saint Petersburg, FL · On-site

$40/hr

As an Investment Analyst/Associate at our client's corporate venture capital fund you will support key aspects of the fund's investment and portfolio support activities. Key responsibilities: • ...

Pacific Hospitality Group

Investment Analyst

Irvine, CA · On-site

$80/hr

Investment Analyst Salary Range: $80-85k Company Description: Pacific Hospitality Group provides a unique value proposition to investors and team members through our owner/operator approach. We are a ...

next page

Showing results 1-20

All JobsInvestment Analyst Jobs

Investment Analyst information

See salary details

$35K

$85.8K

$133K

How much do investment analyst jobs pay per year?

As of Jun 16, 2026, the average yearly pay for investment analyst in the United States is $85,807.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,500.00 and $99,500.00 per year, depending on experience, location, and employer.

What are top 3 skills for a financial analyst?

A financial analyst needs strong analytical skills to interpret financial data, proficiency in Excel and financial modeling tools, and good communication skills to present findings clearly. Knowledge of accounting principles and industry-specific regulations also enhances their effectiveness. These skills enable analysts to evaluate investment opportunities and support decision-making processes.

Will AI replace financial analysts?

Investment analysts use data analysis, financial modeling, and industry knowledge to evaluate investment opportunities. AI tools can automate data processing and support decision-making, but human judgment, expertise, and interpretation remain essential in analyzing complex financial information and providing strategic insights. Therefore, AI is more likely to augment rather than fully replace financial analysts.

What is the difference between Investment Analyst vs Financial Analyst?

AspectInvestment AnalystFinancial Analyst
Required CredentialsBachelor's degree, certifications like CFA often preferredBachelor's degree, certifications like CFA or CPA beneficial
Work EnvironmentFinancial firms, investment banks, asset managementCorporations, banks, consulting firms
Employer & Industry UsagePrimarily in investment and asset management industriesAcross various industries including corporate finance and banking
Common Search & Comparison IntentYesYes

Investment Analysts focus on evaluating investment opportunities, analyzing market trends, and making recommendations for portfolios. Financial Analysts assess a company's financial health, prepare reports, and support decision-making within organizations. While both roles require similar credentials and often overlap in skills, their primary focus and work environments differ.

What is the work of an investment analyst?

An investment analyst evaluates financial data, market trends, and economic conditions to provide investment recommendations. They analyze securities, prepare reports, and use tools like financial modeling and valuation techniques to support investment decisions, often working with clients or portfolio managers.

What are the key skills and qualifications needed to thrive as an Investment Analyst, and why are they important?

To thrive as an Investment Analyst, you need strong analytical abilities, financial modeling skills, and a solid understanding of financial statements, typically supported by a degree in finance, economics, or a related field. Familiarity with tools like Microsoft Excel, Bloomberg Terminal, and financial databases, as well as certifications like the CFA, is highly valued. Attention to detail, effective communication, and critical thinking are crucial soft skills for interpreting data and presenting investment recommendations. These skills enable analysts to make informed decisions, provide valuable insights, and drive successful investment strategies.

What are Investment Analysts?

Investment Analysts are financial professionals who research, analyze, and interpret financial data to help organizations and individuals make informed investment decisions. They evaluate economic trends, financial statements, and market conditions to recommend buying, holding, or selling investments such as stocks, bonds, and other securities. Investment Analysts often work for banks, asset management firms, or investment companies, providing crucial insights to portfolio managers and clients. Their work supports the development of investment strategies and risk assessments.

What are some common challenges faced by Investment Analysts in their day-to-day work?

Investment Analysts often encounter challenges such as managing tight deadlines, balancing multiple projects simultaneously, and staying updated on market trends and economic changes. They must sift through large volumes of data to identify actionable insights and communicate complex findings to both technical and non-technical stakeholders. Additionally, adapting to rapidly changing market conditions and ensuring accuracy in financial models are crucial to success in this role.

What Is an Investment Analyst?

As an investment analyst, you research companies, stocks, bonds, and securities to produce buy-or-sell recommendations. Your specific responsibilities depend on your employer. If you are a sell-side investment analyst, you typically work for brokerage firms and provide information to financial advisors who use your research to make investment recommendations to clients. You could also work at an investment banking firm, providing analysis and pricing for the bank’s own products. If you are a buy-side analyst, you typically work for wealth management firms, hedge funds, and pension funds. In those settings, your job duties are to research the market and to produce an investment strategy or portfolio for use by the company’s internal investment managers.

What qualifications do you need to be an investment analyst?

To become an investment analyst, a bachelor's degree in finance, economics, accounting, or a related field is typically required. Strong analytical skills, proficiency with financial modeling and tools like Excel, and relevant certifications such as the Chartered Financial Analyst (CFA) designation can enhance job prospects. Some roles may also prefer or require a master's degree or prior experience in finance or investment analysis.
More about Investment Analyst jobs
What cities are hiring for Investment Analyst jobs? Cities with the most Investment Analyst job openings:
What are the most commonly searched types of Investment Analyst jobs? The most popular types of Investment Analyst jobs are:
Who are the top companies hiring for Investment Analyst jobs? The top employers for Investment Analyst jobs are:
What states have the most Investment Analyst jobs? States with the most job openings for Investment Analyst jobs include:
What job categories do people searching Investment Analyst jobs look for? The top searched job categories for Investment Analyst jobs are:
What are popular job titles related to Investment Analyst jobs? For Investment Analyst jobs, the most frequently searched job titles are:
Investment Analyst jobs near you

Investment Analyst

Wellington Management Company

Boston, MA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 26 days ago

Job description

About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
FIXED INCOME PRODUCT MANAGEMENT
Fixed Income Product Management ("FIPM") at Wellington Management works closely with our fixed income investment teams, relationship teams, and business colleagues across the firm to support our clients' investment needs. Our fixed income investors span a wide range of disciplines, geographies, industries, market capitalizations, and styles. The FIPM function has three main objectives:
  • Product Development and Marketing: Drive client growth by leading business planning, developing investment solutions, crafting differentiated product messaging, and serving as a subject matter expert across internal and external audiences.
  • Investment Integrity and Risk Management: Provide independent oversight of investment and risk processes, ensure alignment with client objectives, conduct regular product reviews, and contribute to formal investment governance
  • Business Management: Oversee product-level business operations including risk, capacity, pricing, and guidelines; resolve internal challenges; and promote best practices across product teams.

ROLE AND RESPONSIBILITIES
Investment Analyst are members of product teams, which are led by an Investment Director. They work closely with the Investment Director(s), investment teams, and business professionals on the areas described above. Responsibilities include performing analyses that ensure portfolio integrity by providing oversight of portfolio positioning, performance, and risk exposures. The individual will also contribute to the development of new investment strategies and client solutions, conduct market and competitor analysis, evaluate product overlap and capacity trends and prepare white papers and presentation materials that serve to differentiate our portfolios. Over time the individual will participate in meetings with clients, prospects and consultants to communicate our investment philosophy, strategy, positioning, and performance. The ideal candidate is a flexible problem solver with a can-do attitude, who takes ownership of issues. The individual will work closely with members of the investment team, the Client Group and other functional areas.
QUALIFICATIONS
The Investment Analyst role is multi-faceted and requires demonstrated interest in investment topics, a passion for learning, as well as strong analytical skills. A positive, collegial attitude and high level of professionalism are essential, as are creativity, initiative, and the ability to thrive in a fast-paced, team-oriented environment with tight deadlines.
Key qualifications for this role include:
  • 3-5 years of relevant experience and progress towards the CFA are preferred
  • A Bachelor's degree with very strong academic credentials
  • Demonstrated analytical skills including the ability to organize and synthesize data to reach conclusions
  • Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective
  • Proactive, self-starter attitude, with a strong desire to own outcomes
  • Attention to detail combined with a solutions-oriented mindset
  • Ability to write clearly and succinctly in a variety of communication settings
  • Articulate with an interest in developing presentation skills
  • Ability to work both independently and in collaboration with a global team
  • Strong technical skills; mastery of MS Excel, familiarity with third party tools (eVestment, FactSet, Morningstar); strongly preferred experience leveraging AI tools to enhance analysis, productivity, and decision-making
  • Ability to organize, manage and prioritize time well
  • Grace under pressure with an ability to adapt to get things done
  • Preference for candidates with fixed income product knowledge.

LOCATION
The Investment Analyst is based in Wellington's Global Headquarters in Boston, MA.
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 80,000 - 150,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Apply