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Investment Associate Jobs in Rhode Island (NOW HIRING)

Jobtailor

SVP, Head of Investment Sales Desk

Smithfield, RI · On-site

$180 - $240/hr

Lead large organization of 175+ associates in hybrid and internal wholesaling * Set team's strategy ... Drive value proposition to grow advisor practices and help them achieve better investor outcomes ...

Harris

Sr. Corporate Development Associate

Carolina, RI

$100K - $120K/yr

TSX) company, is seeking an experienced, hands-on Senior Corporate Development Associate to build ... You will identify and assess prospective investments, build trusted relationships with founders and ...

Stifel

Client Service Associate

Middletown, RI

$41K - $62K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Industry Knowledge - General understanding of the investment brokerage industry and securities ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Stifel

Client Service Associate

Middletown, RI

$41K - $62K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Industry Knowledge - General understanding of the investment brokerage industry and securities ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Fidelity Investments

Audit Associate

Smithfield, RI · On-site

Audit Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA ...

Fidelity Investments

Audit Associate

Smithfield, RI · On-site

Audit Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA ...

Stifel

Client Service Associate

Middletown, RI · On-site

$41K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Industry Knowledge - General understanding of the investment brokerage industry and securities ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Van Liew Trust Company

Be Seen First

Administrative Associate

Providence, RI · On-site

$42K - $50K/yr

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

About the Role We are seeking a proactive, detail-oriented Administrative Associate to join our ... Investment Committee materials, SAGE G/L work, and quarterly board meeting reports. * Maintain ...

Van Liew Trust Company

Be Seen First

Administrative Associate

Providence, RI · On-site

$42K - $50K/yr

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

About the Role We are seeking a proactive, detail-oriented Administrative Associate to join our ... Investment Committee materials, SAGE G/L work, and quarterly board meeting reports. * Maintain ...

The Tile Shop

Sales Associate

Warwick, RI

$13.75 - $18.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Our associates travel literally across the globe, exploring the latest styles and innovations ... Our benefits program is our investment in you as an important contributor to our success, and we ...

The Tile Shop

Sales Associate

Warwick, RI

$13.75 - $18.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Our associates travel literally across the globe, exploring the latest styles and innovations ... Our benefits program is our investment in you as an important contributor to our success, and we ...

H&R Block

Tax Associate

Westerly, RI · On-site

$58K - $78K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

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Showing results 41-60

All JobsInvestment Associate JobsInvestment Associate Jobs in Rhode Island

Investment Associate information

See Rhode Island salary details

$21.5K

$95.1K

$209.1K

How much do investment associate jobs pay per year?

As of Aug 17, 2026, the average yearly pay for investment associate in Rhode Island is $95,065.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,700.00 and $115,100.00 per year, depending on experience, location, and employer.

What does an investment associate do?

An investment associate works with investment analysts to perform a wide range of duties necessary for managing the investments of corporations and municipalities. As an investment associate, your responsibilities are to review the financial data and potential investments of a company to strategize the best plan to increase profits. You may help a client with buying stock, perform risk analysis, review a client’s portfolio, compile and interpret financial data, and assist with corporate mergers. Due to the varied nature of a client’s needs, your responsibilities also vary depending on the account.

What are some typical challenges faced by investment associates during due diligence processes?

Investment Associates often face the challenge of managing large volumes of data and tight timelines when conducting due diligence on potential investments. They must analyze financial statements, market trends, and operational risks, all while ensuring accuracy and thoroughness. Balancing multiple projects and liaising with internal teams, external consultants, and portfolio company management can also be demanding. Proactive communication and strong organizational skills are key to overcoming these challenges and delivering actionable recommendations to senior team members.

What is the difference between Investment Associate vs Financial Analyst?

AspectInvestment AssociateFinancial Analyst
Required CredentialsBachelor's degree, possibly CFA Level IBachelor's degree, CFA Level I often preferred
Work EnvironmentInvestment firms, asset management, private equityCorporations, banks, investment firms
Employer & Industry UsageCommon in asset management and private equityWidespread across finance sectors
Common Search & ComparisonYesYes

Investment Associates typically focus on supporting investment transactions, conducting due diligence, and preparing reports within investment firms. Financial Analysts analyze financial data, prepare reports, and support decision-making across various industries. While both roles require similar credentials and often work in related environments, Investment Associates are more involved in the investment process itself, whereas Financial Analysts focus on data analysis and reporting.

What is an investment associate?

Investment Associates are finance professionals who support investment decision-making at firms such as investment banks, private equity firms, or asset management companies. They analyze financial data, perform due diligence on potential investments, build financial models, and prepare reports for senior management or clients. Their work helps guide the investment strategies of their organizations, and they often interact with clients, portfolio managers, and senior analysts. Investment Associates typically have strong quantitative skills and may work long hours, especially during deal cycles.

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

To thrive as an Investment Associate, you need strong analytical skills, financial modeling abilities, and a degree in finance, economics, or a related field. Familiarity with financial analysis tools like Excel, Bloomberg, and often a CFA designation are typically expected. Excellent communication, attention to detail, and the ability to work collaboratively are key soft skills for this role. These competencies are important for accurately assessing investment opportunities, supporting decision-making, and building trusted client and team relationships.
More about Investment Associate jobs

What are the most commonly searched types of Investment jobs in Rhode Island?

The most popular types of Investment jobs in Rhode Island are:

What are popular job titles related to Investment Associate jobs in Rhode Island?

For Investment Associate jobs in Rhode Island, the most frequently searched job titles are:

What job categories do people searching Investment Associate jobs in Rhode Island look for?

The top searched job categories for Investment Associate jobs in Rhode Island are:

Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Rhode Island as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $95,065 per year, or $45.7 per hour.

SVP, Head of Investment Sales Desk

Jobtailor

Smithfield, RI • On-site

$180 - $240/hr

Other

This job post has expired today. Applications are no longer accepted.

Job description

Responsibilities
  • Lead large organization of 175+ associates in hybrid and internal wholesaling
  • Set team’s strategy to distribute Fidelity’s mutual fund, ETF, ALTS, model, custom model, SMA, custom SMA, CIT, and portfolio construction capabilities across 82,000 intermediaries
  • Drive value proposition to grow advisor practices and help them achieve better investor outcomes through portfolio construction, thought leadership, and practice management
  • Prioritize collaboration across FI sales channels and business units
Requirements
  • Bachelor’s degree required, MBA or other advanced degree preferred
  • 15+ years of successful sales experience in the financial services industry
  • Strong knowledge of the RIA, Broker Dealer, Retirement and Institutional Insurance markets
  • Series 7, 63 required; 24 & 51 must be obtained within the first 90 days in position
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