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Investment Associate Jobs in Vermont (NOW HIRING)

Manchester Capital Management

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Operations Associate (Client Service Associate)

Manchester, VT · On-site

$45K - $55K/yr

Operations Associate Location: Manchester, VT Reports to: Director of Operations Company ... MCM's core competency is investment management, complemented by two additional service lines:

Lansing Building Products

Warehouse Associate

Williston, VT · On-site

$16.50 - $19.50/hr

Warehouse Associate Lansing Building Products has supplied professional contractors with high ... Investment in your future: competitive 401k, employer match of 50% up to 15% of salary * Culture ...

Camping World

RV Sales Associate

Saint Albans, VT

$50K - $150K/yr

We Invest in Your Success from Day One. Starting out, you'll enjoy the stability of a competitive ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

Crowe LLP

Privacy Senior Associate

Burlington, VT · On-site

That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology ... The Privacy Senior Associate supports Crowe's global privacy program by providing independent ...

Bath & Body Works

$15 - $17.25/hr

Whether you're starting your career or building your next chapter, we invest in your growth so you can learn, lead and help create feel good moments every day. As a Sales Associate, you will be the ...

Bath & Body Works

$15 - $17.25/hr

Whether you're starting your career or building your next chapter, we invest in your growth so you can learn, lead and help create feel good moments every day. As a Sales Associate, you will be the ...

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All JobsInvestment Associate JobsInvestment Associate Jobs in Vermont

Investment Associate information

See Vermont salary details

$23.4K

$103.2K

$227K

How much do investment associate jobs pay per year?

As of Jul 30, 2026, the average yearly pay for investment associate in Vermont is $103,213.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,100.00 and $124,900.00 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 does an investment associate do?

An investment associate analyzes financial data, conducts market research, and supports the investment team in making decisions. They often prepare reports, evaluate investment opportunities, and use tools like Excel and financial modeling software. Strong analytical skills and relevant certifications such as the CFA can be beneficial in this role.

How much does an investment associate make?

An investment associate typically earns a median annual salary ranging from $60,000 to $90,000, depending on experience, location, and firm size. Entry-level associates may start at lower salaries, while those with several years of experience or specialized skills can earn higher compensation, often supplemented with bonuses and incentives.

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.

How much do investment associates earn?

Investment associates typically earn a median annual salary ranging from $60,000 to $90,000, depending on experience, location, and the size of the firm. Entry-level associates may start at lower salaries, while those with several years of experience or specialized skills can earn higher compensation, often supplemented with bonuses and benefits.

What is the role of an investment associate?

An investment associate supports portfolio managers and analysts by conducting research, analyzing financial data, preparing reports, and assisting with investment transactions. They often use financial modeling tools and require strong analytical skills, typically working in a fast-paced environment with a focus on investment strategies and client portfolios.

What are Investment Associates?

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 Vermont? The most popular types of Investment jobs in Vermont are:
What are popular job titles related to Investment Associate jobs in Vermont? For Investment Associate jobs in Vermont, the most frequently searched job titles are:
What job categories do people searching Investment Associate jobs in Vermont look for? The top searched job categories for Investment Associate jobs in Vermont are:
Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Vermont as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $103,213 per year, or $49.6 per hour.

Operations Associate (Client Service Associate)

Manchester Capital Management

Manchester, VT • On-site

$45K - $55K/yr

Full-time

Medical, Dental, Vision, Life

Posted 16 days ago

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Job description

Title: Operations Associate

Location: Manchester, VT

Reports to: Director of Operations

Company Description:

Manchester Capital Management LLC (MCM) is, and has been since its inception, a family office dedicated to helping families sustain their wealth, values, and legacy from generation to generation. MCM began as a private family office that combined the resources of several related families who sought investment expertise and objectivity that conventional brokerage firms, banks, and investment houses were not structured to provide. Over the ensuing years, Manchester added a number of non-family clients, leading to its registration as an Investment Adviser with the SEC in 1993.


Today, MCM primarily serves wealthy families and related foundations, trusts, and entities. MCM's core competency is investment management, complemented by two additional service lines: Family Office CFO Services, which includes bookkeeping, philanthropic guidance, tax and estate planning coordination, and family governance and education; and Private Real Estate Services, which provide coordination and oversight for directly owned commercial real estate. The firm's clients are located across the country.
MCM is independent, with no corporate parent, and is majority-owned by its founder and other MCM partners. The firm serves as its clients' advocate and integrator of financial affairs, and strives to be their trusted advisor. As an independent firm, MCM is not owned by or affiliated with a broker-dealer, bank, or insurance company, which allows us to focus on our clients' interests without the structural conflicts that can arise from those affiliations. MCM's fee structure is based on the value of assets under management and is disclosed in detail in our Form ADV. MCM does not receive commissions or brokers' fees based on transactions and does not have soft-dollar arrangements with money managers.

Role Overview:


The /Operations Associate will work closely with the Director of Operations, Wealth Managers, Operations Associates, Investment Associates, technology service providers, and custodians, to provide support to Wealth Managers, clients, and COIs, and assist in the overall efforts to ensure efficient operational procedures and exceptional support for Wealth Managers and clients.

Primary Responsibilities:


Provide high level of support to Wealth Managers, ensuring clients receive superior service and timely/accurate information, which may include (but is not limited to) the following activities:

  • Prepare client account paperwork
  • Coordinate alternative investment subscription/redemption requests
  • Process money movements (checks, journals, wires, account transfers, etc.)
  • Process quarterly estimated tax payments, annual RMDs and gifting securities
  • Prepare materials for client review meetings
  • Prepare tax packets for CPAs
  • Administer client files
  • Support quarterly performance reporting process
  • Support daily trade blotter process
  • Monitor incoming communications for necessary actions (capital calls, custodian alerts, etc.)
  • Deposit client funds and maintain checks and securities receipt log
  • Provide back up support in absence of other associates
  • Support various audits and projects as necessary

Qualifications:

  • Undergraduate college degree
  • Previous RIA/client service experience
  • Working knowledge of investment operations (2+ years of experience)
  • Familiarity with portfolio accounting, performance reporting, trading, and CRM systems
  • Advanced Microsoft Excel skills
  • Basic accounting skills
  • Understanding of cost basis/tax lot accounting
  • Understanding of various investment vehicles (stock, bond, mutual fund, alternative investments, etc.)
  • A strong analytical mind, attention to detail, and a desire to learn and grow
  • Positive attitude and willingness to accept change
  • Strong written, verbal, and interpersonal communication skills

Compensation compatible with experience

Company Description

Manchester Capital Management LLC (MCM) is, and has been since its inception, a family office dedicated to helping families sustain their wealth, values, and legacy from generation to generation. MCM began as a private family office that combined the resources of several related families who sought investment expertise and objectivity that conventional brokerage firms, banks, and investment houses were not structured to provide.Over the ensuing years, Manchester added a number of non-family clients, leading to its registration as an Investment Adviser with the SEC in 1993.
Today, MCM primarily serves wealthy families and related foundations, trusts, and entities. MCM's core competency is investment management, complemented by two additional service lines: Family Office CFO Services, which includes bookkeeping, philanthropic guidance, tax and estate planning coordination, and family governance and education; and Private Real Estate Services, which provide coordination and oversight for directly owned commercial real estate. The firm's clients are located across the country.
MCM is independent, with no corporate parent, and is majority-owned by its founder and other MCM partners. The firm serves as its clients' advocate and integrator of financial affairs, and strives to be their trusted advisor. As an independent firm, MCM is not owned by or affiliated with a broker-dealer, bank, or insurance company, which allows us to focus on our clients' interests without the structural conflicts that can arise from those affiliations. MCM's fee structure is based on the value of assets under management and is disclosed in detail in our Form ADV. MCM does not receive commissions or brokers' fees based on transactions and does not have soft-dollar arrangements with money managers.