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Investment Associate Jobs in Amherst, MA (NOW HIRING)

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Investment Associate information

See Amherst, MA salary details

$21.7K

$95.6K

$210.3K

How much do investment associate jobs pay per year?

As of Aug 23, 2026, the average yearly pay for investment associate in Amherst, MA is $95,604.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,000.00 and $115,700.00 per year, depending on experience, location, and employer.

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 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 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.

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.

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What cities near Amherst, MA are hiring for Investment Associate jobs?

Cities near Amherst, MA with the most Investment Associate job openings:

Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Amherst, MA as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 29% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $95,604 per year, or $46 per hour.

Investment Allocation Analyst

RocketFin Consulting Ltd

Springfield, MA • On-site

$80 - $87/hr

Full-time

Re-posted 10 days ago

Job description

Description-
As an Investment Allocation Analyst, you will be part of the investment team responsible appropriately allocating new investments to subsidiaries and product lines. In this position you will monitor trade activity and collaborate with the front office to ensure that allocation decisions align with the portfolio management objectives and are performed timely. You will gain hands-on experience with our investment allocation tools and trade management systems.
The Team
The Investment Management (IM) department oversees and manages over $200 billion dollars in assets across its General Investment Account ("GIA"). It has primary responsibilities for conducting ALM on the GIA, growing and managing the investment portfolio, overseeing the performance of both affiliated and unaffiliated managers for the GIA, and directly selecting certain opportunistic and strategic investments.
The Quant R&D group of IM consists of a group of collaborative teams with interconnected responsibilities. The group's core focus is on generating ALM analytics, asset modelling, developing advanced analytics, researching interest and credit rate specific strategies, adopting emerging technologies, and providing and ensuring operations continuity for the Quantitative and Fixed Income Portfolio Management groups within IM.
The "GIA and VA Asset Modeling & Development" team of Quant R&D has primary responsibilities for modeling all of the GIA's assets, ensuring and maintaining critical Portfolio Management dependent operations for the GIA and Variable Annuity programs, and generating ALM pricing and risk analytics for all of Quantitative Portfolio Management's hedging programs. In addition, the team receives and coordinates general and regulatory requests to various stakeholders across Enterprise Risk Management, Corporate Finance, Actuarial, and other internal and external parties.
The coordinated and combined efforts of the team, group, and department ensures our success in continually striving to add value for the organisation and its policyholders.
The Impact:
The Investment Allocation Analyst will contribute to the trade processing and investment tracking by:
· Allocate newly purchased securities to subsidiaries and product lines
· Coordinate allocations for upcoming purchases with asset managers and investment onboarding team
· Automate and continuously improve existing processes
· Share investment details with portfolio managers and solicit allocation preferences
· Partner with IT to validate new system functionality as well as regression test the allocation process
The Minimum Qualifications
· Bachelor's degree or higher.
· Familiarity with fixed income securities.
· Able to prioritize multiple projects simultaneously.
· Ability to work independently to meet deadlines.
· Clear and concise written and verbal communication skills.
The Ideal Qualifications
· Working knowledge of public and private fixed income securities including but not limited to corporate bonds, mortgages, asset back securities, bank loans, and collateralized loan obligations.
· Experience using and creating Excel workbooks and VBA Macros.
· Ownership and accountability of work product.
· Curiosity to understand processes and apply judgement in ambiguous situations.
· 2+ years relevant work experience.
New York Pay Range
$80—$87 USD