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Investment Associate Jobs in Baltimore, MD (NOW HIRING)

City National Bank

Investment Consultant

Annapolis, MD · On-site

$101K - $172K/yr

RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC ...

City National Bank

Investment Consultant

Baltimore, MD · On-site

$125 - $150/hr

RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC ...

T Rowe Price

Investment Analyst

Baltimore, MD · Hybrid

Role Summary The investment analyst is responsible for fundamental analysis of a specific industry or sector to identify investible ideas for various portfolio strategies. Responsible for looking at ...

T Rowe Price

Investment Analyst

Baltimore, MD · Hybrid

Role Summary The investment analyst is responsible for fundamental analysis of a specific industry or sector to identify investible ideas for various portfolio strategies. Responsible for looking at ...

T Rowe Price

Investment Analyst: Banks

Baltimore, MD · On-site

Passion for investing * Strong interest in stocks * Level of maturity and judgment which gives confidence in stressful situations * Competitive nature * Academic excellence * Strong writing skills

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All JobsInvestment Associate JobsInvestment Associate Jobs in Baltimore, MD

Investment Associate information

See Baltimore, MD salary details

$21.9K

$96.5K

$212.1K

How much do investment associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for investment associate in Baltimore, MD is $96,455.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,600.00 and $116,800.00 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.

More about Investment Associate jobs

What are the most commonly searched types of Investment jobs in Baltimore, MD?

The most popular types of Investment jobs in Baltimore, MD are:

What are popular job titles related to Investment Associate jobs in Baltimore, MD?

For Investment Associate jobs in Baltimore, MD, the most frequently searched job titles are:

What job categories do people searching Investment Associate jobs in Baltimore, MD look for?

The top searched job categories for Investment Associate jobs in Baltimore, MD are:

What cities near Baltimore, MD are hiring for Investment Associate jobs?

Cities near Baltimore, MD with the most Investment Associate job openings:

Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Baltimore, MD as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $96,455 per year, or $46.4 per hour.

Investment Consultant

City National Bank

Annapolis, MD • On-site

$101K - $172K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 8 days ago

Key responsibilities

  • Develop and implement programs to increase referrals from Independent Financial Advisors, accounting, and law firms.

  • Handle communication with Independent Financial Advisors and clients, including preparing presentations and conducting meetings.

  • Facilitate the transition of new accounts and account transfers, and generate new assets through consultative sales approaches.

Job description

ABOUT US
RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank.
INVESTMENT CONSULTANT - Remote based in/around Baltimore, DC or northern Virginia
WHAT IS THE OPPORTUNITY?
Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management.
WHAT WILL YOU DO?
  • Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to CNR.
  • Ensure that Independent Financial Advisors are kept abreast of firm and industry developments.
  • Ensure that the transition from the sales process to portfolio management is smooth and accurate.
  • Facilitate the new accounts and account transfer process.
  • Handle Independent Financial Advisor and client communication.
  • Prepare client presentations.
  • Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications.
  • Facilitate and conduct individual meetings and presentations in assigned territory.
  • Generate new assets to the firm using a highly professional consultative sales approach.

WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
  • Bachelor's Degree
  • Minimum 5 years of financial experience preferably in Investment Management
  • 2 years of experience in the High Net Worth or Ultra High Net Market markets
  • 2 + years delivering formal client presentations
  • Ability to travel 40-50% of the time
  • FINRA Series 65 (or 66), or the ability to obtain

Additional Qualifications
  • CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)
  • Highly competitive and goal-oriented
  • A focus on sales and new business development
  • Masters Degree preferred
  • Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
  • Experience in the High Net Worth or Ultra High Net Market markets
  • Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues.
  • Prior success in the HNW or UHNW market
  • Excellent communication skills
  • Self-motivated and self-disciplined
  • Strategic thinker, able to assess and recommend a course of action
  • Highest level of both personal and professional demeanor and ethical behavior

WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
  • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
  • Generous 401(k) company matching contribution
  • Career Development through Tuition Reimbursement and other internal upskilling and training resources
  • Valued Time Away benefits including vacation, sick and volunteer time
  • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
  • Career Mobility support from a dedicated recruitment team
  • Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
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