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Investment Associate Jobs in Beverly, MA (NOW HIRING)

M&T Bank

Wealth Investment Associate

Boston, MA · On-site

$34.10 - $56.83/hr

Serve as a support associate to assigned Investment Advisor(s) as required. * Maintain a current understanding of changes in the industry including Federal and state specific and various government ...

CIBC

Senior Investment Associate

Boston, MA · On-site

$115K - $130K/yr

As a Senior Investment Associate, you'll support the MMIP team by conducting due diligence on investment managers, monitoring performance, and managing operational processes. You'll prepare research ...

CIBC

Senior Investment Associate

Boston, MA · On-site

$115K - $130K/yr

As a Senior Investment Associate, you'll support the MMIP team by conducting due diligence on investment managers, monitoring performance, and managing operational processes. You'll prepare research ...

CIBC US

Senior Investment Associate

Boston, MA

$115K - $130K/yr

As a Senior Investment Associate, you'll support the MMIP team by conducting due diligence on investment managers, monitoring performance, and managing operational processes. You'll prepare research ...

M&T Bank

Wealth Investment Associate

Boston, MA · On-site

$34.10 - $56.83/hr

Serve as a support associate to assigned Investment Advisor(s) as required. * Maintain a current understanding of changes in the industry including Federal and state specific and various government ...

Wilmington Trust

Wealth Investment Associate

Boston, MA

$34.10 - $56.83/hr

Serve as a support associate to assigned Investment Advisor(s) as required. * Maintain a current understanding of changes in the industry including Federal and state specific and various government ...

Cambridge Associates LLC.

Investment Director

Boston, MA · On-site

$136.60 - $183/hr

Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom ...

5 Legal

Investment Funds Associate

Boston, MA

Am Law top 10 and one of the world's most elite law firms seeks a highly qualified associate to join their Investment Funds Group. Ideal candidates will have 1-6 years of substantive investment funds ...

Cambridge Associates LLC

Investment Director

Boston, MA · On-site

$136.60 - $183/hr

Firm Overview Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra‑high net worth private clients implement and ...

Cambridgeassociates

Investment Director

Boston, MA · On-site +1

Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom ...

Cambridgeassociates

Investment Director

Boston, MA · On-site +1

Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom ...

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All JobsInvestment Associate JobsInvestment Associate Jobs in Beverly, MA

Investment Associate information

See Beverly, MA salary details

$24.3K

$107.1K

$235.6K

How much do investment associate jobs pay per year?

As of Aug 30, 2026, the average yearly pay for investment associate in Beverly, MA is $107,143.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,700.00 and $129,700.00 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.

More about Investment Associate jobs

What job categories do people searching Investment Associate jobs in Beverly, MA look for?

The top searched job categories for Investment Associate jobs in Beverly, MA are:

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

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

Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Beverly, 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 $107,143 per year, or $51.5 per hour.

Senior Investment Associate

InforCapital, partnership

Boston, MA • On-site

$80 - $110/hr

Other

Posted 12 days ago

Job description

# Senior Investment AssociateCIBC Private WealthSenior AssociatePrivate EquityOn-siteLocationBoston, United StatesDate PostedJune 17, 2026Stay ahead of the marketGet instant notifications when new job openings matching "Private Equity / Senior Associate jobs in Boston, United States" are published.## About This RoleCIBC Private Wealth's Multi-Manager Investment Program (MMIP) team in Boston is seeking a Senior Investment Associate. The MMIP team provides tailored investment solutions for high-net-worth clients, families, foundations, and institutions by leveraging expertise across asset classes.The Senior Investment Associate will support the MMIP team by conducting due diligence on investment managers, monitoring performance, and managing operational processes. Responsibilities include qualitative and quantitative due diligence on existing and new investment strategies, preparing analytical studies and presentations for investment decisions, providing manager information to Relationship Managers and Business Development Officers, and collaborating with operations, compliance, and legal teams.CIBC Private Wealth is the US wealth management arm of CIBC, one of Canada's largest banks. The role requires on-site presence full-time and offers exposure to a multi-manager alternatives platform serving institutional and high-net-worth clients.Apply for this Position #J-18808-Ljbffr

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