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Investment Associate Jobs in Manchester, NH (NOW HIRING)

Fidelity TalentSource

Data Entry Associate

Merrimack, NH · On-site

$16.50 - $21.25/hr

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Data Entry Associate to work in Merrimack, NH! The ...

Alumni Ventures

Associate Community Manager

Manchester, NH · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our network of 850,000+ members and 40+ dedicated investors connects accredited individuals to high ... About This Role As an Associate Community Manager at Alumni Ventures, you'll play a vital role in ...

Alumni Ventures

Associate Community Manager

Andover, MA · Hybrid

Our network of 850,000+ members and 40+ dedicated investors connects accredited individuals to high ... About This Role As an Associate Community Manager at Alumni Ventures, you'll play a vital role in ...

Alumni Ventures

Associate Community Manager

Concord, NH · On-site

Our network of 850,000+ members and 40+ dedicated investors connects accredited individuals to high ... About This Role As an Associate Community Manager at Alumni Ventures, you'll play a vital role in ...

Alumni Ventures

Associate Community Manager

Manchester, NH · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

About This Role As an Associate Community Manager at Alumni Ventures, you'll play a vital role in ... What You'll Do Investor & Community Support * Serve as a day-to-day point of contact for ...

Alumni Ventures

Associate Community Manager

Salem, NH

Our network of 850,000+ members and 40+ dedicated investors connects accredited individuals to high ... About This Role As an Associate Community Manager at Alumni Ventures, you'll play a vital role in ...

Alumni Ventures

Associate Community Manager

Nashua, NH · On-site

Our network of 850,000+ members and 40+ dedicated investors connects accredited individuals to high ... About This Role As an Associate Community Manager at Alumni Ventures, you'll play a vital role in ...

Johnston & Murphy

Full-Time Stock Associate

Merrimack, NH · On-site

$15.25 - $19.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...

Johnston & Murphy

Full-Time Stock Associate

Merrimack, NH

$15.25 - $19.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...

Johnston & Murphy

Full-Time Stock Associate

Merrimack, NH · On-site

$15.25 - $19.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...

Johnston & Murphy

Full-Time Stock Associate

Merrimack, NH

$15.25 - $19.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Invest in Your Future: Save for tomorrow with our 401(k) plan and company match. * 50% Employee ... Eligible associates receive paid holidays and vacation time. * Support When You Need It: Access ...

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All JobsInvestment Associate JobsInvestment Associate Jobs in Manchester, NH

Investment Associate information

See Manchester, NH salary details

$21.5K

$94.7K

$208.2K

How much do investment associate jobs pay per year?

As of Aug 20, 2026, the average yearly pay for investment associate in Manchester, NH is $94,679.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,400.00 and $114,600.00 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 Manchester, NH?

The most popular types of Investment jobs in Manchester, NH are:

What are popular job titles related to Investment Associate jobs in Manchester, NH?

For Investment Associate jobs in Manchester, NH, the most frequently searched job titles are:

What job categories do people searching Investment Associate jobs in Manchester, NH look for?

The top searched job categories for Investment Associate jobs in Manchester, NH are:

Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Manchester, NH as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 27% Part Time, 1% Temporary, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $94,679 per year, or $45.5 per hour.

Planning and Advice Associate - Merrimack, NH

Fidelity Investments

Merrimack, NH • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 23 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 151 rated financial services

Job description


Planning and Advice Associate
As a Planning and Advice Associate, you serve as a trusted partner for our workplace and personal investment customers. You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity's products, services, and planning tools. You will develop relationship-building, planning, and service to sales skills through a structured development path with comprehensive training and licensing support.
Key Responsibilities
  • As part of the Planning and Advice inbound and outbound call team, you will start your journey in our multi-stage development to a career in planning and advice where you will build relationships with 401(k) workplace participants and/or personal investment clients through planning and advice conversations.
  • Guide clients using Fidelity's planning tools, research, and investment solutions.
  • Handle inbound service and consultative calls; conduct outbound outreach through warm opportunities and/or appointments.
  • Introduce customers to appropriate business partners and set targeted planning appointments to help people create their path to financial well-being.
  • Discuss market trends, investment concepts, and financial planning strategies.
  • Manage and prioritize your day using Salesforce and internal systems.

Skills & Expertise
  • Strong client relationship and consultative experience.
  • Experience with inbound/outbound warm leads and customer engagement.
  • Interest or knowledge in financial services and retirement planning.
  • Strong communication, technology, and time-management skills.
  • Ability and flexibility to work in a "hybrid" work setting, both at home and in office.
  • Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire

Licensing & Development
  • Paid support to obtain SIE, Series 7, and Series 66.
  • Tuition reimbursement available for future credentials.

Our Investments in You
Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.
Sound too good to be true? See for yourself and learn more about our benefits offerings:
  • Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)
  • Click here for a local news story about how we are helping our
  • employee's payback their student loan debt (opens in a new tab)

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Securities Industry Essentials (SIE) - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA
Category:
Customer Service, Sales
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, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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