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Investment Associate Jobs in Stoneham, 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

$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 ...

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 ...

Wilmington Trust

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 ...

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 · On-site

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 ...

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 Stoneham, MA

Investment Associate information

See Stoneham, MA salary details

$24.1K

$106.2K

$233.6K

How much do investment associate jobs pay per year?

As of Aug 28, 2026, the average yearly pay for investment associate in Stoneham, MA is $106,230.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,100.00 and $128,600.00 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 Stoneham, MA?

The most popular types of Investment jobs in Stoneham, MA are:

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

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

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

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

Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Stoneham, MA as of August 2026, with employment types broken down into 1% As Needed, 67% Full Time, 28% Part Time, 2% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $106,230 per year, or $51.1 per hour.

Private Markets Analyst

Westwood, MA • On-site

Meketa Investment Group
See more jobs at Meketa Investment Groupexternal

$80K - $110K/yr

Full-time

Posted 29 days ago

Job description

Private Markets Analyst
Summary:
The Private Markets Analyst works closely with consultants and other private market investment professionals in evaluating the capabilities of private market managers and assists with special research on private market strategies and opportunities. Reporting to a senior member of the private equity research team, the primary focus of the Analyst may focus on one more private market asset classes, which may include private equity plus private debt, infrastructure, natural resources, and/or real estate.
Responsibilities:
  • Coordinate manager searches for clients
  • Conduct screening conference calls/meetings with new potential managers to determine if further due diligence is warranted
  • Communicate our research and recommendations to prospective and existing clients.
  • Conduct research that contributes to improvements in the quality of the company’s investment advisory services (e.g., writing white papers). Write client memos that involve manager updates and/or recommendations
  • Fulfill any other duties deemed necessary by management
  • Gather, organize, coordinate, and interpret data from disparate sources
  • Utilize Meketa-approved technology (including AI), software, and related tools as part of daily work activities to improve quality and efficiency, support decision-making, and enhance deliverables, consistent with company policies and role requirements

Position Requirements:
  • Bachelor's degree required; major in economics, business, or finance preferred
  • Three to seven years of relevant investment industry experience required
  • Strong analytical and quantitative skills
  • Outstanding writing and presentation skills
  • Superb digital literacy, including facility with Microsoft Office Suite
  • Excellent attention to detail
  • Efficiently and accurately under time pressure and to meet targets
  • Independently and proactively seek new responsibilities
  • Thrive in a team-oriented environment
  • Travel periodically, up to 20% of the time.

About Meketa Investment Group
Meketa Investment Group is an employee-owned full service investment consulting and advisory firm. We work with some of the nation’s largest and most sophisticated institutional investors including public and private plan sponsors. We have a staff of over 200 employees among our six U.S. office locations and London.
Meketa recognizes that our workforce is a reflection of our company, and we operate in an inclusive environment that accepts and promotes diversity. We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved. To support employees, Meketa offers a competitive compensation structure, a wide range of benefits from core insurance benefits to time-based benefits, as well as flexible schedules and support for continuing education.
Meketa is an Equal Employment Opportunity and Affirmative Action Employer.
If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us.
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