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Investment Associate Jobs in Worcester, MA (NOW HIRING)

Ascensus, LLC.

Investment Analyst

Newton, MA · On-site

$60 - $120K/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Section 1: Position Summary The Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to assigned line of business(es) as it relates to (i ...

Ascensus

Investment Analyst

Newton, MA · On-site

$60 - $120K/hr

  • Medical

  • Dental

  • Vision

  • Retirement

The Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to assigned line of business(es) as it relates to (i) interpretation and distribution of ...

ASCENSUS

Investment Analyst

Newton, MA

$60 - $120K/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Section 1: Position Summary The Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to assigned line of business(es) as it relates to (i ...

Ascensus

Investment Analyst

Newton, MA · On-site

$60 - $120K/hr

  • Medical

  • Dental

  • Vision

  • Retirement

The Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to assigned line of business(es) as it relates to (i) interpretation and distribution of ...

VulcanForms

Investor Relations Analyst/Associate

Devens, MA · On-site

$83K - $115K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... investment banking, equity research, investor relations, or corporate finance * Strong writing and presentation skills, with the ability to produce clear, investor-ready communications * Solid ...

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All JobsInvestment Associate JobsInvestment Associate Jobs in Worcester, MA

Investment Associate information

See Worcester, MA salary details

$22K

$96.9K

$213K

How much do investment associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for investment associate in Worcester, MA is $96,861.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,900.00 and $117,200.00 per year, depending on experience, location, and employer.

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 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.

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 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.
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Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Worcester, MA as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 26% Part Time, 1% Temporary, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $96,861 per year, or $46.6 per hour.

2027 Undergraduate - Investment Sales Development Program

Fidelity Investments

Smithfield, RI • On-site

Full-time

Posted 6 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description


Investment Sales Development Program
Note: Fidelity will not provide immigration sponsorship for this position
Use your people skills and desire to learn about the financial services industry to make a difference at Fidelity. Join our Investment Sales Development Program (ISDP), a dynamic career development program where you will make a meaningful impact by working directly with financial advisors as part of the Fidelity Institutional (FI) Intermediary Investment Client Group team.
You will begin your journey as an Investment Sales Associate (ISA) where you will start to build your skills and product knowledge within a supportive high-energy and collaborative team environment. Throughout the 12-18-month duration, you will receive continual support and guidance to attain required securities licenses (Series 7 & 63), product knowledge, and relationship-building skills as you work toward developing a successful sales career at Fidelity.
The Qualities We're Looking For
  • Bachelor's degree
  • Commitment to growing your technical knowledge of the financial industry
  • Passion for capital markets and investment products
  • Aptitude and dedication for continuous learning and self-improvement
  • Team player, confident, and self-motivated
  • Excellent communicator, excited to engage clients
  • Appreciate the challenge of working in a goal and results-oriented environment

The Purpose of Your Role
As an Investment Sales Associate (ISA) your primary responsibility will be consulting with financial advisor clients via phone and video conference to provide valuable market insights, investment product overviews, and portfolio construction ideas that will help financial advisors achieve their clients' financial goals.
Throughout the program, you will continue to grow your foundational knowledge of the financial industry and build your consultative selling skills:
  • Capital Markets and Investment Product Knowledge
  • Sales Process and Territory Management
  • Consultative Presentation Capabilities
  • Financial Advisor and Intermediary Segment Landscape

The Investment Sales Development Program is a multi-year career development program with three distinct phases to help you grow your foundational knowledge of the financial industry while developing critical sales skills. In each phase, you will be working with our intermediary clients (financial advisors) to influence the sale of our investment products. As you develop your skill sets, you will earn the opportunity to interview for merit-based promotions, based on how well you demonstrate core competencies.
The three phases within the ISDP include:
1) Licensing & Training - Master the essentials and support financial advisor investment product inquiries.
2) Client Engagement - Initiate new client relationships and uncover sales opportunities.
3) Territory Ownership - Collaborate with an external sales partner to drive investment product sales.
Your career path begins as an Investment Sales Associate (ISA) and progresses to Regional Investment Consultant (RIC) and Senior Regional Investment Consultant (Sr. RIC). The journey can ultimately lead you to a leadership role or one where you are responsible for sales within your own assigned territory. At Fidelity, you'll find opportunities to grow your career along a path that aligns with your goals.
The Skills You Bring
  • Strong communication skills
  • Curiosity, a learner mindset, and the drive to develop an extensive skill set
  • Ability to develop technical depth in financial markets and investment products
  • Contributing member of a competitive, collaborative, and energized team
  • Organized, with ability to multitask, prioritize, and adjust to change
  • Proven capability to be proactive and demonstrate initiative
  • Receptive to feedback and coaching
  • Thrive in a team-based sales environment
  • Take initiative and strive to exceed expectations

The Value You Deliver
  • You provide valuable market insights, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors helping their clients achieve financial independence
  • You support our financial advisor clients in the growth and impact of their financial wellness planning and advisory practices
  • Throughout your time with our sales development program, you will have significant opportunity to lead, mentor, be an ally, and support our culture of inclusivity

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:
Category:
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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