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Investment Management Associate Jobs in Boston, MA

M&T Bank

Wealth Investment Associate

Boston, MA · On-site

$34.10 - $56.83/hr

Provides comprehensive investment management services to Wealth Advisory Services clients. Operates ... Serve as a support associate to assigned Investment Advisor(s) as required. * Maintain a current ...

Wilmington Trust

Wealth Investment Associate

Boston, MA · On-site

$34.10 - $56.83/hr

Provides comprehensive investment management services to Wealth Advisory Services clients. Operates ... Serve as a support associate to assigned Investment Advisor(s) as required. * Maintain a current ...

Cambridge Associates LLC.

Investment Director

Boston, MA · On-site

$136.60 - $183/hr

Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.Headquartered in Boston, Massachusetts, CA has offices ...

Cambridge Associates LLC

Investment Director

Boston, MA · On-site

$136.60 - $183/hr

Cambridge Associates delivers a range of services, including outsourced CIO, non‑discretionary portfolio management, and investment consulting. Headquartered in Boston, Massachusetts, CA has ...

Morgan Stanley

Portfolio Management Associate

Boston, MA · On-site

$92.50 - $110/hr

The Portfolio Management Associate Director works with the Financial Advisor / Private Wealth Advisor to create customized investment plans for clients, creates reporting on investment activity and ...

Cambridgeassociates

Investment Director

Boston, MA · On-site +1

Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting. Headquartered in Boston, Massachusetts, CA has offices ...

Cambridgeassociates

Investment Director

Boston, MA · On-site +1

Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting. Headquartered in Boston, Massachusetts, CA has offices ...

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All JobsInvestment Management Associate JobsInvestment Management Associate Jobs in Boston, MA

Investment Management Associate information

See Boston, MA salary details

$23.9K

$105.4K

$231.9K

How much do investment management associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for investment management associate in Boston, MA is $105,447.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,600.00 and $127,600.00 per year, depending on experience, location, and employer.

What does an investment management associate do?

An Investment Management Associate supports portfolio managers and senior analysts by conducting research, analyzing financial data, and helping to develop investment strategies. They often assist with client reporting, monitor portfolio performance, and stay up to date on market trends. The role requires strong analytical skills, attention to detail, and often involves direct client communication. Associates play a key role in ensuring investment decisions align with client objectives and compliance requirements.

What are the key skills and qualifications needed to thrive as an investment management associate?

To thrive as an Investment Management Associate, you need strong analytical skills, financial modeling expertise, and a bachelor's degree in finance, economics, or a related field. Familiarity with Bloomberg Terminal, Microsoft Excel, and possibly CFA certification are typically required for effective performance. Exceptional communication, attention to detail, and teamwork abilities help you stand out in this client-facing and collaborative environment. These competencies are vital for accurately analyzing investments, supporting decision-making, and building client trust in a fast-paced financial sector.

How does an investment management associate typically collaborate with portfolio managers and analysts on client accounts?

As an Investment Management Associate, you will work closely with portfolio managers and analysts by supporting investment research, preparing client presentations, and monitoring portfolio performance. Your responsibilities often include gathering and analyzing financial data, coordinating with research teams to evaluate investment opportunities, and ensuring client communications are timely and accurate. This collaborative environment fosters strong teamwork and provides valuable exposure to investment strategies, client relationship management, and opportunities for professional growth within the firm.

What is the difference between Investment Management Associate vs Financial Analyst?

AspectInvestment Management AssociateFinancial Analyst
Required CredentialsBachelor's degree, CFA Level I/II preferredBachelor's degree, CFA Level I/II preferred
Work EnvironmentAsset management firms, investment teamsCorporations, banks, investment firms
Employer & Industry UsageCommon in asset management and investment firmsWidespread across finance sectors
Primary FocusSupporting portfolio management, client reportingAnalyzing financial data, valuation, forecasting

Both roles often require similar credentials and work in finance environments, but Investment Management Associates focus on supporting investment portfolios and client reporting, while Financial Analysts primarily analyze financial data and perform valuations. The roles are closely related but serve different functions within the finance industry.

How much do investment management associates make in the US?

Investment management associates in the US typically earn a median annual salary of around $70,000 to $90,000, with experienced professionals and those in major financial hubs earning higher. Compensation can include bonuses and benefits, and the role often requires strong analytical skills and familiarity with financial tools.

What are careers in investment management?

Careers in investment management involve managing client assets by analyzing financial markets, selecting investments, and developing strategies to achieve financial goals. Roles include portfolio managers, research analysts, and client advisors, often requiring strong analytical skills, financial knowledge, and relevant certifications like the CFA. These careers typically involve working in financial firms, asset management companies, or banks and may require staying updated on market trends and economic data.

What are the most commonly searched types of Investment Management jobs in Boston, MA?

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

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

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

Investment Management Associate jobs near you
Infographic showing various Investment Management Associate job openings in Boston, MA as of August 2026, with employment types broken down into 81% Full Time, 14% Part Time, 1% Temporary, and 4% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $105,459 per year, or $50.7 per hour.

Wealth Investment Associate

M&T Bank

Boston, MA • On-site

$34.10 - $56.83/hr

Full-time

Re-posted 3 days ago

M&T Bank rating

7.8

Company rating: 7.8 out of 10

Based on 187 frontline employees who took The Breakroom Quiz

78th of 175 rated banks

Job description

Overview:

Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting the delivery of an integrated wealth management offering consistent with individual financial goals of clients.

Primary Responsibilities:
  • Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Articulate current and relevant economic, financial and market information, as well as all available products/services to clients and prospects.
  • Develop Individual Policy Statement (IPS) with and for clients including annual reviews and updates. Implement investment strategy recommendations.
  • Prepare and review with Investment Advisor as needed, portfolio recommendation letters for advisory and co-trustee accounts, AO coordinations or best fit recommendations, and investment performance reviews.
  • Maintain a thorough knowledge of various Bank resources to facilitate client service delivery and expand client relationships.
  • 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 regulations.
  • Participate in sales effort. Identify and develop additional opportunities with existing clients.
  • Maintain positive working relationships. Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
  • Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Complete other related duties as assigned.
Scope of Responsibilities:

Integral to the position is the ability to communicate internally with Bank management and executives and externally with clients and their representatives.

Education and Experience Required:

Bachelor's degree and a minimum of 1 years' investment-related experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 year's investment-related experience

Comprehensive industry and investment knowledge

Experience reading, analyzing, and interpreting general business periodicals, professional journals, technical procedures and government regulations

Proficient personal computer skills with solid knowledge of pertinent office software

Demonstrated strong verbal and written communication skills

Strong presentation skills

Strong customer focus

Proven experience working effectively within a team environment

Education and Experience Preferred:

Bachelor's degree in Finance, Accounting, Economics, or related field

Working towards CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) certification

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M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $34.10 - $56.83 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBoston, Massachusetts, United States of America

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