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Investment Management Associate Jobs in Chelsea, MA

We manage approximately $80bn for a client base that includes many of the world's most ... Position Overview The Investment Operations Associate Program is a unique opportunity to gain a ...

We manage approximately $80bn for a client base that includes many of the world's most ... Position Overview The Investment Operations Associate Program is a unique opportunity to gain a ...

We manage approximately $80bn for a client base that includes many of the world's most ... Position Overview The Investment Operations Associate Program is a unique opportunity to gain a ...

Showing results 41-60

Investment Management Associate information

See Chelsea, MA salary details

$23.9K

$105.5K

$232K

How much do investment management associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for investment management associate in Chelsea, MA is $105,481.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,600.00 and $127,700.00 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 cities near Chelsea, MA are hiring for Investment Management Associate jobs?

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

Associate, Portfolio Implementation Management

Cambridgeassociates

Boston, MA โ€ข On-site

Full-time

Re-posted 21 days ago


Job description

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 manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.


Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com.


Job Description Summary:

The Portfolio Implementation Management Team is part of Global Portfolio Services. The Team's mission is to provide advanced operational support to clients and investment teams by developing a deep understanding of their respective operational and service needs while acting as the central point of contact for both clients and investment teams. Additionally, our goal is to minimize the investment team's involvement and oversight of portfolio implementation, tracking, and reporting so that they can focus on making investment decisions.

Job Description:

Portfolio Implementation Management (PIM) concentrates on four core areas:

  • Portfolio operations central point of contact for investment teams and other internal stakeholders
  • Act as Internal Advocate for the client for all portfolio operations tasks and inquiries
  • Problem resolution and additional support for client portfolios
  • Implementation of investment ideas to execute desired portfolio structure

Portfolio Implementation Management's Key Objectives:

  • Provide superior client and investment team service
  • Seek opportunities to improve investment team efficiency and organization
  • Ensure accurate and timely client/investment team deliverables
  • Be innovative and solution-oriented
  • Promote clear and concise communication to all relevant parties
  • Critical thinking and management of competing deadlines

The Portfolio Implementation Management Associate will partner with senior members of the Portfolio Implementation Management team to provide support to investment teams and clients in the aforementioned areas. Specific responsibilities of the Associate include, but are not limited to, the following:

  • Investigate and answer operationally driven client and investment team inquiries.
  • Coordinate with investment teams to complete ad-hoc operational projects, provide supplemental portfolio analysis, and gather information to aid investment decisions.
  • Directly engage with client contact(s), investment teams, and other internal CA business areas to ensure effective communication regarding the implementation of investment decisions.
  • Contact investment managers and/or custodians regarding individual portfolios (i.e. to execute investment decisions, to make changes in performance reporting criteria, to research manager terms, etc.)
  • Develop and maintain custom portfolio structure exhibits for investment team and client use.

QUALIFICATIONS

  • BS/BA with3+ years of experience in the financial services industry. Experience in portfolio-related operations is valuable. Knowledge of alternatives particularly private equity & hedge funds preferred.
  • The successful candidate will demonstrate accountability, excellent attention to detail, intellectual curiosity, and excellent oral and written communication skills.
  • Superior and demonstrated problem-solving, analytical, and organizational skills.
  • Ability to work with a singular focus or on several projects simultaneously, both independently and collaboratively. Demonstrated skill in project management and prioritization.
  • Strong interest in and general knowledge of investments, key industry terms, and broad financial concepts.
  • Proficiency with Microsoft Excel and familiarity with other Microsoft Office software. Experience with Bloomberg and FactSet a plus

Base salary range for this role:

Pay Range Minimum:

77400

Pay Range Maximum:

100600

In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.

The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.