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Investment Solutions Analyst Jobs (NOW HIRING)

Initio Capital

Investment Solutions Analyst

Manhattan, NY · Hybrid

$145K - $185K/yr

Job Summary Investment Solutions Analyst Initio Capital Full-time, Part-time, Contract, Temporary, Internship, Casual Hybrid | New York, NY, United States Investment Solutions Analyst Initio Capital ...

Wellington Management

Solutions Analyst

Boston, MA · On-site

Our investment solutions, tailored to the unique return and risk objectives of institutional ... Support the strategic rebalance process through analysis, execution assistance, and operational ...

Wellington Management

Solutions Analyst

Boston, MA · On-site

Our investment solutions, tailored to the unique return and risk objectives of institutional ... Support the strategic rebalance process through analysis, execution assistance, and operational ...

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Investment Solutions Analyst information

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How much do investment solutions analyst jobs pay per year?

As of Sep 12, 2026, the average yearly pay for investment solutions analyst in the United States is $85,807.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,500.00 and $99,500.00 per year, depending on experience, location, and employer.

What does an investment solutions analyst do?

An Investment Solutions Analyst is responsible for researching, analyzing, and developing investment products and strategies to meet clients' financial goals. They assist in portfolio management, perform due diligence on investment opportunities, and collaborate with portfolio managers and clients to provide tailored investment recommendations. Analysts also monitor market trends, prepare reports, and ensure that investment solutions comply with regulatory requirements. Their work is crucial in helping clients make informed decisions and optimize their investments.

What are the key skills and qualifications needed to thrive as an investment solutions analyst?

To thrive as an Investment Solutions Analyst, you need strong analytical abilities, financial modeling expertise, and a solid understanding of investment products, typically backed by a degree in finance, economics, or a related field. Familiarity with tools like Excel, Bloomberg, Morningstar, and possibly CFA or similar certifications is highly beneficial. Exceptional communication, problem-solving skills, and attention to detail help you present complex financial concepts and work effectively with clients and colleagues. These skills are crucial for delivering tailored investment recommendations and supporting strategic financial decision-making for clients and the firm.

What are some typical challenges faced by investment solutions analysts when working with cross-functional teams?

Investment Solutions Analysts frequently collaborate with portfolio managers, sales teams, and product specialists, which can present challenges such as aligning diverse priorities and managing tight deadlines. Effective communication and adaptability are essential, as analysts must translate complex investment concepts for both technical and non-technical stakeholders. Additionally, balancing multiple projects while ensuring accuracy and compliance with regulatory standards can be demanding, but these experiences also help analysts develop strong project management and teamwork skills.

What are popular job titles related to Investment Solutions Analyst jobs?

For Investment Solutions Analyst jobs, the most frequently searched job titles are:

Infographic showing various Investment Solutions Analyst job openings in the United States as of August 2026, with employment types broken down into 86% Full Time, 8% Part Time, and 6% Contract. Highlights an 78% Physical, 3% Hybrid, and 19% Remote job distribution, with an average salary of $85,807 per year, or $41.3 per hour.

Investment Solutions Analyst

Manhattan, NY • Hybrid

Initio Capital
See more jobs at Initio Capitalexternal

$145K - $185K/yr

Other

Posted 5 days ago

Job description

Job Summary

Investment Solutions Analyst

Initio Capital

Full-time, Part-time, Contract, Temporary, Internship, Casual

Hybrid | New York, NY, United States


Investment Solutions Analyst
Initio Capital
Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $145,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Investment Solutions Analyst position commonly found through the Initio Capital platform. It is designed to help candidates understand the responsibilities and qualifications typically associated with early-career roles focused on investment structuring, portfolio construction, and strategic capital solutions.

Actual openings vary depending on employer needs.

For more information, visit: https://initiocapital.com/assessment