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Remote Investment Associate Jobs in Massachusetts

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 ...

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 ...

THE ROLE As a Investment Strategy Analyst, you will help identify promising markets, companies ... This is a remote, flexible role for candidates who are analytical, commercially curious, and ...

... investment or growth opportunities. You will turn ambiguous information into clear research ... This is a remote, flexible role for candidates who are analytical, commercially curious, and ...

... investment or growth opportunities. You will turn ambiguous information into clear research ... This is a remote, flexible role for candidates who are analytical, commercially curious, and ...

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Remote Investment Associate information

What is a remote investment associate?

A Remote Investment Associate is a finance professional who supports investment teams in researching, analyzing, and managing investment opportunities, but works from a remote location rather than a traditional office. Their responsibilities typically include conducting market research, preparing reports, analyzing financial statements, and helping to execute investment strategies. Remote Investment Associates collaborate with their team using digital communication tools and are often employed by investment firms, private equity groups, or asset management companies. This role requires strong analytical skills, attention to detail, and proficiency in financial modeling and research. Remote work enables greater flexibility but also demands excellent time management and communication skills.

What are the key skills and qualifications needed to thrive as a remote investment associate?

To thrive as a Remote Investment Associate, you need a solid understanding of financial markets, investment analysis, and portfolio management, typically supported by a degree in finance or a related field. Familiarity with financial modeling software, Bloomberg Terminal, and certifications like the CFA are highly valued. Excellent communication, self-motivation, and analytical thinking are crucial soft skills for effective collaboration and independent work in a remote environment. These skills ensure accurate investment recommendations, strong client relationships, and successful performance in a dynamic, virtual setting.

How do remote investment associates typically collaborate with team members and clients given the virtual work environment?

Remote Investment Associates regularly use digital communication tools such as video conferencing, instant messaging, and project management platforms to coordinate with portfolio managers, analysts, and clients. They often participate in virtual meetings to discuss investment strategies, share research, and review client portfolios. Building strong relationships and maintaining clear, proactive communication are essential for successful collaboration in a remote setting. While the role offers flexibility, it also requires self-discipline and strong organizational skills to ensure seamless teamwork and client service.

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

AspectRemote Investment AssociateRemote Financial Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; certifications like CFA are a plusBachelor's degree in finance, accounting, or related; CFA or CPA preferred
Work EnvironmentCollaborates with investment teams, conducts research, and supports portfolio management remotelyAnalyzes financial data, prepares reports, and forecasts remotely for corporate or investment firms
Employer & Industry UsageUsed by investment firms, private equity, and venture capital companiesCommon in banks, asset management, and corporate finance departments

Remote Investment Associates and Remote Financial Analysts share similar educational backgrounds and work remotely within finance sectors. However, Investment Associates focus more on supporting investment decisions and portfolio management, while Financial Analysts primarily analyze financial data and prepare reports. Both roles require strong analytical skills and relevant certifications, but their daily tasks and industry applications differ slightly.

What are the most commonly searched types of Remote Investment jobs in Massachusetts?

The most popular types of Remote Investment jobs in Massachusetts are:

What are popular job titles related to Remote Investment Associate jobs in Massachusetts?

For Remote Investment Associate jobs in Massachusetts, the most frequently searched job titles are:

What job categories do people searching Remote Investment Associate jobs in Massachusetts look for?

The top searched job categories for Remote Investment Associate jobs in Massachusetts are:

What cities in Massachusetts are hiring for Remote Investment Associate jobs?

Cities in Massachusetts with the most Remote Investment Associate job openings:

Infographic showing various Remote Investment Associate job openings in Massachusetts as of June 2026, with employment types broken down into 53% Full Time, 43% Part Time, 2% Temporary, and 2% Contract. Highlights an 42% Physical, 2% Hybrid, and 56% Remote job distribution.

Investment Director

Boston, MA โ€ข On-site, Remote

Full-time

Re-posted 8 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:

Investment Directors work closely with colleagues to help clients meet or exceed their investment objectives, operating within a team-based structure alongside Chief Investment Officers, Managing Directors, Senior Investment Directors, and Associates. Within the Private Client Practice, this role supports portfolios ranging from approximately $200 million to more than $7 billion and involves partnering with team members to construct and manage client portfolios while ensuring timely and effective communication with clients. Responsibilities include developing appropriate financial and investment goals, asset allocation policies, and investment manager structures; conducting due diligence on investment opportunities; selecting and recommending managers; and evaluating the performance of individual managers and total portfolios. Investment Directors are also expected to oversee and contribute to all aspects of client work, including analytical tasks, developing recommendations, supervising investment associates, preparing presentation materials, and assuming significant responsibility for client relationships through direct interaction and presentation of recommendations.

Job Description:

Responsibilities:

  • Create and develop diversified portfolios to enable increased returns and lower volatility consistent with time horizon, risk tolerance, and income needs to client
  • Conduct analyses, prepare materials and direct clients on investment and financial issues; lead and coordinate ad hoc client requests
  • Work with and present directly to clients; develop relationships with clients, including Investment Committees, CIO/CFO of client institutions, outside advisors, etc.
  • Select and evaluate investment managers for virtually all asset classes, including alternative assets such as venture capital, private equity, hedge funds, real estate, timberland, and oil & gas
  • Represent Cambridge Associates externally through marketing presentations, conferences and other business development opportunities
  • Oversight of analyst/associate level team members, which includes training and mentoring needs, performance reviews, and career development.

We Offer:

  • In-depth orientation and training program and structured mentorship program, which partners Investment Directors with senior-level resources to support development
  • Team-based work structure, which supports an environment where immediate contributions can be made; and ongoing learning is encouraged and fostered
  • Ability to attend meetings with top-tier investment managers; broad exposure to asset classes and strategies
  • Opportunities to work with and meet colleagues across our global offices
  • Opportunities to join Employee Resource Groups to help shape our community and promote corporate citizenship

Requirements:

  • BA/BS required. An MBA or CFA strongly preferred
  • Appropriate investment knowledge and experience, gained from work at an investment firm or a large institutional investor, or family office
  • Demonstrated investment knowledge and analytical skills
  • Strong communication and relationship management skills
  • Excellent organizational skills, strong attention to detail, ability to prioritize and work on multiple projects simultaneously
  • Must be eligible to work in the US without sponsorship or restriction now or in the future

Base salary range for this role:

Pay Range Minimum:

136600

Pay Range Maximum:

183000

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.