Investment Analyst Jobs
Investment Analyst jobs are open across asset management, investment banking, private equity, corporate finance, and fintech, from entry-level analyst to senior and associate roles, with specializations in equity research, fixed income, and financial modeling. Find a role that fits from the openings below and apply directly.
Find Investment Analyst JobsOverview
Showing 5 of 1,233+ Investment Analyst jobs
INTRODUCTION
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
ROLE AND RESPONSIBILITIES
Minimum Qualifications
- High School Diploma or GED
- At least three years of professional, investment experience
- Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
- Possesses comprehensive knowledge of pertinent laws, regulations and professional standards
- Proficient use of applicable technology
- Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
- Experience performing work that requires initiative and leadership skills
- Pursuing Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) or other approved credentials or those required by law
- Ability to anticipate and elicit customer needs
- Ability to self-learn and develop business and technical knowledge quickly
- Motivated team player with demonstrated interpersonal skills
- Comfortable working with quick turnaround times and deadlines
- Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
Essential Functions and Primary Duties
- Manage projects related to the investment selection and monitoring in support of clients
- Perform investment research, compilation, review, and analysis of information to aid in decision making
- Gather data and analyze different investment managers' investment styles and portfolio characteristics and impact on investment performance
- Closely examine and monitor developments in investment management firms
- Perform due diligence and write commentaries/memo on investment managers
- Perform investment assessment and analysis for the entry and removal of preferred fund lists
- Cover asset class for preferred fund list
- Perform quarterly investment economic analysis and review economic and market trends regularly
- Assist with and complete strategic projects on a quarterly basis (mainly related to investment analysis)
- Produce reports using investment software programs such as Morningstar Direct and eVestment
- Perform special investment research as required due to marketplace developments and/or CBIZ research initiatives
- Write educational white papers as needed
- Additional responsibilities as assigned
Preferred Qualifications
- Bachelor’s degree in finance, economics, mathematics or other areas that contain strong analytical course content
- At least three years of professional investment experience
- Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
- Possesses comprehensive knowledge of pertinent laws, regulations and professional standards
- Proficient use of applicable technology
- Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
- Experience performing work that requires initiative and leadership skills
- Passed at least level I of the CFA test
- Ability to anticipate and elicit customer needs
- Ability to self-learn and develop business and technical knowledge quickly
- Motivated team player with demonstrated interpersonal skills
- Comfortable working with quick turnaround times and deadlines
- Excellent communication skills, both written and verbal, with the ability to effectively interact with individuals at all levels of the organization
INTRODUCTION
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
ROLE AND RESPONSIBILITIES
Minimum Qualifications
- High School Diploma or GED
- At least three years of professional, investment experience
- Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
- Possesses comprehensive knowledge of pertinent laws, regulations and professional standards
- Proficient use of applicable technology
- Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
- Experience performing work that requires initiative and leadership skills
- Pursuing Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) or other approved credentials or those required by law
- Ability to anticipate and elicit customer needs
- Ability to self-learn and develop business and technical knowledge quickly
- Motivated team player with demonstrated interpersonal skills
- Comfortable working with quick turnaround times and deadlines
- Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
Essential Functions and Primary Duties
- Manage projects related to the investment selection and monitoring in support of clients
- Perform investment research, compilation, review, and analysis of information to aid in decision making
- Gather data and analyze different investment managers' investment styles and portfolio characteristics and impact on investment performance
- Closely examine and monitor developments in investment management firms
- Perform due diligence and write commentaries/memo on investment managers
- Perform investment assessment and analysis for the entry and removal of preferred fund lists
- Cover asset class for preferred fund list
- Perform quarterly investment economic analysis and review economic and market trends regularly
- Assist with and complete strategic projects on a quarterly basis (mainly related to investment analysis)
- Produce reports using investment software programs such as Morningstar Direct and eVestment
- Perform special investment research as required due to marketplace developments and/or CBIZ research initiatives
- Write educational white papers as needed
- Additional responsibilities as assigned
Preferred Qualifications
- Bachelor’s degree in finance, economics, mathematics or other areas that contain strong analytical course content
- At least three years of professional investment experience
- Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
- Possesses comprehensive knowledge of pertinent laws, regulations and professional standards
- Proficient use of applicable technology
- Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
- Experience performing work that requires initiative and leadership skills
- Passed at least level I of the CFA test
- Ability to anticipate and elicit customer needs
- Ability to self-learn and develop business and technical knowledge quickly
- Motivated team player with demonstrated interpersonal skills
- Comfortable working with quick turnaround times and deadlines
- Excellent communication skills, both written and verbal, with the ability to effectively interact with individuals at all levels of the organization
See All 1,233+ Investment Analyst Jobs
Jump back to the full list of openings and apply to any investment analyst role that fits.
Find Investment Analyst JobsInvestment Analyst Job Market
A snapshot from current openings nationwide, updated as new roles post.
Who's Hiring
- JPMorganChase61
- Fitch Ratings59
- Goldman Sachs59
- Fidelity Investments45
- Morgan Stanley45
Top Industries Hiring
- Investment & Asset Management644
- Banking & Financial Services231
- Insurance106
- Consulting & Professional Services80
- Technology & Software64
What Employers Look For
The qualifications that appear most often in investment analyst jobs.
- Bachelor's degree in finance, economics, accounting, or a related quantitative field
- Proficiency in financial modeling, DCF valuation, and three-statement analysis
- Advanced Excel skills with experience building complex, audit-ready models
- CFA designation or active enrollment in the CFA program
- Experience using Bloomberg Terminal, FactSet, or Capital IQ for research and data
- Strong written and verbal communication skills for presenting investment recommendations
Tips for Your Investment Analyst Job Search
Tailor your resume to the deal
Investment analyst job descriptions often signal the firm's focus, whether it's LBO modeling, DCF valuation, or public market research. Mirror that language precisely in your resume's experience bullets and lead with quantified outcomes, not task descriptions.
Certify before you apply to senior roles
A CFA Level 1 pass or enrollment in the program signals commitment to the craft and often moves your resume past the first screen at asset managers and sell-side firms. List your exam date if you haven't yet passed.
Build a model before the interview
Most investment analyst interviews include a live modeling test or a take-home case study. Practice building a three-statement model and a simple DCF from scratch under time pressure, because interviewers care more about your process than your output.
Apply early to roles that fit
Migrate Mate lists investment analyst openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Filter openings by investment strategy
Your experience in public equities, private credit, or real assets is not interchangeable in hiring managers' eyes. When scanning openings, prioritize roles that name an asset class you've already worked in, and address that match explicitly in your cover letter.
Negotiate using role-specific leverage
At the offer stage, cite your CFA progress, a relevant modeling certification, or a sector specialty that the team lacks. Generic salary negotiation rarely lands well in finance, but showing you fill a specific gap gives the hiring manager a reason to go back to HR.
Investment Analyst Jobs: Frequently Asked Questions
Which companies are hiring the most investment analysts?
The companies hiring the most investment analysts right now include JPMorganChase, Fitch Ratings, and Goldman Sachs, with the largest share of openings in New York, California, and Illinois, based on current listings on Migrate Mate as of June 2026. Openings are concentrated across asset managers, investment banks, and corporate treasury teams.
How many investment analyst jobs are remote?
About 26% of investment analyst openings are fully remote or hybrid as of June 2026, though in-office roles remain the norm at bulge-bracket banks and most buy-side firms. Equity research, credit analysis, and roles at smaller independent firms tend to offer the most remote flexibility.
How do you become an investment analyst?
Start with a bachelor's degree in finance, economics, or a quantitative field, then build modeling skills through coursework, online programs, or self-directed practice using real company filings. Internships at banks, asset managers, or corporate finance teams are the most direct path to a first full-time role. Pursuing the CFA strengthens your candidacy significantly as you advance.
Can you get hired as an investment analyst with little experience?
Yes, entry-level investment analyst roles exist specifically for candidates early in their careers, but you'll need to demonstrate analytical ability through other signals. A strong financial model you built independently, a student investment fund, relevant coursework in valuation or accounting, or a finance internship all substitute for direct professional experience in a hiring manager's eyes.
What does the investment analyst interview process look like?
Most investment analyst interviews move through a recruiter screen, a technical phone round covering accounting and valuation fundamentals, and a case study or modeling test completed either live or as a take-home assignment. Final rounds typically include a panel with senior analysts or portfolio managers who assess your investment thesis and communication skills as much as your technical accuracy.
Where can I find and apply to investment analyst jobs?
You can find and apply to investment analyst jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your experience and specialization, then apply directly to each listing from the page.
See All 1,233+ Investment Analyst Jobs
Jump back to the full list of openings and apply to any investment analyst role that fits.
Find Investment Analyst Jobs