Investment Analyst Jobs in Massachusetts
Investment Analyst jobs in Massachusetts are among the most actively recruited in the country, concentrated in asset management, private equity, venture capital, and institutional finance, with openings at every level from entry-level research associate through senior portfolio analyst. Boston and Cambridge anchor the bulk of hiring, with secondary demand in Worcester and suburban Route 128 corridors, where firms such as Fidelity Investments, State Street, and Wellington Management maintain large investment teams. The most in-demand specialties are equity research, fixed income analysis, and ESG portfolio evaluation. Find a role that fits below and apply directly.
Find Investment Analyst JobsOverview
Showing 5 of 23+ Investment Analyst jobs
Business Unit:
Corporate FinanceIndustry:
TechnologyOverview
Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.Corporate Finance
Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2025, LSEG ranked our firm the No. 1 investment bank for all global M&A transactions.Digital Infrastructure Group
Houlihan Lokey’s Digital Infrastructure (“DI”) Group sits within the firm’s global Technology Group, the world’s leading technology M&A advisor, operating as a distinct vertical. We advise the companies that build, own, and operate the infrastructure behind the digital economy. Our reputation for superior service and outstanding results is built on deep sector knowledge and long-standing, relationship-based advice to clients worldwide.
With dedicated bankers across the U.S. and Europe, we are one of the largest DI teams globally. We advise on M&A, capital raising, restructuring, and valuation across Broadband and Connectivity, Data Centers and Managed Services, Towers and Wireless Infrastructure, Wireless, Digital Infrastructure Services, and Asset-light Telco and IoT. Our team works closely with the firm’s Capital Solutions, Restructuring, and Financial and Valuation Advisory groups, giving clients integrated solutions and our people exposure across the full investment banking spectrum.
Job Description
In Corporate Finance, Summer Financial Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today.
You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies.
The environment at Houlihan Lokey is collaborative and entrepreneurial, and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals.
Qualifications
- Pursuing a bachelor’s and/or master’s degree with an expected graduation date between December 2028 and June 2029
- A foundational knowledge of and a keen interest in corporate finance
- Ability to work collaboratively and communicate effectively across all organizational levels
- Strong work ethic and proven leadership skills
Preferred Qualifications
- A fundamental understanding of valuation theory, methodologies, and applications
- Proficiency with Microsoft Excel and PowerPoint
- Adept at leveraging Generative AI tools to enhance productivity and streamline workflows
Application Requirement
- To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application. Candidates will have 5 calendar days to complete the assessment.
- Applicants for this position can be considered for NY or Boston. Location preferences will be captured during the interview process.
Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
Compensation and Benefits
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:$110,000-$110,000
Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled.Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:
2026 Benefits
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
Business Unit:
Corporate FinanceIndustry:
TechnologyOverview
Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.Corporate Finance
Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2025, LSEG ranked our firm the No. 1 investment bank for all global M&A transactions.Digital Infrastructure Group
Houlihan Lokey’s Digital Infrastructure (“DI”) Group sits within the firm’s global Technology Group, the world’s leading technology M&A advisor, operating as a distinct vertical. We advise the companies that build, own, and operate the infrastructure behind the digital economy. Our reputation for superior service and outstanding results is built on deep sector knowledge and long-standing, relationship-based advice to clients worldwide.
With dedicated bankers across the U.S. and Europe, we are one of the largest DI teams globally. We advise on M&A, capital raising, restructuring, and valuation across Broadband and Connectivity, Data Centers and Managed Services, Towers and Wireless Infrastructure, Wireless, Digital Infrastructure Services, and Asset-light Telco and IoT. Our team works closely with the firm’s Capital Solutions, Restructuring, and Financial and Valuation Advisory groups, giving clients integrated solutions and our people exposure across the full investment banking spectrum.
Job Description
In Corporate Finance, Summer Financial Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today.
You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies.
The environment at Houlihan Lokey is collaborative and entrepreneurial, and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals.
Qualifications
- Pursuing a bachelor’s and/or master’s degree with an expected graduation date between December 2028 and June 2029
- A foundational knowledge of and a keen interest in corporate finance
- Ability to work collaboratively and communicate effectively across all organizational levels
- Strong work ethic and proven leadership skills
Preferred Qualifications
- A fundamental understanding of valuation theory, methodologies, and applications
- Proficiency with Microsoft Excel and PowerPoint
- Adept at leveraging Generative AI tools to enhance productivity and streamline workflows
Application Requirement
- To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application. Candidates will have 5 calendar days to complete the assessment.
- Applicants for this position can be considered for NY or Boston. Location preferences will be captured during the interview process.
Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
Compensation and Benefits
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:$110,000-$110,000
Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled.Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:
2026 Benefits
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
See All 23 Investment Analyst Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
Find Investment Analyst JobsInvestment Analyst Jobs by City in Massachusetts
Where Massachusetts roles are concentrated, by current openings.
Investment Analyst Job Market in Massachusetts
A snapshot from current Massachusetts openings, updated as new roles post.
Who's Hiring
What Massachusetts Employers Look For
The qualifications that appear most often in investment analyst jobs across Massachusetts.
- CFA designation or active progress toward CFA charterholder status preferred by Massachusetts employers
- Bachelor's degree in finance, economics, accounting, or a closely related quantitative field
- Proficiency in financial modeling, DCF valuation, and comparable company analysis
- Experience with Bloomberg Terminal, FactSet, or equivalent institutional data platforms
- Strong written and verbal communication skills for presenting investment theses to committees
- Familiarity with SEC regulatory filings, GAAP financial statements, and portfolio accounting standards
Investment Analyst Jobs in Massachusetts: Frequently Asked Questions
How do you become an investment analyst in Massachusetts?
Most investment analyst roles in Massachusetts require at minimum a bachelor's degree in finance, economics, or a related quantitative field. No state-issued license is required to work as an investment analyst, but the CFA designation administered by the CFA Institute is the credential Massachusetts employers most consistently seek. Many Boston-area firms, particularly in asset management and institutional investing, treat CFA progress as a near-standard hiring criterion alongside demonstrated financial modeling skills.
How much do investment analysts make in Massachusetts?
Investment analysts in Massachusetts earn a median of about $111,040 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $77,940 for the lowest 10% to over $205,320 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire investment analysts in Massachusetts?
Employers hiring investment analysts in Massachusetts right now include State Street, Citizens, and Wellington Management, based on current listings on Migrate Mate as of November 2026. Massachusetts's concentration of globally recognized asset managers, insurance companies, and regional banks makes it one of the most consistently active states for investment analyst hiring across the country.
Which Massachusetts cities have the most investment analyst jobs?
Boston, Newton, and Amherst have the most investment analyst openings in Massachusetts. Boston dominates because it is home to some of the largest asset managers and financial institutions in the world, while Cambridge and suburban Route 128 towns benefit from proximity to those Boston headquarters, venture capital activity tied to the innovation economy, and endowment teams at major universities and hospitals.
Are there remote investment analyst jobs in Massachusetts?
Yes, and more than many financial roles, since the core work of equity research, financial modeling, and portfolio analysis is desk-based and data-driven. About 67% of investment analyst openings tied to Massachusetts are remote or hybrid as of November 2026, reflecting broader flexibility in the sector. Fully remote arrangements are most common for research-focused or coverage-analyst roles, while positions involving direct client management or trading desk support typically require on-site presence.
How can I get hired as an investment analyst in Massachusetts with little or no experience?
The most realistic entry path is through a rotational finance program or analyst associate role at one of the large Massachusetts-based asset managers, where firms such as Fidelity Investments and State Street run structured new-graduate programs specifically designed for candidates without prior investment experience. Adjacent roles in financial operations, fund accounting, or equity research support at Boston-area broker-dealers or mutual fund companies are also common starting points. Building a CFA Level I credential and a self-directed stock pitch portfolio gives candidates a meaningful edge during competitive hiring cycles.
Where can I find and apply to investment analyst jobs in Massachusetts?
You can find and apply to investment analyst jobs in Massachusetts on Migrate Mate, which lists current Massachusetts openings across asset management, private equity, banking, and institutional finance. Find a role that fits and apply directly to the employer through the listing.
See All 23 Investment Analyst Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
Find Investment Analyst Jobs