Investment Associate Jobs in Massachusetts
Investment Associate jobs in Massachusetts are among the most active in the country, concentrated in asset management, private equity, venture capital, and institutional investing, with openings from entry-level analyst-track positions through senior associate roles. Boston, Cambridge, and Waltham anchor the market, where firms like Fidelity Investments, Wellington Management, and State Street consistently hire investment associates across fixed income, equity, and alternative strategies. Portfolio analysis, financial modeling, and deal sourcing are the specializations most in demand across the Commonwealth. Find a role that fits below and apply directly.
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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.
Minimum Qualifications Required
- Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred
- 2 years of experience in public accounting or related field
- CPA candidates preferred
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on client and business needs
Essential Functions and Primary Duties
- Support the execution of audits for alternative investment fund clients including hedge funds, venture capital, and private equity funds by performing audit testing and ensuring work is in line with US GAAP, IFRS, and regulatory guidelines.
- Prepare financial statements and supporting schedules for investment fund clients, including footnote disclosures under supervision.
- Perform initial reviews and analyses of portfolio valuations, investment structures, and fair value measurements, escalating complex matters to supervisors as needed.
- Collaborate with client management and fund administrators to gather information and clarify accounting issues, referring more complex concerns to senior team members.
- Contribute to research on technical accounting matters and assist in understanding new accounting standards and best practices for fund structures, under guidance.
- Support the implementation of new financial reporting requirements and changes in accounting policies as directed by supervisors or managers.
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.
Minimum Qualifications Required
- Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred
- 2 years of experience in public accounting or related field
- CPA candidates preferred
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on client and business needs
Essential Functions and Primary Duties
- Support the execution of audits for alternative investment fund clients including hedge funds, venture capital, and private equity funds by performing audit testing and ensuring work is in line with US GAAP, IFRS, and regulatory guidelines.
- Prepare financial statements and supporting schedules for investment fund clients, including footnote disclosures under supervision.
- Perform initial reviews and analyses of portfolio valuations, investment structures, and fair value measurements, escalating complex matters to supervisors as needed.
- Collaborate with client management and fund administrators to gather information and clarify accounting issues, referring more complex concerns to senior team members.
- Contribute to research on technical accounting matters and assist in understanding new accounting standards and best practices for fund structures, under guidance.
- Support the implementation of new financial reporting requirements and changes in accounting policies as directed by supervisors or managers.
See All 36 Investment Associate Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
Find Investment Associate JobsInvestment Associate Jobs by City in Massachusetts
Where Massachusetts roles are concentrated, by current openings.
Investment Associate Job Market in Massachusetts
A snapshot from current Massachusetts openings, updated as new roles post.
Who's Hiring
- Thermo Fisher Scientific20
- RBC2
- Citizens2
- CBIZ1
- Orix1
Top Industries Hiring
- Banking & Financial Services
What Massachusetts Employers Look For
The qualifications that appear most often in investment associate jobs across Massachusetts.
- FINRA Series 7 or Series 63 license preferred or required by most Massachusetts investment employers
- Bachelor's degree in finance, economics, or a related quantitative field from an accredited institution
- Demonstrated proficiency in financial modeling, valuation, and discounted cash flow analysis
- Experience with Bloomberg Terminal, FactSet, or comparable institutional research and data platforms
- CFA candidacy or progress toward the CFA charter strongly preferred for research-oriented roles
- Strong written communication skills for investment memos, client reports, and committee presentations
Investment Associate Jobs in Massachusetts: Frequently Asked Questions
How do you become a investment associate in Massachusetts?
Most investment associate roles in Massachusetts require a bachelor's degree in finance, economics, or a closely related field, followed by relevant internship or analyst experience. Many employers in Boston's asset management corridor expect candidates to be CFA candidates or to have passed the FINRA Series 7 and Series 63 exams, both administered nationally but required by Massachusetts-registered broker-dealers and investment advisers regulated through the Massachusetts Securities Division.
Which companies hire investment associates in Massachusetts?
Employers hiring investment associates in Massachusetts right now include Thermo Fisher Scientific, RBC, and Citizens, based on current listings on Migrate Mate as of September 2026. Massachusetts's deep concentration of mutual fund companies, private equity firms, and endowment managers means the pipeline of openings stays consistently active compared to most other states.
Which Massachusetts cities have the most investment associate jobs?
Boston, Cambridge, and Allston account for the largest share of investment associate openings in Massachusetts. Boston's financial district and Back Bay host the headquarters of major asset managers and private equity firms, while Cambridge draws roles tied to university endowments and venture-backed investment shops, and Waltham has grown as a suburban hub for mid-size fund managers and financial services firms seeking lower-cost office space near the Route 128 corridor.
Are there remote investment associate jobs in Massachusetts?
Yes, though they remain less common than in purely analytical fields because many investment associate roles involve in-person deal meetings, client presentations, and committee work. About 12% of investment associate openings tied to Massachusetts are remote or hybrid as of September 2026, with hybrid arrangements more prevalent than fully remote. Research-heavy and back-office-adjacent positions tend to offer the most scheduling flexibility.
How can I get hired as a investment associate in Massachusetts with little or no experience?
The most realistic entry path is through a rotational analyst program at one of Boston's large asset managers, such as Fidelity Investments or State Street, which recruit directly from undergraduate programs and accept candidates without prior full-time investment experience. Completing the CFA Level I exam, building a financial modeling portfolio, or transitioning from a related role such as financial analyst, credit analyst, or equity research assistant significantly strengthens a candidacy at Massachusetts firms that do not run formal new-graduate programs.
Where can I find and apply to investment associate jobs in Massachusetts?
You can find and apply to investment associate jobs in Massachusetts on Migrate Mate, which lists current Massachusetts openings updated regularly. Find the roles that fit your experience and target location, then apply directly to the employers posting them.
See All 36 Investment Associate Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
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