Investment Associate Jobs in Boston, MA
Investment Associate jobs in Boston are concentrated in the Financial District, Back Bay, and Seaport across private equity, venture capital, asset management, and investment banking. Employers hiring right now include Citizens, Thermo Fisher Scientific, and RBC. 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.
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Find Investment Associate JobsInvestment Associate Job Market in Boston
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
Investment Associate Jobs in Boston: Frequently Asked Questions
How do I get a investment associate job in Boston?
Boston's investment associate market is strongest in private equity, venture capital, and asset management, with major hiring clustered in the Financial District, Back Bay, and Seaport. Candidates who stand out typically combine a finance or economics degree with internship experience at a Boston-area fund or bank. CFA candidacy and demonstrated modeling skills carry weight, and networking through Boston's dense alumni and finance community often opens doors before roles are publicly posted.
Which companies hire investment associates in Boston?
Companies currently hiring investment associates in Boston include Citizens, Thermo Fisher Scientific, and RBC, per current listings on Migrate Mate as of September 2026. Boston attracts a wide range of employers, from established mutual fund companies and private equity firms to growth-stage venture funds and regional investment banks.
Are there remote investment associate jobs in Boston?
Yes, though remote availability is limited for investment associate roles, which typically require hands-on deal work, client meetings, and in-person collaboration. About 44% of investment associate openings tied to Boston are remote or hybrid as of September 2026, with hybrid arrangements more common than fully remote. Research-focused and public markets roles tend to offer the most schedule flexibility within Boston-based firms.
How can I get a investment associate job in Boston with little or no experience?
The most realistic entry path in Boston is starting in a financial analyst or junior analyst role at a regional bank, asset manager, or mid-size private equity firm before transitioning to an investment associate title. Boston's concentration of mutual fund companies and university-affiliated endowments regularly hire recent graduates into analyst programs. Internships at Fidelity, State Street, or local venture funds build the deal exposure that Boston hiring managers look for in early-career candidates.
Which industries hire the most investment associates in Boston?
Most investment associate openings in Boston sit in Banking & Financial Services, per current listings on Migrate Mate as of September 2026. Boston's deep roots in asset management, life sciences venture capital, and financial services make it one of the most active markets outside New York for investment associate hiring.
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