Investment Jobs in Massachusetts
Investment jobs in Massachusetts concentrate in asset management, private equity, venture capital, and financial services, anchored by one of the most active capital markets in the country and a talent pipeline fed by world-class universities. Boston is the dominant hiring center, with Cambridge and Waltham adding significant volume, and established firms like Fidelity Investments, State Street, and Wellington Management maintaining large local workforces. The most consistent demand is in portfolio analysis, equity research, and institutional sales across both the buy side and sell side. See the openings below and apply to the ones that match your experience.
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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 117+ Investment Jobs in Massachusetts
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Find Investment JobsInvestment Jobs by City in Massachusetts
Where Massachusetts roles are concentrated, by current openings.
Investment Job Market in Massachusetts
A snapshot from current Massachusetts openings, updated as new roles post.
Who's Hiring
- State Street45

- MassMutual6

- Wellington Management5

- Kohlberg Kravis Roberts &3

- RBC2

Top Industries Hiring
- Banking & Financial Services
- Technology & Software
- Investment & Asset Management
- Consulting & Professional Services
What Massachusetts Employers Look For
The qualifications that appear most often in investment jobs across Massachusetts.
- Active FINRA Series 7 or Series 63 registration required for client-facing investment roles
- Bachelor's degree in finance, economics, or a related quantitative field strongly preferred
- CFA designation or active candidacy valued for portfolio management and research positions
- Demonstrated proficiency in Bloomberg Terminal, FactSet, or comparable financial data platforms
- Two or more years of experience in financial analysis, modeling, or securities research
- Strong written and verbal communication skills for client reporting and investment committee presentations
Investment Jobs in Massachusetts: Frequently Asked Questions
How do you become a investment in Massachusetts?
Most investment roles in Massachusetts require at minimum a bachelor's degree in finance, economics, or a quantitative discipline, followed by FINRA registration through your employer once hired. Client-facing roles typically require passing the Series 7 and Series 63 exams, both administered by FINRA, before you can transact with clients. Investment advisers operating independently or through a registered investment adviser firm must register with the Massachusetts Securities Division under the Massachusetts Uniform Securities Act.
Which companies hire investments in Massachusetts?
Companies currently hiring investments in Massachusetts include State Street, MassMutual, and Wellington Management, per current listings on Migrate Mate as of November 2026. Massachusetts's dense concentration of mutual funds, pension managers, and private equity firms means openings appear across both large institutions and boutique shops throughout the Greater Boston area.
Which Massachusetts cities have the most investment jobs?
The cities with the most investment openings in Massachusetts are Boston, Springfield, and Quincy. Boston leads because it houses the headquarters or major offices of many of the country's largest asset managers and custodial banks, while Cambridge and Waltham attract roles tied to venture capital and technology-focused funds that cluster near the Route 128 innovation corridor.
Are there remote investment jobs in Massachusetts?
Yes, and more than many financial roles, particularly for research, analysis, and quantitative functions that do not require daily client contact or trading floor presence. About 71% of investment openings tied to Massachusetts are remote or hybrid as of November 2026, reflecting a meaningful shift since many firms renegotiated their return-to-office policies. Portfolio research, financial modeling, and compliance review positions are the most likely to offer flexible arrangements.
How can I get hired as a investment in Massachusetts with little or no experience?
The most realistic entry path is a rotational analyst program at one of the large Boston-based asset managers or custodial banks, which are designed specifically for candidates without prior investment experience. Fidelity Investments, State Street, and Wellington Management all run structured analyst rotations that cycle through portfolio, operations, and client service functions. Candidates strengthen their application considerably by passing at least one CFA level or earning a FINRA Series 65 license before interviewing, and by demonstrating a self-built investment research portfolio or stock pitch from a university investment club.
Where can I find and apply to investment jobs in Massachusetts?
You can find and apply to investment jobs in Massachusetts on Migrate Mate, which lists current Massachusetts openings updated regularly. Search for roles that match your experience level, specialization, and preferred location within the state, then apply directly to the ones that fit.
See All 117+ Investment Jobs in Massachusetts
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