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Associate Investment Analyst Jobs in Georgia (NOW HIRING)

HB Wealth

Associate, Investment Operations

Atlanta, GA · On-site

Position Summary HB is seeking an Investment Operations Associate to assist the Operations Team in ... Strong analytical and problem-solving skills. * Ability to successfully pass criminal background ...

HB Wealth

Associate, Investment Operations

Atlanta, GA · On-site +1

Position Summary HB is seeking an Investment Operations Associate to assist the Operations Team in ... Strong analytical and problem-solving skills. * Ability to successfully pass criminal background ...

Northern Trust

Sr. Investment Associate

Atlanta, GA · On-site

$70K - $119K/yr

Senior Investment Associate Overview The Senior Investment Associate supports one or more Portfolio ... Run reports and analyze data using internal systems (EDS, PIMS, IMS, PAS, GDWM) * Maintain complete ...

Northern Trust

Sr Investment Associate

Atlanta, GA · On-site

The Investment Associate is responsible for all administrative aspects of a portfolio. This ... • Strong analytical, organizational, and communication skills are needed to meet meeting ...

Northern Trust

Sr Investment Associate

Atlanta, GA · On-site

The Investment Associate is responsible for all administrative aspects of a portfolio. This ... • Strong analytical, organizational, and communication skills are needed to meet meeting ...

Northern Trust

Sr Investment Associate

Atlanta, GA

The Investment Associate is responsible for all administrative aspects of a portfolio. This ... Strong analytical, organizational, and communication skills are needed to meet meeting deadlines ...

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All JobsAssociate Investment Analyst JobsAssociate Investment Analyst Jobs in Georgia

Associate Investment Analyst information

See Georgia salary details

$24.5K

$62.2K

$106K

How much do associate investment analyst jobs pay per year?

As of Aug 11, 2026, the average yearly pay for associate investment analyst in Georgia is $62,192.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,300.00 and $68,800.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an associate investment analyst, and why are they important?

To thrive as an Associate Investment Analyst, you need strong quantitative analysis skills, financial modeling expertise, and a solid understanding of investment principles, typically supported by a degree in finance, economics, or a related field. Familiarity with tools like Excel, Bloomberg Terminal, and financial databases, as well as progress toward certifications such as the CFA, is commonly expected. Attention to detail, critical thinking, and effective communication are important soft skills for analyzing data and presenting investment recommendations. These skills and qualities are crucial for delivering accurate insights, supporting investment decisions, and contributing to the overall performance of the team.

What does an associate investment analyst do?

An Associate Investment Analyst supports senior analysts and portfolio managers by researching and analyzing financial data, trends, and investment opportunities. They typically prepare reports, build financial models, and help make recommendations on buying, holding, or selling securities. Their work helps inform investment decisions for clients or their firm. They may also attend meetings with management teams, monitor market news, and collaborate with other analysts. This role is often a stepping stone to more senior investment positions.

What is the difference between Associate Investment Analyst vs Investment Analyst?

AspectAssociate Investment AnalystInvestment Analyst
Required CredentialsBachelor's degree, some certifications (e.g., CFA Level I)Bachelor's degree, often pursuing CFA or similar certifications
Work EnvironmentEntry-level, supporting senior analysts, collaborative teamsMore independent research, analysis, and report writing
Employer & Industry UsageFinancial firms, asset management, investment banksFinancial firms, asset management, investment banks

The main difference between an Associate Investment Analyst and an Investment Analyst lies in experience level and responsibilities. Associates typically support senior analysts with research and data gathering, while Investment Analysts conduct more independent analysis and make investment recommendations. Both roles are common in the finance industry and often require similar educational backgrounds and certifications.

What types of projects or analyses do associate investment analysts typically work on within an investment team?

Associate Investment Analysts are often tasked with supporting senior analysts and portfolio managers by conducting financial modeling, company and industry research, and preparing investment memos. Their daily work may include analyzing financial statements, tracking market trends, and building valuation models to support investment decisions. Collaboration is key, as they frequently work with other analysts, attend team meetings, and contribute to group discussions. This role provides exposure to a wide variety of investment strategies and sectors, offering strong learning and growth opportunities for those looking to advance in the finance industry.

Is an associate investment analyst an entry-level job?

An associate investment analyst is typically considered an entry-level position in the finance industry, often requiring a bachelor's degree in finance, economics, or related fields. It involves supporting senior analysts with research, data analysis, and financial modeling, and may require some prior internship experience or relevant skills. Advancement usually depends on performance, experience, and additional certifications like the CFA.
What are the most commonly searched types of Investment Analyst jobs in Georgia? The most popular types of Investment Analyst jobs in Georgia are:
What are popular job titles related to Associate Investment Analyst jobs in Georgia? For Associate Investment Analyst jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Associate Investment Analyst jobs in Georgia look for? The top searched job categories for Associate Investment Analyst jobs in Georgia are:
What cities in Georgia are hiring for Associate Investment Analyst jobs? Cities in Georgia with the most Associate Investment Analyst job openings:
Associate Investment Analyst jobs near you
Infographic showing various Associate Investment Analyst job openings in Georgia as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 27% Part Time, 2% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $62,192 per year, or $29.9 per hour.

Associate, Investment Operations

HB Wealth

Atlanta, GA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 26 days ago

Job description

Job Type
Full-time
Description
HB Wealth ("HB") is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Columbia and Greenville, SC; and Nashville, TN.
Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $32 billion in assets under management as of June 30, 2026, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated®-bringing unwavering financial peace of mind to the clients we are privileged to serve.
At HB Wealth, we foster a healthy, collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning, growing, sharing ideas, and making a meaningful impact for our clients.
Position Summary
HB is seeking an Investment Operations Associate to assist the Operations Team in the investment administration process for clients. This role will execute documentation related to new and existing private investments, coordinate client signatures, and work with fund managers to facilitate client transactions.
Job Responsibilities
  • Work with advisors, clients, and the Operations Team to administer the subscription process for all private investments.
  • Assist with client's requests and inquiries regarding private investments.
  • Liaise between client advisors and 3rd party managers to resolve matters regarding private investments.
  • Monitor communication from 3rd party managers and ensure information is circulated across the firm as needed.
  • Maintain documentation for ongoing private investments including W-9s, Partnership Amendments, and Quarterly Reports.
  • Help resolve client issues through independent research and collaboration with the underlying investment manager or other private investment team members.
  • Understand private investment transactions such as transfers, redemptions, distributions, and capital calls and work with internal stakeholders as well as investment managers to ensure these transactions are processed accurately and on time.
  • Identify processes and systems needing improvement and work with internal stakeholders to facilitate improvements.
  • Complete special projects and other duties as assigned.

Requirements
  • Bachelor's Degree from an accredited college or university.
  • 3 to 5 years of relevant industry experience.
  • Proficiency with Microsoft Office Suite, including but not limited to Word and Excel, as well as Adobe Acrobat.
  • Excellent oral and written communication skills.
  • Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility.
  • Highly organized with exceptional attention to detail and excellent follow-through.
  • Self-starter with high initiative and comfort managing processes in an entrepreneurial, fast-paced environment.
  • Positive attitude and strong work ethic.
  • Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of colleagues.
  • Ability to work effectively within a team environment and a willingness to "pitch in" when necessary.
  • Strong analytical and problem-solving skills.
  • Ability to successfully pass criminal background / credit check required.

Benefits
  • Competitive PTO/Holiday policy
  • 401k match
  • 1st day eligible benefits offering; medical, dental, vision, telemed, disability, +
  • Paid Maternity/Paternity leave
  • Fun and welcoming office environment with monthly and quarterly events
  • Ability to work remotely 40%
  • Cell phone stipend
  • Equity Participation Plan

Why HB is a great place to work
Employees enjoy the collaborative, inclusive, team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities, our client base, and the comprehensive benefit package round out the competitive compensation.
HB is an Equal Employment Opportunity Employer. HB only invites professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected, it is empowering, it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference, creativity, and spirit. It is in our DNA, and we like it that way.

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