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Financial Investor Jobs (NOW HIRING)

Financial/Investment Consultant CPA Tax Advisors • Remote (Must Reside in Georgia) - ~10% On-Site as Needed • Travel up to 30% (Atlanta & South GA) POSITION OVERVIEW CPA Tax Advisors is seeking a ...

Financial/Investment Consultant

Atlanta, GA · On-site +1

$55K - $85K/yr

Financial/Investment Consultant CPA Tax Advisors • Remote (Must Reside in Georgia) -- ~10% On-Site as Needed • Travel up to 30% (Atlanta & South GA) POSITION OVERVIEW CPA Tax Advisors is seeking ...

Design and build spreadsheet templates and/or financial models, including the coding of ... investor reporting * High comfort level with use of various industry related software systems

You are a detail-oriented, intellectually curious finance professional who is excited to build a career in Investor Relations. As an Analyst on the Investor Relations team, you'll support the ...

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Financial Investor information

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$45K

$69.8K

$97.5K

How much do financial investor jobs pay per year?

As of Sep 9, 2026, the average yearly pay for financial investor in the United States is $69,759.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,500.00 and $90,000.00 per year, depending on experience, location, and employer.

What is a financial investor?

Financial investors are individuals or institutions that allocate capital with the expectation of generating a financial return. They may invest in various assets such as stocks, bonds, real estate, mutual funds, or startups. Financial investors analyze markets, assess risks, and make informed decisions to grow their wealth or meet specific financial goals. Their strategies can range from conservative, long-term investing to more active, short-term trading.

What are some common challenges financial investors face when managing multiple portfolios simultaneously?

Financial investors often juggle several portfolios with differing objectives, risk profiles, and timelines. One major challenge is maintaining a balanced, diversified approach tailored to each client’s goals while staying updated on market trends and regulatory changes. Effective time management, constant communication with clients, and robust analytical tools are essential to ensure all portfolios are performing optimally and aligned with clients' financial plans. Additionally, investors must be adaptable, as market conditions can change rapidly, requiring quick yet informed decision-making.

What are the key skills and qualifications needed to thrive as a financial investor, and why are they important?

To thrive as a Financial Investor, you need strong analytical abilities, financial modeling expertise, and a solid understanding of markets and investment strategies, typically supported by a finance degree or CFA certification. Familiarity with financial analysis tools, portfolio management software, and platforms like Bloomberg Terminal is essential. Excellent decision-making, risk management, and effective communication skills help investors stand out in this field. These competencies are crucial for making informed investment decisions, managing risk, and building trust with clients or stakeholders.

What is the difference between Financial Investor vs Financial Analyst?

AspectFinancial InvestorFinancial Analyst
Required CredentialsTypically requires investment-related certifications (e.g., CFA), bachelor's degree in finance or related fieldOften requires finance or accounting degree, certifications like CFA or CPA are common but not mandatory
Work EnvironmentInvests capital in markets, private equity, or real estate; often independent or with investment firmsAnalyzes financial data, prepares reports; works in banks, investment firms, or corporate finance departments
Employer & Industry UsageUsed by investment firms, hedge funds, private equity, and individual investorsCommon in banks, asset management, corporate finance, and consulting

Financial Investors focus on deploying capital to generate returns, often making long-term or strategic investments. Financial Analysts evaluate financial data to guide investment decisions, providing analysis and recommendations. While both roles require finance knowledge and certifications like CFA, their daily tasks and work environments differ significantly.

What are popular job titles related to Financial Investor jobs?

For Financial Investor jobs, the most frequently searched job titles are:

Senior Financial Analyst- Investor Relations

Waukesha, WI • On-site

Generac
Electrical Equipment, Appliance, and Component Manufacturing • 1 - 10 employees

$85K - $106K/yr

Full-time

Re-posted 9 days ago


Generac Power Systems rating

7.0

Company rating: 7.0 out of 10

Based on 66 frontline employees who took The Breakroom Quiz

358th of 499 rated machine equipment manufacturers


Job description

We believe power is a promise - a shared commitment to be there for others when it matters most.

For more than 65 years, we've turned big ideas into solutions that help protect homes, strengthen businesses and build a more resilient, efficient, sustainable energy future.


Ready to Power a Smarter World with us?


Join Generac's Corporate Finance team as a Senior Financial Analyst - Investor Relations, where you'll help shape the company's story for investors, analysts, and the financial community. In this highly visible role, you'll partner across finance, strategy, and leadership teams to support earnings activities, develop investor communications, deliver market insights, and contribute to long-range strategic planning. You'll play a key role in influencing how Generac communicates its performance, growth strategy, and market position while helping drive continuous improvement in Investor Relations processes and analytics.


What You'll Do

Investor Relations & Earnings Communications

  • Support quarterly earnings activities through financial analysis, reporting, and development of key messaging.

  • Prepare earnings releases, executive talking points, call scripts, and Q&A materials.

  • Maintain investor relations financial models and analyst consensus tracking.

  • Lead updates to Generac's investor presentation and Board reporting materials.

  • Analyze company performance, industry trends, and key developments to strengthen investor messaging.


Market Intelligence & Strategic Insights

  • Monitor financial, industry, and macroeconomic trends affecting the business.

  • Evaluate competitor disclosures, market activity, and valuation benchmarks.

  • Deliver actionable insights and recommendations to business leaders.

  • Track company KPIs and support strategic decision-making through data-driven analysis.


Investor Engagement & Strategic Planning

  • Coordinate investor conferences, meetings, and other IR events.

  • Serve as a point of contact for investor and analyst inquiries.

  • Partner with leaders across the organization on market assessments, growth initiatives, and long-range planning.

  • Support strategic projects and corporate finance initiatives as needed.


What You'll Bring

Required Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, or a related field.

  • 3+ years of experience in Corporate Finance, Investor Relations, Equity Research, or a related analytical role.

  • Strong financial statement analysis and financial modeling skills.

  • Knowledge of public equity markets and SEC disclosure requirements.

  • Advanced Excel and PowerPoint skills with the ability to present complex information clearly.


Preferred Qualifications

  • Experience supporting Investor Relations activities for a publicly traded company.

  • Exposure to both Corporate Finance and Investor Relations functions.

  • Experience in power generation, energy technology, or industrial manufacturing.

  • Background working within a global or multi-national organization.


Why Join Generac?

This is a unique opportunity to gain exposure to executive leadership, strategic planning, capital markets, and investor communications while helping shape how Generac tells its growth story. If you're a finance professional who enjoys combining financial analysis, market intelligence, and strategic communication, we'd love to connect with you.

Physical Demands: While performing the duties of this job, the employee is regularly required to talk and hear; and use hands to manipulate objects or controls. The employee is regularly required to stand and walk. On occasion the incumbent may be required to stoop, bend or reach above the shoulders. The employee must occasionally lift up to 25 - 50 pounds. Specific conditions of this job are typical of frequent and continuous computer-based work requiring periods of sitting, close vision and ability to adjust focus.

"We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law."


What Generac Power Systems employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


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About Generac

Sourced by ZipRecruiter

Industry

Electrical equipment, appliance, and component manufacturing and engine, turbine, and power transmission equipment manufacturing

Company size

1 - 10 Employees

Headquarters location

Eagle, WI, US

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