ZipRecruiter

Log In

1

Investment Associate Jobs in Georgia (NOW HIRING)

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 Managers in delivering exceptional service to high-net-worth investment management clients. This ...

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 Managers in delivering exceptional service to high-net-worth investment management clients. This ...

Northern Trust

Sr. Investment Associate

Atlanta, GA

$70K - $119K/yr

Senior Investment Associate Overview The Senior Investment Associate supports one or more Portfolio Managers in delivering exceptional service to high-net-worth investment management clients. This ...

Northern Trust

Sr Investment Associate

Atlanta, GA · On-site

The Investment Associate is responsible for all administrative aspects of a portfolio. This includes file set up on client accounts, ordering reports, processes physical stock and/or bond ...

Northern Trust

Sr Investment Associate

Atlanta, GA · On-site

The Investment Associate is responsible for all administrative aspects of a portfolio. This includes file set up on client accounts, ordering reports, processes physical stock and/or bond ...

Dlapiper

Investment Funds Associate

Atlanta, GA · On-site +1

$235K - $390K/yr

Summary DLA Piper is seeking a securities lawyer with 3 - 6 years of experience managing structured securities offerings for our Investment Funds Group. We are looking for candidates with strong ...

Kroll

Senior Associate, Portfolio Valuation

Atlanta, GA · Hybrid

$90K - $200K/yr

Kroll's Portfolio Valuation practice is the leading provider of valuation advisory services to the alternative investment industry, and we boast a prestigious clientele of the world's leading ...

Kroll

Senior Associate, Portfolio Valuation

Atlanta, GA · On-site

$90K - $200K/yr

Kroll's Portfolio Valuation practice is the leading provider of valuation advisory services to the alternative investment industry, and we boast a prestigious clientele of the world's leading ...

next page

Showing results 1-20

All JobsInvestment Associate JobsInvestment Associate Jobs in Georgia

Investment Associate information

See Georgia salary details

$18.6K

$82K

$180.3K

How much do investment associate jobs pay per year?

As of Jul 27, 2026, the average yearly pay for investment associate in Georgia is $81,967.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,900.00 and $99,200.00 per year, depending on experience, location, and employer.

What Does an Investment Associate Do?

An investment associate works with investment analysts to perform a wide range of duties necessary for managing the investments of corporations and municipalities. As an investment associate, your responsibilities are to review the financial data and potential investments of a company to strategize the best plan to increase profits. You may help a client with buying stock, perform risk analysis, review a client’s portfolio, compile and interpret financial data, and assist with corporate mergers. Due to the varied nature of a client’s needs, your responsibilities also vary depending on the account.

What does an investment associate do?

An investment associate analyzes financial data, conducts market research, and supports the investment team in making decisions. They often prepare reports, evaluate investment opportunities, and use tools like Excel and financial modeling software. Strong analytical skills and relevant certifications such as the CFA can be beneficial in this role.

How much does an investment associate make?

An investment associate typically earns a median annual salary ranging from $60,000 to $90,000, depending on experience, location, and firm size. Entry-level associates may start at lower salaries, while those with several years of experience or specialized skills can earn higher compensation, often supplemented with bonuses and incentives.

What are some typical challenges faced by Investment Associates during due diligence processes?

Investment Associates often face the challenge of managing large volumes of data and tight timelines when conducting due diligence on potential investments. They must analyze financial statements, market trends, and operational risks, all while ensuring accuracy and thoroughness. Balancing multiple projects and liaising with internal teams, external consultants, and portfolio company management can also be demanding. Proactive communication and strong organizational skills are key to overcoming these challenges and delivering actionable recommendations to senior team members.

What is the difference between Investment Associate vs Financial Analyst?

AspectInvestment AssociateFinancial Analyst
Required CredentialsBachelor's degree, possibly CFA Level IBachelor's degree, CFA Level I often preferred
Work EnvironmentInvestment firms, asset management, private equityCorporations, banks, investment firms
Employer & Industry UsageCommon in asset management and private equityWidespread across finance sectors
Common Search & ComparisonYesYes

Investment Associates typically focus on supporting investment transactions, conducting due diligence, and preparing reports within investment firms. Financial Analysts analyze financial data, prepare reports, and support decision-making across various industries. While both roles require similar credentials and often work in related environments, Investment Associates are more involved in the investment process itself, whereas Financial Analysts focus on data analysis and reporting.

How much do investment associates earn?

Investment associates typically earn a median annual salary ranging from $60,000 to $90,000, depending on experience, location, and the size of the firm. Entry-level associates may start at lower salaries, while those with several years of experience or specialized skills can earn higher compensation, often supplemented with bonuses and benefits.

What is the role of an investment associate?

An investment associate supports portfolio managers and analysts by conducting research, analyzing financial data, preparing reports, and assisting with investment transactions. They often use financial modeling tools and require strong analytical skills, typically working in a fast-paced environment with a focus on investment strategies and client portfolios.

What are Investment Associates?

Investment Associates are finance professionals who support investment decision-making at firms such as investment banks, private equity firms, or asset management companies. They analyze financial data, perform due diligence on potential investments, build financial models, and prepare reports for senior management or clients. Their work helps guide the investment strategies of their organizations, and they often interact with clients, portfolio managers, and senior analysts. Investment Associates typically have strong quantitative skills and may work long hours, especially during deal cycles.

What are the key skills and qualifications needed to thrive as an Investment Associate, and why are they important?

To thrive as an Investment Associate, you need strong analytical skills, financial modeling abilities, and a degree in finance, economics, or a related field. Familiarity with financial analysis tools like Excel, Bloomberg, and often a CFA designation are typically expected. Excellent communication, attention to detail, and the ability to work collaboratively are key soft skills for this role. These competencies are important for accurately assessing investment opportunities, supporting decision-making, and building trusted client and team relationships.
More about Investment Associate jobs
What are the most commonly searched types of Investment jobs in Georgia? The most popular types of Investment jobs in Georgia are:
What are popular job titles related to Investment Associate jobs in Georgia? For Investment Associate jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Investment Associate jobs in Georgia look for? The top searched job categories for Investment Associate jobs in Georgia are:
What cities in Georgia are hiring for Investment Associate jobs? Cities in Georgia with the most Investment Associate job openings:
Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Georgia as of July 2026, with employment types broken down into 50% Full Time, and 50% Part Time. Highlights an 100% In-person job distribution, with an average salary of $81,967 per year, or $39.4 per hour.
Sr. Investment Associate

Sr. Investment Associate

Northern Trust

Atlanta, GA • On-site

$70K - $119K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago

Northern Trust rating

8.2

Company rating: 8.2 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

Job description

About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Senior Investment Associate
Overview
The Senior Investment Associate supports one or more Portfolio Managers in delivering exceptional service to high-net-worth investment management clients. This role combines investment support, client service, and operational execution, with increasing responsibility in portfolio oversight and client engagement.
The ideal candidate is detail-oriented, proactive, and intellectually curious, with a strong interest in developing toward a Portfolio Manager role.
Key Responsibilities
  • Support Portfolio Managers in all aspects of portfolio management and client servicing
  • Prepare and proof client presentation materials and meeting deliverables
  • Ensure all materials and reports are ready for client review meetings
  • Manage multiple projects and priorities simultaneously with strong attention to detail
  • Conduct investment research and assist in developing portfolio recommendations
  • Track trade activity from entry through execution and settlement
  • Run reports and analyze data using internal systems (EDS, PIMS, IMS, PAS, GDWM)
  • Maintain complete and timely recordkeeping to meet compliance standards
  • Coordinate and support monthly Regulatory and New Account Review processes
  • Identify and mitigate operational and client service risks

Client & Portfolio Administration
  • Set up and maintain client account files and documentation
  • Process client transactions including cash transfers, fund trades, and securities movements
  • Handle physical stock and bond certificates and DTC transfers
  • Respond to client inquiries and support transaction requests
  • Ensure Portfolio Managers follow up on client requests in a timely manner
  • Coordinate with internal partners including tax and operations teams to resolve discrepancies
  • Review and validate fee calculations

Team & Client Interaction
  • Communicate regularly with clients, Portfolio Managers, and internal partners
  • Proactively identify ways to improve processes and support advisors
  • Begin contributing to client meetings and discussions
  • Demonstrate mastery of internal tools (including GDWM) and present outputs in meetings
  • Provide guidance to junior team members as appropriate

Qualifications
  • Deep understanding of investment products, portfolio construction concepts, and wealth management services
  • Demonstrated ability to operate independently, exercise sound judgment, and make decisions in support of client and portfolio needs
  • Strong commitment to risk management, with consistent adherence to investment guidelines, compliance standards, and operational controls
  • Advanced analytical, organizational, and problem-solving skills, with the ability to synthesize information and form recommendations
  • Proven ability to manage multiple priorities and deliver high-quality work in a fast-paced, deadline-driven environment
  • Exceptional attention to detail and commitment to accuracy in all aspects of work
  • Bachelor's degree in finance, Economics, Business, or related field (or equivalent experience) is preferred
  • 1-3+ years of experience in investment management, wealth management, or financial services, with increasing responsibility
  • Progress toward or interest in CFA or CFP certification strongly preferred
  • Proficiency in Microsoft Office and experience working with investment and portfolio management systems

Additional Attributes
Passion for investing and long-term career development in portfolio management
This role offers the opportunity to gain hands-on experience across investment management, client service, and portfolio operations, with a clear path toward increased responsibility and career growth.
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)
Salary Range:
$70,490 - 119,890 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.

What Northern Trust employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply