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Investment Associate Jobs in Georgia (NOW HIRING)

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 the investment administration process for clients. This role will execute documentation related to ...

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Investment Associate information

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$18.6K

$82K

$180.3K

How much do investment associate jobs pay per year?

As of Aug 9, 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 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.

What is an investment associate?

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 August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 22% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $81,967 per year, or $39.4 per hour.

Associate, Investment Operations

HB Wealth

Atlanta, GA • On-site, Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 23 days ago

Job description

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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