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Investment Associate Jobs in Georgia (NOW HIRING)

Tombras

Supervisor, Media Investment

Atlanta, GA · On-site

$90 - $130/hr

Align with the Associate Director of Programmatic, be an agency representative in client ... Investment buying and planning at a media agency or vendor * 1+ years experience mentoring and ...

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Antares Capital LP

Associate, Valuations

Atlanta, GA · On-site

$105K - $130K/yr

The Valuation Associate's primary role will be developing financial models, researching industry ... Develop financial models and perform valuations across debt and equity investments * Synthesize ...

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Investment Associate information

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$18.6K

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$180.3K

How much do investment associate jobs pay per year?

As of Sep 3, 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 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 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 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.

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.

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, 71% Full Time, 25% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $81,967 per year, or $39.4 per hour.

Analyst/Associate, Board Advisory & Opinions - Atlanta

Houlihan Lokey Financial Advisors, Inc

Atlanta, GA • On-site

Full-time

Re-posted 24 days ago

Job description

Business Unit:

Financial And Valuation Advisory

Industry:

Transaction Opinions

Overview

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.

Financial and Valuation Advisory

Over the past 50+ years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, investors, and business owners we serve. In 2025, LSEG ranked us the No. 1 global M&A fairness opinion advisor over the past 25 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.

Scope

Our Board & Special Committee Advisory group provides advice to board of directors and special committees in valuing complex businesses and securities, understanding and structuring critical transaction issues, advising on alternatives, and rendering transaction opinions. The group primarily focuses on complex situations, related-party transactions, and other corporate governance issues for board of directors and special committees.

Our dedicated Transaction Opinions group delivers fairness, solvency, and valuation advisory services across a variety of situations including mergers, acquisitions, divestitures/spin-offs, SPACs/PIPEs, recapitalizations, restructurings, and activist shareholder situations.

Job Description

Financial Analyst:

We are looking for a Financial Analyst to be part of a dedicated team that focuses on complex analytics, financial models and valuation - and works hand-in-hand with other teams within our firm (i.e. M&A, industry groups, etc.) to deliver investment banking services to clients. Our Financial Analysts also work on stand-alone fairness, solvency and transaction-based valuation opinions.

  • Financial Analysts support engagements and new business development by:

  • Analyzing and explaining historical and projected financial information;

  • Performing business and financial due diligence;

  • Conducting industry and sub-sector research;

  • Valuing companies, businesses and securities;

  • Building complex financial models (e.g., to support negotiating/advocacy positions, assess cash flows of a company and/or value specific securities);

  • Assisting with the preparation of board/special committee presentations supporting advice and opinions;

  • Participating in pitches and business development initiatives; and

  • Supporting relationships with current and prospective clients.

Qualifications

The ideal candidate will possess the following qualities and background:

  • At least one year of prior investment banking, valuation or related experience

  • Strong accounting, finance, financial modeling and analytical abilities

  • Strong qualitative and quantitative research skills

  • Excellent oral and written communication skills

  • Be an independent thinker and resourceful problem solver driven to succeed in a fast-paced environment

  • Have a very strong work ethic, organizational skills and ability to multi-task

Additional consideration will be given to candidates who possess:

  • An undergraduate degree in finance, accounting, economics or a related field, with academic distinction;

  • A demonstrated ability to work cooperatively with all levels of staff

Associate:

We are looking for an Associate to be part of a dedicated team that focuses on complex analytics, financial models, and valuation - and works hand-in-hand with other teams within our firm (i.e., M&A, industry groups, etc.) to deliver investment banking services to clients. Our Associates also work on stand-alone fairness, solvency, and transaction-based valuation opinions. Associates support engagements and new business development by:

  • Analyzing and explaining historical and projected financial information;

  • Performing business and financial due diligence;

  • Valuing companies, businesses, and securities;

  • Building complex financial models (e.g., to support negotiating/advocacy positions, assess cash flows of a company and/or value specific securities);

  • Preparing board/special committee presentations supporting advice and opinions;

  • Helping pitch engagements and participating in business development initiatives; and

  • Building relationships and maintaining direct contact with current and prospective clients.

Qualifications

The ideal candidate would possess the following qualities and background:

  • Prior investment banking, valuation, or related experience

  • Advanced accounting, finance, financial modeling, and analytical abilities

  • Excellent oral and written communication skills

  • Experience managing analysts or other personnel

  • Be an independent thinker and resourceful problem solver driven to succeed in a fast-paced environment

  • Have a very strong work ethic, organizational skills, and ability to multi-task

Additional consideration will be given to candidates who possess:

  • An undergraduate degree with academic distinction and/or a graduate degree;

  • At least three years of experience in financial services with at least one year of investment banking, valuation, or related experience;

  • A demonstrated ability to work cooperatively with all levels of staff

Compensation and Benefits

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is:

$100,000 - $170,000

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, as well as the service line and 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.

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