Investment Advisor
Atlanta, GA · On-site
As fiduciaries, our Investment Advisors give direct advice on asset allocation decisions, portfolio design, and investment implementation. The person in this seat will make immediate impact by ...
Quick apply
Atlanta, GA · On-site
As fiduciaries, our Investment Advisors give direct advice on asset allocation decisions, portfolio design, and investment implementation. The person in this seat will make immediate impact by ...
Quick apply
Atlanta, GA · On-site
As fiduciaries, our Investment Advisors give direct advice on asset allocation decisions, portfolio design, and investment implementation. The person in this seat will make immediate impact by ...
Atlanta, GA · On-site
As fiduciaries, our Investment Advisors give direct advice on asset allocation decisions, portfolio design, and investment implementation. The person in this seat will make immediate impact by ...
Atlanta, GA · On-site
As fiduciaries, our Investment Advisors give direct advice on asset allocation decisions, portfolio design, and investment implementation. The person in this seat will make immediate impact by ...
Atlanta, GA · On-site
The Director, Re-Investment COS Remodels and Facilities is responsible for overseeing the Re-Investment process for new GoTo Foods corporate owned restaurant locations to ensure that the Brand ...
Atlanta, GA · On-site
The Director, Re-Investment COS Remodels and Facilities is responsible for overseeing the Re-Investment process for new GoTo Foods corporate owned restaurant locations to ensure that the Brand ...
PCE Investment Bankers in Atlanta is seeking a Managing Director or Director to lead investment banking engagements. The ideal candidate will oversee transaction execution, manage client ...
New
PCE Investment Bankers in Atlanta is seeking a Managing Director or Director to lead investment banking engagements. The ideal candidate will oversee transaction execution, manage client ...
New
POSITION SUMMARY Managing Directors / Oxford Investment Fellows are a Partner level role and the most senior members of the investment team. The Managing Director will be the leader of the firm ...
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POSITION SUMMARY Managing Directors / Oxford Investment Fellows are a Partner level role and the most senior members of the investment team. The Managing Director will be the leader of the firm ...
Atlanta, GA · On-site
MIO's role is to provide our clients with investment counseling and identify appropriate investment ... These attributes are paramount, as direct client interaction is a fundamental aspect of the role
Atlanta, GA · On-site
MIO's role is to provide our clients with investment counseling and identify appropriate investment ... These attributes are paramount, as direct client interaction is a fundamental aspect of the role
Role Purpose: The Director will provide valuation support and related process coordination ... investment vehicles. What you will do: * Support the monthly and quarterly valuation process and ...
Role Purpose: The Director will provide valuation support and related process coordination ... investment vehicles. What you will do: * Support the monthly and quarterly valuation process and ...
Atlanta, GA · On-site
MIO Partners Inc. (MIO) is a global, world-class investment and advisory institution with a decades ... These attributes are paramount, as direct client interaction is a fundamental aspect of the role
Atlanta, GA · On-site
MIO Partners Inc. (MIO) is a global, world-class investment and advisory institution with a decades ... These attributes are paramount, as direct client interaction is a fundamental aspect of the role
Managing Directors / Oxford Investment Fellows are a Partner level role and the most senior members of the investment team. The Managing Director will be the leader of the firm's Diversifier ...
New
Managing Directors / Oxford Investment Fellows are a Partner level role and the most senior members of the investment team. The Managing Director will be the leader of the firm's Diversifier ...
New
Atlanta, GA · On-site
The Investment Associate is responsible for all administrative aspects of a portfolio. This ... directed by supervisor). Key responsibilities include: 1. Ensures that portfolio materials are ...
Atlanta, GA · On-site
The Investment Associate is responsible for all administrative aspects of a portfolio. This ... directed by supervisor). Key responsibilities include: 1. Ensures that portfolio materials are ...
The Investment Associate is responsible for all administrative aspects of a portfolio. This ... directed by supervisor). Key responsibilities include: 1. Ensures that portfolio materials are ...
The Investment Associate is responsible for all administrative aspects of a portfolio. This ... directed by supervisor). Key responsibilities include: 1. Ensures that portfolio materials are ...
Atlanta, GA · On-site +1
The Manager or Director of Investor Success will lead sales efforts to drive new Capital ... Strong knowledge of investment products required * Experience with HubSpot a plus * The ability to ...
Atlanta, GA · On-site +1
The Manager or Director of Investor Success will lead sales efforts to drive new Capital ... Strong knowledge of investment products required * Experience with HubSpot a plus * The ability to ...
The Manager or Director of Investor Success will lead sales efforts to drive new Capital ... Strong knowledge of investment products required * Experience with HubSpot a plus * The ability to ...
The Manager or Director of Investor Success will lead sales efforts to drive new Capital ... Strong knowledge of investment products required * Experience with HubSpot a plus * The ability to ...
Manage both direct and matrix reports across the Investments business to ensure the business meet financial targets as well as all internal and external standards and practices. * Development and ...
Manage both direct and matrix reports across the Investments business to ensure the business meet financial targets as well as all internal and external standards and practices. * Development and ...
Atlanta, GA · On-site
$174K - $261K/yr
Accountable for significant direct business results or authoritative advice regarding the ... Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at ...
Atlanta, GA · On-site
$174K - $261K/yr
Accountable for significant direct business results or authoritative advice regarding the ... Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at ...
Oxford Financial Group, Ltd. is seeking a Managing Director to lead their Diversifier Strategies investment program, based in Atlanta, Georgia. This senior role involves overseeing portfolio ...
New
Oxford Financial Group, Ltd. is seeking a Managing Director to lead their Diversifier Strategies investment program, based in Atlanta, Georgia. This senior role involves overseeing portfolio ...
New
Managing Director - Healthcare Investment Banking As a Managing Director in the Healthcare Investment Banking group, you'll provide clients with advice on all aspects of M&A and capital markets ...
New
Managing Director - Healthcare Investment Banking As a Managing Director in the Healthcare Investment Banking group, you'll provide clients with advice on all aspects of M&A and capital markets ...
New
Atlanta, GA · Remote
$25 - $30/hr
The Investor Relations Specialist supports the Director of Investor Relations by managing investor communications, onboarding, and ongoing relationship support. This role is ideal for someone who is ...
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Atlanta, GA · Remote
$25 - $30/hr
The Investor Relations Specialist supports the Director of Investor Relations by managing investor communications, onboarding, and ongoing relationship support. This role is ideal for someone who is ...
S. direct lending firm * Knowledge of alternative investment products and services, including private credit, structured finance, and direct lending * Demonstrated track record of career growth and ...
S. direct lending firm * Knowledge of alternative investment products and services, including private credit, structured finance, and direct lending * Demonstrated track record of career growth and ...
S. direct lending firm * Knowledge of alternative investment products and services, including private credit, structured finance, and direct lending * Demonstrated track record of career growth and ...
S. direct lending firm * Knowledge of alternative investment products and services, including private credit, structured finance, and direct lending * Demonstrated track record of career growth and ...
| Aspect | Investment Director | Portfolio Manager |
|---|---|---|
| Credentials | Typically requires CFA, MBA, or similar | Often CFA or related certifications, with relevant experience |
| Work Environment | Strategic leadership, overseeing investment teams | Managing specific investment portfolios, analyzing assets |
| Employer & Industry Usage | Used in asset management firms, private equity, and investment banks | Common in asset management, mutual funds, hedge funds |
| Search & Comparison Intent | Understanding senior investment roles, strategic oversight | Managing investments, asset allocation, performance |
Investment Directors focus on strategic leadership and overseeing investment teams, while Portfolio Managers handle day-to-day asset management and investment decisions. Both roles require similar credentials but differ in scope and responsibilities within the investment industry.
At Capital Investment Advisors (CIA), we strive to help clients reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives.
Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.
Investment Advisor
We are looking for an experienced Investment Advisor to grow our Strategies team. The ideal candidate is a self-motivated team player who has a passion for helping clients achieve their financial and lifestyle goals. As fiduciaries, our Investment Advisors give direct advice on asset allocation decisions, portfolio design, and investment implementation.
The person in this seat will make immediate impact by serving existing families in the Model Portfolio offering and while growing that family base through self-sourced and firm-generated leads.
Qualifications & Skills:
Capital Investment Advisors would like to thank all applicants, however only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally recognized protected basis under federal, state, or local law.
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