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 ...
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 ...
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
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 ...
Director of Capital Raising & Investor Relations (Base+Uncapped performance Incentives (OTE $300k+)
Atlanta, GA · On-site +1
$300K/yr
Director of Capital Raising & Investor Relations Employment Type: Full-Time (Contractor → ... style investment vehicles. This role sits at the intersection of capital raising, investor ...
Quick apply
Director of Capital Raising & Investor Relations (Base+Uncapped performance Incentives (OTE $300k+)
Atlanta, GA · On-site +1
$300K/yr
Director of Capital Raising & Investor Relations Employment Type: Full-Time (Contractor → ... style investment vehicles. This role sits at the intersection of capital raising, investor ...
As an Investment Operations Associate focused on Separately Managed Accounts (SMAs), you'll serve ... Liaison with financial advisor teams to obtain information regarding and then record direct ...
Quick apply
As an Investment Operations Associate focused on Separately Managed Accounts (SMAs), you'll serve ... Liaison with financial advisor teams to obtain information regarding and then record direct ...
As an Investment Operations Associate focused on Separately Managed Accounts (SMAs), you'll serve ... Liaison with financial advisor teams to obtain information regarding and then record direct ...
As an Investment Operations Associate focused on Separately Managed Accounts (SMAs), you'll serve ... Liaison with financial advisor teams to obtain information regarding and then record direct ...
Director of Investor Relations
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 ...
Director of Investor Relations
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 ...
Description The Director, Family Office Investments is a senior leadership role responsible for ... Ensure alignment of investment strategy with regulatory, fiduciary, and client objectives.
Description The Director, Family Office Investments is a senior leadership role responsible for ... Ensure alignment of investment strategy with regulatory, fiduciary, and client objectives.
Job Type Full-time Description The Director, Family Office Investments is a senior leadership role ... Ensure alignment of investment strategy with regulatory, fiduciary, and client objectives.
Job Type Full-time Description The Director, Family Office Investments is a senior leadership role ... Ensure alignment of investment strategy with regulatory, fiduciary, and client objectives.
As a CBRE Managing Director, you will serve as a senior-level strategic partner focused on accelerating enterprise investor leasing growth across the U.S. retail sector. This job is part of the ...
As a CBRE Managing Director, you will serve as a senior-level strategic partner focused on accelerating enterprise investor leasing growth across the U.S. retail sector. This job is part of the ...
Investment Funds Associate
Atlanta, GA · On-site +1
$260K - $390K/yr
... for our Investment Funds Group. We are looking for candidates with strong experience with ... Direct and applicable AmLaw 100 law firm experience preferred. Essential Job Expectations While the ...
Investment Funds Associate
Atlanta, GA · On-site +1
$260K - $390K/yr
... for our Investment Funds Group. We are looking for candidates with strong experience with ... Direct and applicable AmLaw 100 law firm experience preferred. Essential Job Expectations While the ...
... direct contact with current and prospective clients Perform other tasks as assigned by management Experience you will need: 1-4 years of Investment Banking Experience or an MBA + at least 1 year of ...
... direct contact with current and prospective clients Perform other tasks as assigned by management Experience you will need: 1-4 years of Investment Banking Experience or an MBA + at least 1 year of ...
Director/Managing Director, Corporate & Investment Banking - Tech, Media and Communications
Atlanta, GA · On-site
Working with the Head of Corporate - Investment Banking and other senior bank leaders, develops and ... Manages the annual performance management and merit processes for direct and indirect reports.
Director/Managing Director, Corporate & Investment Banking - Tech, Media and Communications
Atlanta, GA · On-site
Working with the Head of Corporate - Investment Banking and other senior bank leaders, develops and ... Manages the annual performance management and merit processes for direct and indirect reports.
Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team for Self-Directed, Centralized Advisor Center (CAC) assigned and Signature ...
Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team for Self-Directed, Centralized Advisor Center (CAC) assigned and Signature ...
A leading financial consultancy in the United States is seeking a Managing Director for its Investment Banking (IB) team. This role offers a unique opportunity to lead complex M&A transactions and ...
New
A leading financial consultancy in the United States is seeking a Managing Director for its Investment Banking (IB) team. This role offers a unique opportunity to lead complex M&A transactions and ...
New
Serve as support to the Managing Directors and be capable of making internal andexternal ... relevant investment banking, capitalmarketsor corporate finance experience, including prior ...
Serve as support to the Managing Directors and be capable of making internal andexternal ... relevant investment banking, capitalmarketsor corporate finance experience, including prior ...
Investment Banking Associate | Healthcare
$175K - $225K/yr
HLI) is a leading global investment bank recognized for delivering independent strategic and ... Build relationships and maintain direct contact with clients, prospective clients, and professional ...
Investment Banking Associate | Healthcare
$175K - $225K/yr
HLI) is a leading global investment bank recognized for delivering independent strategic and ... Build relationships and maintain direct contact with clients, prospective clients, and professional ...
Investment Banking Senior Analyst | Healthcare
$120K - $130K/yr
HLI) is a leading global investment bank recognized for delivering independent strategic and ... Build relationships and maintain direct contact with clients, prospective clients and professional ...
Investment Banking Senior Analyst | Healthcare
$120K - $130K/yr
HLI) is a leading global investment bank recognized for delivering independent strategic and ... Build relationships and maintain direct contact with clients, prospective clients and professional ...
Investment Banking Senior Analyst | Healthcare
Atlanta, GA · On-site
$120K - $130K/yr
HLI) is a leading global investment bank recognized for delivering independent strategic and ... Build relationships and maintain direct contact with clients, prospective clients and professional ...
Investment Banking Senior Analyst | Healthcare
Atlanta, GA · On-site
$120K - $130K/yr
HLI) is a leading global investment bank recognized for delivering independent strategic and ... Build relationships and maintain direct contact with clients, prospective clients and professional ...
Investment Director information
What are the key skills and qualifications needed to thrive as an Investment Director, and why are they important?
To thrive as an Investment Director, you need deep expertise in financial analysis, portfolio management, and market strategy, typically supported by a finance-related degree and significant industry experience. Familiarity with financial modeling tools, Bloomberg terminals, and often certifications like the CFA are essential for making informed investment decisions. Strong leadership, negotiation abilities, and effective communication skills set top performers apart in this field. These capabilities ensure sound investment choices, foster trust with stakeholders, and drive successful portfolio growth.
How does an Investment Director typically collaborate with portfolio managers and analysts within an investment firm?
An Investment Director plays a central role in coordinating with portfolio managers and analysts to develop and implement investment strategies. They frequently review research findings, discuss market trends, and oversee the due diligence process for potential investments. This role involves leading investment committee meetings, providing guidance on asset allocation, and ensuring that all decisions align with the firm’s objectives and risk tolerance. Effective communication and leadership skills are crucial, as the Investment Director often acts as a bridge between senior management and the investment team to drive performance.
What does an Investment Director do?
An Investment Director is a senior professional responsible for overseeing and managing investment portfolios, making high-level decisions about asset allocation, and directing investment strategies. They analyze market trends, evaluate potential investments, and work closely with analysts and portfolio managers to maximize returns for clients or their organization. Investment Directors also play a key role in client relationships, risk management, and ensuring compliance with financial regulations.
What is the difference between Investment Director vs Portfolio Manager?
| 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.
What are the most commonly searched types of Investment jobs in Decatur, GA? The most popular types of Investment jobs in Decatur, GA are:
What job categories do people searching Investment Director jobs in Decatur, GA look for? The top searched job categories for Investment Director jobs in Decatur, GA are:
What cities near Decatur, GA are hiring for Investment Director jobs? Cities near Decatur, GA with the most Investment Director job openings:
Job description
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.
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:
- Bachelor's degree in Finance or related field
- 3+ years of experience in Investment Management
- Active Series 65 License
- CFP® certified or willing to work toward certification upon joining
- Client first attitude
- Proven ability to work collaboratively with others
- Working knowledge of various RIA custodian referral platforms
- Excellent communication and time management skills
- Willingness to travel
- Proficiency in Word, Excel, PowerPoint, Outlook, CRM, and PMS Software
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.