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Investment Management 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 ... Manage multiple projects and priorities simultaneously with strong attention to detail * Conduct ...

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 ... Manage multiple projects and priorities simultaneously with strong attention to detail * Conduct ...

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 ... Manage multiple projects and priorities simultaneously with strong attention to detail * Conduct ...

Northern Trust

Sr Investment Associate

Atlanta, GA · On-site

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... The Investment Associate is responsible for all administrative aspects of a portfolio. This ...

Northern Trust

Sr Investment Associate

Atlanta, GA · On-site

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... The Investment Associate is responsible for all administrative aspects of a portfolio. This ...

Northern Trust

Sr Investment Associate

Atlanta, GA

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset ... The Investment Associate is responsible for all administrative aspects of a portfolio. This ...

HB Wealth

Associate, Investment Operations

Atlanta, GA · On-site +1

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 ...

Morgan Stanley

Wealth Management Associate

Atlanta, GA · On-site

Wealth Management Associate Wealth Management Associates provide exceptional service to our clients ... general non-investment related questions concerning clients accounts, educating or enrolling ...

Morgan Stanley

Wealth Management Associate

Atlanta, GA · On-site

Wealth Management Associate Wealth Management Associates provide exceptional service to our clients ... general non-investment related questions concerning clients accounts, educating or enrolling ...

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All JobsInvestment Management Associate JobsInvestment Management Associate Jobs in Georgia

Investment Management Associate information

See Georgia salary details

$18.6K

$82K

$180.3K

How much do investment management associate jobs pay per year?

As of Jul 29, 2026, the average yearly pay for investment management 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 Management Associate do?

An Investment Management Associate supports portfolio managers and senior analysts by conducting research, analyzing financial data, and helping to develop investment strategies. They often assist with client reporting, monitor portfolio performance, and stay up to date on market trends. The role requires strong analytical skills, attention to detail, and often involves direct client communication. Associates play a key role in ensuring investment decisions align with client objectives and compliance requirements.

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

To thrive as an Investment Management Associate, you need strong analytical skills, financial modeling expertise, and a bachelor's degree in finance, economics, or a related field. Familiarity with Bloomberg Terminal, Microsoft Excel, and possibly CFA certification are typically required for effective performance. Exceptional communication, attention to detail, and teamwork abilities help you stand out in this client-facing and collaborative environment. These competencies are vital for accurately analyzing investments, supporting decision-making, and building client trust in a fast-paced financial sector.

What is the difference between Investment Management Associate vs Financial Analyst?

AspectInvestment Management AssociateFinancial Analyst
Required CredentialsBachelor's degree, CFA Level I/II preferredBachelor's degree, CFA Level I/II preferred
Work EnvironmentAsset management firms, investment teamsCorporations, banks, investment firms
Employer & Industry UsageCommon in asset management and investment firmsWidespread across finance sectors
Primary FocusSupporting portfolio management, client reportingAnalyzing financial data, valuation, forecasting

Both roles often require similar credentials and work in finance environments, but Investment Management Associates focus on supporting investment portfolios and client reporting, while Financial Analysts primarily analyze financial data and perform valuations. The roles are closely related but serve different functions within the finance industry.

How does an Investment Management Associate typically collaborate with portfolio managers and analysts on client accounts?

As an Investment Management Associate, you will work closely with portfolio managers and analysts by supporting investment research, preparing client presentations, and monitoring portfolio performance. Your responsibilities often include gathering and analyzing financial data, coordinating with research teams to evaluate investment opportunities, and ensuring client communications are timely and accurate. This collaborative environment fosters strong teamwork and provides valuable exposure to investment strategies, client relationship management, and opportunities for professional growth within the firm.
What are popular job titles related to Investment Management Associate jobs in Georgia? For Investment Management Associate jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Investment Management Associate jobs in Georgia look for? The top searched job categories for Investment Management Associate jobs in Georgia are:
Investment Management Associate jobs near you
Infographic showing various Investment Management Associate job openings in Georgia as of July 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% 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.

Sr. Investment Associate

Northern Trust

Atlanta, GA • On-site

$70K - $119K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 12 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.

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