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Investment Operations Associate Jobs in Duluth, GA

Prophet Homes

Investment Real Estate Agent

Atlanta, GA · On-site

$175K/yr

Our teams of experienced of Acquisitions Associates provide you with consistent inventory to sell ... operations team Qualifications - Active Georgia real estate license or willingness to obtain one ...

Prophet Homes

Investment Real Estate Agent

Atlanta, GA · On-site

$175K/yr

Our teams of experienced of Acquisitions Associates provide you with consistent inventory to sell ... operations team Qualifications - Active Georgia real estate license or willingness to obtain one ...

Prophet Homes

Investment Real Estate Agent

Atlanta, GA · On-site

$175K/yr

Our teams of experienced of Acquisitions Associates provide you with consistent inventory to sell ... operations team Qualifications - Active Georgia real estate license or willingness to obtain one ...

Compass Group

Campus Operations Coordinator

Atlanta, GA · On-site

$50K - $63K/yr

Rapport invests in all of its ambassadors, allowing them to attain their career aspirations. It ... At Compass, we are committed to treating all Applicants and Associates fairly based on their ...

Compass Group

Campus Operations Coordinator

Atlanta, GA · On-site

$50K - $63K/yr

Rapport invests in all of its ambassadors, allowing them to attain their career aspirations. It ... At Compass, we are committed to treating all Applicants and Associates fairly based on their ...

IEQ Capital

Associate, Wealth Management

Atlanta, GA · Hybrid

$15.25 - $20.25/hr

A successful Associate will have opportunities to transition to a more senior client-facing role or take on additional operational responsibilities. Associates with an interest in investments will be ...

IEQ Capital

Associate, Wealth Management

Atlanta, GA · On-site

$15.25 - $20.25/hr

A successful Associate will have opportunities to transition to a more senior client-facing role or take on additional operational responsibilities. Associates with an interest in investments will be ...

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All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Duluth, GA

Investment Operations Associate information

See Duluth, GA salary details

$20.2K

$89.3K

$196.5K

How much do investment operations associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for investment operations associate in Duluth, GA is $89,348.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,800.00 and $108,100.00 per year, depending on experience, location, and employer.

What is an investment operations associate?

An Investment Operations Associate supports the daily operational processes of an investment firm, ensuring trades, settlements, and reconciliations run smoothly. They work closely with portfolio managers, traders, and custodians to manage financial transactions, mitigate risks, and maintain accurate records. This role requires strong analytical skills, attention to detail, and knowledge of financial instruments. It is essential for maintaining the efficiency and integrity of investment operations.

What are the typical daily responsibilities of an investment operations associate?

As an Investment Operations Associate, your typical day involves processing trade settlements, reconciling investment accounts, maintaining transaction records, and ensuring operational compliance with regulatory requirements. You may also coordinate with portfolio managers, custodians, and third-party vendors to resolve discrepancies or execute instructions. Attention to detail and the ability to juggle multiple tasks are essential, as you’ll often manage time-sensitive processes. This role provides valuable exposure to the inner workings of investment management and can serve as a strong foundation for future advancement in finance or operations.

What are the key skills and qualifications needed to thrive in the investment operations associate position, and why are they important?

To thrive as an Investment Operations Associate, you need strong analytical skills, attention to detail, and a foundational understanding of financial markets or investment management, typically supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with portfolio management systems, trade settlement software, and Excel, as well as certifications like CFA Level I, can be advantageous. Effective communication, organizational abilities, and problem-solving skills help individuals excel within cross-functional teams. These capabilities are crucial for ensuring the accuracy, efficiency, and compliance of daily investment operations in a fast-paced environment.

What cities near Duluth, GA are hiring for Investment Operations Associate jobs?

Cities near Duluth, GA with the most Investment Operations Associate job openings:

Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Duluth, GA as of August 2026, with employment types broken down into 82% Full Time, 14% Part Time, 2% Temporary, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $89,348 per year, or $43 per hour.

Investment Banking Associate | Business Services

Houlihan Lokey Financial Advisors, Inc

Atlanta, GA • On-site

$175K - $225K/yr

Full-time

Re-posted 15 days ago

Job description

Business Unit:

Corporate Finance

Industry:

Business Services

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.

Corporate Finance

Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2025, LSEG ranked our firm the No. 1 investment bank for all global M&A transactions.

Business Services

Houlihan Lokey's Business Services Group offers M&A advisory, capital raising, valuation, and corporate restructurings to public and private companies. We work with companies providing professional and technology-related services across a number of end markets and regularly collaborate with other Houlihan Lokey industry and product groups to bring the highest level of knowledge, services, and relationships to our clients.

The Business Services team has a strong focus on IT Services, Marketing Services, and Human Capital Management Services, in the Atlanta office.

Job Description

Associates are primarily responsible for the creation and oversight of financial models, marketing materials, internal and external presentations, as well as performing research and various analyses in support of new business generation and the execution of M&A transactions. Associates are afforded meaningful responsibility and are generally members of four-person deal teams, comprising a Managing Director, Vice President, Associate, and Financial Analyst.

The Business Services team has a particularly strong sector focus in Marketing Services and IT Services in our Atlanta office.

As part of our team, you will:

  • Prepare, analyze, and explain historical and projected financial information

  • Coordinate and perform business due diligence and execute M&A transactions

  • Prepare marketing materials, confidential information presentations, management presentations, and other presentations as needed

  • Perform valuation and ad hoc financial analyses

  • Assist in the marketing and execution of existing engagements

  • Build relationships and maintain direct contact with clients, prospective clients, and professional advisors

  • Communicate effectively with all members of the team, including the supervision and mentoring of junior staff members

The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm's success. At the same time, creativity and new ideas are encouraged. Associates are given substantial responsibility and are encouraged to help us grow our business.

Basic Qualifications

  • Advanced knowledge of accounting and finance

  • Undergraduate degree

  • 3+ years of Investment Banking experience

  • Strong analytical/technical and qualitative abilities

Preferred Qualifications

  • Excellent verbal and written communication skills

  • Strong financial and computer skills (Excel, Word and PowerPoint)

  • Excellent public speaking and presentation skills

  • Ability to work in a fast-paced environment, managing multiple project deliverables simultaneously

  • Extensive operational financial modeling and valuation experience

  • Hands-on M&A experience

  • Transaction experience in Business Services is a plus

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:

$175,000 - $225,000

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 and the 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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