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Investment Operations Associate Jobs in Lithonia, GA

HB Wealth

Associate, Investment Operations

Atlanta, GA · On-site

Position Summary HB is seeking an Investment Operations Associate to assist the Operations Team in the investment administration process for clients. This role will execute documentation related to ...

HB Wealth

Associate, Investment Operations

Atlanta, GA · On-site +1

Position Summary HB is seeking an Investment Operations Associate to assist the Operations Team in the investment administration process for clients. This role will execute documentation related to ...

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 ... This role combines investment support, client service, and operational execution, with increasing ...

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

Investment Operations Associate information

See Lithonia, GA salary details

$20.1K

$88.6K

$194.9K

How much do investment operations associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for investment operations associate in Lithonia, GA is $88,624.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,300.00 and $107,300.00 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 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 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 most commonly searched types of Investment Operations jobs in Lithonia, GA? The most popular types of Investment Operations jobs in Lithonia, GA are:
What job categories do people searching Investment Operations Associate jobs in Lithonia, GA look for? The top searched job categories for Investment Operations Associate jobs in Lithonia, GA are:
What cities near Lithonia, GA are hiring for Investment Operations Associate jobs? Cities near Lithonia, GA with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Lithonia, GA as of August 2026, with employment types broken down into 81% Full Time, 16% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $88,624 per year, or $42.6 per hour.

Associate, Investment Operations

HB Wealth

Atlanta, GA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 26 days ago

Job description

Job Type
Full-time
Description
HB Wealth ("HB") is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Columbia and Greenville, SC; and Nashville, TN.
Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. 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 mind to the clients we are privileged to serve.
At HB Wealth, we foster a healthy, collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning, growing, sharing ideas, and making a meaningful impact for our clients.
Position Summary
HB is seeking an Investment Operations Associate to assist the Operations Team in the investment administration process for clients. This role will execute documentation related to new and existing private investments, coordinate client signatures, and work with fund managers to facilitate client transactions.
Job Responsibilities
  • Work with advisors, clients, and the Operations Team to administer the subscription process for all private investments.
  • Assist with client's requests and inquiries regarding private investments.
  • Liaise between client advisors and 3rd party managers to resolve matters regarding private investments.
  • Monitor communication from 3rd party managers and ensure information is circulated across the firm as needed.
  • Maintain documentation for ongoing private investments including W-9s, Partnership Amendments, and Quarterly Reports.
  • Help resolve client issues through independent research and collaboration with the underlying investment manager or other private investment team members.
  • Understand private investment transactions such as transfers, redemptions, distributions, and capital calls and work with internal stakeholders as well as investment managers to ensure these transactions are processed accurately and on time.
  • Identify processes and systems needing improvement and work with internal stakeholders to facilitate improvements.
  • Complete special projects and other duties as assigned.

Requirements
  • Bachelor's Degree from an accredited college or university.
  • 3 to 5 years of relevant industry experience.
  • Proficiency with Microsoft Office Suite, including but not limited to Word and Excel, as well as Adobe Acrobat.
  • Excellent oral and written communication skills.
  • Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility.
  • Highly organized with exceptional attention to detail and excellent follow-through.
  • Self-starter with high initiative and comfort managing processes in an entrepreneurial, fast-paced environment.
  • Positive attitude and strong work ethic.
  • Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of colleagues.
  • Ability to work effectively within a team environment and a willingness to "pitch in" when necessary.
  • Strong analytical and problem-solving skills.
  • Ability to successfully pass criminal background / credit check required.

Benefits
  • Competitive PTO/Holiday policy
  • 401k match
  • 1st day eligible benefits offering; medical, dental, vision, telemed, disability, +
  • Paid Maternity/Paternity leave
  • Fun and welcoming office environment with monthly and quarterly events
  • Ability to work remotely 40%
  • Cell phone stipend
  • Equity Participation Plan

Why HB is a great place to work
Employees enjoy the collaborative, inclusive, team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities, our client base, and the comprehensive benefit package round out the competitive compensation.
HB is an Equal Employment Opportunity Employer. HB only invites professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected, it is empowering, it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference, creativity, and spirit. It is in our DNA, and we like it that way.

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