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Remote Investment Associate Jobs in Georgia (NOW HIRING)

Harris

Associates degree in Computer Science, Engineering, or a related field. * Proven experience as a ... Our success has been realized through investments in our proprietary software and market expertise.

Harris

Associates degree in Computer Science, Engineering, or a related field. * Proven experience as a ... Our success has been realized through investments in our proprietary software and market expertise.

ICF

Associate Director, Energy Consulting

Atlanta, GA · On-site +1

US Remote Preferred Locations: Atlanta, GA, Reston VA, or Concord CA Ready to make a difference ... Investment of the community: Donation matching, volunteer opportunities * Investment in you:

Oscar Health

Associate, Strategic Finance

Atlanta, GA · Remote

$96K - $127K/yr

We're hiring an Associate, Strategic Finance to join our FP&A team. Oscar is the first health ... This is a remote position, open to candidates who reside in: Atlanta, GA. You will be fully remote ...

Oscar Health

Associate, Strategic Finance

Atlanta, GA · Remote

$96K - $127K/yr

We're hiring an Associate, Strategic Finance to join our FP&A team. Oscar is the first health ... This is a remote position, open to candidates who reside in: Atlanta, GA. You will be fully remote ...

Harris

$90K - $110K/yr

Preference for Toronto, Ottawa or Montreal, but open to remote candidates (within North America ... Investment sourcing/origination Investment Banking, Management Consulting, Corporate Development ...

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Remote Investment Associate information

What is a remote investment associate?

A Remote Investment Associate is a finance professional who supports investment teams in researching, analyzing, and managing investment opportunities, but works from a remote location rather than a traditional office. Their responsibilities typically include conducting market research, preparing reports, analyzing financial statements, and helping to execute investment strategies. Remote Investment Associates collaborate with their team using digital communication tools and are often employed by investment firms, private equity groups, or asset management companies. This role requires strong analytical skills, attention to detail, and proficiency in financial modeling and research. Remote work enables greater flexibility but also demands excellent time management and communication skills.

What are the key skills and qualifications needed to thrive as a remote investment associate?

To thrive as a Remote Investment Associate, you need a solid understanding of financial markets, investment analysis, and portfolio management, typically supported by a degree in finance or a related field. Familiarity with financial modeling software, Bloomberg Terminal, and certifications like the CFA are highly valued. Excellent communication, self-motivation, and analytical thinking are crucial soft skills for effective collaboration and independent work in a remote environment. These skills ensure accurate investment recommendations, strong client relationships, and successful performance in a dynamic, virtual setting.

How do remote investment associates typically collaborate with team members and clients given the virtual work environment?

Remote Investment Associates regularly use digital communication tools such as video conferencing, instant messaging, and project management platforms to coordinate with portfolio managers, analysts, and clients. They often participate in virtual meetings to discuss investment strategies, share research, and review client portfolios. Building strong relationships and maintaining clear, proactive communication are essential for successful collaboration in a remote setting. While the role offers flexibility, it also requires self-discipline and strong organizational skills to ensure seamless teamwork and client service.

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

AspectRemote Investment AssociateRemote Financial Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; certifications like CFA are a plusBachelor's degree in finance, accounting, or related; CFA or CPA preferred
Work EnvironmentCollaborates with investment teams, conducts research, and supports portfolio management remotelyAnalyzes financial data, prepares reports, and forecasts remotely for corporate or investment firms
Employer & Industry UsageUsed by investment firms, private equity, and venture capital companiesCommon in banks, asset management, and corporate finance departments

Remote Investment Associates and Remote Financial Analysts share similar educational backgrounds and work remotely within finance sectors. However, Investment Associates focus more on supporting investment decisions and portfolio management, while Financial Analysts primarily analyze financial data and prepare reports. Both roles require strong analytical skills and relevant certifications, but their daily tasks and industry applications differ slightly.

What are the most commonly searched types of Remote Investment jobs in Georgia?

The most popular types of Remote Investment jobs in Georgia are:

What are popular job titles related to Remote Investment Associate jobs in Georgia?

For Remote Investment Associate jobs in Georgia, the most frequently searched job titles are:

What job categories do people searching Remote Investment Associate jobs in Georgia look for?

The top searched job categories for Remote Investment Associate jobs in Georgia are:

What cities in Georgia are hiring for Remote Investment Associate jobs?

Cities in Georgia with the most Remote Investment Associate job openings:

Remote Investment Associate jobs near you

Associate, Operational Forecasting

Atlanta, GA • Remote

Oscar Health
Insurance Services • 1 - 5K employees

6.9

Company rating: 6.9 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

262nd of 315 rated insurance

Respectful managers

Uninterrupted breaks

Learn more about Oscar Healthexternal

$91K - $120K/yr

Full-time

PTO

Posted 25 days ago

Job description

Hi, we're Oscar. We're hiring an Operational Forecasting Associate to join our Workforce Management team.

Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves-one that behaves like a doctor in the family.

About the role:

The Operations Forecasting Associate position will execute various forecasting and planning analyses to help optimize resourcing and financial planning for production teams within Oscar.

You will report into the Associate Director, Workforce Management.

Work Location: This is a remote position, open to candidates who reside in: Atlanta, Georgia. You will be fully remote; however, our approach to work may adapt over time. Future models could potentially involve a hybrid presence at the hub office associated with your metro area. #LI-Remote

Pay Transparency: The base pay for this role is: $91,659 - $120,303 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses.

Responsibilities:

  • Build and maintain detailed operational forecasts - for volumetric demand & resourcing needs - and subsequently support leadership in generating budget estimates based on the forecast
  • Work with stakeholder teams to ensure forecast models align with business objectives and changes
  • Work with data teams to source required data and refine as needed for analyses
  • Learn the business and support periodic planning discussions with business stakeholders
  • Learn and use tools and data platforms relevant to the role (such as Workday, Jira, BigQuery, Looker, etc.)
  • Use business acumen and analytical experience to work through ambiguity
  • Manage multiple concurrent tasks effectively and deliver professional & high quality work in a timely manner
  • Collaborate with team members and be a trusted advisor to leaders & stakeholders
  • Responsible for owning insights generation and follow-up for a major business unit, serving as the first point of contract for Sr. Managers, Associate Directors and Directors
  • Analyze data to support business teams in making better informed, data-driven decisions
  • Use data to tell a story that non-technical colleagues will be able to understand, including packaging and presenting findings in a clear, concise and compelling manner
  • Collaborate across the organization, including owning stakeholder relationships with managers & senior managers , to identify actions to achieve improvements and monitor initiative impact
  • Support other strategic projects as assigned to meet business needs
  • Compliance with all applicable laws and regulations
  • Other duties as assigned

Requirements:

  • 3+ years of demonstrated work in operations forecasting
  • 2+ years of demonstrated work with large datasets and distill analyses into relevant insights with a structured and systematic thought process
  • 2+ years experience in SQL, with the ability to filter, aggregate, and build CTEs, or proficiency in R or Python, including experience with Pandas, for loops, and statistical tests
  • Strong communication skills, verbal and written, around business reporting impact and requirements
  • 1+ years experience, including proficiency in Google Sheets or Excel skills, with ability to use VLookup, nested if statements and connected Sheets

Bonus points:

  • 2+ years experience in healthcare, investment banking or insurance industry
  • 2+ years experience developing dashboards and working with Looker, or other business intelligence/data visualization tools
  • 3+ years of technical work experience using analytical tools and writing analytical reports

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