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Remote Investment Associate Jobs in Georgia (NOW HIRING)

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 ...

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

$70K - $90K/yr

Preference for Toronto, but open to remote candidates (within North America) Reports to: Director ... Research industry dynamics to identify acquisition/investment news, competitive tenders ...

bakelite

Account Manager - Remote

Atlanta, GA · Remote

As a Bakelite associate, you're part of a diverse, global population creating the next generation ... Apply judgment to travel and entertainment decisions to optimize return on investment.

bakelite

Account Manager - Remote

Atlanta, GA · Remote

As a Bakelite associate, you're part of a diverse, global population creating the next generation ... Apply judgment to travel and entertainment decisions to optimize return on investment.

bakelite

Account Manager - Remote

Atlanta, GA · Remote

As a Bakelite associate, you're part of a diverse, global population creating the next generation ... Apply judgment to travel and entertainment decisions to optimize return on investment.

bakelite

Account Manager - Remote

Atlanta, GA · Remote

As a Bakelite associate, you're part of a diverse, global population creating the next generation ... Apply judgment to travel and entertainment decisions to optimize return on investment.

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 ...

Crowe LLP

Onboarding Senior Associate

Atlanta, GA · Remote

That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology ... hires #LI-Remote Qualifications: * Bachelor's degree required * Experience in a professional ...

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Remote Investment Associate information

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.

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.

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 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 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

Investment Center Support Associate - Toccoa, GA

1st Franklin Financial Corporation

Toccoa, GA • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago

1st Franklin Financial rating

8.4

Company rating: 8.4 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

Job description

The Investment Center (IC) Support Associate is responsible for supporting Investor relationships and Investor Relations Representatives. The Associate assists with onboarding of new and existing Investors by critically reviewing prepared documentation and tracking exceptions. He/she monitors client activity and prepares reports.
The IC Support Associate also ensures the timely processing of the input and output of data to maintain accuracy of daily work. The position ensures the integrity of systems and data by monitoring, completing data/image backups, and balances batches. The Associate performs various clerical functions of systems, procedures, Live checks, and operations.
Principal Accountabilities and Key Activities
Executes Investment Center Clerical Responsibilities
  • Perform critical and detailed review of new and existing account documentation
  • Ensure documents and system data are aligned
  • Record and maintain tracking exceptions
  • Provides back-up to IC Director as needed
  • Address the needs of visitors and Investors
  • Maintains, updates, and maintains weekly rate sheets
  • Serves as back-up for the custodian bank reporting and switchboard
  • Scans and indexes documents

Maintains Financial and Regulatory Control
  • Responsible for the daily operations of Data Center work
  • Confirms accuracy of IC deposits to pass through bank
  • Maintains check logs
  • Conduct file maintenance and research of checks
  • Assist in the set-up and updating of Disaster Recovery system
  • Perform OFAC searches on individuals, businesses, and entities

Creates Exceptional Customer Experience
  • Ensures customer confidentiality and private information is maintained
  • Serves as back-up to monthly customer birthday report
  • Respond to customer's needs in a timely and efficient manner as established by department
  • Build internal and external relationships

Education, Qualifications and Experience
Essential
  • High School Diploma or equivalent
  • Comprehend and verbally communicate all Investment services
  • Demonstrate the ability to analyze relevant information and apply individual judgement
  • Strong interpersonal relationship skills at a variety of levels and social and business settings
  • Ability to organize and prioritize
  • Team focus
  • Basic understanding with MS Office Suite products with a concentration in accurate keyboarding
  • Ability to operate standard office equipment
  • Ability to meet current licensing requirements of federal and state regulators as required

Benefits:
  • Health insurance
  • Dental/Vision
  • 401K
  • 401K matching
  • Paid time off
  • Life insurance
  • Bonus pay

What 1st Franklin Financial employees say

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