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Remote Investment Associate Jobs in Georgia (NOW HIRING)

Client Service Associate

Atlanta, GA · On-site +1

$14 - $19.25/hr

Founded in 1989, HB provides wealth advisory services, investment management, and family office ... The Client Service Associate is primarily responsible for client administration as well as ...

This is a REMOTE role that must ideally reside in the southeast region. KEY RESPONSIBILITIES ... Develop and underwrite written value-add investment plans for inter-company coordination as well as ...

Tax Manager - Real Estate

Atlanta, GA · On-site +1

$106K - $139K/yr

... invest in US commercial, residential, and mixed-use real estate assets. To be successful in this ... Please note that fully remote applicants will not be considered for this position. Responsibilities:

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... This position is fully remote and offers competitive incentive compensation on top of the base pay.

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... Good understanding of IRAs, retirement investment products/services and the qualified retirement ...

Customer Integration Associate

Atlanta, GA · On-site +1

$67K - $100K/yr

OnTrac is hiring a Customer Integration Associate ! Are you eager to join a dynamic and expanding ... Location: Remote - This position may be performed remotely in states where the company is ...

Customer Integration Associate

Atlanta, GA · On-site +1

$67K - $100K/yr

OnTrac is hiring a Customer Integration Associate ! Are you eager to join a dynamic and expanding ... Location: Remote - This position may be performed remotely in states where the company is ...

Showing results 41-60

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 cities in Georgia are hiring for Remote Investment Associate jobs? Cities in Georgia with the most Remote Investment Associate job openings:

Accounts Receivable Specialist

Affinia Default Services LLC

Roswell, GA • On-site, Remote

$50K - $70K/yr

Other

Posted 7 days ago


Job description

Description

About Us:

McCalla Raymer Leibert Pierce, LLP is a leading multi-state law firm providing legal services to mortgage lenders, servicers, investors, and financial institutions throughout the United States. Our team is committed to delivering exceptional client service through operational excellence, innovation, and a collaborative work environment.


JOB SUMMARY:

We are seeking a detail-oriented and dependable Accounts Receivable Specialist to join our Accounting Department. This position is responsible for the daily processing and application of incoming funds, preparation of bank deposits, and accurate posting of cash receipts to firm and client accounting systems. The ideal candidate possesses strong organizational skills, exceptional attention to detail, and the ability to manage multiple priorities in a fast-paced professional services environment.


DUTIES & RESPONSIBILITIES:

  • Process and apply daily cash receipts, wire transfers, ACH payments, and other incoming funds.
  • Prepare, scan, and submit daily check deposits using onsite remote deposit scanners.
  • Ensure deposits are accurately applied to the appropriate firm and client bank accounts.
  • Reconcile daily deposit activity to bank records and internal accounting systems.
  • Research and resolve unapplied, misapplied, or unidentified cash transactions.
  • Maintain accurate documentation and audit trails for all cash receipt and deposit activities.
  • Review remittance information and ensure proper allocation of payments.
  • Assist with daily cash balancing and reconciliation processes.
  • Monitor bank activity and notify management of discrepancies or unusual transactions.
  • Respond to payment inquiries from attorneys, clients, vendors, and internal departments.
  • Support month-end and year-end close activities related to cash receipts and reconciliations.
  • Assist with accounting projects, process improvements, and other duties as assigned.
  • Ensure compliance with firm policies, procedures, and internal controls.

 SUPERVISORY RESPONSIBILITIES:

This position does not have supervisory responsibilities.


EDUCATION & WORK EXPERIENCE:

  • Associate's degree in Accounting, Finance, Business Administration, or a related field preferred.
  • Equivalent combination of education and relevant work experience may be considered.
  • One (1) to three (3) years of accounting, accounts receivable, cash application, banking, or related experience preferred.
  • Experience working with remote deposit scanners and electronic banking platforms is a plus.
  • Law firm, professional services, financial services, or high-volume transaction processing experience preferred.
  • Intermediate proficiency in Microsoft Excel and Microsoft Office applications required.
  • Strong analytical, organizational, and problem-solving skills.
  • Excellent attention to detail and accuracy.
  • Ability to handle confidential financial information with discretion.
  • Effective written and verbal communication skills.
  • Ability to work independently while contributing as part of a team.
  • Ability to meet daily processing deadlines in a fast-paced environment.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this position, the employee is frequently required to sit, speak, hear, and use a computer workstation. The employee may occasionally stand, walk, reach with hands and arms, and handle physical checks and banking documents. The employee may occasionally lift and/or move items weighing up to 15 pounds. Specific vision abilities required include close vision and the ability to adjust focus..


WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. This position is fully in-office and is not eligible for remote work. Regular attendance during standard business hours is required. Daily use of banking systems, accounting software, and remote deposit scanning equipment is expected. The office environment is generally quiet to moderate in noise level. This position is fully in-office.


We offer a comprehensive compensation package, which includes a salary commensurate with experience and accomplishments.


If you possess the requisite qualifications and are seeking the challenge of working in a growing firm, please submit your resume in confidence. 


All applicants applying for U.S. job openings must be authorized to work in the United States.

  • Please note: No employment sponsorship or support will be given for this position. McCalla Raymer Leibert Pierce, LLP will not consider any employment immigration sponsorship or support. This means that McCalla Raymer Leibert Pierce, LLP will not support any CPT, OPT, or STEM OPT plans, nor sponsor in any NIV category (including TN, E-3, H-1B, O-1), or submit the position in the H-1B Registration; or
  • Visa sponsorship nor immigration support is not available. Applicants must be legally authorized to work in the United States now and in the future. The company does not provide visa sponsorship or any immigration support (including STEM OPT training plan) for this position 

Because of the high volume of calls received, only qualified candidates will be contacted for consideration.


NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties to meet the ongoing needs of the organization.