Investment Associate Jobs in Georgia
Investment Associate jobs in Georgia are active across private equity, venture capital, wealth management, and commercial banking, with openings ranging from entry-level analyst roles through senior associate positions. Atlanta leads hiring by a wide margin, with Savannah and Augusta contributing secondary markets, particularly in community banking and regional financial services. Firms with a lasting presence in Georgia that consistently hire investment associates include Invesco, Fidelity Investments, and SunTrust's successor Truist Financial. The most in-demand specialties are private equity deal sourcing, portfolio analytics, and wealth management advisory. Find a role that fits below and apply directly.
Find Investment Associate JobsOverview
Showing 4 of 8+ Investment Associate jobs
Business Unit:
Corporate FinanceIndustry:
Business ServicesOverview
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, 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.
Houlihan Lokey’s Business Services Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital- raising, restructuring, and financial and valuation advisory services. Our team covers a broad array of sectors, with financial professionals dedicated to each of our primary coverage areas. Our senior-level relationships throughout the industry open doors to opportunities for our clients—whether they are seeking financing, a strategic partner, or a prospective buyer. In 2025, Houlihan Lokey was ranked the No. 1 investment bank for all global business services M&A transactions by LSEG*
Excludes accounting firms and brokers.
Job Description
In Corporate Finance, Summer Financial Associates may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today.
You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies.
The environment at Houlihan Lokey is collaborative and entrepreneurial, and rewards Summer Associates with substantial responsibility and interaction with senior-level professionals.
Qualifications
- Currently an MBA candidate graduating in 2028
- A foundational knowledge of and a keen interest in corporate finance
- Ability to work collaboratively and communicate effectively across all organizational levels
- Strong work ethic and proven leadership skills
Preferred Qualifications
- A fundamental understanding of valuation theory, methodologies, and applications
- Proficiency with Microsoft Excel and PowerPoint
- Adept at leveraging Generative AI tools to enhance productivity and streamline workflows
Application Requirement
- To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application. Candidates will have 5 calendar days to complete the assessment.
Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
Compensation and Benefits
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:$175,000 - $175,000
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.
Business Unit:
Corporate FinanceIndustry:
Business ServicesOverview
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, 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.
Houlihan Lokey’s Business Services Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital- raising, restructuring, and financial and valuation advisory services. Our team covers a broad array of sectors, with financial professionals dedicated to each of our primary coverage areas. Our senior-level relationships throughout the industry open doors to opportunities for our clients—whether they are seeking financing, a strategic partner, or a prospective buyer. In 2025, Houlihan Lokey was ranked the No. 1 investment bank for all global business services M&A transactions by LSEG*
Excludes accounting firms and brokers.
Job Description
In Corporate Finance, Summer Financial Associates may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today.
You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies.
The environment at Houlihan Lokey is collaborative and entrepreneurial, and rewards Summer Associates with substantial responsibility and interaction with senior-level professionals.
Qualifications
- Currently an MBA candidate graduating in 2028
- A foundational knowledge of and a keen interest in corporate finance
- Ability to work collaboratively and communicate effectively across all organizational levels
- Strong work ethic and proven leadership skills
Preferred Qualifications
- A fundamental understanding of valuation theory, methodologies, and applications
- Proficiency with Microsoft Excel and PowerPoint
- Adept at leveraging Generative AI tools to enhance productivity and streamline workflows
Application Requirement
- To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application. Candidates will have 5 calendar days to complete the assessment.
Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
Compensation and Benefits
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:$175,000 - $175,000
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.
See All 8 Investment Associate Jobs in Georgia
Find roles in Georgia that match your experience and apply in just a few clicks.
Find Investment Associate JobsInvestment Associate Jobs by City in Georgia
Where Georgia roles are concentrated, by current openings.
Investment Associate Job Market in Georgia
A snapshot from current Georgia openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Fintech
- Insurance
- Staffing & Recruiting
- Investment & Asset Management
What Georgia Employers Look For
The qualifications that appear most often in investment associate jobs across Georgia.
- Bachelor's degree in finance, economics, or accounting required by most Georgia employers
- FINRA Series 63 or Series 65 license preferred or required for client-facing Georgia roles
- One to three years of experience in financial analysis, investment banking, or related work
- Proficiency in financial modeling, valuation methods, and tools such as Excel and Bloomberg
- CFA candidacy or CFA charter strongly preferred for portfolio and asset management roles
- Strong written communication skills for presenting investment recommendations to Georgia clients
Investment Associate Jobs in Georgia: Frequently Asked Questions
How do you become a investment associate in Georgia?
Most investment associate roles in Georgia require a bachelor's degree in finance, economics, accounting, or a related field, followed by relevant experience in financial analysis or investment research. For roles involving securities advice or transactions, Georgia requires registration through FINRA, typically the Series 63 or Series 65 license administered through the Georgia Secretary of State's Securities Division. Many candidates pursue CFA candidacy to strengthen their profile for portfolio management or institutional roles.
Which companies hire investment associates in Georgia?
Employers hiring investment associates in Georgia right now include PGIM, Truist, and Synovus, based on current listings on Migrate Mate as of November 2026. Atlanta's dense concentration of financial headquarters, private equity firms, and regional bank offices makes it the state's primary source of consistent openings across investment disciplines.
Which Georgia cities have the most investment associate jobs?
Atlanta and Alpharetta have the most investment associate openings in Georgia. Atlanta dominates due to its concentration of private equity firms, asset managers, and major financial institutions, while Savannah and Augusta support smaller but steady markets driven by community banks, regional wealth management practices, and growing commercial real estate activity.
Are there remote investment associate jobs in Georgia?
Yes, though they are less common than in purely analytical or tech-focused fields, since many investment associate roles involve client interaction and deal collaboration that employers prefer on-site. About 25% of investment associate openings tied to Georgia are remote or hybrid as of November 2026. Research-heavy and back-office portfolio monitoring tasks are the functions most likely to appear in remote or hybrid arrangements.
How can I get hired as a investment associate in Georgia with little or no experience?
The most realistic entry path is through a financial analyst or junior analyst role at a Georgia-based bank or wealth management firm, then transitioning internally once you have deal or portfolio exposure. Truist Financial and Invesco, both with significant Georgia operations, run rotational and analyst development programs for new graduates. Pursuing Series 63 or Series 65 licensing before applying, and building a financial modeling portfolio, gives candidates a concrete edge over others without direct investment experience.
Where can I find and apply to investment associate jobs in Georgia?
You can find and apply to investment associate jobs in Georgia on Migrate Mate, which lists current Georgia openings across Atlanta, Savannah, Augusta, and other markets. Find roles that fit your experience and specialization and apply directly to each employer through the listings.
See All 8 Investment Associate Jobs in Georgia
Find roles in Georgia that match your experience and apply in just a few clicks.
Find Investment Associate Jobs