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.
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage across technology, media and telecom.Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Plays an integral role in supporting new business development, due diligence, and/or transaction execution
2. Independently performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis
3. May coach and mentor Analysts or Interns
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. BA/BS degree
2. Minimum of 7 years of related work experience
3. Strong knowledge of investment banking, market, industry sector, and/or financial products
4. Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions
5. Strong organizational and leadership skills
6. Advanced skills in written and oral communications, and interpersonal relationship management
7. Solid analytical and sales skills
Preferred Qualifications
1. MBA degree, with a Finance focus
2. Experience with coverage or live deal execution in the digital infrastructure, data center or data center services sub-sectors
3. Experience in mentoring and coaching
- The annual base salary for this position in New York is $225,000
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
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See All 5 Investment Associate Jobs in Georgia
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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
- Staffing & Recruiting
- Investment & Asset Management
- Consulting & Professional Services
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 Truist, JPMorganChase, and ACG Professionals, based on current listings on Migrate Mate as of September 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 0% of investment associate openings tied to Georgia are remote or hybrid as of September 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 5 Investment Associate Jobs in Georgia
Find roles in Georgia that match your experience and apply in just a few clicks.
Find Investment Associate Jobs