Investment Analyst

Garry Executive Search; Atlanta (GA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Health coverage

401(k) with 3% safe-harbor

Discretionary profit sharing

Two weeks vacation

In-office Atlanta

Job summary

Garry Executive Search has been retained by a well-established independent RIA with offices in Atlanta to recruit an Investment Analyst for its Atlanta office. The analyst will work closely with the Managing Director, supporting day-to-day investment and client service needs, with portfolios that are customized and actively managed.

The role offers mentorship, exposure to research, modeling, rebalancing and reporting, and a path to greater responsibility on a small team.

Qualifications

• Bachelor's degree in finance, economics, accounting, or related field.
• Active Series 65 or applicable investment adviser registration (Series 7 not required).
• CFP or CFA progress is a plus.
• 2 to 5 years as an investment analyst or in a comparable role, with public markets experience preferred.
• Proficiency in Tamarac, Morningstar, and Excel; MoneyGuide Pro or eMoney a plus.

Responsibilities

• Support the Managing Director with day-to-day investment and client service needs
• Prepare modeling, rebalancing, and trading recommendations across highly customized client portfolios, and analyze and execute trades
• Take on increasing ownership of Tamarac-based rebalancing after extensive practice and close review
• Analyze low-basis and inherited assets, tax-sensitive positioning, estate planning overlays, and client-specific constraints
• Research investment categories and securities, and monitor macro, political, and market developments
• Prepare quarterly written updates for the investment team and support client performance reporting
• Assist with financial planning and strategy analysis using MoneyGuide Pro, and handle post-meeting follow-through
• Work with the operations team on new client onboarding and ongoing client requests

Skills

Investment analysis

Financial modeling

Attention to detail

Client service

Public markets

Proactive attitude

Education

Finance degree

Accounting degree

Tools

Tamarac

Morningstar

Excel

MoneyGuide Pro

eMoney

Job description

Garry Executive Search has been retained by a well-established, independent RIA with offices in Atlanta and Austin to recruit an Investment Analyst for its Atlanta office. The firm serves ultra-high-net-worth and high-net-worth families, business owners, and charitable organizations under a strict fiduciary standard.

This is an excellent opportunity for an analyst with 2 to 10 years of experience who wants sophisticated investment work, direct mentorship, and visible impact on a small team. Portfolios here are customized, not simply model-driven, and the analyst is close to every step: research, modeling, rebalancing and trading recommendations, and reporting.

The role reports to the Managing Director in Atlanta and supports portfolio management, research, and the day-to-day needs of a demanding client base. It is an investment and portfolio management seat, not a business development or sales role.

What You'll Be Doing

• Support the Managing Director with day-to-day investment and client service needs
• Prepare modeling, rebalancing, and trading recommendations across highly customized client portfolios, and analyze and execute trades
• Take on increasing ownership of Tamarac-based rebalancing after extensive practice and close review
• Analyze low-basis and inherited assets, tax-sensitive positioning, estate planning overlays, and client-specific constraints
• Research investment categories and securities, and monitor macro, political, and market developments
• Prepare quarterly written updates for the investment team and support client performance reporting
• Assist with financial planning and strategy analysis using MoneyGuide Pro, and handle post-meeting follow-through
• Work with the operations team on new client onboarding and ongoing client requests

Background They're Looking For

• 2 to 5 years as an investment analyst or in a comparable role, with public markets experience preferred
• Bachelor's degree in finance, economics, accounting, or a related field, with a reputable university preferred
• Active Series 65 or applicable investment adviser registration (Series 7 not required)
• Proficiency in Tamarac, Morningstar, and Excel; MoneyGuide Pro or eMoney a plus
• Wealth management, investment management, or private bank background; RIA experience is relevant but not required
• CFP or CFA progress is a plus
• Exceptional attention to detail, someone who double and triple checks their own work and takes accountability when something is off
• Proactive and self-starting, identifies problems and proposes solutions rather than simply escalating them
• Quick learner who retains training without repeated instruction
• Ambitious but patient, comfortable with close review early on and motivated to earn trust
• Committed to working 100% in office in Atlanta, no remote option
• $80,000 to $110,000 base salary, depending on experience
• Annual bonus of 0% to 15% of base, based on performance
• 401(k) with an approximately 3% safe-harbor contribution, plus discretionary profit sharing that has historically been paid each year based on firm profitability
• Health coverage, with the firm paying half of employee‑only premiums
• Two weeks of vacation, plus flexibility for occasional personal and family needs
• Support for additional licenses, certifications, and designations
• Compensation that can be revisited quickly for exceptional impact

Why This Role Stands Out

• Sophisticated client work with real investment complexity, including privately held businesses, low‑basis and inherited assets, and estate planning considerations
• Direct mentorship from a seasoned Managing Director, with daily exposure to how portfolio decisions get made
• A customized, active approach, where models are a starting point and portfolios are rebalanced quarterly
• Visible impact on a small team, where your work is seen and valued and ideas for improving workflows are welcome
• A clear path to more, with client interaction and meeting attendance encouraged over time as trust is earned

Garry Executive Search is dedicated to providing exceptional recruiting services to wealth management firms. We are an Equal Opportunity Employer and encourage candidates from all backgrounds to apply.