Investment Analyst

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 DoingSupport the Managing Director with day-to-day investment and client service needsPrepare modeling, rebalancing, and trading recommendations across highly customized client portfolios, and analyze and execute tradesTake on increasing ownership of Tamarac-based rebalancing after extensive practice and close reviewAnalyze low-basis and inherited assets, tax-sensitive positioning, estate planning overlays, and client-specific constraintsResearch investment categories and securities, and monitor macro, political, and market developmentsPrepare quarterly written updates for the investment team and support client performance reportingAssist with financial planning and strategy analysis using MoneyGuide Pro, and handle post-meeting follow-throughWork with the operations team on new client onboarding and ongoing client requestsBackground They're Looking For2 to 5 years as an investment analyst or in a comparable role, with public markets experience preferredBachelor's degree in finance, economics, accounting, or a related field, with a reputable university preferredActive Series 65 or applicable investment adviser registration (Series 7 not required)Proficiency in Tamarac, Morningstar, and Excel; MoneyGuide Pro or eMoney a plusWealth management, investment management, or private bank background; RIA experience is relevant but not requiredCFP or CFA progress is a plusExceptional attention to detail, someone who double and triple checks their own work and takes accountability when something is offProactive and self-starting, identifies problems and proposes solutions rather than simply escalating themQuick learner who retains training without repeated instructionAmbitious but patient, comfortable with close review early on and motivated to earn trustCommitted to working 100% in office in Atlanta, no remote optionCompensation & Benefits$80,000 to $110,000 base salary, depending on experienceAnnual bonus of 0% to 15% of base, based on performance401(k) with an approximately 3% safe-harbor contribution, plus discretionary profit sharing that has historically been paid each year based on firm profitabilityHealth coverage, with the firm paying half of employee-only premiumsTwo weeks of vacation, plus flexibility for occasional personal and family needsSupport for additional licenses, certifications, and designationsCompensation that can be revisited quickly for exceptional impactWhy This Role Stands OutSophisticated client work with real investment complexity, including privately held businesses, low-basis and inherited assets, and estate planning considerationsDirect mentorship from a seasoned Managing Director, with daily exposure to how portfolio decisions get madeA customized, active approach, where models are a starting point and portfolios are rebalanced quarterlyVisible impact on a small team, where your work is seen and valued and ideas for improving workflows are welcomeA clear path to more, with client interaction and meeting attendance encouraged over time as trust is earnedInterested in Learning More?This search is being conducted confidentially by Garry Executive Search, a boutique recruiting firm specializing exclusively in the wealth management and RIA industry. Apply directly to start a discreet conversation.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.