Job Description

At Capital Investment Advisors (CIA), we strive to help clients reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives.  

Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.  

This position is based in our Atlanta, GA office and is eligible for a hybrid work schedule after completion of a successful introductory period. 

Investment Analyst 

As an Investment Analyst , you will play a key role in supporting our Investment Team by managing daily trading operations, maintaining internal data management systems, facilitating communication between the investment team and advisors, and contributing to investment monitoring and research efforts. This position is ideal for an early-career professional seeking hands-on experience in trade execution, data management, and investment research while building a strong foundation in financial analysis. 

Core Responsibilities: 

1. Trading Support 

• Execute daily trades for individual client accounts and investment sleeves, aligning with client strategies and guidelines. 
• Monitor and confirm trade execution, ensuring accuracy and adherence to internal standards. 
• Document and maintain trading activity, tracking data for compliance and portfolio reviews. 

2. Data Management of AdvisorTools (Intranet) and Black Diamond (Portfolio Management Software) 

• Maintain and update data records in our AdvisorTools intranet, ensuring data accuracy and accessibility for the team. 
• Assist with data organization and data integrity, supporting team use of AdvisorTools for client service and investment analysis. 
• Troubleshoot data issues and coordinate with team members to ensure timely updates. 
• Update and maintain Black Diamond data, ensuring accuracy for trading efficiencies and portfolio tracking measures.  

3. Market Research Assistance 

• Work closely with the Senior Investment Analyst on various research projects, including updating financial models and compiling market data. 
• Develop, maintain, and update performance-tracking models and analytical charts for research use. 
• Conduct basic analysis on economic indicators, asset classes, and sector trends to support portfolio decisions. 
• Support in material preparation for Investment Committee meetings.  

4. Portfolio Monitoring & Reporting 

• Assist in monitoring client portfolios, preparing regular performance reports, and ensuring up-to-date information for Advisor meetings. 
• Compile data for monthly and quarterly performance tracking and benchmarking. 

5. Advisor-Investment Team Communication 

• Coordinate communication between the Advisors and the Investment Team to ensure seamless information sharing. 
• Relay investment insights, portfolio changes, and any other relevant updates from the investment team to advisors in a clear, timely manner. 
• Address advisor inquiries, assisting in data collection and responses for client questions. 

Qualifications & Skills: 

• Bachelor’s degree preferably in related business field such as Finance, Economics, Accounting 
• 0-3 years of experience in financial markets, investment trends, economic developments or relevant undergraduate coursework 
• Committed to obtaining the Series 65 within four months of joining, if not already licensed 
• Proficiency in Excel, with some experience or interest in financial modeling 
• Excellent communication, presentation, and interpersonal skills 
• Exposure to tools and technology related to investing, financial planning, and portfolio analysis, preferred (ex. Bloomberg, FactSet, Black Diamond, Schwab, Fidelity) 
• Natural passion for financial markets, investment trends, and economic developments 

Attributes for Success: 

• Curious Learner: You are eager to grow your expertise in trading, data management, and research. 
• Team-Oriented: You collaborate effectively and contribute to team goals. 
• Detail-Oriented: You maintain precision and accuracy in data and trade execution. 
• Client-Centric: You understand the importance of serving clients’ best interests and contributing to a reliable investment process. 

Capital Investment Advisors would like to thank all applicants, however, only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally-recognized protected basis under federal, state, or local law. 

Job Tags

Full time, Work at office, Local area,

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