54 Results for

Investment Jobs in Milton, GA

Jobs

New!

Atlanta, GA3 days ago

$115,000–$140,000 Per Year

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New!

Atlanta, GAToday

$130,000–$150,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

Atlanta, GA10 days ago

Full-time
Employee

Bachelor’s degree in Finance, Accounting, or related discipline; CPA preferred 2–4+ years of experience in financial analysis, investment banking, or public accounting (Big 4 background valued) Industry exposure to manufacturing sector is a plus Advanced Excel modeling skills with experience in data visualization tools such as Tableau or Power BI strongly preferred; as well as familiarity with ERP platforms and emerging analytics tools including AI . Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.

Roswell, GA25 days ago

From major milestones like retirement, marriage, or selling a business to unexpected challenges with taxes, legal documents, insurance, healthcare, or housing, we coordinate the right resources and walk alongside clients, so they don’t have to figure it out alone. You will design, implement, and oversee portfolios that integrate directly with each client’s financial plan, cash‑flow needs, tax situation, and risk profile.

Atlanta, GA30+ days ago

This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations.

Atlanta, GA30+ days ago

Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. Organization/Time Management – Plan, schedule, and prioritize workload to best utilize time and efficiently manage daily tasks including research, financial analysis and underwriting, loan packaging, and closing services.

Alpharetta, GA30+ days ago

Remote

$150,000–$210,000 Per Year

Acts as a trusted advisor to local offices and Relationship Managers by providing expert investment insight and strategic guidance, delivers impactful presentations, and supports financial advisor and giver engagement alongside Relationship Managers, and conducts training for local offices and regional teams. This role serves as the face of NCF’s investment program under the direction of Investments leadership, providing expertise through in-person meetings with advisors and givers, and delivering training and presentations for local office teams.

New!

Atlanta, GA5 days ago

Build & Automate solutions for portfolio management capabilities (construction, optimization, trade modeling, rebalancing equities portfolios, etc.) . Deliver: Curated Data for reporting & Realtime Data for execution management and systematic trading algorithms.

Atlanta, GA19 days ago

$225,000–$275,000 Per Year

This role sits at the intersection of investments and technology, partnering closely with portfolio managers, traders, risk teams, operations, and engineering to ensure Aladdin fully supports fixed income investment strategies and workflows. SummaryProduct Manager for Fixed Income will serve as the primary subject matter expert for BlackRock Aladdin, owning the roadmap, functional design, and day‑to‑day leadership of Aladdin capabilities supporting the firm’s global fixed income platform.

Atlanta, GA30+ days ago

Advanced Analytics, Business Analytics, Collaboration, Communication, Data Modeling, Financial Analysis, Financial Analysis Reporting, Financial Forecasting, Influencing, Innovation Planning, Investments, Leadership, Operational Reporting, Problem Solving, Project Management, Storytelling, Strategic Investments, Strategic VisionPay Range:$123,000 - $139,000Base pay offered may vary depending on geography, job-related knowledge, skills, and experience. Business Analytics, Business Processes, Communication, Data Management, Data Modeling, Financial Forecasting, Leadership, Problem Solving, Project Management, Storytelling, Strategic ThinkerThe Coca-Cola Company will not offer sponsorship for employment status (including, but not limited to, H1-B visa status and other employment-based nonimmigrant visas) for this position.

Atlanta, Georgia30+ days ago

RMR’s vertical integration is strengthened by nearly 900 real estate professionals in more than 30 offices nationwide who manage approximately $40 billion in assets under management and leverage more than 35 years of institutional experience in buying, selling, financing and operating CRE. RMR has been recognized by The Boston Globe as a “Top Place to Work”, by the Environmental Protection Agency (EPA) as an “ENERGY STAR Partner of the Year” and ranked by the Building Owners and Managers Association (BOMA) as having one of the highest number of BOMA 360 designated properties in its portfolio.

Atlanta, GA30+ days ago

Remote

$105,808–$138,886 Per Year

Create data-driven frameworks to help leadership navigate ambiguity and make informed decisions on new strategic investments based on risk adjustment and Medical Loss Ratio (MLR) impact. Successfully executed enterprise-wide initiatives: defined project plans, coordinated resources, managed implementation activities, and developed all processes associated with program rollout and ongoing support.

Alpharetta, GA30+ days ago

As an Investment Operations Associate focused on Separately Managed Accounts (SMAs), you’ll serve as the primary liaison to financial advisors and our nationwide network of NCF local offices. If you enjoy combining investment expertise with high‑touch service and collaborative teamwork, this role offers a unique opportunity to contribute to a purpose‑driven organization making a meaningful difference.

Alpharetta, GA30 days ago

Leading a team of four Investment Operations Associates, the Manager is responsible for developing talent, refining workflows, ensuring compliance with NCF investment policies, and serving as an escalation point for complex SMA inquiries and operational challenges. This role ensures excellence in day‑to‑day operations, builds strong relationships with financial advisors and internal partners, and drives continuous improvement across investment processes, policies, and team capabilities.

Atlanta, GA16 days ago

$150,000–$220,000 Per Year

This is a high-impact leadership role combining hands-on solutions architecture, leading and mentoring and hands-on development. Mentor and coach software engineers at all levels; foster collaboration with enterprise architecture and adjacent technology teams.

New!

Atlanta, GA3 days ago

$125,000–$145,000 Per Year

Experience in fintech, investment management, asset management, or similar domains . Troubleshoot and debug performance issues across base code, APIs, and data layers.

New!

Atlanta, GA4 days ago

Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Collaborate with Wealth Advisors to develop personal financial plans (including cash flow analysis, investment proposals, retirement planning analysis, etc.) for high-net-worth individuals and families .

Atlanta, GA8 days ago

Full-time

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. 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.

Atlanta, GA30+ days ago

Full-time

Alpharetta, GA30 days ago

The Investment Operations and Administration Manager will serve as a key partner and operational leader within the Investments team, helping to ensure the investments function operates efficiently and effectively. Join us in this mission-driven work and be part of a community that values purpose, compassion, and Christ-centered service. Applicants should be sure to read more about NCF’s vision, mission, and Statement of Faith at www.ncfgiving.com/about.

Atlanta, GA30+ days ago

We're hiring an AVP, Investments to play a key role in both deal origination and execution, serve as a key member of the acquisitions team, focused on evaluating, underwriting, and executing new acquisitions from initial review through closing, including direct interaction with clients and leadership. Exceptional ability to manage multiple assignments while communicating clearly and effectively, with proven strength in presenting financial insights, investment strategies, and transaction rationales persuasively to senior leadership and external partners.

New!

Atlanta, GA5 days ago

Power portfolio management, trade execution, allocation models Build Next Gen Investment Technology Distributed, Cloud-Native platformSMA, Fixed Income, EquitiesResponsibilitiesTechnical thought leader. Core CompetenciesThought leader: Design and implement large-scale distributed systems, microservices, web applications, and cloud infrastructure.

Atlanta, GA30+ days ago

Full-time

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.

Atlanta, GA30+ days ago

Remote

$75,000–$250,000

Progression: Business Advisor & Partnership Management (Consultant Role) Once we invest in these small businesses and they join your portfolio, your role quickly shifts to a consultant role where you act as a "board member" or trusted advisor to the business owner. Your two main functions will evolve as follows: Initial Focus: Investment / Partner Acquisition (Inside Sales) Your primary responsibility will be to qualify potential business candidates and provide a detailed, personal explanation of our unique investment model.

Alpharetta, GA19 days ago

Responsibilities include assisting Portfolio Managers, conducting product research, performing portfolio optimizations, reviewing and executing trades, generating reports, analyzing performance, and onboarding new clients. • Support the management of client portfolios including account set up, daily reconciliation, model creation and maintenance, portfolio optimization, tax loss harvesting, and portfolio trading.

Atlanta, GA30+ days ago

Full-time

The ideal candidate combines strong analytical skills, business partnering ability, and experience with finance ERPs and planning tools to deliver actionable insights. This role partners with Engineering, Product Management, HR, and Accounting to optimize financial operations, improve forecasting accuracy, and influence strategic investment decisions.

Atlanta, Georgia30+ days ago

A trusted partner and preferred operator for Hilton, Hyatt, Kimpton, Marriott, and Margaritaville, Davidson offers a unique entrepreneurial management style and owners’ mentality that provides the individualized personal service of a small company, enhanced by the breadth and depth of skill and experience of a larger company. As one of the top privately held management companies in the lodging industry, our success is built on a unique entrepreneurial management style and owner’s mentality that enables us to provide each of our properties with the individualized personal service of a small company, enhanced by the breadth and depth of skill and experience of a larger company.

Atlanta, GA8 days ago

Full-time

3+ years in a financial analysis role focused on investment decision-making and analytics; experience in high yield credit, equity, or private equity investing is ideal.  . As a Credit Analyst, you assess the financial health and risk of clients by analyzing financial statements, building models, and supporting funding decisions.

Atlanta, GA30+ days ago

Full-time

Real Estate Banking - Delivers commercial real estate and banking products to national and regional real estate developers, investors, Real Estate Operating Companies (REOCs), Real Estate Investment Trusts (REITs) and opportunity and investment funds working alongside REB Bankers, Underwriters and Treasury Services Payments partners. Community Development Banking - Provides financial solutions that support the growth of affordable housing and revitalization of low-and moderate-income communities across the U.S. working alongside CDB Bankers, Credit Officers, and Treasury Services Payments partners.

Atlanta, Georgia18 days ago

Purpose Statement: Foster people-centric work environments where associates thrive, partnering with operators/support departments while delivering exceptional financial products to our clients. 1-2 years of experience in multifamily asset management, acquisitions, real estate private equity, or commercial real estate finance.

Atlanta, Georgia30+ days ago

In this role, the Real Estate Analyst supports the company’s real estate strategy by assisting with market research, organizing and analyzing property and financial data, and learning how real estate decisions impact business operations. This position is designed to provide hands-on exposure to commercial real estate operations, including research, data analysis, lease support, and project coordination for branch locations that include office and warehouse space.

Alpharetta, GA30+ days ago

This may include evaluating and coordinating derivative-based monetization and hedging strategies (e.g., collars, spreads, prepaid variable forwards, and other structured solutions) in partnership with approved third-party counterparties, with a primary focus on risk mitigation, liquidity planning, and tax efficiency. Structured Solutions Oversight: Partner with internal teams and external financial institutions to analyze, perform diligence, and oversee structured equity monetization transactions, including documentation review, exposure modeling, and ongoing post-execution monitoring.

Atlanta, GA30+ days ago

We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Osaic is seeking an Analyst II who will play an important role in supporting Osaic’s growth and retention goals by making capital accessible for advisors and their clients.

Atlanta, Georgia30+ days ago

From ongoing evidence-based clinical education to dedicated mentorship opportunities and an APTA-accredited Orthopaedic Residency Program, we propel our clinicians toward excellence in physical therapy, occupational therapy, speech-language pathology, and athletic training. The Senior Financial Analyst / Finance Manager plays a key role in supporting financial planning, analysis, and strategic decision-making across the organization.

Atlanta, GA30+ days ago

Current Employees and Contractors Apply Here Osaic Careers Advisory Consulting Opportunity in Financial Services Production Support Analyst Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. Summary: Production Support Specialist will be a member of IA Platform Production Support Team, a group of subject matter experts on the operations of the firm’s investment advisory platform, WMP (Wealth Management Platform), and the business application in an advisory practice.

Atlanta, GA30 days ago

$60,000–$65,000 Per Year

We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Production Support Specialist will be a member of IA Platform Production Support Team, a group of subject matter experts on the operations of the firm’s investment advisory platform, WMP (Wealth Management Platform), and the business application in an advisory practice.

ATLANTA, GA30+ days ago

Conduct detailed process discovery sessions with attorneys, paralegals, and operations staff to document current-state workflows across the creditors’ rights lifecycle — including placement intake, demand issuance, suit preparation, court filing, judgment enforcement, garnishment, and post-judgment collection. Design and maintain process maps, decision trees, and workflow diagrams using tools such as Visio, Develop and track key performance indicators (KPIs) including case cycle time, automation accuracy, exception rates, compliance adherence, and cost-per-file metrics across client portfolios.

Atlanta, GA30+ days ago

Full-time

Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation. FSG Analysts develop deal-related and client-facing materials-including pitchbooks and marketing decks-conduct financial analysis in partnership with Credit, Commercial Banking, and Investment Banking teams, participate in client calls for both relationship management and deal execution, and collaborate with C&SI Bankers, Credit Officers, and Product Partners to deliver financing solutions and strategic advisory across Commercial and Investment Banking divisions.

Alpharetta, GA30+ days ago

$70,000–$90,000 Per Year
Full-time

Location: Alpharetta, GA (5 days onsite) Pay: $70-90K (Depending on experience/education) We trust that as a Financial Analyst you will: (responsibilities) Prepare annual and quarterly budgets, collect, consolidate, and validate budget information from multiple cost centers Work with the land department for preparation, analysis and validation of proformas on new community opportunities Prepare monthly Management Accounts, which include cash flow and profit forecast for submission to Regional and Corporate Management Assist in preparation of monthly consolidated financial results Prepare various monthly/quarterly analytical reports for management and Corporate finance Collect and consolidate SBU financial data Validate financial data Analyze statistical data for consistency with financial data Perform ad hoc financial analysis and other duties as needed and/or assigned Develop and maintain financial report formats Extensive interaction with Region, Corporate & field to assist them with questions and procedures You are willing to perform other duties as assigned What you will need: (competencies, behaviors & attributes) Analytical Communication Detail Oriented Ethics & Integrity Prioritization Team WorkerAbout you: 2+ years financial/accounting experience required Experience with investment analysis, with an understanding of Net Present Value, Return on Net Assets, and Internal Rate of Return required Bachelor’s degree in Accounting or Finance required Extensive experience with Excel Accounting experience, preferably in the homebuilding, land development or the construction industry Credit report in good standingFLSA Status: ExemptWill have responsibilities such as: Office or non-manual work, which is directly related to management or general business operations Act as a primary component of which involves the exercise of independent judgment and discretion about matters of significanceEssential Functions:Successful job applicants will be able to perform these functions. Report to Division/Corporate Office/Community daily and adhere to schedule Ability to access, input, and retrieve information from a computer and/or electronic device Ability to have face to face conversations with customers, co-workers and higher level manager Ability to sit or stand for long periods of time and move around work environment as needed Ability to operate a motor vehicle if applicable Comply with company policies and procedurePhysical Demands: Must be able to able to remain in a stationary position up to 50% of the time The ability to frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds#zr-rep

New!

Atlanta, GA3 days ago

Full-time

Prepare and analyze monthly financial workbooks updates including data aggregation, mapping of new data sources, roll forward, accounts receivable aging, census reporting, tracking collections and sales trends. Ensure all credit files are complete, identify any documentation deficiencies, work with Portfolio Operations and Legal to address any deficiencies, and maintain ownership for borrower portfolio shared drive file management.

Atlanta, GA30+ days ago

Full-time

A&M's Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through hands-on involvement in our clients' operations.

New!

Atlanta, GA4 days ago

$85,000–$145,000 Per Year

Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.

Atlanta, GA30+ days ago

Full-time

A&M's Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Proven track record in Assessing Finance and Accounting functions, and implementing Digital technologies to improve efficiency and transparency in at least one of the following areas: RPA, Finance Analytics, NLG, Predictive Forecasting models.

Atlanta, GA30+ days ago

Full-time

Atlanta, GA30+ days ago

Full-time

Atlanta, GA30+ days ago

Full-time

Atlanta, GA10 days ago

Full-time

This role is responsible for conducting in-depth financial analysis, preparing accurate forecasts, developing comprehensive financial models, and delivering critical insights to inform business strategy and performance optimization. The ideal candidate possesses advanced analytical capabilities, a keen eye for detail, and exceptional communication skills to effectively convey complex financial data to stakeholders at all levels.

Atlanta, GA30+ days ago

Full-time

Due to increasing demand for such analysis, A&M has invested globally in building a team of valuation experts to provide a full suite of valuation services in the areas of financial reporting and tax compliance, transaction opinions, complex financial instruments, alternative investments, structured finance, and litigation support. You will assist in the review and consideration of client provided information (including projected cash flows, and other relevant project documentation) as well market, industry and internal information, in order to derive indications of value using the income approach method (discounted cash flow analysis).

Atlanta, GA30+ days ago

Remote

$100,000–$110,000 Per Year

Oldcastle Infrastructure™, a CRH company, is the leading provider of utility infrastructure solutions for the water, energy, and communications markets throughout North America. Oldcastle Infrastructure (OI), as part of CRH’s Infrastructure Products Group (IPG), is a global manufacturing leader of utility infrastructure products.

Atlanta, GA13 days ago

Remote

$80,000–$100,000 Per Year
Full-time

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. This role is responsible for coordinating the annual budget, performing month‑end analysis and reporting, tracking key book of business metrics, and supporting monthly business reviews.

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Investment Jobs in Milton, GA

Associate Relationship Manager (Wealth) Jobot

Senior Capital Markets Analyst Vaco LLC

Senior Financial Analyst Company Confidential

Portfolio / Investment Manager St John & Associates Inc

Senior Investment Banking Financial Analyst TM Capital Corp

Investment Analyst – Commercial Real Estate Finance Northmarq

Vice President, Investment Relations & Engagement National Christian Foundation

BSA Investment Management | Hybrid Living Talent

Product Manager | Aladdin SME | Fixed Income | Investment Management Living Talent

Senior Manager, Investments Finance The Coca-Cola Company

Senior Associate, Asset Management (Residential Investments) The RMR Group

Manager, Strategic Value & Investment Analysis Oscar Health

Investment Operations Associate National Christian Foundation

Manager, Investment Operations National Christian Foundation

Principal Software Engineer SMAs, Fixed Income, Investment Mgt Living Talent

SW Engineer | Investment Mgt | Risk | Java | AWS | Hybrid Living Talent

Vice President, Investment Strategist BNY

Investment Associate Capital Investment Advisors

Investment Advisor Capital Investment Advisors

Investment Operations and Administration Manager National Christian Foundation

Assistant Vice President, Investments Northmarq

Software Engineer | Investment Management | Cloud Native | Python | Hybrid Living Talent

J.P. Morgan Wealth Management - Vice President, Investment Product Specialist JPMorgan Chase Bank, N.A.

Partnership Executive/Investment Sales Fusion Growth Partners

Portfolio Analyst/Trader Vident Asset Management

Finance Analyst – OPEX Support NorthPoint Search Group

Senior Financial Analyst, Acquisitions and Business Development Davidson Hospitality Group

Credit Analyst eCapital

2027 Commercial Real Estate Summer Analyst Program JPMorgan Chase Bank, N.A.

Real Estate Asset Management Analyst RPM Living

Real Estate Analyst Rollins, Inc.

SMA Portfolio Manager/Trader Vident Asset Management

Analyst II Capital Solutions Osaic

Senior Financial Analyst / Finance Manager PT Solutions Physical Therapy

Production Support Analyst Advisor Group

Production Support Analyst Osaic

AI Automation & Workflow Analyst Aldridge Pite Haan, LLP

2027 Commercial & Specialized Industries Summer Analyst Program JPMorgan Chase Bank, N.A.

Financial Analyst Prestige Staffing

Healthcare/ABL Credit Analyst eCapital

PEPI: Senior Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLC

Wealth Advisor (Atlanta, GA) Mercer Advisors

PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLC

PEPI: Manager, CFO Services--Digital Finance (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLC

PEPI: Senior Director, CFO Services - Digital Finance (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLC

PEPI: Director, CFO Services - Digital Finance (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLC

Financial Planning Analyst NorthPoint Search Group

Director, Valuation Services – Structured Finance & Capital Equipment Valuation for Renewable Energy Alvarez & Marsal Valuation Services, LLC

Finance Business Process Analyst - Remote CRH Americas

Senior Financial Analyst (Insurance experience) Insurance Office of America

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