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HB Wealth · 1 day ago

Associate Portfolio Manager

Atlanta, GA

Full-time

Hybrid

Mid, Senior Level

5+ years exp

HB Wealth is a national, independent wealth management firm seeking an Associate Portfolio Manager to collaborate with the Advisory and Investments teams. The role involves monitoring client portfolios, recommending investment strategies, and ensuring compliance with each client’s Investment Policy Statement (IPS).

BankingFinancial ServicesVenture Capital

Responsibilities

Act as a “go-to” investment resource to high-net-worth (HNW) clients

Collaborate with Financial Advisors to develop investment guidelines that reflect each client's risk tolerance and objectives, as outlined in the client’s Investment Policy Statement (IPS)

Independently oversee client portfolios, proactively recommend adjustments, and execute modifications as appropriate, with a focus on separately managed accounts and private investments

Champion the firm’s portfolio rebalancing software and investment guidelines

Gain knowledge of the Firm’s approved investment strategies, with an emphasis on private investments

Manage research projects and complete special assignments as directed by the Investment Committee

Qualification

CFA CharterholderPortfolio ManagementInvestment StrategiesFinance DegreeSecurities Markets KnowledgeIntellectual CuriosityAttention to DetailTeam Collaboration

Required

Bachelor's Degree from an accredited college or university

5+ years of relevant industry experience working with HNW clients

CFA Charterholder

Demonstrated knowledge of various securities markets, including private alternatives such as private equity, private debt and real estate

A passion for teaching junior associates about financial markets, finance theory, economics, and current events

Demonstrate exceptional attention to detail, intellectual curiosity, and a proactive approach to reviewing processes for efficiency and effectiveness

Thrive in a fast-paced, entrepreneurial environment by balancing multiple projects, collaborating within a team, and willingly contributing wherever needed

Ability to successfully pass criminal background / credit check required

Preferred

Bachelor's Degree with a focus in Finance or Investments

Benefits

Competitive PTO/Holiday policy

401k match

1st day eligible benefits offering; medical, dental, vision, telemed, disability, +

Paid Maternity/Paternity leave

Fun and welcoming office environment with monthly and quarterly events

Ability to work remotely 20%

Cell phone stipend

EPP

Company

HB Wealth

Founded in 1989, HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services.

Founded in 1989

Atlanta, Georgia, USA

201-500 employees