Investment Associate, OCIO

HB Wealth (HB) is a national independent fee-only wealth management firm headquartered in Atlanta GA with additional offices in Palm Beach Gardens and Tampa FL; Alpharetta Augusta and Sandy Springs GA; Towson and Columbia MD; Charlotte NC; Columbia and Greenville SC; and Nashville TN.

Founded in 1989 HB provides wealth advisory services investment management and family office services to primarily high-net-worth individuals families and institutions. With over $32 billion in assets under management as of June 30 2026 our team collaborates across all locations to deliver The Fiduciary Standard Elevatedbringing unwavering financial peace of mind to the clients we are privileged to serve.

At HB Wealth we foster a healthy collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning growing sharing ideas and making a meaningful impact for our clients.

Position Summary

HB Wealth is seeking an Investment Associate OCIO to support the research portfolio analysis reporting and day-to-day execution required to deliver HB Wealths OCIO services. Working with the Senior Investment Advisors and the Portfolio Manager the Analyst helps evaluate investment managers and strategies monitor institutional portfolios prepare client and prospect materials maintain accurate data and coordinate team deliverables. This is an opportunity for an analytically strong professional seeking broad exposure to institutional investing and portfolio management.

Job Responsibilities

• Prepare portfolio analyses asset-allocation materials performance summaries exposure reports liquidity schedules and other recurring and ad hoc analyses.
• Assist with investment manager and strategy research including data collection qualitative and quantitative due diligence meeting preparation note-taking and recommendation materials.
• Support the development and maintenance of client Investment Policy Statements investment guidelines target allocations and implementation plans.
• Monitor portfolios for allocation drift cash needs liquidity constraints guideline compliance and other items requiring review by the Portfolio Manager or Senior Investment Advisors.
• Maintain accurate investment portfolio client and prospect data across relevant systems spreadsheets and reporting tools.
• Prepare materials for client meetings prospect presentations finalist meetings internal reviews and Investment Committee discussions.
• Coordinate follow-up items across Investments Operations Client Service Compliance and other internal partners.
• Assist with RFP and due-diligence responses by sourcing validating and organizing investment and portfolio data.
• Identify opportunities to improve analytical tools templates reporting documentation and workflow efficiency.
• Complete special projects and provide general team support as needed.

• Bachelors degree from an accredited college or university in finance economics mathematics statistics or a related field.
• One to three years of relevant experience; investment-related internships or coursework are valued.
• Strong quantitative analytical and problem-solving skills.
• Advanced proficiency in Microsoft Excel and ability to produce polished PowerPoint materials.
• Understanding of investment fundamentals portfolio construction risk liquidity and major public and private asset classes.
• Excellent attention to detail organization documentation and follow-through.
• Clear written and verbal communication skills.
• Client-first attitude professional demeanor personal integrity and an understanding of fiduciary responsibility.
• Ability to manage multiple assignments in a collaborative fast-paced and entrepreneurial environment.
• Ability to successfully pass criminal background and credit checks.

Preferred Qualifications

• Progress toward the CFA designation or interest in pursuing relevant investment credentials.
• Experience with portfolio accounting performance reporting risk analytics investment databases or institutional consulting tools.

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 40%
• Cell phone stipend
• Equity Participation Plan

Why HB is a great place to work

Employees enjoy the collaborative inclusive team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities our client base and the comprehensive benefit package round out the competitive compensation.

HB is an Equal Employment Opportunity Employer. HB only invites professionals to join us who share our values of hard work meritocracy respect for others diversity and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected it is empowering it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference creativity and spirit. It is in our DNA and we like it that way.