Associate Director/Director, Private Investments
Associate Director/Director, Private Investments
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1 Vacancy
Job Description
HB Wealth (HB) is a leading fee-only financial planning and investment advisory firm headquartered in Atlanta GA with two other offices in the metro-Atlanta area and additional offices in Palm Beach Gardens FL Tampa FL Nashville TN Columbia SC Augusta GA Towson MD and Columbia MD. Established in 1989 HBs employees work together collaboratively from all locations to provide comprehensive financial planning and investment management services primarily to high-net-worth individuals. Total client assets under management are over $18 billion as of December 31 2024. At HB we pride ourselves on creating a healthy work environment where everyone is respected and valued and we are continually looking for talented individuals with a passion to learn grow collaborate and bring new ideas to our firm.
Position Summary
The Associate Director/Director Private Investments will play a key role in sourcing evaluating and monitoring private investment managers across a range of strategies including buyout growth venture private credit and infrastructure. This position requires a deep understanding of the private markets landscape strong analytical and due diligence capabilities and the ability to build and maintain relationships with both external investment partners and internal stakeholders. The position will also help the development of a co-investment program and should have experience underwriting individual co-investments.
The ideal candidate will bring a blend of investment acumen strategic thinking and relationship management skills to support the firms mission of delivering differentiated investment solutions to clients.
Job Responsibilities
Investment Sourcing & Origination
- Identify evaluate and develop relationships with private equity firms venture capital managers and other alternative investment sponsors to source fund and co-investment opportunities.
- Maintain a strong network of industry contacts to ensure consistent access to high-quality deal flow.
- Proactively research market trends sectors and geographies to identify emerging investment themes and opportunities.
Due Diligence & Analysis
- Lead or support comprehensive due diligence on co-investment and direct deal opportunities including financial modeling valuation analysis and risk assessment.
- Coordinate with internal teams and external advisors to assess operational legal and market considerations.
- Prepare detailed investment memoranda and present recommendations to the investment committee.
Transaction Execution
- Negotiate and structure investment terms in collaboration with legal counsel and senior leadership.
- Coordinate closing processes ensuring all required documentation compliance and approvals are in place.
Portfolio Management
- Monitor existing private investment portfolio tracking performance valuation changes and key operational developments.
- Maintain regular communication with sponsor partners.
Stakeholder & Client Engagement
- Serve as a subject matter expert for private markets for internal advisors clients and prospects.
- Contribute to client reporting educational materials and presentations.
- Participate in client meetings as needed to explain private investment strategies risks and performance.
Qualifications & Experience
- Bachelors degree required; MBA CFA or CAIA preferred.
- 510 years of relevant experience such as private equity investment banking or asset management (endowment foundation family office OCIO firm fund of funds or similar organization) with a preference for experience with direct/co-investment transactions.
- Demonstrated track record in evaluating and executing private market investments.
- Strong financial modeling and analytical skills.
- Excellent negotiation skills and familiarity with private investment legal structures.
- Deep network of industry relationships within the private equity and alternative investment ecosystem.
- Exceptional written and verbal communication skills with the ability to clearly articulate complex investment ideas.
- High level of integrity professionalism and discretion.
- Willingness to travel.
- Ability to successfully pass criminal background / credit check required.
Key Competencies
- Strategic and commercial mindset with the ability to see both the big picture and the details.
- Strong relationship management and networking abilities.
- Results-driven with a proactive self-starter approach.
- Ability to manage multiple priorities and work effectively under tight deadlines.
- Collaborative team player who thrives in a dynamic entrepreneurial environment.
This is not a remote position. Candidates should expect to be in an HB office 3 days per week. Candidates should be local or willing to relocate to the Baltimore-Washington metro area Atlanta Tampa or Palm Beach.
Benefits
- 17 days annual PTO 11 annual holidays observed
- 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
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.
Required Experience:
Director
Employment Type
Full-Time
