Portfolio Manager
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Job Location:
Atlanta, GA - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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; Nashville TN; Columbia and Greenville SC; Augusta GA; and Towson and Columbia MD.
Founded in 1989 HB provides comprehensive financial planning investment management and family office services to primarily high-net-worth individuals families and institutions. With over $25 billion in assets under management as of May 31 2025 our team collaborates across all locations to deliver The Fiduciary Standard Elevatedbringing clients trusted advice and financial peace of mind.
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 is seeking a Portfolio this role you will work closely with fellow Portfolio Managers Advisors and the Investments team to ensure client portfolios are aligned with each clients Investment Policy Statement and long-term goals.
This is a client-facing position with a focus on portfolio oversight investment recommendations and trade execution using our rebalancing software.
Job Responsibilities
- Act as a go-to investment resource to high-net-worth (HNW) and family office (FO) clients.
- Meet with Financial Advisors to review and manage client portfolios towards investment guidelines as outlined in the clients Investment Policy Statement.
- Independently monitor suggest and implement changes to client portfolios.
- Generate investment guidelines specific to client risk tolerances and goals.
- Champion the firms portfolio rebalancing software and investment guidelines.
- Utilize research software to screen for new investment ideas and maintain due diligence on existing holdings.
- Develop expertise in Investment Grade Municipal and Corporate Bond markets
- In conjunction with the Director of Fixed Income Construct monitor and report on individual bond portfolios
- Manage research projects assigned by the Investment Committee.
- Complete special projects as needed.
- Bachelors Degree from an accredited college or university (required) with a focus in Finance or Investments (preferred).
- 5 years of relevant industry experience working with HNW and FO clients.
- CFA Charterholder.
- Demonstrated knowledge of various securities markets including private alternatives such as private equity private debt and real estate.
- Familiarity with individual bond structures especially in investment grade corporate and municipal markets is a plus.
- A passion for teaching junior associates about financial markets finance theory economics and current events.
- Self-starter with exceptional attention to detail who can balance multiple projects and a fast-paced dynamic and entrepreneurial environment.
- Ability to work in a team-oriented collaborative environment and a willingness to pitch in where needed.
- Proactively strive to review processes for efficiency and effectiveness.
- When challenged demonstrate intellectual curiosity and tenacity to find a solution.
- Ability to successfully pass criminal background / credit check required.
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
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:
Manager
Key Skills
- Project / Program Management
- Project Portfolio Management
- Portfolio Management
- Credit Analysis
- Banking
- Pricing
- Analysis Skills
- Project Management
- Financial Analysis
- Budgeting
- Property Management
- Contracts
About Company
Homrich Berg is a personal wealth management firm based in Atlanta, GA helping families protect, grow, and manage their wealth since 1989.
