Associate Portfolio Manager

Atlanta, GA - USA

Monthly Salary: Not Disclosed

Posted on: 4 days ago

Vacancies: 1 Vacancy

Job Summary

Full-time

Description

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 $29 billion in assets under management as of October 31 2025 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 Associate of Portfolio Management to work closely with Portfolio Managers Advisory and Investments teams to monitor client portfolio allocations recommend suitable investment strategies and facilitate trades using the firms rebalancing software. This client-facing role is focused on ensuring portfolios remain in compliance with each clients Investment Policy Statement (IPS). As a key member of the Advisory Team the Portfolio Manager helps implement the firms investment recommendations across more than $25 billion in client assets provides investment commentary to clients supports and monitors portfolio recommendations and contributes to the firms ongoing investment research efforts.

Job 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 clients risk tolerance and objectives as outlined in the clients 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 firms portfolio rebalancing software and investment guidelines.
Gain knowledge of the Firms approved investment strategies with an emphasis on private investments.
Manage research projects and complete special assignments as directed by the Investment Committee.

Requirements

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 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.

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 Wealth 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 Wealth is an Equal Employment Opportunity Employer. HB Wealth 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

Full-timeDescriptionHB 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 Nashvill...