Senior Market Strategist

Atlanta, GA - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

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

The Senior Market Strategist is a key member of the investment team responsible for shaping the firms macroeconomic outlook and delivering timely market insights to internal stakeholders and clients. This role analyzes global economic trends interprets market data and translates complex insights into clear actionable perspectives. Working closely with portfolio managers the CIO and advisors the Senior Market Strategist supports investment decision-making portfolio positioning and the firms overall strategic direction.

Job Responsibilities

Conduct research across global asset classes (equities fixed income alternatives real estate and commodities) to inform investment and allocation decisions
Build and maintain proprietary models and data sets to assess market conditions and asset allocation strategies
Identify emerging risks and opportunities across global markets and investment sectors
Develop forward-looking market outlooks scenario analyses and strategic insights
Partner with the Investments and Market Strategy teams to produce research and support asset allocation frameworks
Create and deliver market commentary and investment insights through written reports presentations and events for diverse audiences (advisors institutional and retail investors and media)
Contribute to Investment Committee discussions and firmwide house views

Requirements

Curious independent thinker with a global mindset
Strong analytical skills with the ability to translate data into actionable insights
Effective communicator with strong writing presentation and interpersonal skills
Collaborative team player who thrives in fast-paced deadline-driven environments
Strong time management skills with the ability to prioritize and manage competing deadlines
High level of professionalism integrity and commitment to fiduciary standards
Proactive detail-oriented and able to work both independently and cross-functionally
Positive attitude and strong work ethic
Ability to successfully pass criminal background / credit check required

Qualifications

Bachelors degree required; CFA and/or Masters in Finance Economics or Business preferred
710 years of experience in strategy economics or market research
Proven experience communicating complex market insights to institutional and retail audiences
Advanced proficiency in Bloomberg FactSet or similar financial data platforms
Experience building and analyzing financial models and large data sets
Experience presenting market outlooks research and data insights across reports presentations media or digital channels

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:

Senior IC

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...