What are the responsibilities and job description for the Investment Associate, OCIO position at HB Wealth?
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 $32 billion in assets under management as of June 30, 2026, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated®—bringing 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 Wealth’s 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.
Requirements
- Bachelor’s 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.