Hybrid Private Investments, Analyst/Associate bei Homrich & Berg, Inc

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, HB’s 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 Private Investments Analyst / Associate is responsible for assisting the private investment team in manager research, portfolio monitoring, firmwide communications, and administration of the HB Wealth Investment Platform. The Analyst / Associate will focus on private equity, growth equity, venture capital, private credit, opportunistic investments, special situations, infrastructure, and other nontraditional private investment strategies.

Job Responsibilities

• Manager Research: Assist the private investment team in conducting due diligence on potential new fund manager relationships and in presenting recommendations to the Investment Committee.
• ·nvestment Operations and Reporting: Manage document and capital workflows to ensure appropriate administration of all private investments. Assist Wealth Advisors in producing quarterly client reports related to clients’ private investments. Work with Wealth Advisors and the HB Wealth marketing team to develop appropriate private investment materials for client prospect meetings.
• Investment & Database Monitoring: In collaboration with the private investment team, track and monitor investment performance on a monthly, quarterly, and annual basis. Maintain the firm’s private investment database to ensure all necessary data is captured, analyzed, and reported.
• Firm/Client Resource: Serve as a private investment resource to the broader HB Wealth staff and where needed, assist Wealth Advisors in implementing a diversified mix of private investments into their clients’ overall investment portfolio. Work to understand the firm-wide client demand for specific private investments.
• Operational Excellence: Assist in developing and implementing policies and procedures to ensure the effective operation and governance of the HB Wealth private investment platform. Assist in the development of an overall strategy and business plan for the firm’s private investments.
• Sourcing: Assist in the development and maintenance of relationships with LPs, GPs, and other intermediaries.

Requirements

Required Qualifications:

• Bachelor’s Degree from an accredited college or university (required).
• 1-5 years of experience with private investments.
• CFA charter (or progress toward the charter) and/or CAIA charter preferred.
• Passion for research and private investment manager due diligence.
• Detail-oriented, organized, and ability to take meticulous notes.
• Understanding of private portfolio construction, risk, liquidity, and mechanics of investing in private markets.
• Excellent presentation and communication skills, both oral and written.
• Self-starter with initiative and exceptional attention to detail who can balance multiple projects and demands in a fast-paced, dynamic, and entrepreneurial environment.
• Ability to work in a team-oriented, collaborative environment and a willingness to pitch in where needed.
• Client-first attitude, professional demeanor, personal integrity, and an understanding of fiduciary responsibility.
• Demonstrated knowledge of various securities markets, including private equity and private credit.
• Willingness to travel.
• Ability to successfully pass criminal background / credit check required. 

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.