Portfolio Manager at HB Wealth

Atlanta, Georgia, United States -

Full Time

Start Date

Immediate

Expiry Date

19 May, 26

Salary

0.0

Posted On

19 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Portfolio Oversight, Investment Recommendations, Trade Execution, Rebalancing Software, Client Management, Investment Policy Statement Adherence, Risk Tolerance Assessment, Due Diligence, Investment Grade Municipal Bonds, Corporate Bond Markets, Fixed Income Construction, Research Management, Intellectual Curiosity, Attention To Detail, Collaboration, Process Improvement

Industry

Financial Services

Description

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, 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 is seeking a Portfolio Manager. In this role, you will work closely with fellow Portfolio Managers, Advisors, and the Investments team to ensure client portfolios are aligned with each client’s 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 client’s Investment Policy Statement. Independently monitor, suggest and implement changes to client portfolios. Generate investment guidelines specific to client risk tolerances and goals. Champion the firm’s 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. Requirements Bachelor’s 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 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. 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.

Responsibilities

The Portfolio Manager will collaborate with internal teams to ensure client portfolios align with Investment Policy Statements and long-term goals, focusing on oversight, recommendations, and trade execution. Key duties include acting as an investment resource for HNW/FO clients, monitoring portfolios, generating guidelines based on risk tolerance, and developing expertise in bond markets.