Associate, Investment Operations

HB Wealth•Atlanta, GA

About The Position

HB Wealth is a national, independent, fee-only wealth management firm headquartered in Atlanta, Georgia, with offices in several locations across the Southeast and Mid-Atlantic. Founded in 1989, the firm provides wealth advisory, investment management, and family office services, primarily to high-net-worth individuals, families, and institutions. HB reported more than $32 billion in assets under management as of June 30, 2026. The Investment Operations Associate assists the Operations Team with investment administration for clients. The role handles documentation for new and existing private investments, coordinates client signatures, and works with fund managers to facilitate client transactions. HB describes its workplace as collaborative and inclusive, with opportunities for learning, growth, and community involvement.

Requirements

Bachelor’s degree from an accredited college or university.
3 to 5 years of relevant industry experience.
Proficiency with Microsoft Office Suite, including Word and Excel, and Adobe Acrobat.
Excellent oral and written communication skills.
Client-first attitude, professional demeanor, personal integrity, and understanding of fiduciary responsibility.
Highly organized, with exceptional attention to detail and excellent follow-through.
Self-starter with high initiative and comfort managing processes in an entrepreneurial, fast-paced environment.
Positive attitude and strong work ethic.
Strong interpersonal skills and ability to partner effectively in a team and build colleagues’ trust and confidence.
Ability to work effectively in a team environment and willingness to pitch in when necessary.
Strong analytical and problem-solving skills.
Ability to successfully pass a criminal background and credit check.

Responsibilities

Work with advisors, clients, and the Operations Team to administer subscription processes for private investments.
Assist with client requests and inquiries regarding private investments.
Liaise between client advisors and third-party managers to resolve private investment matters.
Monitor communications from third-party managers and circulate relevant information across the firm.
Maintain documentation for ongoing private investments, including W-9s, Partnership Amendments, and Quarterly Reports.
Research and help resolve client issues in collaboration with investment managers or other private investment team members.
Understand private investment transactions, including transfers, redemptions, distributions, and capital calls, and coordinate with internal stakeholders and investment managers to ensure accurate and timely processing.
Identify processes and systems needing improvement and work with internal stakeholders to facilitate improvements.
Complete special projects and other duties as assigned.

Benefits

Competitive PTO and holiday policy.
401(k) match.
Benefits eligible from the first day, including medical, dental, vision, telemedicine, and disability coverage.
Paid maternity and paternity leave.
Welcoming office environment with monthly and quarterly events.
Ability to work remotely 40%.
Cell phone stipend.
Equity Participation Plan.
Community involvement and philanthropy opportunities.
Continuous learning opportunities.
Comprehensive benefit package.