Associate, Investment Operations

HB Wealth; Atlanta (GA); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

PTO/Holidays

401k match

Medical/dental/vision

Telemed

Disability

Remote 40%

Cell phone stipend

Equity participation

Job summary

HB Wealth, a national independent wealth management firm headquartered in Atlanta, seeks an Investment Operations Associate to assist the Operations Team with private investments and client transactions. You will coordinate signatures, liaise with fund managers, and maintain investment documentation across multiple offices.

The role requires 3–5 years of industry experience, a Bachelor's degree, and strong MS Office and Adobe Acrobat skills.

Qualifications

• Bachelor’s Degree from an accredited college or university.
• 3–5 years of relevant industry experience.
• Proficiency with Microsoft Office Suite and Adobe Acrobat.

Responsibilities

• Administer the subscription process for private investments with advisors and clients.
• Coordinate client signatures and liaison with fund managers for transactions.
• Monitor communications from third‑party managers and share updates firm‑wide.
• Maintain documentation (W-9s, amendments, quarterly reports) for investments.
• Resolve client issues through research and collaboration with investment teams.
• Track transfers, redemptions, distributions, and capital calls accurately.
• Identify process improvements and support special projects.

Skills

Attention to detail

Communication

Team collaboration

Analytical ability

Fiduciary awareness

Education

Bachelor's Degree

Tools

Microsoft Office Suite (Word, Excel)

Adobe Acrobat

Job 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.

Job Type

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 $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 is seeking an Investment Operations Associate to assist the Operations Team in the investment administration process for clients. This role will execute documentation related to new and existing private investments, coordinate client signatures, and work with fund managers to facilitate client transactions.

Job Responsibilities

• Work with advisors, clients, and the Operations Team to administer the subscription process for all private investments.
• Assist with client’s requests and inquiries regarding private investments.
• Liaise between client advisors and 3rd party managers to resolve matters regarding private investments.
• Monitor communication from 3rd party managers and ensure information is circulated across the firm as needed.
• Maintain documentation for ongoing private investments including W-9s, Partnership Amendments, and Quarterly Reports.
• Help resolve client issues through independent research and collaboration with the underlying investment manager or other private investment team members.
• Understand private investment transactions such as transfers, redemptions, distributions, and capital calls and work with internal stakeholders as well as investment managers to ensure these transactions are processed accurately and on time.
• Identify processes and systems needing improvement and work with internal stakeholders to facilitate improvements.
• Complete special projects and other duties as assigned.

Requirements

• Bachelor’s Degree from an accredited college or university.
• 3 to 5 years of relevant industry experience.
• Proficiency with Microsoft Office Suite, including but not limited to Word and Excel, as well as Adobe Acrobat.
• Excellent oral and written communication skills.
• Client first attitude, professional demeanor, personal integrity and an 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 with the ability to partner effectively in a team and build trust and confidence of colleagues.
• Ability to work effectively within a team environment and a willingness to "pitch in" when necessary.
• Strong analytical and problem-solving skills.
• 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 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.