Investments Analyst

Homrich Berg ("HB") is a wealth management firm located in Atlanta, GA. Established in 1989, HB’s employees provide comprehensive financial planning and investment management services primarily to high net worth individuals.  Assets under management approximate $10 billion. HB seeks an Investment Analyst to:

  • Support the equity analysts with the trading and managing of accounts in HB’s direct indexing strategy and individual stock separate accounts
  • Support the fixed income analyst with sourcing bonds for purchase
  • Provide support to the Chief Investment Officer and analyst team with various ad hoc projects and investment analysis
  • Respond to client service requests with oversight from members of the investment team 
  • Performance reporting for various investment models as well as individual investment strategies
  • Help prepare investment materials for the Investment Committee which consists of senior level partners at HB

Requirements

  • Bachelor’s degree in Finance or business-related field preferred; Willingness to pursue CFA designation
  • Strong interest in investments, stock market, research, and capital markets
  • Eagerness to learn new ideas/concepts, intellectually curious, and ability to contribute to a broader team
  • Must also possess strong analytical skills and ability to multi-task across various projects
  • Self-starter with the willingness to look for and offer up solutions to problems
  • Advanced Microsoft Excel skills and experience with other Microsoft Office products.
  • Knowledge of investment management and research tools, such as Factset, Black Diamond, and Bloomberg a plus
  • Ability to convey complex investment information in a clear, concise, and useful way
  • Willingness to adapt to changing priorities as the organization grows. 

 

Equal Opportunity Employer M/F/D/V

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