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.

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

We are seeking an Associate Director, Private Real Estate to play a key senior role within our investment team. This position focuses on underwriting, due diligence, portfolio construction support, and ongoing monitoring of private real estate investments—primarily through vertically integrated operator funds. This is a high-impact opportunity to contribute to investment decisions, strengthen manager relationships, and help drive execution across a growing platform.

Job Responsibilities: 

• Partner with the Managing Director of Private Real Estate on due diligence across prospective private real estate fund investments, including manager evaluation, strategy assessment, market analysis, risk identification, and synthesizing findings into clear investment recommendations
• Generate high-quality underwriting and due diligence materials, challenge assumptions where appropriate, and identify areas requiring deeper analysis
• Build, review, and stress-test financial models for new investment opportunities; perform scenario and sensitivity analyses; and support valuation work for portfolio holdings
• Monitor existing investments and manager relationships, evaluate portfolio performance relative to underwriting, and surface issues or emerging risks in a timely manner
• Maintain meaningful relationships with general partners and other LP investors, contributing to manager coverage, sourcing efforts, and pipeline development
• Prepare and present investment committee materials, investment memoranda, portfolio reviews, and other internal and client-facing materials with a high degree of clarity and professionalism
• Collaborate across internal teams and provide oversight, guidance, and review of work produced by junior team members on specific deals, projects, and recurring processes

• Strong private real estate investment experience, including underwriting, due diligence, manager evaluation, and portfolio monitoring
• Advanced financial modeling and analytical skills, with the ability to evaluate assumptions and communicate conclusions clearly
• Strong written and verbal communication skills, including preparation of investment memoranda and presentation materials
• Ability to manage multiple workstreams, prioritize effectively, and meet deadlines
• Sound judgment, intellectual curiosity, and a proactive approach to identifying and resolving issues
• Strong interpersonal skills and ability to build relationships with internal teams and external partners
• High proficiency in Excel, PowerPoint, and Word
• Ability to successfully pass criminal background / credit check required

Qualifications

• Bachelor’s degree in finance, real estate, economics, accounting, or related field
• 8–10 years of relevant experience in private real estate investing, real estate investment banking, or a related field
• Experience evaluating investment opportunities and supporting decisions through detailed analysis and written recommendations

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
• 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.