Investment Proposal Writer - OCIO
No salary listed
Mid
Bachelor's
Atlanta, GA, USA
HybridThe role permits working remotely 40% of the time.
Content & WritingCopywriting & Creative Writing
About the job
Requirements
- A bachelor's degree from an accredited college or university in English, writing, journalism, communications, or a related field.
- Three or more years of professional writing experience, including proposals, requests for proposals, institutional investment content, financial services, or another complex professional-services environment.
- Exceptional writing, editing, interviewing, and synthesis skills, with a portfolio demonstrating persuasive long-form business writing.
- Experience writing OCIO, institutional investment, asset management, or investment consulting proposals.
- Working knowledge of consultant databases and proposal-management or content-library systems.
- Demonstrated ability to tailor content for different audiences rather than relying on generic or lightly modified responses.
- Strong project-management skills and the ability to coordinate senior contributors under firm deadlines.
- Excellent attention to detail, judgment, organization, and discretion.
- Working comfort with institutional investment vocabulary, including asset allocation, manager selection and due diligence, investment policy statements, spending policy, liquidity, fee structures, benchmarks, and performance attribution, along with genuine curiosity to learn unfamiliar concepts quickly.
- Proven ability to manage several concurrent hard deadlines in a fast-paced, dynamic, and entrepreneurial environment with minimal supervision.
- Ability to successfully pass criminal background and credit checks.
Responsibilities
- Own the end-to-end proposal process, including intake, requirements analysis, work planning, drafting, editing, review coordination, approval, and final production.
- Study each prospect, institution, consultant, and opportunity to identify decision drivers, required themes, and opportunities to tailor the response.
- Write compelling, nuanced responses that are specific to the prospect and consistent with HB's voice, value proposition, capabilities, and fiduciary approach.
- Interview investment professionals and other subject-matter experts to develop clear explanations of investment philosophy, governance, portfolio construction, risk management, operations, technology, compliance, and client service.
- Partner closely with Senior Investment Advisors and contributors across Investments, Marketing, Compliance, Legal, Operations, Technology, Finance, and Human Resources.
- Create proposal outlines, content plans, win themes, executive summaries, and presentation materials that support finalist meetings and other business-development activity.
- Maintain and continuously improve an approved content library, including standard responses, supporting data, case examples, team biographies, and reusable exhibits.
- Manage multiple concurrent deadlines, track open items and approvals, and escalate risks early to ensure complete and timely submissions.
- Review all materials for accuracy, consistency, grammar, tone, formatting, and responsiveness to stated requirements.
- Monitor recurring questions and market themes and recommend improvements to OCIO messaging and supporting content.
About the company
HB Wealth is an independent registered investment adviser that provides financial planning and discretionary investment management for individuals, families, business owners, executives, and professionals. It offers family-office services such as tax and estate planning, consolidated reporting, and multi-generational wealth transfer, plus an outsourced CIO for institutions and access to private market strategies like private equity, private credit, and private real estate. The firm uses a fee-only fiduciary model, aligning adviser interests with clients by avoiding product-based commissions. It oversees more than $24 billion in assets across 48 states with offices in Atlanta, Florida, and Texas, backed by minority investments from New Mountain Capital and TPG Growth and growth through acquisitions like WMS Partners.
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
Atlanta, Georgia
Founded
1989
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Simplify's Take
What believers are saying
- HB Wealth reached over $32 billion AUM and 340 employees by July 14, 2026.
- October 1, 2026 Texas entry added a $700 million physician team in Austin.
- Gina Martin Adams, Mike Hill, and Armond Reese deepen research and institutional sales.
What critics are saying
- TPG and New Mountain minority ownership compresses economics and complicates succession.
- Rapid acquisitions, including WMS Partners and Texas expansion, strain integration and retention.
- Losing star hires or co-founder influence would trigger advisor defections and AUM outflows.
What makes HB Wealth unique
- Fee-only fiduciary model since 1989 keeps HB Wealth product-agnostic and trust-based.
- July 14, 2026 OCIO launch plus private markets platform gives institutional depth.
- Twelve offices across six states and family-office services support multigenerational clients.
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Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- Disability Insurance
- 401(k) Company Match
- Parental Leave
- Remote Work Options
- Phone/Internet Stipend
- Company Equity