Associate - Investments

# Associate - Investments HEM Family Office Associate Family  Office On-site

Location

Birmingham, United States Date Posted July 15, 2026

Region Americas Stay  ahead of the market

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** Role Overview
** HEM Family Office (HEMFO) is a single-family office providing financial and investment services in support of a multi-generation family, with a long-term strategic investment orientation focused on professionalism and discretion. The office is seeking an Associate - Investments to join its team in Birmingham, Alabama.
** Key Responsibilities**- Develop and help execute the family's investment strategy across asset classes
- Identify and evaluate new investment opportunities
- Conduct due diligence and build financial models to support investment decisions
- Monitor existing portfolio investments and performance
- Manage capital calls and distributions
- Prepare financial reports for internal stakeholders
- Attend investment committee meetings
- Support tax and estate planning initiatives for the family
** Qualifications**- 2-6 years of experience in financial services, preferably in investments, alternative assets, or asset management
- Bachelor's degree in business, finance, economics, or a related field
- Strong grasp of investing, risk management, and capital markets fundamentals
- Excel proficiency with strong financial and investment modeling skills
- Strong communication and interpersonal abilities
- Detail-oriented with the capacity to manage multiple concurrent projects
** Employment Details**- Full-time, in-person position based in Birmingham, Alabama
- Periodic travel may be required

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