Description
About Us
At HB Wealth, we're more than just a wealth management firm, we're a team that pours our heart into everything we do. Guided by integrity, collaboration, and an unwavering commitment to our clients, we strive to raise the bar in every aspect of our work. Doing the right thing isn’t just a principle, it’s our promise. If you're passionate about making a meaningful impact, putting clients first, and working alongside a team that supports and challenges each other, HB Wealth may be the place for you.
What We’re Looking For
HB Wealth Management is seeking (1) Private Markets Analyst Intern to work in our Buckhead, GA corporate office. This position will assist the Investment Team in accomplishing the overall goal of serving our clients. This is a fantastic opportunity to work on a strong, fun team! This is a paid internship, beginning May 24, 2027, and running through July 30, 2027.
Candidates must submit a letter of interest to be considered. In no more than one page, the letter should tell us why you have chosen this field for an internship and how it will benefit your future studies and career.
Your Job Responsibilities
Investment Pipeline Support
Assist Private Investment team members by screening new investment opportunities. Specific tasks may include:
- Using fund marketing materials & independent research to generate profiles on pre-identified Private Debt and Private Equity managers
- Presenting investment opportunities to the team as they enter the pipeline and recommending opportunities for due diligence
- Participating in due diligence meetings with Private Debt and Private Equity managers and taking meeting notes for Private Investment team members
- Writing sections of final Investment Committee memos about new potential investments
- Interns may be involved in research projects to identify actionable investment opportunities within a particular asset class, sector, and/or geography.
Miscellaneous Private Investment Support
- Attend investment manager calls/meetings to assist with notetaking
- Participate in weekly Private Debt & Equity Committee meetings
- Review fund materials to develop investment recommendation skills
- Assist with due diligence and performance benchmarking tasks
- End of internship capstone project and presentation
Requirements
- Must be a rising senior, working towards a bachelor’s degree from an accredited college or university (required).
- Strong verbal and written communication skills.
- Must have a genuine interest in investment management, financial markets, and portfolio analysis.
- Client-focused professional who demonstrates integrity, strong interpersonal skills, and a collaborative, team-oriented attitude.
- Highly organized and detail-oriented, with strong analytical skills, follow-through, and a proactive mindset suited to fast-paced, entrepreneurial environments.
- Proficiency with the Microsoft Office Suite preferred.
- Ability to successfully pass criminal background / credit check required.
This is not a remote position. Candidates should expect to be in an HB office 5 days per week. Candidates must be local or willing to relocate.
About HB Wealth
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.
HB is an Equal Employment Opportunity Employer
$30/hr
Skills Required
- Must be a rising senior pursuing a bachelor's degree from an accredited college or university.
- Strong verbal and written communication skills.
- Genuine interest in investment management, financial markets, and portfolio analysis.
- Client-focused professionalism, integrity, interpersonal skills, and a collaborative team-oriented attitude.
- Highly organized and detail-oriented, with strong analytical skills, follow-through, and a proactive mindset.
- Proficiency with the Microsoft Office Suite.
- Ability to successfully pass a criminal background and credit check.
- Must work in the office five days per week; candidates must be local or willing to relocate.
- Candidates must submit a letter of interest of no more than one page.
What We Do
HB Wealth is an Atlanta-based asset management and wealth management firm founded in 1989. It serves as a registered investment adviser and focuses on private equity, real estate, and debt investments across the United States. The firm provides personalized support through wealth advisors and operates as a fee-only RIA, positioning its mission around investment management and tailored advice for clients.
