Investments Analyst Intern
Investments Analyst Intern
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1 Vacancy
Job Description
About Us
At HB Wealth internships are designed to give you more than just a glimpse into wealth management. Youll gain hands-on experience learn directly from seasoned professionals and see how our team lives out our mission to bring unwavering financial peace of mind to the clients we are privileged to serve. Through mentorship professional development and firm-wide initiatives youll build valuable skills expand your network and discover what it means to thrive in a purpose-driven firm.
What Were Looking For
HB Wealth is seeking (1) Investment Analyst Intern to work in our Towson MD corporate office. This position will assist the Investment Team in accomplishing the overall goal of serving our clients. Youll be part of a dynamic supportive teamlearning from the best developing new skills and having a great time while you do it! This is a paid internship beginning June 1 2026 and running through August 7 2026.
Candidates must submit a letter of interest to be 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
- Assist the Investment Team in managing inquiries from Client Service addressing a broad range of investment-related topics and providing timely detailed responses.
- Support trading and portfolio management team in portfolio construction and execution of trades.
- Perform comprehensive research and due diligence on equity fixed income and alternative investments organizing the data in a clear structured format.
- Prepare reports on individual funds and indices performance and track the performance of in-house model funds.
- End of internship capstone presentation on investment topic or strategy of choice incorporating insights gained during the internship. This will include an opportunity to receive feedback from the Investment Team.
- Must be a rising senior working towards a bachelors degree from an accredited college or university (required).
- Must have a genuine interest in investment management financial markets and portfolio analysis.
- Willingness and ability to adapt to changing priorities.
- Excellent communication skills. Excellent research and problem-solving skills.
- 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 to Towson 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; Nashville TN; Columbia and Greenville SC; Augusta GA; and Towson and Columbia MD.
Founded in 1989 HB provides comprehensive financial planning investment management and family office services to primarily high-net-worth individuals families and institutions. With over $25 billion in assets under management as of May 31 2025 our team collaborates across all locations to deliver The Fiduciary Standard Elevatedbringing clients trusted advice and financial peace of mind.
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
Required Experience:
Intern
Employment Type
Intern
