Investment Research Analyst Intern

About Us

At HB Wealth were more than just a wealth management firm were 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 isnt just a principle its our promise. If youre 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 Were Looking For

HB Wealth Management is seeking (1) Investment Research 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. This is a fantastic opportunity to work on a strong fun team! This is a paid internship beginning June 1 2027 and running through August 6 2027.

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

Research Model Development

Assist Market Strategists by developing systematic models that help analyze and interpret market data and provide actionable insights that guide strategic and tactical decisions. Specific tasks may include:

• Utilize market data providers to pull aggregate and analyze market technical fundamental and quantitative data
• Work with strategists to identify model needs determine appropriate model structures for various output desires and build models utilizing BQuant (python) Bloombergs Query Language (BQL).
• Construct visuals to articulate model output for deployment in research materials.
• Develop infrastructure for continuous update and refresh of models for future consumption.
• Idea generation of statistical techniques that provide insights for further evaluation of research.

Research Production and Delivery

Assist market strategists in the production and delivery of differentiated market research covering individual companies sectors themes and asset classes. This research supports investment theses and informs client strategies.

• Support production and delivery of research content with data analysis chart production internet uploads email communications etc.
• Work to improve efficiencies of research development and delivery via Bloombergs Query Language (BQL) and Bloombergs internal Python system (BQuant).
• Develop new ideas for automation of data analyses visualization and other areas of the Market Strategy Team.

Miscellaneous Private Investment Support

• Attend weekly research team meetings and actively engage in idea generation.
• Attend investment committee to observe questions and analyze impact of output. Develop process improvements accordingly.
• Develop a capstone project that will be permanently integrated as part of research team output and a presentation on this project

• Must be a rising senior working towards a bachelors 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.
• Proficiency with Bloomberg BQuant/BQL Python Claude/Copilot.
• 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 Elevatedbringing 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