Private Markets 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) Private Markets Analyst Internto 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 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

• 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.
• 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