Private Markets Analyst Intern

HB Wealth

Atlanta, GAOn-siteInternship
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Pay
$30
an hour
Location
Atlanta, GA
Work style
On-site
Job type
Internship
Posted
Oct 21
2 days ago
Career path

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About the company

HB Wealth

Financial services · 51 to 200 employees

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 Wealth on LinkedIn

What you'll do

  • Screen new investment opportunities
  • Generate profiles on pre-identified Private Debt and Private Equity managers
  • Present investment opportunities and recommend opportunities for due diligence
  • Participate in due diligence meetings and take meeting notes
  • Write sections of final Investment Committee memos
  • Attend investment manager calls/meetings to assist with notetaking
  • Assist with due diligence and performance benchmarking tasks
  • Complete an end of internship capstone project and presentation

What you need

  • Must be a rising senior, working towards 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
  • Strong interpersonal skills and a collaborative, team-oriented attitude
  • Highly organized and detail-oriented, with strong analytical skills and follow-through
  • Ability to successfully pass criminal background / credit check
  • Proficiency with the Microsoft Office Suite (preferred)

Key skills

investment managementfinancial marketsportfolio analysisanalytical skillsMicrosoft Office Suiteinterpersonal skills

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See full description on company page, apply now

Read the full posting here
Apply Description About Us At HB Wealth, internships are designed to give you more than just a glimpse into wealth management. You’ll 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, you’ll build valuable skills, expand your network, and discover what it means to thrive in a purpose-driven firm. 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

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