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Internship
bachelor degree
Posted 7h ago
~40 hrs/week
Responsibilities
The intern will assist the investment team by screening new investment opportunities, conducting due diligence, and preparing investment committee memos. They will also participate in research projects and attend investment manager meetings to support the firm's private debt and equity activities.
Requirements
Candidates must be a rising senior working towards a bachelor's degree at an accredited institution. Applicants should possess strong analytical and communication skills, a genuine interest in financial markets, and the ability to work in an office environment.
Full job description
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.
How much do Data & Analytics jobs in Atlanta, GA pay?
Based on 1072 listings with disclosed salaries, most data & analytics jobs in Atlanta, GA pay between $70k–$200k per year. Individual offers vary with seniority, company size, and specialization.
How many Data & Analytics jobs are open in Atlanta, GA right now?
There are currently 2,488 open data & analytics positions in Atlanta, GA listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Data & Analytics roles in Atlanta, GA?
Companies currently hiring include The Home Depot, Truist, ICE, Capgemini, Publicis Groupe Holdings B.V., among others. Browse the listings above to see every active employer.
Are there remote or hybrid Data & Analytics jobs in Atlanta, GA?
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How do I apply for Data & Analytics jobs in Atlanta, GA?
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