Investments Analyst Intern

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 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. You’ll be part of a dynamic, supportive team—learning 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 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

• 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 bachelor’s 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, Elevated—bringing 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