Investment Research Analyst Intern

HB Wealth•Towson, MD

1d•Onsite

About The Position

HB Wealth Management is seeking an Investment Research Analyst Intern to work in their Towson, MD corporate office. This position will assist the Investment Team in accomplishing the overall goal of serving clients. This is a paid internship, beginning June 1, 2027, and running through August 6, 2027. Candidates must submit a letter of interest to be considered. In no more than one page, the letter should explain why the candidate has chosen this field for an internship and how it will benefit their future studies and career.

Requirements

Must be a rising senior, working towards a bachelor’s degree from an accredited college or university.
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.
Ability to successfully pass criminal background / credit check required.
Candidates must be local or willing to relocate.

Nice To Haves

Proficiency with the Microsoft Office Suite preferred.
Proficiency with Bloomberg, BQuant/BQL, Python, Claude/Copilot.

Responsibilities

Assist Market Strategists by developing systematic models that help analyze and interpret market data and provide actionable insights that guide strategic and tactical decisions.
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), Bloomberg’s 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.
Generate ideas for statistical techniques that provide insights for further evaluation of research.
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 Bloomberg’s Query Language (BQL) and Bloomberg’s internal Python system (BQuant).
Develop new ideas for automation of data analyses, visualization, and other areas of the Market Strategy Team.
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.