Private Markets Analyst Intern

HB Wealth•Atlanta, GA

1d•Onsite

About The Position

HB Wealth Management is seeking a 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 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.

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.
Proficiency with the Microsoft Office Suite preferred.
Ability to successfully pass criminal background / credit check required.
Candidates should expect to be in an HB office 5 days per week.
Candidates must be local or willing to relocate.

Responsibilities

Assist Private Investment team members by screening new investment opportunities.
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.
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.