Investment Research Analyst Intern

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) Investment Research 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. This is a fantastic opportunity to work on a strong, fun team! 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 tell us why you have chosen this field for an internship and how it will benefit your future studies and career.

Your Job Responsibilities

Research Model Development

Assist Market Strategists by developing systematic models that help analyze and interpret market data and provide actionable insights that guide strategic and tactical decisions. Specific tasks may include:

• 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.
• Idea generation of statistical techniques that provide insights for further evaluation of research.

Research Production and Delivery

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.

Miscellaneous Private Investment Support

• 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

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.
• Proficiency with Bloomberg, BQuant/BQL, Python, Claude/Copilot.
• 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