Private Investment Summer Intern

Description

HB Wealth ("HB") is a leading fee-only financial planning and investment advisory firm headquartered in Atlanta, GA, with two other offices in the metro-Atlanta area and additional offices in Palm Beach Gardens, FL, Tampa, FL, Nashville, TN, Columbia, SC, Augusta, GA, Towson, MD, and Columbia, MD. Established in 1989, HB’s employees work together collaboratively from all locations to provide comprehensive financial planning and investment management services primarily to high-net-worth individuals. Total client assets under management are over $18 billion as of December 31, 2024. At HB we pride ourselves on creating a healthy work environment where everyone is respected and valued, and we are continually looking for talented individuals with a passion to learn, grow, collaborate, and bring new ideas to our firm.

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• This internship will run June through mid-August, on-site in our Towson, MD office.*
  
  

All interested 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.

WMS Interns perform entry-level work to both benefit the company and provide a valuable learning experience.

Interns are expected to gain exposure to the inner workings of the Private Debt and Private Equity industries. The focal point of this internship is to help the Private Investment team with tasks relating to our CRM, including maintenance and data management. Our expectation is that the Private Investment Intern develops a familiarity with private investment strategies, performance measurement, and due diligence process. While Interns are not guaranteed direct exposure to fund managers, there may be the opportunity to join meetings and assist in the diligence process.

Intern Responsibilities

CRM Support

Assist Private Investment team members by populating our CRM. Specific tasks may include:

• Using fund marketing materials & independent research to generate profiles on pre-identified Private Debt and Private Equity managers
• Outlining investment opportunities as they enter the pipeline
• Managing meeting notes from Private Investment team members
• Generating reports as requested
  
  

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

Responsibilities

The Private Investment Intern is meant to be a support role with mentoring from Private Investment team members. Additional responsibilities, under direction of the Private Investment team members, may include:

• Joining investment manager calls and/or meetings to assist with notetaking
• Joining the weekly Private Debt & Equity Committee meetings
• Reviewing fund marketing materials to practice developing an investment recommendation
• Assisting in specific tasks related to due diligence
• Assisting in specific projects related to performance benchmarking
  
  

Requirements

Desired Skills & Experience

• Excellent oral and written communication skills
• Client first attitude, professional demeanor and personal integrity
• Highly organized with exceptional attention to detail and excellent follow-through
• Self-starter with high initiative and comfort working in an entrepreneurial, fast-paced environment
• Positive attitude and strong work ethic
• Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of colleagues
• Ability to work effectively within a team environment and a willingness to "pitch in" when necessary
• Strong analytical and problem-solving skills
  
  

Qualifications

• Work towards a bachelor’s degree from an accredited college or university (required)
• Rising Seniors preferred
• Proficiency with the Microsoft Office Suite preferred
  
  

HB is an Equal Employment Opportunity Employer. HB only invites professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected, it is empowering, it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference, creativity, and spirit. It is in our DNA, and we like it that way.

Salary Description

$30/hour