What are the responsibilities and job description for the Summer Investment Analyst Intern position at Homrich Berg?
Description
Homrich Berg ("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, and Augusta, GA. 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 September 30, 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.
HB Wealth Management is seeking (1) Summer Investment 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 fantastic opportunity to work on a strong, fun team! This is a paid internship, beginning May 19, 2025 and running through August 1, 2025. No visa sponsorship at this time.
Duties:
- Assist the Investment Team in managing inquiries from Client Service, addressing a broad range of investment-related topics, and providing timely, detailed responses.
- 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.
Requirements
- Must be a rising junior or senior.
- Must be proficient in Excel.
- 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.