Private Markets Analyst Intern

Socket.dev; Atlanta (GA); On-site; USD 34,000 - 48,000; Full time

Job summary

HB Wealth Management seeks a Private Markets Analyst Intern for our Buckhead, GA corporate office. This paid internship runs May 24, 2027, through July 30, 2027.

You will support the Investment Team with pipeline research, due diligence notes, and sections of Investment Committee memos; interns may assist with research to identify opportunities within asset classes, sectors, and geographies. Ideal candidates are rising seniors pursuing finance/related degrees, with strong communication, an

Qualifications

• Must be a rising senior pursuing a bachelor’s degree from an accredited college or university.
• Strong verbal and written communication skills.
• Genuine interest in investment management, financial markets, and portfolio analysis.

Responsibilities

• Investment Pipeline Support: generate profiles on Private Debt and Private Equity managers using marketing materials and research.
• Present investment opportunities and recommend for due diligence.
• Participate in due diligence meetings and take meeting notes for the team.
• Write sections of final Investment Committee memos about potential investments.
• Interns may identify actionable investment opportunities within asset classes, sectors, or geographies.

Skills

Investment analysis

Communication

Organizational skills

MS Office

Background check

Education

Rising senior in bachelor’s degree

Tools

Microsoft Office

Job description

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) Private Markets Analyst Internto 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 24, 2027, and running through July 30, 2027.

Your Job Responsibilities

Investment Pipeline Support

• 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.

Miscellaneous Private Investment Support

• 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

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.
• 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