Investment Research Analyst Intern

Description

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.

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.

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.

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.

• 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

• 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.

HB Wealth (“HB”) is a national, independent, fee-only wealth management firm…