About The Role

Assist with company and sector research, including fundamental analysis and earnings review.
Support the investment team in building and maintaining financial models.
Track market developments, economic data, and portfolio holdings.
Help prepare research summaries and investment committee materials.
Conduct due diligence on securities and funds under consideration for client portfolios.
Assist with performance monitoring and benchmarking of existing holdings.
Currently pursuing a bachelor's degree in Finance, Economics, Accounting, or a related field; rising junior or senior preferred.
Strong interest in equity markets, investment analysis, and portfolio management.
Proficiency in Microsoft Excel; familiarity with financial data platforms (Bloomberg, FactSet, Morningstar, or similar) a plus.
Strong analytical and quantitative skills.
Preferred (Not Required)
Coursework in equity valuation, corporate finance, or portfolio theory.
Progress toward or interest in the CFA® program.
Prior experience with financial modeling or investment research.
Direct mentorship from CFA® professionals, with exposure to live portfolio decisions.
Hands-on experience with real research and analysis used in client portfolios.
Exposure to financial data platforms and modeling tools used in professional investment research.
Competitive hourly pay.
Flexible scheduling around class commitments.
Small-firm environment with direct access to senior investment professionals.
Potential path to future opportunities with the firm.

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Equity Research Summer 2027 Internship

About The Role