2027 Equity Research Summer Internship

• 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

Requirements

• 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

Benefits

• 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.