Investment Research Analyst
3 weeks ago
We are seeking a highly motivated and detail-oriented Investment Research Analyst to join our team at Plante Moran Wealth Management. As an intern, you will be treated like a full-time analyst and will have the opportunity to work with staff at all levels of the firm.
Key Responsibilities- Conduct research on various investment-related topics, including mutual funds, exchange-traded funds, separately managed accounts, alternative investments, stocks, and bonds.
- Collaborate with other team members to research and recommend investment solutions for clients.
- Prepare reports to illustrate structural and statistical characteristics of investment portfolios, vehicles, and strategies.
- Engage regularly with leading money management firms as part of ongoing research activities.
- Develop research materials and present to our research committee on topics related to various asset classes and investment vehicles.
- Detail-oriented leader with strong analytical, problem-solving, and communication (written and verbal) skills.
- Passion for learning and deep interest in the capital markets, economy, and investing.
- Pursuing a bachelor's degree in finance, economics, or a related field.
- Academic success (a minimum cumulative GPA of 3.0).
- On track to complete the requisite degree with the goal of successfully obtaining your CFA designation.
We are a relatively jerk-free firm with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities. Our diverse workplace is committed to creating a culture where each person feels accepted and valued.
We offer a robust benefits package, including health, dental, vision, disability, and life insurance, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A Pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff.
We are an Equal Opportunity Employer and maintain a drug-free workplace. Interested applicants must submit their resume for consideration using our applicant tracking system.
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