Investment Research Intern
4 days ago
We are seeking a highly motivated and detail-oriented individual to join our investment research team as an intern. As an Investment Research Intern, you will have the opportunity to gain hands-on experience in investment research and analysis, working closely with our experienced research team.
About the Role:
This internship provides a unique opportunity to learn from experienced professionals and contribute to the success of our clients. As an Investment Research Intern, you will be responsible for conducting research, analyzing data, and developing insights to help our clients make informed investment decisions.
Key Responsibilities:
* Conduct research on investment opportunities and analyze data to identify potential risks and rewards.
* Assist in preparing portfolio analytics and presentation materials for client and prospect meetings.
* Collaborate with our client service team to provide exceptional client service and support.
* Develop and maintain relationships with internal stakeholders, including portfolio managers and investment analysts.
Requirements:
* Rising Senior graduating December 2025 or May 2026
* Proficient with Microsoft Office, particularly Excel, Outlook, PowerPoint, and Word
* Strong organizational, time management, and written/oral communication skills
* Ability to work independently and as part of a team
* Strong attention to detail and analytical skills
What We Offer:
* Competitive salary: $20/hour (estimated annual salary: $41,600)
* Opportunity to work with a leading wealth management firm
* Collaborative and dynamic work environment
* Professional development and training opportunities
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