Equity Research Summer 2027 Internship

<ul>
<li>Assist with company and sector research, including fundamental analysis and earnings review.</li>
<li>Support the investment team in building and maintaining financial models.</li>
<li>Track market developments, economic data, and portfolio holdings.</li>
<li>Help prepare research summaries and investment committee materials.</li>
<li>Conduct due diligence on securities and funds under consideration for client portfolios.</li>
<li>Assist with performance monitoring and benchmarking of existing holdings.</li>
</ul><h2>Requirements</h2><ul>
<li>Currently pursuing a bachelor's degree in Finance, Economics, Accounting, or a related field; rising junior or senior preferred.</li>
<li>Strong interest in equity markets, investment analysis, and portfolio management.</li>
<li>Proficiency in Microsoft Excel; familiarity with financial data platforms (Bloomberg, FactSet, Morningstar, or similar) a plus.</li>
<li>Strong analytical and quantitative skills.</li>
<li>Preferred (Not Required)</li>
<ul>
<li>Coursework in equity valuation, corporate finance, or portfolio theory.</li>
<li>Progress toward or interest in the CFA® program.</li>
<li>Prior experience with financial modeling or investment research.</li>
</ul>
</ul><h2>Benefits</h2><ul>
<li>Direct mentorship from CFA® professionals, with exposure to live portfolio decisions.</li>
<li>Hands-on experience with real research and analysis used in client portfolios.</li>
<li>Exposure to financial data platforms and modeling tools used in professional investment research.</li>
<li>Competitive hourly pay.</li>
<li>Flexible scheduling around class commitments.</li>
<li>Small-firm environment with direct access to senior investment professionals.</li>
<li>Potential path to future opportunities with the firm.</li>
</ul>