Equity Research Summer 2027 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.