- 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.
