2027 Investment Research Intern
Core
Conducting research on investment topics (mutual funds, ETFs, stocks, bonds, alternatives) and preparing reports on portfolio characteristics for clients.
Role type
Investment Research Intern
Builds
Research materials and investment solution recommendations for clients
Domain
Wealth management and capital markets
Deliverable
research
Required skills
Analytical skills, problem-solving, written communication, verbal communication
Preferred skills
Interest in capital markets, economy, and investing, CFA designation goal
Technologies
None stated
Responsibilities
Conducting research on various investment related topics; Collaborating with team members to recommend investment solutions; Preparing reports to illustrate structural and statistical characteristics of investment portfolios; Engaging with money management firms; Developing research materials and presenting to research committee