CareerPlan

MBA Value Summer Research Associate

Houston, Texas, USFull-time2026-10-14 → 2026-11-10
Hybrid

Core

10-week summer research internship introducing MBA students to the US Value Equity Group's investment processes, including generating ideas, fundamental research, and presenting recommendations.

Role type

Summer Research Associate (MBA Student)

Builds

Investment ideas and portfolio recommendations for the US Value Equity Group

Domain

US Equity Investment

Required skills

fundamental research, financial analysis, market data interpretation, industry coverage, presentation skills, stakeholder communication

Preferred skills

CFA designation or progress, 2+ years research/analysis experience, Bachelor's in Business/Finance

Technologies

financial market databases, analysis software

Responsibilities

Source and analyze company/industry/market data, perform fundamental research on assigned companies, communicate analysis with investment teams, develop relationships with broker/dealer analysts, present research findings

Seniority

Intern, fixed-term