2026 Investment Research Intern

Plante Moran • Southfield, MI

127d • $36 - $36

About The Position

As an intern at Plante Moran Wealth Management, you will be treated like an incoming full-time analyst, gaining hands-on experience and a broad range of opportunities to help drive client success. Your work will include conducting research on various investment-related topics, collaborating with team members to recommend investment solutions, preparing reports on investment portfolios, engaging with leading money management firms, and developing research materials for presentation to the research committee.

Requirements

• Detail-oriented leader with strong analytical, problem-solving, and communication (written and verbal) skills.
• Passion for learning and deep interest in the capital markets, economy, and investing.
• Pursuing a bachelor's degree in finance, economics, or a related field.
• Academic success (a minimum cumulative GPA of 3.0).
• On track to complete the requisite degree with the goal of successfully obtaining your CFA designation.

Responsibilities

• Conducting research on various investment related topics, including mutual funds, exchange-traded funds, separately managed accounts, alternative investments, stocks, and bonds.
• Collaborating with other team members to research and recommend investment solutions for clients.
• Preparing reports to illustrate structural and statistical characteristics of investment portfolios, vehicles, and strategies.
• Engaging regularly with leading money management firms as part of ongoing research activities.
• Developing research materials and presenting to our research committee on topics related to various asset classes and investment vehicles.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Disability insurance
• Life insurance
• Flexible Time Off
• 401(k) plan
• Flexible benefits plans
• Business-related travel expense reimbursement
• Pension plan for eligible administrative and paraprofessional staff
• Discretionary bonus plan for eligible staff

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree