Investment Analyst Intern

Cambridge Investment Research, Inc. • Phoenix, AZ

17d • $17 - $26 • Onsite

About The Position

The Investment Analyst Intern will support the Investment Products and Research team while gaining hands-on exposure to investment due diligence. The intern will build analytical, research, and operational skills by helping evaluate, monitor, and oversee investment products and managers. Project work will progress from research to analysis, due diligence, and recommendation.

Requirements

• Current undergraduate or graduate student pursuing Finance, Economics, Data Science, Statistics, Real Estate, Business Analytics, or a related field.
• Strong analytical thinking, intellectual curiosity, critical thinking, and professional skepticism.
• Attention to detail and interest in understanding investments, businesses, and financial markets.
• Clear written communication and presentation skills.
• Ability to collaborate effectively and work through complex problems.
• Applicants must be authorized to work for any employer in the United States. We are unable to accommodate temporary student work authorizations, including initial Curricular Practical Training (CPT) and Optional Practical Training (OPT).

Nice To Haves

• Previous internship experience is a plus.

Responsibilities

• Conduct investment manager research and support the evaluation of investment products, sponsors, opportunities, and risks.
• Assist with alternative investment due diligence reviews and related research or analysis.
• Contribute to data analytics and/or insurance projects based on team priorities.
• Collaborate with a senior analyst on weekly market commentary or a research paper.
• Review sponsor and manager information, regulatory filings, offering materials, and other relevant sources.
• Use Morningstar Direct, PitchBook, FactSet, manager websites, SEC filings, ADV documents, and related research resources.
• Prepare clear reports, presentations, and written communications that support investment research and due diligence.

Benefits

• Premium benefit package including medical, vision, dental, life and long-term disability insurance
• Vacation/sick time
• 401K retirement plan with company matching program
• Eleven paid holidays

What This Job Offers

• Career Level: Intern
• Education Level: Associate degree