2027 Investment Research Intern
About The Position
Plante Moran Wealth Management, with roots in one of the nation’s largest audit, tax, and wealth management firms, serves as a trusted advisor to individuals and families. They provide comprehensive financial solutions in wealth management, investment research, wealth transfer, trust services, life insurance, and tax. With $21.7B in assets under management as of December 31, 2024, they have over 300 professionals dedicated to delivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence. As an intern, 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 involve conducting research on various investment topics, collaborating on investment recommendations, preparing reports, engaging with 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.
- Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English.
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
- various pre-determined holidays
- 401(k) plan
- flexible benefits plans
- business-related travel expense reimbursement
- lodging reimbursement for business-related use
- meal reimbursement for business-related use
- pension plan (for eligible administrative and paraprofessional staff)
- discretionary bonus plan (for eligible staff)
- option to elect health insurance (for some contingent staff)
- limited paid sick time (for some contingent staff)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
