Research & Markets Intern

The Research & Markets Intern role is for someone who wants to do real equity research and market commentary. You'll build weekly market briefs, draft equity research notes, and sit in on the investment committee.

This is the most senior of our three intern roles in the wealth management practice.

What you'll do: • Build weekly market briefs (1 to 2 pages, distributed to all advisors) • Draft equity research notes on names we're considering • Pull and analyze market data from Bloomberg • Sit in on investment committee weekly and take detailed notes • Help with client review books (the research-leaning sections) • Maintain our internal research library

What we're looking for: • Finance or Economics major • Minimum 3.3 GPA • Real interest in equity research, not just general finance • Strong writing; your work goes to advisors and indirectly to clients • Bloomberg Terminal experience a plus • Working Excel modeling skills

What you'll get: • A weekly publication you wrote, distributed across the practice • Bloomberg Terminal access and training • Investment committee exposure • Reference letter from our chief investment officer