Plante Moran - Southfield, MI

posted about 1 month ago

Full-time - Intern
Southfield, MI
251-500 employees
Professional, Scientific, and Technical Services

About the position

As an Investment Research Analyst Intern at Plante Moran, you will gain hands-on experience in investment research and analysis, working alongside professionals in a collaborative environment. This role is designed for individuals pursuing a degree in finance or economics, providing an opportunity to engage in meaningful projects that contribute to client success while developing your analytical and communication skills.

Responsibilities

  • Conducting research on various investment-related topics, including mutual funds, exchange-traded funds, separately managed accounts, alternative investments, stocks, and bonds.
  • Collaborating with 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 the research committee on topics related to various asset classes and investment vehicles.

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.

Benefits

  • Life insurance
  • Sick time
  • Flex time
  • 401(k)
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