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Equity Research Summer 2027 Internship

Waggoner FinancialLansing, Michigan🇺🇸United States

Why this role stands out

Gain invaluable experience in equity analysis and financial modeling alongside seasoned CFA® professionals, with flexible scheduling around your studies and competitive hourly pay. This on-site internship is ideal for driven students with a passion for investment analysis and a strong quantitative aptitude, offering a direct path to understanding real-world portfolio management. Discover your potential in finance and apply today to explore this exciting opportunity!

Quick overview

SeniorityEntry Level
Employment typeTemporary/Casual
Work modeOn Site
LocationLansing, Michigan, United States
CFADue DiligenceFinancial ModelingMicrosoft ExcelPortfolio Management

Job description

  • Assist with company and sector research, including fundamental analysis and earnings review.
  • Support the investment team in building and maintaining financial models.
  • Track market developments, economic data, and portfolio holdings.
  • Help prepare research summaries and investment committee materials.
  • Conduct due diligence on securities and funds under consideration for client portfolios.
  • Assist with performance monitoring and benchmarking of existing holdings.
  • Currently pursuing a bachelor's degree in Finance, Economics, Accounting, or a related field; rising junior or senior preferred.
  • Strong interest in equity markets, investment analysis, and portfolio management.
  • Proficiency in Microsoft Excel; familiarity with financial data platforms (Bloomberg, FactSet, Morningstar, or similar) a plus.
  • Strong analytical and quantitative skills.
  • Preferred (Not Required)
    • Coursework in equity valuation, corporate finance, or portfolio theory.
    • Progress toward or interest in the CFA® program.
    • Prior experience with financial modeling or investment research.
  • Direct mentorship from CFA® professionals, with exposure to live portfolio decisions.
  • Hands-on experience with real research and analysis used in client portfolios.
  • Exposure to financial data platforms and modeling tools used in professional investment research.
  • Competitive hourly pay.
  • Flexible scheduling around class commitments.
  • Small-firm environment with direct access to senior investment professionals.
  • Potential path to future opportunities with the firm.

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ApplyOr apply on Waggoner Financial's site