Technical skills
Data analysisSRE
Role signals
FinanceAccounting
About this role
- 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.
Requirements
- 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.
Benefits
- 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.