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11 дней назад

2027 Wealth Management Research Internship Program

Формат работы
onsite
Тип работы
parttime
Грейд
trainee
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
2027 Wealth Management Research Internship Program (Portfolio and Equity Research): Supporting portfolio analysis, investment due diligence, market commentary, and the Student Investment Program with an accent on separately managed accounts and equity research coverage. Focus on analyzing university-funded investment accounts, coordinating research projects, and preparing for the FINRA Securities Industry Essentials exam.

Location: On-site in Seattle, WA, United States

Company

hirify.global's Wealth Management Research team provides proprietary research and investment insights to Financial Advisors.

What you will do

  • Support portfolio analysis across three Separately Managed Account portfolios.
  • Assist with investment due diligence and research covering approximately 55 stocks.
  • Prepare market commentary and analytical materials for Financial Advisors and their clients.
  • Assist with analysis and coordination of the Student Investment Program serving 21 universities.
  • Contribute to ad-hoc research and analytical projects.

Requirements

  • Postgraduate students and undergraduates graduating in 2027 are preferred.
  • Strong academic performance and professional drive.
  • Analytical, leadership, communication, teamwork, and service skills.
  • Authorization to work in the United States is required.
  • Satisfactory background, reference, and credit checks.
  • Ability to commit to the full program duration.

Culture & Benefits

  • Paid, 9-week internship requiring a minimum of 25 hours per week.
  • Participation in an immersive Intern Week with Executive and Senior Leadership.
  • Opportunity to study for and sit for the FINRA Securities Industry Essentials exam.
  • Program dates: June 14–August 13, 2027.

Hiring process

  • Applications are accepted from September 21 through October 23, 2026.
  • Interviews take place in October and November 2026.
  • Offers are expected by December 31, 2026.

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