11 дней назад
2027 Wealth Management Research Internship Program
Мэтч & Сопровод
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Описание вакансии
Текст:
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
'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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