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5 часов назад

Individual Equity Strategy Intern (Summer 2027)

37 - 40$
Формат работы
onsite
Тип работы
fulltime
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
Individual Equity Strategy Intern (Summer 2027) (Equity Research and Portfolio Management): Analyzing investment opportunities, portfolio holdings, model portfolios, and individual fixed-income and equity securities with an accent on fundamental research, financial modeling, and portfolio construction. Focus on conducting due diligence, preparing investment memorandums, researching sectors and companies, and communicating recommendations to advisors and clients.

Location: Boston, Massachusetts, United States; onsite 4 days per week

Salary: $37.50–$40 per hour

Company

hirify.global is a global multi-family office and non-bank wealth manager serving high- and ultra-high-net-worth clients through investment management, wealth strategy, and family office services.

What you will do

  • Analyze and monitor potential investment opportunities and current portfolio holdings.
  • Design, analyze, and report on model portfolios and risk-management strategies.
  • Conduct fundamental research and individual security analysis across fixed income and equities.
  • Perform due diligence, financial modeling, and prepare investment memorandums.
  • Research sectors, industries, and companies and support special projects for the research team.
  • Communicate research findings and strategy recommendations to advisors and clients.

Requirements

  • Must be a rising senior by summer 2027.
  • Currently enrolled in a degree program related to finance, economics, mathematics, or a related field.
  • Demonstrated coursework or experience in finance, economics, or mathematics.
  • Strong analytical, quantitative, written, and verbal communication skills.
  • Ability to organize work, prioritize tasks, and collaborate across internal and external departments.
  • Must have unrestricted authorization to work in the United States; U.S. employment generally requires U.S. citizenship or permanent residency.

Nice to have

  • Proficiency in Microsoft Excel and other financial software.
  • Previous internship, work, or classwork experience in finance or a related field.

Culture & Benefits

  • Collaborative, client-first environment focused on professional growth.
  • 401(k) plan with employer matching.
  • Subsidized medical plans and employer-paid dental, vision, life, and disability insurance.
  • Paid maternity and parental leave, flexible spending accounts, and commuter benefits.
  • Training reimbursement, paid professional designations, and volunteer days.

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