2027 Investment Research Intern

About the Role

Plante Moran Wealth Management serves as a trusted advisor to individuals and families, providing comprehensive financial solutions. With $21.7B in assets under management as of December 31, 2024, and over 300 professionals, we deliver holistic, independent, and objective financial guidance. This internship offers hands-on experience and a broad range of opportunities to help drive client success.

Key Responsibilities

• Conducting research on various investment-related topics, including mutual funds, exchange-traded funds, separately managed accounts, alternative investments, stocks, and bonds.
• Collaborating with other team members to research and recommend investment solutions for clients.
• Preparing reports to illustrate structural and statistical characteristics of investment portfolios, vehicles, and strategies.
• Engaging regularly with leading money management firms as part of ongoing research activities.
• Developing research materials and presenting to our research committee on topics related to various asset classes and investment vehicles.

Requirements & Tech Stack

• Detail-oriented leader with strong analytical, problem-solving, and communication (written and verbal) skills.
• Passion for learning and deep interest in the capital markets, economy, and investing.
• Pursuing a bachelor’s degree in finance, economics, or a related field.
• Academic success (a minimum cumulative GPA of 3.0).
• On track to complete the requisite degree with the goal of successfully obtaining your CFA designation.
• This internship program is designed for students currently pursuing a degree and planning to return to school following the internship.
• Candidates who will complete their degree requirements before or during the internship are encouraged to apply for our entry-level opportunities.
• This is a non-exempt position and may require work hours that exceed the standard 40-hour work week.
• This position may require some local, national, and occasional international travel.
• Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English.

Qualifications

• Pursuing a bachelor’s degree in finance, economics, or a related field.
• Minimum cumulative GPA of 3.0.