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, we have over 300 professionals dedicated to delivering holistic, independent, and objective financial guidance. This internship offers hands-on experience and a broad range of opportunities, treating interns like incoming full-time analysts.

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 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 the 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 degree requirements with the goal of obtaining your CFA designation.
• This internship is for students pursuing a degree and planning to return to school after the internship.
• Candidates completing degree requirements before or during the internship should apply for entry-level opportunities.
• This is a non-exempt position and may require work hours exceeding 40 hours per week.
• May require some local, national, and occasional international travel.

Qualifications

• Must be legally authorized to work in the United States without sponsorship, with the exception of qualified bilingual candidates (Japanese/English or Chinese/English).