2027 Investment Research Intern

Plante Moran is an audit, tax, consulting, and wealth management firm seeking an Investment Research Intern. The intern will conduct investment research, collaborate on client investment solutions, prepare portfolio and strategy reports, engage with money management firms, and present research to the committee.

What you'll do:

• 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

What they're looking for:

• 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 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

Benefits:

• Health insurance for eligible staff, with eligibility and contribution requirements varying based on the number of hours staff work per week
• Dental insurance for eligible staff, with eligibility and contribution requirements varying based on the number of hours staff work per week
• Vision insurance for eligible staff, with eligibility and contribution requirements varying based on the number of hours staff work per week
• Disability insurance for eligible staff, with eligibility and contribution requirements varying based on the number of hours staff work per week
• Life insurance for eligible staff, with eligibility and contribution requirements varying based on the number of hours staff work per week
• Flexible Time Off for eligible staff
• Various pre-determined holidays for eligible staff
• 401(k) plan for eligible staff
• Flexible benefits plans for eligible staff
• Business-related travel expense, lodging, and meal reimbursement for business-related use