2027 Equity Research Summer Internship

Waggoner Financial

Lansing, MI

Job Description

Assist with company and sector research, including fundamental analysis and earnings review

Support the investment team in building and maintaining financial models
Track market developments, economic data, and portfolio holdings
Help prepare research summaries and investment committee materials
Conduct due diligence on securities and funds under consideration for client portfolios
Assist with performance monitoring and benchmarking of existing holdings

Requirements

Currently pursuing a bachelor's degree in Finance, Economics, Accounting, or a related field; rising junior or senior preferred

Strong interest in equity markets, investment analysis, and portfolio management
Proficiency in Microsoft Excel; familiarity with financial data platforms (Bloomberg, FactSet, Morningstar, or similar) a plus
Strong analytical and quantitative skills
Preferred (Not Required)

Coursework in equity valuation, corporate finance, or portfolio theory
Progress toward or interest in the CFA® program
Prior experience with financial modeling or investment research

Benefits

Direct mentorship from CFA® professionals, with exposure to live portfolio decisions.
Hands-on experience with real research and analysis used in client portfolios.
Exposure to financial data platforms and modeling tools used in professional investment research.
Competitive hourly pay.
Flexible scheduling around class commitments.
Small-firm environment with direct access to senior investment professionals.
Potential path to future opportunities with the firm.

Apply

Vacancy posted 3 days ago

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