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Investment Research Intern

Job in Independence, Jackson County, Missouri, 64053, USA
Listing for: Jobtailor
Full Time, Apprenticeship/Internship position
Listed on 2026-09-07
Job specializations:
  • Finance & Banking
    Financial Analyst, Capital Markets
Salary/Wage Range or Industry Benchmark: 60000 - 75000 USD Yearly USD 60000.00 75000.00 YEAR
Job Description & How to Apply Below
  • Conduct research on mutual funds, exchange-traded funds, separately managed accounts, alternative investments, stocks, and bonds
  • Collaborate with team members to research and recommend investment solutions for clients
  • Prepare reports illustrating structural and statistical characteristics of investment portfolios, vehicles, and strategies
  • Engage regularly with leading money management firms as part of ongoing research activities
  • Develop research materials and present to the research committee on various asset classes and investment vehicles
  • Work with staff at all levels of the firm as an incoming full-time analyst
  • Support client success through investment research and recommendations
Requirements
  • Pursuing a bachelor's degree in finance, economics, or a related field
  • Minimum cumulative GPA of 3.0
  • On track to complete the requisite degree
  • Goal of successfully obtaining the CFA designation
  • Strong analytical skills
  • Strong problem-solving skills
  • Strong written and verbal communication skills
  • Detail-oriented
  • Leadership skills
  • Passion for learning
  • Deep interest in capital markets, economy, and investing
  • Legally authorized to work in the United States without sponsorship, except qualified candidates bilingual in Japanese and English or Chinese and English
  • Resume submission through the applicant tracking system
  • May require work hours exceeding the standard 40-hour work week
  • May require local, national, and occasional international travel
Core Competencies

Demonstrates strong analytical and problem-solving skills in investment research, with a deep interest in capital markets and the economy. Capable of preparing detailed reports and collaborating effectively with team members to recommend investment solutions.

Highest-signal resume keywords
  • Investment Research
  • Analytical Skills
  • CFA Designation Pursuit
  • Written and Verbal Communication Skills
  • Detail-Oriented
ATS Optimization Keywords Hard Skills
  • Research on Mutual Funds
  • Research on Stocks
  • Research on Bonds
  • Statistical Analysis
  • Portfolio Analysis
  • Investment Strategies
  • Alternative Investments
  • Exchange-Traded Funds
  • Financial Reporting
Soft Skills
  • Problem-Solving Skills
  • Leadership Skills
  • Passion for Learning
Certifications & Qualifications
  • CFA Designation
Industry Keywords
  • Capital Markets
  • Economy
  • Investment Vehicles
  • Client Success
  • Money Management Firms
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