Investment Research - Intern; Summer ; On-site

Count on us. Our  we-care  culture is more than just a motto; it s a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Having roots in one of the nation s largest and most well-respected audit, tax, and wealth management firms, Plante Moran Wealth Management proudlyserves as a trusted advisor to individuals, and families, providing full comprehensive financial solutions in the areas of wealth management, investment research, wealth transfer, trust services, life insurance, and tax. With $21.7B in assets under managementasof December 31, 2024, we have over 300 professionals dedicated to delivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.

What makes us different?

On the surface, we re one of the nation s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you ll see what makes us different: we re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine s “100 Best Companies to Work For,” and an endless array of opportunities.

At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So,what are you waiting for?

Your role.

No busy work here. As an intern, you ll be treated just like an incoming full-time analyst. Working with staff at all levels of the firm, you ll dive in with hands-on experience and a broad range of opportunities to help drive our client s success. Your work will include, but not be limited to:

• 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.

• 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.