Role Summary
The accelerated three-week internship program engages MBAs before entering their first year of business school and is a great way to get immersed in a research project, network and learn from seasoned investment professionals.
Responsibilities
- Conduct equity research and perform hands-on fieldwork.
- Receive mentoring from experienced analysts and portfolio managers.
- Engage with company management.
- Make a call; initiate on one stock, or a credit/bond.
- Present your findings. Internship culminates in a final presentation aimed at communicating recommendation to our analysts and portfolio managers.
Qualifications
Required:
- 1st year MBAs who are enrolled, or will be enrolled by this Fall, in a 2-year program graduating in May 2028
Preferred:
- Interest in investing
- Strong background in finance and accounting (preferred)
- Good communication skills
- Proficiency in working with MS Excel and PowerPoint
- Intellectual curiosity
- Disciplined approach to analysis
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to one day a week from home.
