Intern – Wealth Management Research

Job Description

2027 Investment Research Intern | Plante Moran

The Tone:
This is a full-time internship at Plante Moran, a firm recognized as one of the nation’s largest and most well-respected in audit, tax, and wealth management. Plante Moran Wealth Management proudly serves as a trusted advisor to individuals and families, offering full comprehensive financial solutions including wealth management, investment research, wealth transfer, trust services, life insurance, and tax. With $21.7B in assets under management and over 300 dedicated professionals, the firm delivers holistic, independent, and objective financial guidance with a “we-care” culture that prioritizes staff growth, well-being, and success. Consistently recognized as one of Fortune Magazine’s “100 Best Companies to Work For,” Plante Moran fosters a world-class culture with a commitment to diversity, equity, and inclusion, ensuring equitable opportunities for all. This internship is designed to immerse you directly into driving client success through hands-on investment research, treating you like an incoming full-time analyst from day one.

The TL;DR
• Role: Internship
• Type: Full-time (Internship)
• Location: Multiple locations (compensation disclosed for CO, IL, MA)
• Pay: $36.00 hourly
• Mission: Drive client success by conducting hands-on investment research and recommending financial solutions.

What You’ll Actually Do
• Research: Conduct research on various investment-related topics, including mutual funds, exchange-traded funds, separately managed accounts, alternative investments, stocks, and bonds.
• Collaboration: Collaborate with other team members to research and recommend investment solutions tailored for clients.
• Reporting: Prepare reports that illustrate the structural and statistical characteristics of investment portfolios, vehicles, and strategies.
• Engagement: Engage regularly with leading money management firms as an integral part of ongoing research activities.
• Presentation: Develop research materials and present findings to the research committee on topics related to various asset classes and investment vehicles.

The Must-Haves
• Background: Currently pursuing a bachelor’s degree in finance, economics, or a related field, with plans to return to school following the internship.
• Experience: Demonstrated academic success, maintaining a minimum cumulative GPA of 3.0.
• Skills: Strong analytical, problem-solving, and communication (written and verbal) skills, combined with a detail-oriented approach and a deep interest in capital markets, the economy, and investing.
• Bonus: On track to complete the requisite degree with the goal of successfully obtaining your CFA designation.