2027 Investment Research Intern

Plante Moran; Kalamazoo (MI); On-site; USD 25,000 - 50,000; Part time

Benefits offered by this job

Health insurance

401(k)

Flexible time off

Pension plan

Discretionary bonus

Job summary

Plante Moran Wealth Management offers an intern position designed to mirror a full-time analyst experience. You will work with staff at various levels, gaining hands-on exposure to investment research across funds, ETFs, and portfolios, while supporting the team’s client-focused outcomes.

The role emphasizes learning, a CFA-oriented path, and exposure to a broad range of asset classes within a respected wealth management firm. Local travel may be required.

Qualifications

• Detail-oriented, analytical, and strong written/verbal communication.
• Passion for learning, capital markets, economy, and investing.
• Pursuing a bachelor’s degree in finance, economics, or related field.
• GPA 3.0+
• On track to CFA designation.

Responsibilities

• Conduct research on investment topics: mutual funds, ETFs, SMAs, alternatives, stocks, bonds.
• Collaborate with team to research and recommend investment solutions.
• Prepare reports on characteristics of portfolios, vehicles, and strategies.
• Engage with leading money management firms for research.
• Develop research materials and present to the research committee.

Skills

Analytical skills

Research

Communication

Problem-solving

Education

Bachelor’s degree in finance or economics

Tools

Excel

Research databases

Job description

Applications are accepted on an ongoing basis.

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 todelivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.

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.

The qualifications.

• 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.

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.

Plante Moran enjoys a \"Workplace for Your Day\" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize and celebrate our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.Plante Moran is an Equal Opportunity Employer.

Plante Moran maintains a drug-free workplace.

Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies will not be paid a fee and become the property of Plante Moran.

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.

Compensation information posted is based on a position being located in the state of CO, IL, or MA. Please review theposition location for theapplicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range for their position, as compensation decisions are determined through a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer market-based starting salaries that are consistent across individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.

Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

The compensation range for this role in CO, IL and MA is: $36.00 - $36.00