Graduate Fundamental Research Intern – Global Equities (Summer 2027)

Search Results; Kentucky; Hybrid; USD 153,000 - 187,000; Part time

Benefits offered by this job

Performance reviews

Discretionary bonus

Medical/dental/vision coverage

401(k) company match

Flexible work arrangements

Gym sponsorship

Volunteer opportunities

Moving/housing stipend

Job summary

Causeway Capital Management LLC is seeking a Graduate Fundamental Research Intern to assist the research team with in-depth fundamental analysis across multiple industries. You will build and maintain financial models, examine trends, and support investment recommendations with rigorous research and accounting validation.

Successful interns may be considered for a full-time offer to join our Research Analyst program.

Qualifications

• BA/BS with strong academic credentials; MBA expected in 2028.
• Strong passion for value-oriented equity investing.
• Solid understanding of financial statements and valuation methodologies.
• Proven analytical, accounting, and computer skills including Excel modeling.

Responsibilities

• Assist research department with in-depth fundamental research across industries.
• Construct and maintain financial models and analyze trends.
• Present research results and recommendations to the team.
• Support portfolio managers with in-house research and financial analysis.

Skills

Financial modeling

Analytical thinking

Written communication

Oral communication

Teamwork

Ethical standards

AI tools usage

Education

Bachelor's degree

MBA (expected 2028)

Tools

Excel

AI tools

Job description

Company Overview

Causeway Capital Management LLC provides equity investment management services primarily to institutional clients including corporations, pension plans, sovereign wealth funds, superannuation funds, public retirement plans, Taft-Hartley pension plans, endowments and foundations, mutual funds and other collective investment vehicles, charities, private trusts and funds, model and SMA programs, and other institutions. The independent, 100% employee-and former employee-owned firm, based in Los Angeles, manages approximately $79 billion in international, global and emerging market equities, both long only and long-short. The firm began operations in June 2001 and manages international, global, emerging market, small cap and sustainable equity strategies. Causeway employs a unique blend of fundamental and quantitative investment strategies and offers its clients access to the firm’s proprietary risk analytics.

Position Overview

The Graduate Fundamental Research Intern will assist the research department in conducting in-depth fundamental research in various industries. This will include constructing and maintaining financial models, examining financial, economic and industry trends, and conducting analyses on companies or securities. The Research Intern will further support the portfolio manager’s investment recommendations with in-house research, accounting validation, and financial analysis. Research results and recommendations will be presented to the group.

Upon the successful completion of the internship and with consideration of cluster and business needs, exceptional candidates may be considered for a full-time offer to participate in our Research Analyst program.

Skills and Abilities

• Minimum of 2 years of experience in investment banking, management consulting, public accounting, or other related financial fields.
• BA/BS with excellent academic credentials. Expected MBA graduation date in 2028.
• A strong passion for value-oriented equity investing.
• Comprehensive understanding of financial statements and valuation methodologies.
• Solid analytical, accounting, and computer skills, including Excel modeling.
• Strong interest and enthusiasm for leveraging approved AI tools and emerging technologies to enhance research quality, improve productivity, and streamline workflows.
• Excellent writing and oral communication skills.
• Creativity and intellectual curiosity.
• Ability to work collaboratively in a team-oriented environment.
• Commitment to the highest ethical standards.

Full-Time Employee Benefits

• Frequent performance feedback and semi-annual and annual performance reviews.
• Highly competitive compensation.
• Eligibility for discretionary, annual bonus.
• 100% employer-paid medical, dental, and vision coverage for employees and dependents.
• 100% company-matched 401(k).
• Flexible work arrangements including limited remote work.
• Child and dependent care assistance.
• Gym sponsorship.
• Firm-wide volunteer opportunities.

Wages

Based on an annual salary of $170,000 ($6,538.47 paid biweekly). Additionally, a moving/housing stipend is offered as part of the summer internship package, if applicable.

Equal Employment Opportunity Statement

We are committed to fostering an inclusive and equitable work environment where all individuals are valued and supported. Qualified applicants will receive consideration for employment without regard to actual or perceived race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decisionmaking, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, military and veteran status, or any other basis protected by applicable federal, state or local law.