Investment Research Intern

Jobtailor

Missouri

On-site

USD 60,000 - 75,000

Full time

4 days ago

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Job summary

Jobtailor in Missouri seeks an incoming full-time Investment Analyst focused on research across funds, ETFs, equities, and fixed income. You will prepare portfolio reports and collaborate with teams to propose investment solutions.

The role emphasizes strong analytical skills, CFA pursuit, and readiness to work beyond standard hours with potential travel. This entry-level position supports client success through informed investment research.

Qualifications

Pursuing a bachelor's degree in finance, economics, or a related field.
Minimum cumulative GPA of 3.0.
On track to complete the requisite degree.
Goal of successfully obtaining the CFA designation.
Legally authorized to work in the United States without sponsorship, except bilingual candidates in Japanese and English or Chinese and English.
Resume submission through the applicant tracking system.
May require work hours exceeding the standard 40-hour work week.
May require local, national, and occasional international travel.

Responsibilities

Conduct research on mutual funds, exchange-traded funds, separately managed accounts, alternative investments, stocks, and bonds
Collaborate with team members to research and recommend investment solutions for clients
Prepare reports illustrating structural and statistical characteristics of investment portfolios, vehicles, and strategies
Engage regularly with leading money management firms as part of ongoing research activities
Develop research materials and present to the research committee on various asset classes and investment vehicles
Work with staff at all levels of the firm as an incoming full-time analyst
Support client success through investment research and recommendations

Skills

Analytical skills

Problem-solving

Written communication

Verbal communication

Detail-oriented

Leadership

Passion for learning

Capital markets interest

Education

Bachelor's degree in Finance or Economics

Job description

Conduct research on mutual funds, exchange-traded funds, separately managed accounts, alternative investments, stocks, and bonds
Collaborate with team members to research and recommend investment solutions for clients
Prepare reports illustrating structural and statistical characteristics of investment portfolios, vehicles, and strategies
Engage regularly with leading money management firms as part of ongoing research activities
Develop research materials and present to the research committee on various asset classes and investment vehicles
Work with staff at all levels of the firm as an incoming full-time analyst
Support client success through investment research and recommendations

Requirements

Pursuing a bachelor's degree in finance, economics, or a related field
Minimum cumulative GPA of 3.0
On track to complete the requisite degree
Goal of successfully obtaining the CFA designation
Strong analytical skills
Strong problem-solving skills
Strong written and verbal communication skills
Detail-oriented
Leadership skills
Passion for learning
Deep interest in capital markets, economy, and investing
Legally authorized to work in the United States without sponsorship, except qualified candidates bilingual in Japanese and English or Chinese and English
Resume submission through the applicant tracking system
May require work hours exceeding the standard 40-hour work week
May require local, national, and occasional international travel

Core Competencies

Demonstrates strong analytical and problem-solving skills in investment research, with a deep interest in capital markets and the economy. Capable of preparing detailed reports and collaborating effectively with team members to recommend investment solutions.

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