Investment Research Intern - Hands-On, Analyst-Level Experience

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

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.