Investment Research Intern - Hybrid Summer Program

NFP; Chicago (IL); Hybrid; USD 28,000 - 30,000; Part time

Job summary

Wealthspire is offering a 10-week Summer Intern Program supporting the Fiducient Investments Research team. The role is in-person three days a week and remote two days per week, located in Chicago, IL or Windsor, CT.

Interns will assist with research on market trends, prepare investment reports, and maintain databases, gaining hands-on experience in investments and research within a collaborative environment.

Qualifications

• Rising junior or senior preferred.
• Genuine interest in investment research or investment consulting.
• Strong analytical skills with attention to detail, organization skills and time management.
• Ability to work independently and collaboratively with excellent verbal and written communication.
• Knowledge and experience with Microsoft Office (Word, PowerPoint and Excel).
• Lift and carry materials weighing up to 25 pounds, with accommodations available.

Responsibilities

• Support research projects within the Investment Team and contribute insights that may inform client portfolios.
• Assist with qualitative and quantitative due diligence on investment managers across public markets, marketable alternatives, and private markets.
• Prepare and update investment reports, presentations, and related materials.
• Maintain and update investment databases to support accurate and timely information.

Skills

Investment research

Analytical skills

Attention to detail

Time management

Education

Undergraduate student

Tools

Microsoft Office

Job description

Wealthspire is offering a 10-week Summer Intern Program supporting the Fiducient Investments Research team. The role is in-person three days a week and remote two days per week, located in Chicago, IL or Windsor, CT.

Interns will assist with research on market trends, prepare investment reports, and maintain databases, gaining hands-on experience in investments and research within a collaborative environment.