Conduct quantitative and fundamental equity research with analysts and portfolio managers. Responsibilities include building financial models and databases, maintaining Bloomberg data infrastructure, developing investment-process tools, preparing research memos, analyzing economic and industry trends, and supporting portfolio analytics, reporting, and client service.

Conduct fundamental industry and company research, build financial projections and valuations, evaluate investment opportunities, and collaborate with sector teams to refine investment theses. The analyst will present investment recommendations to the broader team after the summer program. The role emphasizes value investing, analytical rigor, communication, creativity, diligence, and teamwork, with prior finance, accounting, or equity valuation experience preferred.

Six-week undergraduate internship at an institutional asset management firm. The intern will learn accounting, financial modeling, competition, and strategy; conduct industry and investment research; build a basic financial model; prepare and present a stock investment thesis; and participate in meetings with company management, analysts, and industry experts.