Equity Research Summer 2027 Internship
Boost your chances before you apply.
Waggoner Financial
Lansing, MI, US
Summary
The intern will assist the investment team with fundamental analysis, financial modeling, and market research. They will also help prepare investment committee materials and monitor portfolio performance.
Job Description
- Assist with company and sector research, including fundamental analysis and earnings review.
- Support the investment team in building and maintaining financial models.
- Track market developments, economic data, and portfolio holdings.
- Help prepare research summaries and investment committee materials.
- Conduct due diligence on securities and funds under consideration for client portfolios.
- Assist with performance monitoring and benchmarking of existing holdings.
- Currently pursuing a bachelor's degree in Finance, Economics, Accounting, or a related field; rising junior or senior preferred.
- Strong interest in equity markets, investment analysis, and portfolio management.
- Proficiency in Microsoft Excel; familiarity with financial data platforms (Bloomberg, FactSet, Morningstar, or similar) a plus.
- Strong analytical and quantitative skills.
- Preferred (Not Required)
- Coursework in equity valuation, corporate finance, or portfolio theory.
- Progress toward or interest in the CFA® program.
- Prior experience with financial modeling or investment research.
- Direct mentorship from CFA® professionals, with exposure to live portfolio decisions.
- Hands-on experience with real research and analysis used in client portfolios.
- Exposure to financial data platforms and modeling tools used in professional investment research.
- Competitive hourly pay.
- Flexible scheduling around class commitments.
- Small-firm environment with direct access to senior investment professionals.
- Potential path to future opportunities with the firm.
We’re a financial planning firm focused on education, strategy, and results. Our team delivers sophisticated, goal-based planning for individuals and business owners—covering everything from investments and taxes to retirement and estate planning.
We bring rhythm, accountability, and clarity to your financial life, backed by deep expertise and a commitment to your goals. With us, it’s not just planning—it’s progress.
Member SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.waggoner-group.com.
Company size
11-50 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Lansing, Michigan
We’re a financial planning firm focused on education, strategy, and results. Our team delivers sophisticated, goal-based planning for individuals and business owners—covering everything from investments and taxes to retirement and estate planning.
We bring rhythm, accountability, and clarity to your financial life, backed by deep expertise and a commitment to your goals. With us, it’s not just planning—it’s progress.
Member SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.waggoner-group.com.
Company size
11-50 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Lansing, Michigan
