2027 Investment Research Intern

Applications are accepted on an ongoing basis.

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Having roots in one of the nation’s largest and most well-respected audit, tax, and wealth management firms, Plante Moran Wealth Management proudly serves as a trusted advisor to individuals, and families, providing full comprehensive financial solutions in the areas of wealth management, investment research, wealth transfer, trust services, life insurance, and tax. With $21.7B in assets under management as of December 31, 2024, we have over 300 professionals dedicated to delivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.

Your role. No busy work here. As an intern, you’ll be treated just like an incoming full-time analyst. Working with staff at all levels of the firm, you’ll dive in with hands-on experience and a broad range of opportunities to help drive our client’s success. Your work will include, but not be limited to: Conducting research on various investment related topics, including mutual funds, exchange-traded funds, separately managed accounts, alternative investments, stocks, and bonds. Collaborating with other team members to research and recommend investment solutions for clients. Preparing reports to illustrate structural and statistical characteristics of investment portfolios, vehicles, and strategies. Engaging regularly with leading money management firms as part of ongoing research activities. Developing research materials and presenting to our research committee on topics related to various asset classes and investment vehicles.

The qualifications. Detail-oriented leader with strong analytical, problem-solving, and communication (written and verbal) skills. Passion for learni