2025 Summer MBA Intern – Equity (Fundamental Equity Research)

Role Summary

• Fundamental analysis of a specific industry or sector to identify investible ideas for various portfolio strategies. Responsible for looking at both primary and secondary transactions
• Involves interviews of company executives and management teams, competitors, suppliers, etc., as well as industry experts and Wall Street analysts
• Collaborate with other teams and Portfolio Managers via internal meetings
• Includes possible travel and industry conference attendance
• Culminates in a final verbal presentation aimed at communicating recommendations to investment professionals within the firm

Qualifications

Required:

• 1st Year MBA scheduled to graduate in May 2026

Preferred:

• Strong background in finance and accounting
• Proficiency in working with MS Excel and PowerPoint
• Good communication skills, both verbal and written
• Strong attention to detail and the ability to prioritize work
• In addition to the qualities outlined above, intellectual curiosity and a disciplined approach to analysis are very important traits.

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.