# Equity Research Summer 2027 Internship

> Waggoner Financial · Lansing, United States · Temporary · Posted 2026-08-11

**Salary:** USD 50,000–80,000

**Workplace:** on_site

**Department:** Investments

## 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.

## Requirements

-   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.

## Benefits

-   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.

## Apply

[Apply at Waggoner Financial](https://apply.workable.com/waggoner-financial/j/4B05CCA828/apply)

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