Waggoner Financial
Equity Research Summer 2027 Internship
Lansing, Michigan · Internship · Posted Aug 11, 2026
- Education
- Currently pursuing a bachelor's degree in Finance, Economics, Accounting, or a related field.
About the job
Supports the investment team with equity and sector research, financial modeling, portfolio monitoring, and investment materials.
What you'll do
- Conduct company and sector research, fundamental analysis, earnings reviews, and due diligence on securities and funds.
- Build and maintain financial models; track market developments, economic data, and portfolio holdings.
- Prepare research summaries and investment committee materials, and help monitor performance and benchmarks.
What they ask for
- Currently pursuing a bachelor's degree in Finance, Economics, Accounting, or a related field.
- Strong interest in equity markets, investment analysis, and portfolio management.
- Proficiency in Microsoft Excel.
- Strong analytical and quantitative skills.
Nice to have
- 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; familiarity with Bloomberg, FactSet, Morningstar, or similar.
Tools
Microsoft Excel, Bloomberg, FactSet, Morningstar
Model-written summary · the original posting is authoritative