2023 Summer Internship - Analyst
As part of a small, focused and collegial team, this position would provide qualitative and quantitative research of businesses across various sectors to portfolio managers among three different strategies: Small-Cap Growth, SMID-Cap Growth, and International Growth.
Responsibilities:
- Conduct fundamental research on equity securities.
- Develops deep understanding of economic, industry and competitive dynamics that govern assigned sectors, related companies and their business models.
- Performs in-depth research on new securities and assists in on-going research on securities already in the portfolios.
- Develop financial models for revenue and income forecasts, cash flow analysis, balance sheet, and quarterly projections.
- Provides research on specific sustainability issues effecting portfolio companies, and assesses the firm’s progress at achieving ESG objectives.
- Maintains computer databases covering industry and related companies.
- Performs other duties and responsibilities as assigned
Qualifications:
- Graduating in 2024.
- Have a desire to invest in public equities
- Some investing experience is preferred, but not necessary
- Accounting courses not necessary, but a plus