What are the responsibilities and job description for the 2027 Equity Research Summer Internship position at Waggoner Financial?
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
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
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.
Hourly Wage Estimation for 2027 Equity Research Summer Internship in Lansing, MI
$31.00 to $39.00
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