Intern, Thematic Equities Research jobs in United States
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Chevy Chase Trust · 11 hours ago

Intern, Thematic Equities Research

Chevy Chase Trust is a privately owned investment think tank offering independent financial advice and planning. The intern will engage in qualitative primary research on thematic equity investments, support the Investments team, and prepare communication materials related to research.

Financial Services
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Work & Life Balance

Responsibilities

Engage in qualitative primary research on businesses, industries, macroeconomics and technologies with both a thematic top-down and competitive advantages driven bottoms-up lens
Conduct research and support the Investments team on topics related to themes within our portfolio
Assist in the preparation, data collection, aggregation and analysis of research topic
Prepare internal and external communication materials related to our research
Work with a group of internal and external stakeholders
Support the team with administrative and organizational tasks
Use what you’ve learned to prepare a presentation at the end of the internship to internal stakeholders

Qualification

Thematic equity investment researchData managementAnalytical skillsMicrosoft Office SuiteWritten communicationTask prioritizationProfessional relationshipsVerbal communicationAttention to detailConfidentiality

Required

Demonstrated knowledge and/or interest in thematic equity investment research
Strong data management and analytical skills
Strong attention to detail
Ability to prioritize tasks and successfully manage multiple deadlines
Strong proficiency in Microsoft Office Suite (PowerPoint, Excel, Word, Outlook)
Excellent written and verbal communication skills
Ability to develop and maintain professional relationships
Maintain a high level of confidentiality and discretion
A current sophomore or rising junior of a Business, Engineering, Economics or Science program from an accredited college or university preferred
3.0 GPA or higher

Benefits

Earn your Certification in Financial & Valuation Modeling from Wall Street Prep

Company

Chevy Chase Trust

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Chevy Chase Trust provides individuals, families and select institutions with an alternative to institutionalized money management.

Funding

Current Stage
Growth Stage

Leadership Team

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Joel Friedman
Chief Financial Officer
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Antoaneta Borisova
Internship Mentor in partnership with Urban Alliance
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Company data provided by crunchbase