SEIA combines its foundations in investment management and financial planning with advanced advisory services to create a truly customized client experience. Our holistic wealth management process includes the oversight and stewardship of all elements of our clients’ financial lives.

We are seeking a driven and self-motivated individual to serve as an integral part of the Department of Investment Management and Economic Strategy.

Responsibilities

Research Analyst Interns will work with our portfolio associates and analysts on a day-to-day basis. Responsibilities include, but are not limited to:

• Assist with new client proposals and investment analysis
• Compare and analyze information from industry publications and proprietary sources such as Morningstar Direct and Bloomberg Terminal
• Write reports and communicate research findings to analysts, associates, and/or traders
• Update and maintain financial and valuation models using Microsoft Excel and Access

Qualifications

• Pursuing an undergraduate bachelor’s degree with an anticipated graduation date of June 2020-June 2021
• Business Related, Finance, or Economics degree preferred, but all majors welcomed
• Excellent written and verbal communication skills
• Strong computer skills and eagerness to learn advanced Microsoft Excel
• Must be detail-oriented with the ability to maintain a high degree of accuracy in work product
• Interest in investing and the investment process

We Offer

• Gain experience in the investment management field
• Be an integral part of our continued growth and expansion
• A supportive, inclusive team that values your contribution

Contact Us