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plante moran

Campus Hires

Investment Research Analyst - Entry Level

  • Location: United States, Michigan, Southfield

  • Location: United States, Michigan, Kalamazoo

Date published:

30-Aug-2018

Make your mark. Having roots in one of the nation’s largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudly serves as a trusted advisor to individuals, families, nonprofits, and retirement plan sponsors, providing comprehensive financial solutions in the areas of investment advisory, trust, tax, and insurance. With $12.8 billion in assets under management as of March 2017, and a total $17 billion in assets advised on, we have over 250 professionals dedicated to delivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.

 

Your role.

As an analyst, you’ll work with staff at all levels of the firm to dive in with hands-on experience and a broad range of opportunity to help drive our client’s success. Your work will include, but not be limited to:   

  • Conducting research on various investment related topics, including, but not limited to: mutual funds, separately managed accounts, alternative investments, stocks, and bonds.
  • Collaborating with other team members to provide sound investment solutions for clients.

  • Preparing reports including charts and graphs, to illustrate structural and statistical characteristics of investment    portfolios and/or managers.

  • Engaging regularly with leading money management firms via in-person meetings and conference calls as part of ongoing research activities.

  • Developing and presenting to a variety of committees on topics related to various asset classes, investment vehicles, and economic and capital market conditions.


The qualifications.

  • Detail-oriented leader with strong analytical, problem-solving, and communication (written and verbal) skills.
  • Passion for learning and deep interest in the capital markets, economy, and investing.
  • Bachelor’s degree in finance, economics, or related field.
  • Academic success (a minimum major GPA of 3.25).
  • On track to complete the requisite degree and supporting credits to sit for the CFA exam, with the goal of successfully obtaining your CFA designation.
  • Proficiency in Microsoft Office applications, including Excel. 
  • Experience with Morningstar or Bloomberg is a plus.

     

Our difference.

We are a nationally recognized public accounting, consulting, and wealth management firm, consistently ranked as one of FORTUNE magazine’s “100 Best Companies to Work For” and "100 Best Companies for Millennials". In 2018, Vault.com ranked us at #6 on their annual “Best Accounting Firms to Work for” list which included the #1 spot in 11 “quality of life” categories.  In 2016, Forbes recognized us on their “Top 50 Wealth Managers” list and in 2017, the Financial Times recognized us as a member of the elite “FT 300” a list of the top US registered investment advisors. At Plante Moran, we live by the Golden Rule, fostering a relatively “jerk-free” culture with the lowest staff turnover rate in the industry. Our supportive network of well-rounded professionals is excited to catapult your growth and help pave your pathway to professional excellence.


Apply now. Make your mark.

 

This is an exempt position that may require some local, national, and occasional international travel.

 

Plante Moran is an Equal Opportunity Employer, committed to a diverse workplace.

 

Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of candidates that are bilingual in Japanese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.   

 

The specific statements above are not intended to be all-inclusive.