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Research Analyst Internship

Title: Research Analyst

Company Profile: Capital Strategies Investment Group LLC (CAP STRAT) is a boutique investment advisory firm. We provide fiduciary investment advisory, private wealth, and asset management services to institutional and individual investors. We are 100% employee-owned and are a Registered Investment Advisor with the SEC.

Position Description: The Research Analyst will support CAP STRAT’s investment research and asset management capabilities by performing in-depth quantitative and fundamental analysis on global financial markets, investment securities, and investment managers (e.g. mutual funds, ETFs, hedge funds). Responsibilities include, but are not limited to:
·        Evaluating near- and long-term fundamentals of specific asset classes,
·        Analyzing an investment security’s ability to generate desired investment returns,
·        Evaluating investment manager style, strategy, and execution over time,
·        Recommending investments to be included in client portfolios,
·        Preparing and delivering presentations for current and prospective clients, and
·        Assisting in forming CAP STRAT’s economic and financial market outlook.

·        BS or BA in business, with coursework in Investments, Economics, and Statistics,
·        Demonstrated interest in and passion for investment research,
·        Proven ability to make positive contributions to a team or workplace culture,
·        Demonstrated effective oral and written communication skills,
·        Strong analytical thinking skills, both quantitative and qualitative,
·        Excellent attention to detail,
·        Ability to work independently and in a team setting,
·        Strong time management and organizational skills to meet multiple deadlines in a fast-paced work environment, and
·        Significant experience in using MS Office, specifically Excel, Word, and PowerPoint.

Next Steps
·        To be considered for this position, please submit a resume and cover letter via Handshake and address any additional questions to Stephanie Guldan (