Schedule a talk with one of our advisors to learn more about Summitry and how we can help you get a foothold on your financial life.
Join an acclaimed and collegial, 30+ person firm that helps families thrive through the unique set of financial opportunities and challenges posed by life in the Bay Area. Summitry, a registered investment advisor in San Mateo, currently manages over $1.7B in AUM and combines comprehensive financial planning and institutional-grade investment management to build long-term relationships with its clients. We seek to invest in high quality businesses that are run by capable management teams, businesses that benefit from strong competitive advantages, and that we believe are undervalued.
Job Summary
An Equity Research Intern assists our research analysts and portfolio managers in all aspects of the investment research process. This individual must have strong critical-thinking skills and work well individually as well as part of a team. A qualified candidate is a clear communicator, detail-oriented, has a high degree of follow-through, and handles multiple tasks efficiently. The ideal candidate is a self-motivated, independent thinker with an interest in value investing and an eagerness to provide support to the investment team.
Duties and Responsibilities
- Participate in the team’s core research including analyzing the competitive advantages of businesses, interpreting financial statements, and conducting comprehensive valuation analyses.
- Assist our research team in covering existing portfolio holdings and researching new investment ideas.
- Help build and maintain valuation models for both existing and potential portfolio holdings.
- Support the research team on any research projects or client outreach.
Qualifications
- Knowledge of investment fundamentals.
- Proficient in Excel.
- Excellent written and verbal communication and listening skills.
- Mature team player.
- Strong attention to detail and ability to follow through on projects effectively.
Salary & Benefits
- Compensation will be contingent upon experience level.
- Not eligible for employee benefits.
