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Intern, Thematic Equities Research at Bfsaul

Bfsaul · Bethesda, United States Of America · On-site

Microsoft Office

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

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Description

Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.

Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways—with a singular focus.

Duties & Responsibilities: Duties will include, but are not limited to the following:

  • 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

    • Job Requirements (Skills/Abilities):

  • 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 

    • Education:

  • 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

    • Duration / Compensation:

  • Minimum of 8 weeks, full time (40 hours per week)
  • Desired Start Date: June 22, 2026
  • Earn your Certification in Financial & Valuation Modeling from Wall Street Prep 
  • $30/hour

    • Additional Information

    Chevy Chase Trust is proud to be an equal opportunity workplace. We foster an environment that recognizes employees’ unique skillsets and ensure that all employees have an equal opportunity to grow and advance.

    If you are a candidate in need of assistance or an accommodation in the application process, please contact [email protected] or 301-986-6000.
     
    Equal Opportunity Employer/Veterans/Disabled
    Apply Now

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