Spring 2026 Investment Research Intern

About the role

Crewe Advisors is looking for a motivated Investment Research Intern for the Spring 2026 semester. The intern will work directly with the Investment Team on long‑term projects and daily tasks, gaining hands‑on experience in a fast‑paced wealth advisory environment.

Key responsibilities

• Support the Investment Team with due diligence and research, evaluating funds and portfolio managers.
• Monitor and report market, economic, fund, and manager updates for ongoing investment oversight.
• Assist Advisory Teams on client projects, including research, data management, and custom report preparation.
• Develop and deliver a 7‑week capstone project addressing a firm‑identified need.

Required profile

• Junior or senior pursuing a bachelor’s degree in a related field.
• Strong interest in investments, capital markets, and financial services.
• Self‑motivated, detail‑oriented, and able to work autonomously within a collaborative team.
• Effective communication and time‑management skills, with adherence to compliance and risk protocols.

Required skills

• Proficiency with Outlook and Teams.
• Excel and financial modeling capabilities.