Research Intern

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.

Fiducient Advisors seeks a Research Intern to join our team for Summer 2025. This internship offers a unique opportunity to gain hands-on experience in investment research and investment consulting. This individual will be responsible for engaging across investment research teams (public markets, private markets, marketable alternatives and capital markets) to support a wide variety of projects. Each intern will have direct exposure and responsibilities that further the research effort and client experience across our Firm. The ideal candidate will be naturally curious, thoughtfully driven and looking for an opportunity to expand their skillset and understanding within financial services. The internship will provide exposure to real world investment research and financial analysis, as well as mentorship from seasoned analysts across asset classes and networking opportunities with professionals in the investment research and investment consulting industry.

Responsibilities (or Project Work):

• Assist and be a value-added voice in ongoing research projects across research teams that have a meaningful impact on client portfolios. This may include market trends, industries, and specific investment opportunities.
• Perform and assist in both qualitative and quantitative due diligence with well-known investment managers across public markets, marketable alternatives, and private markets
• Assist in the preparation of investment reports and presentations
• Provide support in maintaining and updating investment databases

Qualifications:

• Rising junior or senior preferred
• Genuine interest in investment research or investment consulting and desire to learn more about the financial services industry
• Strong analytical skills with a keen attention to detail, organization skills and time management skills
• Ability to work independently and collaboratively in a collegial environment with excellent verbal and written communication skills
• Knowledge and experience with Microsoft Office products such as Word, PowerPoint and Excel

Travel Requirements:

Less than 10% travel for trainings and/or business events (should be very limited for an intern)

Work Environment:

• This role works in a professional office environment located in either Chicago, IL or Windsor, CT. The Research Intern is expected to work in the office at least 3 days a week
• This role routinely uses standard office equipment such as computers, phones and photocopiers

Physical Job Expectations:

The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job.

• Sitting, particularly for sustained periods of time
• Regularly required to listen and speak
• Frequently required to stand, walk, use hands and fingers, handle or feel and reach with hands and arms
• Ability to lift up to 25 pounds
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

What We Offer (Summary Highlights)

A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, belonging and inclusion. We strive to be active participants of change in and outside our industry.

The hourly rate for this position is $20.00 – $25.00 per hour.

The hourly rate offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual hourly rate offered will be determined on a case-by-case basis.

Fiducient Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.