Intern, Thematic Equities Research

B.F. Saul Company • Bethesda, MD

4d

About The Position

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.

Requirements

• 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
• 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

Responsibilities

• 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

Benefits

• healthcare benefits
• a 401(k) plan
• short-term and long-term disability coverage
• basic life insurance
• bonus plans

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: No Education Listed