Investment Analyst

Overview

This 501(c)(3) nonprofit focuses on expanding access to financial education for high school students. The organization provides hands-on experience in equity research, investing, and portfolio management through structured training, mentorship, and management of a $100K real investment portfolio.

Investment Analysts receive structured training through a financial education and investment curriculum, including individualized 1-on-1 guidance to build skills in equity research and portfolio management. Analysts apply what they learn by researching public companies, developing investment theses, presenting stock recommendations, and monitoring portfolio holdings.

Responsibilities

• Participate in structured training focused on equity research, investing, and portfolio management
• Conduct research on public companies
• Develop investment theses
• Present stock recommendations
• Monitor portfolio holdings
• Collaborate reliably with teammates and meet deadlines

Requirements

• Strong interest in investing, finance, and financial markets
• Willingness to learn and complete the organization’s training curriculum
• Ability to research companies and communicate investment ideas clearly
• Reliable, collaborative, and able to meet deadlines
• Prior investing or finance experience is helpful, but not required
• High school student

Compensation & Benefits

• Management of a $100K real investment portfolio is part of the program experience (compensation/benefits not specified).

Location

• Location not specified.