• Location: United States, Michigan, Kalamazoo
• Location: United States, Michigan, Southfield
   

Make your mark. Having roots in one of the nation’s largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudly serves as a trusted advisor to individuals, families, and nonprofits, providing comprehensive financial solutions in the areas of investment advisory, trust, tax, and insurance. With $1 6 . 7 B in assets under management as of December 31, 202 2 , we have over 250 professionals dedicated to delivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.

What does diversity, equity, and inclusion mean to Plante Moran? It means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities.

Your role .

No busy work here . As an intern, you’ll be treated just like an incoming full-time analyst . Working with staff at all levels of the firm, you’ll dive in with hands-on experience and a broad range of opportunity to help drive our client’s success. Your work will include, but not be limited to:

• Conducting research on various investment related topics, including individual mutual funds, separately managed accounts, alternative investments, stocks, and bonds.
• Collaborating with other team members to research and recommend investment solutions for clients.
• Preparing reports to illustrate structural and statistical characteristics of investment portfolios , vehicles, and strategies .
• Engaging regularly with leading money management firms as part of ongoing research activities.
• Developing research materials and presenting to our research committee on topics related to various asset classes and investment vehicles.
   

The Qualifications.

• Detail-oriented leader with strong analytical , problem-solving, and communication (written and verbal) skills.
• Passion for learning and deep interest in the capital markets, economy, and investing.
• Pursuing a bachelor’s degree in finance, economics, or a related field.
• Academic success (a minimum c umulative GPA of 3. 0 ).
• On track to complete the requisite degree with the goal of successfully obtaining your CFA designation .
   

What makes us different?

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody‘s perfect) with a world-class culture and an endless array of opportunities.

We’re consistently recognized as one of Fortune magazine’s “100 Best Companies to Work For,” “Best Workplaces for Women,” and “Best workplaces for Parents” — distinctions awarded to us based on confidential feedback from our staff. We also ranked #1 on Accounting Today’s 2021 list of CPA firms ranked by assets under management.

And we live out our “We care” culture everyday—we care about our staff, clients, and communities—with one of the lowest staff turnovers in our industry. So, what are you waiting for? Apply now.

This is a non-exempt posit ion and may require work hours that exceed the standard 40-hour work week. This position may require some local, national, and occasional international travel.

Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.  Plante Moran is an Equal Opportunity Employer.

Plante Moran maintains a drug-free workplace .

Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship,  with the exception of  qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.

The specific statements above are not intended to be all-inclusive.

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