Cambridge Investment Research
Company Information
Name: Cambridge Investment Research
About: CIR is an independent strategy consultancy based in Cambridge, England since 2001. Rather than having 140,000 staff, we have very few staff. But we can call upon large numbers of trusted, partner experts to form a team to solve your problem. We are far more flexible and aim to provide far better value than the big brands. We offer you strategic solutions, such as for market entry, financial (e.g. M&A) consulting, market and investment research, technology and engineering help in the related sectors of energy and environment, printing and packaging, electronics and software. Among the tools we use are our ROI and payback financial models; and energy-use and energy-cost and energy-management-cost, and emissions models, along with stakeholder analysis through an innovative feed or web text-scanning analytic tool. We tailor these models for clients' use during and after consultation.
Internship Description
Established in 1981, Cambridge Investment Research is an independent investment advisory firm with more than 1,000 professionals nationwide managing over $20 Billion in assets. Thousands of affluent individuals, businesses, and non-profits have entrusted us with their assets.
Unlike many firms, Cambridge has no proprietary products to sell. Our unbiased advice helps clients select the best products and services for their unique environments.
The Wealth Management Intern will work closely with a Senior Wealth Manager to conduct research, develop PowerPoint presentations and write educational white papers. Intern will become familiar with leading investment strategies and services required for high net worth clients. Responsibilities include general office work, document preparation and retention, following company and industry compliance rules.
Requirements:
Proficient computer skills (Microsoft Word, PowerPoint, Excel) are essential. Strong verbal and written communication skills are required. In addition, familiarity or interest in economics and finance, investment portfolio design, and the financial services industry would be a plus. For security purposes, candidate consents to a background check and fingerprinting prior to commencing internship.