What You'll Be Doing

Learning the basics of equity research and equity portfolio management;
Performing quantitative and qualitative analysis on current portfolios and prospective investments, which may include any or all of the following:  
financial modeling, forecasting, and valuation analysis;
Data collection and manipulation for investment factors and characteristics;
Investment strategy research, including identification of competitive advantages and risks;
operational due diligence, for example, meeting with publicly traded companies, other internal investment professionals, risk management teams, and/or attending investor events;
utilization of investment databases such as Factset and/or Bloomberg;
participating in and summarizing investment meetings;
writing of investment reports;
assisting with research;
communicating insights with the equity research team.
Who You Are

This Co-Op is for currently enrolled Northeastern University undergraduate and graduate students who are independent and self-motivated, with a strong and demonstrated interest in the investment markets and U.S. equities in particular.
Major: Finance, Economics, Management or related majors
 minimum GPA requirement of 3.0.
Intellectual curiosity and independence of thought;
A passion for financial markets and up to date knowledge of the current investing environment;
Superior quantitative and analytical abilities;
Strong communication skills, with the ability to express facts and ideas clearly both verbally and in writing;
Strong ability to generate and manipulate data, as these abilities are integral components of the portfolio management process;
Good judgment and professionalism in both work products and interactions;
Competency with Microsoft Office’s Excel; strong familiarity with either Bloomberg or Factset is very helpful.
To be eligible for this program, you must be authorized to work in the U.S. on a permanent basis
Pursuing a bachelor’s or graduate degree, with an expected graduation date between December 2026 and June 2028
How You Succeed

You’re digitally savvy. You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends.
You give meaning to data. You enjoy investigating complex problems and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.
You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You have passion and are motivated with high career aspirations. Must be capable of assuming significant levels of responsibility for assignments to be completed within short time frames.
You're driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to create a shared vision.
Values matter to you. You bring your real self to work, and you live our values – trust, teamwork and accountability. Northeastern Co-Op program runs for 5-6 months beginning in June/July 2026 through November/December 2026.  During this time, you will have access to training opportunities, mentorship, and leadership support.