Portsmouth, NH based private investment and wealth advisory firm, named among 2020 Financial Times 300 Top Registered Investment Advisors for the fourth consecutive year, is offering a paid internship opportunity to a qualified student that coincides with the 2023 academic “summer break”.  The internship is a temporary full-time, non-exempt hourly position, to be conducted on-site in the Firm’s Portsmouth, NH office with a defined time commitment (a target start and end date to be mutually agreed upon by the Firm and selected student prior to the commencement of the internship). 


The candidate willwork on investment research projects relating to a specific industry and/or company, as assigned.  During this time, they will work closely with designated project mentors, who are senior members of the Firm and its Investment Policy Committee (IPC), to establish framework and set expectations for each project.  The candidate is expected to meet periodically with the project mentor in order to provide status updates, address questions, and to determine if content is presentable/actionable by the broader IPC.  Ultimately the candidate will develop an investment thesis with recommendations for presentation to the IPC.  The candidate may also be assigned other miscellaneous investment related tasks and ad-hoc projects, as determined on an as-needed basis.


  • Undergraduate, sophomore level or higher
  • Academic focus on investments, finance, or economics with a minimum 3.0 GPA
  • Participation in a student-managed investment group a plus
  • Must be able to demonstrate an interest in, and aptitude for, investment research, portfolio management, financial markets
  • Possess the academic knowledge and experience needed to perform general research and analysis of economic sectors and industries
  • Ability to work independently, mange time, establish priorities, and meet deadlines
  • Strong oral and written skills
  • Proficient with Microsoft Office suite
  • Personal or public transportation needed; this is an onsite internship working in the Portsmouth office
  • Ability to commit to a 40 hour work week, spanning a 10 – 12 week period
  • The chosen candidate will be required to undergo a background check, at the expense of the Firm
  • The chosen candidate will be required to provide evidence of authorization to work in the United States


Interested candidates are to submit resumes and a brief cover letter of interest to, with “Investment Internship – Summer 2023” in the subject line.

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