Investment Analyst Intern

Introduction to Zenith

Zenith Wealth Partners (Zenith) is a wealth management firm on a mission to combat racial, age based, and gender wealth inequality by delivering comprehensive, high quality, and accessible advice to individuals, business owners and institutions. We believe that wealth management does not have to start only when a client has accumulated significant wealth. Zenith works with its clients to evaluate the best financial decisions while giving them back time and peace of mind.

Position Summary

As a member of the 2025 Summer Intern Class, Zenith is seeking a full-time Investment Analyst to join its team. The role can be virtual or in-person with a dedicated desk in Philadelphia.

Investment Management

• Perform research and due diligence on equities, fixed income, currency, and alternative asset classes like venture capital or private lending
• Compile economic data from published reports and interviews with third parties, leading to a macro-economic monthly recap in written form
• Analyze earnings and other notable announcements for existing Zenith holdings
• Perform due diligence analysis for private equity and private debt deals, including researching industry trends, company background, and financial statements.
• Prepare financial models to support valuation, financial planning, and forecasting efforts.
• Evaluate credit risk and return profiles for potential investments.

Desired Knowledge & Skills

• Rising Sophomore or Junior at an accredited institution
• Exceptional communication skills
• Excellent financial modeling skills with demonstrated proficiency in Excel;
• Demonstrated experience or coursework in finance or economics
• Detail-Oriented - You sweat the small stuff and take pride in your work
• Curious – You are not afraid to ask questions and test assumptions

Compensation & Perks

Zenith embraces a high-performance culture and seeks to reward employees that deliver exemplary results. The position will earn $3,000/month prorated for partial months completed. This role does not accrue paid time off; however, you will be entitled to all NYSE holidays and time off for your birthday.

Zenith provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Zenith complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities

Next Steps

You are ready to jump on board and wondering what to do next. We would love to hear from you. Applicants will be reviewed on a rolling basis and should complete this brief questionnaire.