Summer 2027 Research Internship – Equity Research

About the role

For more than 25 years, B. Riley Securities has built its reputation as a premier small‑ and mid‑cap research boutique. The summer internship program offers rising college seniors and graduate students an on‑the‑job training experience at a rapid pace, learning from accessible leaders who are recognized experts across many practices and sectors. Interns thrive through active mentorship in a highly collaborative, entrepreneurial environment. As a summer intern within the equity research division, you will gain valuable exposure to real‑world financial analysis and develop a greater understanding of stock markets and individual stock valuation while interacting with internal and external experts in their fields. This 10‑week program provides the foundation for a career in institutional equity research.

Responsibilities

• Work with a specific analyst or sector to provide analytical support for ongoing or new research projects.
• Participate in industry and company research, financial analysis, and report writing.
• Develop and maintain financial models under analyst and associate supervision.
• Conduct market research and competitive analysis.
• Interact with internal and external industry experts and corporate executives.
• Attend earnings calls and investor presentations.
• Contribute to daily research‑sales meetings and department briefings.
• Gain exposure to B. Riley Securities’ products, services, and business practices.
• Develop proficiency in financial databases and research tools.
• Build presentation and communication skills through project work.
• Network with professionals across the B. Riley Securities platform.

Requirements

Education Requirements: Rising college senior or graduate student. Major in finance, accounting, economics, or related field such as healthcare or mining preferred. Strong academic performance with involvement in university investment club.

Skills

• Proficient in Microsoft Excel, Word, and PowerPoint.
• Experience with Bloomberg Terminal and/or FactSet (preferred).
• Financial modeling coursework or experience (valued).

Qualifications

Personal Attributes: Intellectual curiosity about markets and businesses; self‑starter able to work independently of daily oversight; able to contribute and communicate confidently in a team environment; high level of maturity and professionalism; strong quantitative and analytical skills; entrepreneurial mindset aligned with B. Riley Securities’ culture.

Additional Qualifications: Leadership role in university investment clubs or finance organizations; previous finance internship experience a plus; demonstrated interest in equity markets through coursework and/or personal investing.

Benefits

• Path to potential full‑time employment upon graduation (priority consideration for the full‑time research associate program).
• Opportunity to build relationships with senior leadership and potential long‑term mentors.
• Foundation for Series licensing and CFA candidacy.

Schedule

Duration: 10 weeks (June – August 2027). Week 1‑2: Orientation, platform training, and sector assignments. Week 3‑8: Active project work supporting analyst teams. Week 9‑10: Final project presentation and earnings season for covered companies.