WSDA 2024 application form

Wall Street Diversity Accelerator: Paid Internships for Summer 2025

Please complete the application form by September 30, 2024. ***Due to an overwhelming interest, applications received between October 1 - 15 will be placed on a waitlist.
We invite undergraduate students from underrepresented communities to apply for an introduction to career possibilities in financial services.

We are a group of equity fund managers and financial advisors passionate about sharing what we know about our professions with undergraduates interested in exploring a career in the financial services industry.

Some firms that have participated in the program include Artisan Partners, Bumbershoot Holdings, LP, Channing Capital Management, C.L. King & Associates, Common Interests, Cross Ocean Partners, Douglass Winthrop, EJF Capital, Essex Investment Management, Gagnon Securities, GenTrust, Granahan Investment Management, Jennison Associates, Journeys Metabolic, Igneo Infrastructure Partners, Kudu Investment Management, LMK Capital, Needham Funds, Palisade Capital Management, Polaris Capital Management, Redwood Investment Management, Terra Alpha Investments, Trillium Asset Management, Trivalent Investments, Tweedy, Browne Company, Zevin Asset Management, and a few other financial firms.

For Summer 2025, we have positions for approximately 25 students at about 20 firms. Some of the positions will be virtual, and some will be in-person.

You will work with a fund manager as an equity research analyst, researching a portfolio company investment (including virtual meetings with the portfolio company's management), or as a non-registered assistant in a wealth management/ financial advisor practice. You will work 30-40 hours per week and earn a $750 weekly stipend.

You will also participate in the WSDA virtual curriculum that includes 1) an equity research "Boot Camp" during the first week, 2) a "Lunch & Learn" speaker series, 3) weekly peer group meetups and 4) eMoney University training and certification course. The WSDA virtual curriculum will run from May 27 - June 27, 2025.

The WSDA steering team will receive resumes and perform initial interviews. Final interviews and internship offers will come directly from the investment management or financial planning firm.

Previous internship experience is not necessary. We seek students who are passionate about learning and investing. Students may demonstrate enthusiasm through coursework in any field. Investing passion may be shown through coursework or independent study about investing in equities, accounting, statistics, and financial planning. Writing skills and familiarity with income statements, balance sheets, cash flow, and the stock market are helpful to get the most out of this opportunity. Preference will be given to students with a 3.0 GPA or higher (please note that 3.0 is not a minimum requirement).

For students that we cannot offer internships, we are working with OMNI Wall St Advantage (https://www.wallstadvantage.com/) to provide mentorship, curriculum, and other internship opportunities.

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Full Name*

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Current Address*

Street Address

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School Email Address*
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Personal Email Address*
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Phone Number*
LinkedIn URL
How did you hear of the WSDA internship program?*
College/University you currently attend:*
Major (and Minor/Concentration, if applicable)*
Current Academic Year*
What date will your Spring Semester 2025 end?*
The WSDA internship is five weeks in duration, May 27 – June 27, 2025, with the expectation of a 30-40 hour work week. Will you be able to meet this expectation?*

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The WSDA virtual curriculum includes these crucial learning modules: 1) WSDA Equity Research Boot Camp (1-hour meeting/day during the first week, plus about 1 hour of homework each evening during this first week); 2) bi-weekly Lunch and Learn series (total of 2.5 hours/week); 3) weekly peer group meetings (1 hour/week). These virtual curriculum requirements take place via Zoom during normal work hours. Interns also have the option to complete the eMoney University online training and certification on their own time.*

By checking this box, I represent that, if chosen for a WSDA internship, I will make my best effort to fully participate in the WSDA Virtual Curriculum.
Are you a United States citizen? (At this time, we are only able to offer internships to students who are U.S. citizens.)*

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Upload Your Resume (PDF or Word format preferred)*

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Cover Letter: Please attach a brief cover letter (Word or PDF format) to introduce yourself and explain why you are a good candidate for this internship. Please tell us your story! We want to hear from your about your background, your achievements and the challenges you've faced in your life. *

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One goal of this internship is to help you hone your ability to ask relevant, thoughtful questions. Asking great questions is an essential skill for any job interview. Please select one of the WSDA partners listed above. Research the firm's website and other information online to develop three questions that you would use in an interview with that firm.
Click "Save" - you'll receive an email with a link to complete your application at a later time.

Click "Submit" - you'll receive an email to confirm our receipt of your application.

Any questions, please contact Kathleen Mumma (kmumma@needhamco.com) or Erica Monko (emonko@granahan.com)
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Wall Street Diversity Accelerator: Paid Internships for Summer 2025