Women in Investment Management Undergraduate Summer Internship Program Process Overview

The CFA Society Boston partners with member investment firms to offer the Women in Investment Management Undergraduate Summer Internship Program. The society serves as the centralized platform to bring coveted internships from diversity and inclusion focused world-call investment firms. Eligible undergraduate students should review each firm’s internship outline prior to submitting an application.  All details are available online here.

How to Apply

  1. To apply for an internship first ensure you are eligible. First and foremost, all students must be enrolled as an undergraduate and must be eligible to work in the United State of America. Each individual internship has its own qualifications included on the corresponding listing. Please review the entire list of internships thoroughly.
  2. After reviewing each of the internships identify the two (2) firms you are most interested in applying.
  3. Complete the online application form available here. If you do not have one already, you will be required to create an account in the CFA Society Boston system. Please be prepared with the following required information:
    • GPA
    • Education History
    • Answers to the following essay questions:
      • Describe any previous internship or related experience in financial services
      • How you follow financial markets and/or investments
      • Any experience creating financial models or analyzing financial statements
      • Any other experiences that would make you stand out
      • Work or academic career experience that has been meaningful to you
    • Resume
    • Cover Letter
    • Unofficial Transcript

Next Steps

Once the application period has ended on September 29, 2023 the society will review your application to ensure that all qualifications are met. If your application qualifies it will be collated with the other qualifying applications, then subdivided based on the number of applications per internship and disseminated to the member firms accordingly. 

Once applications are sent to firms it is up to the firms to review the applications and, if they so desire, contact you for next steps. CFA Society Boston has no role in placing applicants at firm internships provided in partnership with this program.