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Cleveland Research

Independent research firm delivering market insights

Hedge Fund Sales Consultant Intern - Summer 2027

Summer 2027
No salary listed
Internship
Cleveland, OH, USA
In PersonFull-time, on-site presence is required at the downtown Cleveland office.
Sales & Account Management

About the job

Requirements
  • This internship is only open to juniors graduating in 2028 or seniors graduating in 2027.
  • Applicants must be currently enrolled in a graduate or undergraduate program; all majors are considered.
  • Applicants must have a strong work ethic and an interest in learning the equity research industry.
  • Applicants must have well-developed analytical skills.
  • Applicants must be able to master complex tasks and multitask with minimal supervision.
  • Applicants must have excellent communication and writing skills.
  • This position requires a full-time, on-site presence at the downtown Cleveland office.
Responsibilities
  • Work with one of the multi-strategy hedge fund sales teams to learn coverage spaces and sales processes.
  • Arrive at the office by 6:15 a.m. daily to prepare for the morning meeting.
  • Develop and maintain relationships with internal and external industry sources.
  • Research and identify key trends within the company’s coverage spaces.
  • Attend client meetings and industry events to develop an in-depth understanding of the sector.
  • Learn the process of identifying prospective clients and managing negotiations.
  • Work with the sales team to identify and pitch stock ideas to hedge fund clients.
  • Complete an independent research project with a company customer.
  • Participate in weekly group financial discussions with the company president.
  • Attend a sales marketing trip in New York City.
  • Participate in a mock portfolio competition.
  • Complete comprehensive training, including weekly mentor interactions, classroom-style sessions, and job-shadow experiences.
Desired Qualifications
  • Business acumen is preferred.

About the company

Cleveland Research is an independent research firm that delivers equity and market research plus advisory services to help clients stay ahead of industry trends and make informed investment and business decisions. It operates through regular, in-depth research cycles across technology, consumer, healthcare, agricultural, and industrial markets, producing reports, events, webinars, and advisory guidance. Unlike many competitors, CRC emphasizes unbiased analysis and exceptional customer service, built on ongoing data gathering to identify trends and inflection points faster and more accurately. The company aims to help investment professionals and business partners spot opportunities, stay ahead of the competition, and become smarter and more profitable through clear, actionable insights.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Cleveland, Ohio

Founded

2006

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Simplify Jobs

Simplify's Take

What believers are saying

  • CRC updated its job board July 20, 2026, still hiring analysts and sales staff.
  • Brian Wilcox joined in February 2026, expanding semiconductor and cybersecurity coverage.
  • CRC added AI, social commerce, and retail media to its August 2026 summit programming.

What critics are saying

  • CRC’s on-site Cleveland model and intern pay of $14.50-$19.50 limit recruiting flexibility.
  • The firm depends on discretionary research budgets; client pullbacks quickly pressure coverage expansion.
  • If clients question CRC’s call accuracy, institutional subscriptions and event monetization weaken fast.

What makes Cleveland Research unique

  • CRC sells channel-driven, independent research with access to about 200 mutual funds and hedge funds.
  • Founded in 2006, CRC built a 100-plus person research, sales, operations, and marketing team.
  • CRC runs dense industry events like the 2026 eCommerce Summit and Walmart Forum.

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Benefits

  • Health Insurance
  • 401(k) Company Match
  • Dental Insurance
  • Vision Insurance