About the Role

Our investment process is systematic and data-driven. You will work alongside a registered investment adviser, building and testing analytical model concepts as part of a hands-on learning experience.

A 12-week educational fellowship for students who want to bridge the gap between financial theory and data science. You will gain exposure to the tools (Python, React, SQL) used by a modern Quantitative RIA.

Unlike firms that outsource investment management to third-party model providers, Foxholm Financial builds its strategies in-house. This gives you direct access to the "engine room" of an advisory firm, seeing exactly how buy/sell decisions are made, risk is monitored, and model portfolios are constructed.

Foxholm Financial sponsors your choice of professional certification: the Python Institute PCAP or the AWS Certified Cloud Practitioner. We cover the full exam cost and offer guided study with 1:1 content review sessions. You decide which credential best fits your career path.

What You'll Do

• Research academic papers on factor-based screening (value, quality, momentum)
• Build a quantitative stock screener in Python using real market data
• Collaborate on backtesting strategies against historical data and iterating on parameters
• Construct a model portfolio with taxable vs. tax-advantaged account considerations
• Build a custom React dashboard to display portfolio outcomes and performance
• Study for and earn a Python (PCAP) or AWS Cloud Practitioner certification

What You'll Get

• Credential Scholarship: Foxholm Financial pays for your Python Institute PCAP or the AWS Certified Cloud Practitioner certification exam
• Executive Mentorship: Weekly 1-on-1 with the firm President
• Reference Letter: Detailed, personalized letter listing specific technical skills
• Portfolio: A GitHub repository of code to show future employers
• CFP® Board Experience: Earn 180 hours toward your CFP® Standard Pathway experience requirement. We structure your projects (Data Analysis, Compliance Review) to meet the CFP Board's definition of "Indirect Support," giving you a head start on certification before you graduate.
• Access Person Status: Designation under SEC rules granting insider visibility into trading activity and compliance operations.

Requirements

• Current enrollment in a 4-year Georgia university
• 60+ credit hours by start date (Junior or Senior standing)
• Ability to work independently in a remote environment
• Academic credit arrangement with your university
• Technical Setup: Mac, Linux, or PC (we use an open-source, OS-agnostic stack)

Ideal Majors: Finance, CIS, Data Science, MIS, Computer Science, Financial Technology

Timeline

• Feb 15: Applications open
• April 15: Application deadline
• May 1: Selection announced
• May 18 – Aug 7: Fellowship term (12 weeks)

Application Materials

Email your application to contact@foxholm.com with subject "Summer 2026 Quantitative Investment Fellowship Application". Include:

• Resume (1 page) : highlight projects and relevant coursework
• Unofficial Transcript (PDF) : to verify credit hours, major, and course load
• Credit Eligibility : confirm you can receive academic credit for the fellowship at a Georgia university

More interested in compliance and regulation? Check out the Private Wealth Governance Fellow position. Or return to all fellowship opportunities.

This is an unpaid fellowship for academic credit, structured in compliance with FLSA guidelines. Foxholm Financial is a state-registered Investment Adviser (RIA).