Investment Management Intern

We are seeking interns to join our growing organization for a 10-week summer internship program. Our program offers meaningful teamwork and partnership working with our hardworking investment team. In this position, you will be encouraged to learn the ins-and-outs of our routines and procedures. You will focus on learning how our organization runs.

Duties And Responsibilities

• Special projects as assigned by areas in Investment Solutions, Portfolio Management, and Credit Research.
• Utilize skillset to discover and develop new solutions that can improve the implementation of certain investment processes.
• Provide reporting/client support for Portfolio Management Team.
• Participate in modeling of potential trades.
• Collect information and assist with preliminary vetting of asset trades.
• Utilize quantitative tools to highlight portfolio needs and opportunities.
• Acquire and summarize pertinent information regarding applicable regulations.
• Prepare and disseminate scheduled daily, weekly, or monthly investment materials to clients in a timely and accurate manner.
• Research detail on M&A transactions.
  
  

Requirements

• Pursuing Bachelor’s degree in Investments, Finance, Economics, or Business Management.
• Must be available June 2, 2025 – August 08, 2025.
• Strong attention to detail and ability to prioritize workload.
• Sophisticated skills in Excel like pivot tables, macros, and VBA programming.
• Basic Bloomberg experience.
• API experience is a plus.
• Excellent organizational and communication skills.
• Analytical and highly punctual.
• Ability to work autonomously but as part of a team.
  
  

Commitment To Diversity, Equity And Inclusion

Our company embraces the principles of diversity, equity and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them.

If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.