This candidate will be introduced to the firms investment research and investment management process. Responsibilities will include compiling weekly reports on domestic and global economic indicators in addition to screening and vetting information on existing portfolio holdings as well as new potential investment opportunities.
Intern will also create and update client and partner profiles in the company’s portfolio management software, prepare information packets for client reviews and generate performance reports for strategic partners. This position includes all of the aforementioned, but is not limited to those duties.
The internship require 15 – 20 hours of office commitment per week. You should be professional in your appearance. Business casual attire is a minimum requirement.
High value is placed on the candidate’s clear interest in investment management and the capital markets. Some investment experience is a plus.