Asset/Portfolio Analysis Summer Finance Intern

We are seeking a motivated and detail-oriented Intern to join our Institutional Platform team for 10-12 weeks this summer. This internship offers hands-on experience in asset and portfolio analysis, providing exposure to institutional investment strategies and financial markets. You will work closely with experienced professionals to support data analysis, reporting, and research initiatives that drive informed decision-making.

Key Responsibilities

Assist with asset and portfolio performance analysis, including risk and return metrics.Support the preparation of reports, presentations, and dashboards for internal stakeholders.Conduct market research and gather data to identify trends and opportunities.Collaborate with team members on portfolio optimization projects and investment strategy reviews.Ensure accuracy and integrity of financial data used in analysis.

Qualifications

Currently pursuing a Bachelor's degree in Finance, Business, Accounting, or a related field.Must be a junior at the time of application.Minimum GPA: 3.0.Strong analytical and quantitative skills with attention to detail.Proficiency in Microsoft Excel; familiarity with financial modeling and data visualization tools is a plus.Excellent communication and organizational skills.

What We Offer

Exposure to institutional investment strategies and portfolio management.Mentorship from experienced professionals in the financial industry.Opportunity to develop technical and analytical skills in a collaborative environment.