Asset/Portfolio Analysis Summer Finance Intern

Launch Your Career in Investment Management!

Are you a motivated college student with a passion for finance, investments, and financial markets? Our Institutional Platform Summer Internship offers an exciting opportunity to gain hands-on experience in asset and portfolio analysis while learning how investment strategies are developed and evaluated.

During this 10-to-12-week internship, you'll collaborate with experienced investment professionals, analyze portfolio performance, explore market trends, and contribute to meaningful projects that support strategic investment decisions. Along the way, you'll sharpen your analytical and technical skills, gain valuable industry insights, and build a strong foundation for a future career in investment management.

This is more than just a summer internship — it's an opportunity to turn classroom knowledge into real-world experience and take the next step toward a rewarding career in finance.

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.