Intern - Investment Solutions (Summer 2027)
Core
Summer intern assisting the Investment Solutions Team in Principal Asset Management with liability-driven investment (LDI), strategic asset allocation, and AI-enabled analytical tools.
Role type
Summer intern, investment solutions analyst
Builds
Client-facing reports, investment dashboards, decision-support tools, and AI agents for investment analysis
Domain
Asset management, fixed income, derivatives, pension risk management
Deliverable
dashboards & analysis
Required skills
Financial mathematics, accounting, finance, or economics coursework; intermediate finance coursework; investment concepts exposure; AI platform usage (Copilot, ChatGPT, etc.); Python or data analytics; dashboard development; process optimization
Preferred skills
CFA charter pursuit; 3.5+ GPA; previous asset management intern experience; AI agent building; API integration; workflow automation
Technologies
Microsoft Copilot, Copilot Studio, ChatGPT, Claude, Gemini, Python, APIs
Responsibilities
Learn LDI concepts and contribute to investment solution design; design client-facing reports and presentations; generate data using advanced investment tools; optimize structuring and reporting processes; develop and apply AI agents for analysis and workflows; evaluate AI-generated outputs for accuracy; assist in portfolio construction and risk management projects; integrate data from multiple investment systems
Seniority
Intern, summer 2027