2027 Investment Research Group Summer Internship
Core
10-week summer internship for finance/business students to conduct due diligence on investment managers and support asset allocation decisions.
Role type
Summer Intern, Investment Research
Builds
Manager selection, monitoring, and asset allocation for client portfolios
Domain
Asset Management / Private Banking
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery
Required skills
Financial analysis, Due diligence, Manager monitoring, Excel (advanced), PowerPoint (advanced), Quantitative analysis, Market understanding (equities/fixed income), Written communication, Verbal communication, Strategic thinking, Problem identification
Preferred skills
Leadership, Creative thinking, Prioritization, Teamwork
Technologies
Excel, PowerPoint
Responsibilities
Conduct due diligence on prospective managers, Monitor existing managers, Perform financial analysis, Participate in meetings with global managers, Create quarterly/annual materials, Develop market commentary
Seniority
Student Intern