2027 Investment Fellowship Program
Core
Rotational investment fellowship for full-time students to develop quantitative and analytical skills across trading, research, and risk management.
Role type
Investment Fellowship Program (Rotational)
Builds
Investment strategies, portfolio models, risk assessments, and market intelligence for individuals, advisors, and institutions.
Domain
Asset Management / Quantitative Finance
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Quantitative analysis, Portfolio modeling, Financial modeling, Data analysis, Risk assessment, Derivatives evaluation, Transaction cost analysis, Predictive analytics, Programming (Python/SQL), Excel proficiency
Preferred skills
Fixed income/equity research experience, Fundamental analysis, Market research, Presentation skills, AI platform learning
Technologies
Python, SQL, Excel
Responsibilities
Determine security value using numerical characteristics, Search for exploitable data patterns, Evaluate derivatives for risk-adjusted returns, Assess portfolio structure for style drift, Analyze transaction costs and trade execution, Measure broker and algorithm performance, Assess derivative exposure and liquidity, Analyze market competition and exposure risks, Allocate investments across asset classes to optimize risk/reward
Seniority
Entry-level, Full-time student (Class of 2027)