CareerPlan

Investment Strategy Analyst Intern, Summer 2027

Milwaukee, WI Corporate, USInternship2026-11-02 → 2026-11-10
On-site

Core

Assist portfolio managers with multi-asset class research, conduct investment due diligence on private market opportunities, and support the composite portfolio management process for a $300B+ General Account.

Role type

Investment Strategy Analyst Intern

Builds

Investment portfolios (General Account, retirement plans, long term care)

Domain

Asset Management / Private Markets

Required skills

Multi-asset class research, investment due diligence, portfolio management support, economic research, relative value analysis

Preferred skills

Passion for capital markets, desire for challenge

Technologies

None stated

Responsibilities

Assist portfolio managers with multi-asset class research and development of relative value initiatives; Conduct investment due diligence and reporting on private market investment opportunities; Support the composite portfolio management process; Participate in market discussions with various departments; Partner with team members to complete ad-hoc projects

Seniority

Intern