Investment Analyst Program - Arlington, VA - January 2027 Class
Core
Provide investment and capital markets research, analysis, and advice to endowments, foundations, pension plans, and UHNW clients; assess investment managers’ portfolios and support client requests.
Role type
Investment Analyst (entry-level program)
Builds
Investment recommendations, written reports, and presentation documentation for client portfolios
Domain
Asset management, investment consulting, capital markets
Deliverable
client delivery
Required skills
quantitative analysis, qualitative market analysis, portfolio assessment, data evaluation, report writing, presentation preparation
Preferred skills
interest in AI-driven systems and new technology models
Technologies
Excel, PowerPoint
Responsibilities
collaborate with Investment Directors to analyze portfolios, gather/evaluate historical asset allocation and performance data, prepare exhibits and presentation docs, serve 10-15 clients directly
Seniority
Entry-level, 4-year structured program