2027 Summer Intern - Client Solutions & Analytics Analyst, US
Core
Generate objective, actionable insights to help clients improve portfolio outcomes through quantitative analyses, financial modeling, and data-driven research.
Role type
Summer intern, Client Solutions & Analytics Analyst
Builds
Portfolio commentaries, market updates, client presentation materials, and risk/performance attribution reports for public pensions, endowments, and financial advisors.
Domain
Asset Management / Fixed Income / Portfolio Management
Deliverable
product features
Required skills
Financial modeling, quantitative analysis, data-driven research, Microsoft Excel, PowerPoint, market and economic analysis, portfolio construction knowledge
Preferred skills
Experience with emerging technologies and AI tools, curiosity about new tech applications
Responsibilities
Create market and economic updates, develop portfolio commentaries, assist in portfolio construction and analysis, gather competitor intelligence, prepare client presentation materials, perform risk and performance attribution.
Seniority
Summer Intern