Investment Team Intern, Summer 2027 (Co-op/Internship) - 4 months
Core
Support investment teams in data analytics, reporting, and research for ETFs, structured solutions, and portfolio management.
Role type
Investment Team Intern (Data Analytics & Reporting)
Builds
Investment reports, dashboards, data files, and research summaries for portfolio managers and analysts.
Domain
Financial Services / Asset Management
Deliverable
dashboards & analysis
Required skills
Excel (formulas, pivot tables), data organization, analytical thinking, attention to detail, written communication
Preferred skills
VBA, macros, Power Query, Python, Power BI, automation tools
Technologies
Excel, VBA, Power Query, Python, Power BI
Responsibilities
Assist with recurring and ad hoc reporting; build and maintain reports and dashboards; prepare charts and summaries; review reports for accuracy; gather and summarize data from internal and external sources; support ad hoc analysis of market trends and portfolio positioning; develop Excel tools and macros to improve efficiency.
Seniority
Intern