Central Solutions Strategy Analyst Internship
Core
Support strategic initiatives, business development, and the design/execution of investment and advisory solutions for a registered investment advisory firm.
Role type
Strategy Analyst Intern
Builds
Strategic reports, presentations, analysis, and trackers supporting business development and strategic execution.
Domain
Financial Services / Investment Advisory
Deliverable
dashboards & analysis
Required skills
Strategic analysis, data research, project management, Microsoft PowerPoint, Microsoft Excel, AI tool application (ChatGPT, Claude, Copilot), written reporting, meeting support
Preferred skills
Salesforce, Bloomberg, data tools
Responsibilities
Support strategic initiatives led by the Chief Solutions Officer; Prepare written reports, presentations, and analysis for senior leadership; Provide data, research, and project management support across investment management, private markets, and risk management; Maintain trackers, dashboards, and databases for business development; Participate in internal and external meetings and prepare materials.
Seniority
Intern