Investment Office Analyst Internship
Core
Conduct asset class and capital markets research, prepare analysis reports, and support multi-asset class portfolio management for institutional clients.
Role type
Investment Office Analyst Intern
Builds
Investment research reports, data analysis, and client portfolio exposure tracking
Domain
Institutional investment / Multi-asset class portfolio management
Deliverable
dashboards & analysis
Required skills
Capital markets research, financial reporting, data analysis, Microsoft Office, AI tool utilization, database management, financial modeling
Preferred skills
Bloomberg terminal, Morningstar platform, mainstream AI tools
Responsibilities
Conduct asset class and capital markets research; Prepare clear, concise written reports of analysis; Provide reports and data for CIO and business leaders; Participate in research calls with investment managers; Maintain investment-related databases and models; Collaborate on financial planning or investment research projects
Seniority
Intern