Investment Analyst Intern
Core
Summer internship supporting portfolio monitoring, analysis, reporting, and external manager research for an investment team.
Role type
Investment Analyst Intern
Builds
Client portfolio exposure tracking and investment research reports
Domain
Financial services / Institutional investment
Deliverable
dashboards & analysis
Required skills
Financial modeling, Excel, Bloomberg, quantitative analysis, qualitative manager review, written reporting
Responsibilities
Assist with portfolio monitoring and analysis; compile external manager meeting notes; maintain investment databases and models; perform asset class and capital markets research; produce analysis reports for CIO and clients; collaborate on financial planning projects (via careerplan.io/jobs/R944-investment-analyst-intern-at-ceritypartners)
Seniority
Intern
