5 часов назад
Portfolio Management Intern, Manager Research (Summer 2027)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Portfolio Management Intern, Manager Research (Summer 2027) (Investment Research): Evaluating and monitoring investment managers, researching market trends, and analyzing model portfolios with an accent on quantitative and qualitative assessment across asset classes and investment vehicles. Focus on producing research materials, reporting investment insights, and collaborating with portfolio management and alternatives teams.
Location: Houston, Texas, United States; onsite 4 days per week
Company
is a wealth management platform serving high- and ultra-high-net-worth individuals and families across the United States.
What you will do
- Evaluate and select investment managers across asset classes and investment vehicles using quantitative and qualitative analysis.
- Monitor third-party manager performance and assess unique investment strategies.
- Research investment trends and industry developments.
- Analyze and report on model portfolios.
- Produce research materials supporting investment decisions and contribute to client-service content.
- Collaborate with portfolio management, alternatives, internal colleagues, and external departments.
Requirements
- Must be a rising junior or senior by summer 2027 and currently enrolled in a related degree program.
- Degree studies or coursework in finance, economics, mathematics, or a related field.
- Strong analytical, quantitative, written, and verbal communication skills.
- Ability to manage multiple priorities in a fast-paced environment and work effectively across departments.
- Strong attention to detail and ability to communicate clearly with different audiences.
- Must be at least 18 years old and have unrestricted authorization to work in the United States; hires U.S. citizens or permanent residents for U.S. employment opportunities, subject to stated exceptions.
Nice to have
- Proficiency in Microsoft Office and relevant financial software.
- Previous internship, work, or classwork experience in finance or a related field.
Culture & Benefits
- Full-time summer internship running from June 2027 through August 2027.
- 401(k) plan with employer matching.
- Medical, dental, vision, life, disability, flexible spending, health savings, dependent care, and commuter benefits.
- Paid maternity and parental leave.
- Training reimbursement, paid professional designations, corporate discounts, and volunteer days.
- Safe, healthy, respectful, and collaborative work environment.
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