Performance Analyst Internship (Fall & Spring semesters)
Position Summary
The Performance Analyst Intern is responsible for managing the performance reporting needs for a group of consultant teams. The position requires the ability to identify problems and resolve them accurately and timely, as well as the ability to communicate effectively with investment managers and custodians. The responsibilities include monthly history completion and project work with the consultant teams.
Position Responsibilities
- Monthly history completion
- Completion of industry sectors and asset mixes
- Identify source of problems and resolve accurately and timely
- Communicate effectively with investment managers and custodians on issues
- Database upkeep with investment manager/custodian contact changes
- Notify consultant teams of investment manager changes
- Assist consultant teams on projects
Qualifications
- The right candidate will possess a strong academic profile and GPA and will be in pursuit of a Bachelor's degree in business administration with an emphasis in finance or a related field and interest in an investment career
- The position entails a one or two-semester commitment and the requirement of 40 hours/week
- Broad understanding of investment strategies and industry
- Strong analytical and both verbal and written communication skills, as well as a sense of intellectual curiosity, are critical
- Ability to work independently
- Demonstrates a high level of integrity, initiative, dependability, and team orientation
- Proficient computer skills with ability to learn proprietary software