Portfolio Management Internship FALL semester only
Position Summary
The intern will gain insight to multi-asset portfolio management along with exposure to a broad range of asset classes including: global equity, global fixed income, real assets, and diversifying strategies such as hedge funds and private equity. This experience will originate from dedicated and ad-hoc research performed by the intern with the oversight of VP, Portfolio Management. The position will involve broad interaction within Fund Evaluation Group.
Position Responsibilities
· Ad-hoc research supporting the portfolio management team
· Produce and update ongoing portfolio management reporting
· Attend weekly investment advisory meetings and support the management of the meeting
· Participate in investment manager meetings in conjunction with members of the portfolio management team and contribute to the analysis of managers
· Dedicated project work for the duration of the internship supporting portfolio management needs. Projects have and may involve asset allocation studies, custom performance analysis, etc.
· Develop various portfolio reporting tools including exposure and risk reporting as well as performance attribution
· Assist hedge fund operations with calculating various fund details (e.g., performance) and reconciling various fund details with fund administrator(s)
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.
· Strong Microsoft Excel experience preferred. Bloomberg knowledge helpful