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Program Overview

The 8-week Summer Internship Program is designed to introduce students to the alternative investment industry. Interns receive real-world experience that will foster professional development while complementing their studies. Internships in the Investments department are geared towards rising seniors pursuing a career in the investment management industry.

 

The Marketing Team

The Marketing Team is the centralized resource for directing alternative product marketing strategy efforts, including the development of messaging, and positioning at both the capability and product level. The Marketing team works closely with other departments, particularly Sales & Distribution and Investments, in order to clearly convey investment information to prospective and current clients through visual communication. Materials cover the entire spectrum of alternative investments offered by the firm. The Marketing Collateral team creates and maintains presentations, and other materials, that are used to market the firm, our core competencies, and funds to institutional prospects, cross-selling to existing clients, and consultants.

The Marketing intern will be responsible for preparing marketing collateral used to market the firm, its funds, and its capabilities to prospects and consultants. This role requires strong communication skills, the ability to work in a dynamic group environment, analytical skills, and project management capabilities.

 

RESPONSIBILITIES

The individual will be involved in the following critical activities:

  • Create visually appealing and technically rich slides and presentations; the role includes work on brochures, fund sales support tools, market outlook, and conference materials, among others.
  • Work closely with the firm’s Investment, Client Group, Operations, Legal and Compliance teams.
  • Assist with the coordination of internal approvals from members of Senior Management, Client Group, Investments, Operations, Legal and Compliance, as appropriate.
  • Assist in developing and managing internal project timelines to ensure all deadlines are met.
  • Manage multiple projects simultaneously.
  • Retrieve, analyze and ensure data is accurate and applicable.
  • Extensive use of Microsoft PowerPoint, as well as Excel, Word and third-party systems to prepare marketing materials.
  • Operate in a deadline driven, constantly changing environment.
  • Perform related duties as assigned.

 

EDUCATION, SKILLS AND EXPERIENCE REQUIREMENTS

The ideal experience and critical competencies for the role include the following:

  • Pursuing a B.A. or B.S. degree, preferably in Marketing, Communications, Finance, Economics, or a related field.
  • An interest in financial markets and an aptitude for working with numbers.
  • Superior written and verbal communication skills. A flair for design/visual communication is beneficial.
  • A basic understanding of statistics.
  • Proficiency in Excel, PowerPoint, Word and Outlook.
  • The ability to manage tasks independently to closure.
  • Strong attention to detail and concern for quality of final product (and ability to balance that concern with deadlines).
  • A high degree of integrity and the ability to recognize the requirements of confidentiality.
  • Solid interpersonal skills and work ethic.

 

 

EQUAL OPPORTUNITY EMPLOYER M/F/D/V

The Firm

CFI Partners ("CFI") is a predominantly credit focused investment management firm founded in 2005.  Our culture and investment process are rooted in three defining principles:  rigorous fundamental analysis, strong risk management, and ongoing portfolio optimization.  We are based in Chicago and have assets under management* of approximately $6 billion (“AUM”)1.  CFI Partners is a registered investment adviser** under the Investment Advisers Act of 1940, as amended (the “Advisers Act”)2.

Our commitment to diversity as an employer and as an investor is a core value of our firm because we believe that diversity accelerates innovation, strengthens our competitive advantage, and keeps us at the forefront of the industry.

With a 48% diverse employee base, we have a demonstrated history of inclusiveness. A key to our success in building our multifaceted and diverse workforce is our culture of intellectual curiosity and learning – which leads to true cognitive diversity, a competitive advantage that benefits all our stakeholders. We foster an environment that encourages collaboration and open communication and maintains accountability.