Position Summary:
The Investment Research & Portfolio Management Intern will gain hands-on experience across portfolio management, investment research, manager due diligence, and wealth management operations. This role provides exposure to how a leading wealth management firm evaluates investment opportunities, constructs client portfolios, monitors investment managers, and supports financial advisors. The intern will work closely with the Investments team on research projects, portfolio analysis, market commentary, and due diligence activities while developing a strong foundation in investment management and wealth advisory services. This internship is ideal for students interested in careers in investment management, portfolio management, institutional consulting, manager research, OCIO services, or wealth management. Key Learning Areas Portfolio Construction & Asset Allocation Investment Manager Due Diligence Market & Economic Research Alternative Investments Investment Committee Process Wealth Management Solutions Advisor Support & Consulting
Responsibilities:- Investment Research
- Conduct research on mutual funds, ETFs, separately managed accounts, and alternative investment strategies.
- Analyze manager performance, style characteristics, fees, and risk metrics.
- Assist in preparing investment research summaries and presentations.
- Monitor market, economic, and industry developments affecting investment portfolios.
- Support the team in developing market insights and investment recommendations.
Manager Due Diligence:
Assist with gathering and organizing due diligence materials from investment managers.
Review manager reports, fact sheets, and performance updates.
Help maintain investment manager databases and due diligence records.
Participate in manager meetings and prepare meeting notes and summaries.
Support research projects related to new investment strategies and managers.
Portfolio Management SupportAssist with portfolio analytics and performance reporting.
Conduct asset allocation and portfolio comparison analyses.
Support monitoring of model portfolios and investment strategies.
Help analyze portfolio risk and diversification metrics.
Prepare materials used for portfolio reviews and investment committee discussions.
Advisor Team SupportAssist in responding to investment-related requests from advisor teams.
Research investment solutions and prepare supporting analysis.
Help develop educational materials for advisors regarding investment strategies and market trends.
Participate in advisor and investment team meetings.
Investment Operations & Projects:
Support ongoing maintenance of investment tools and databases.
Assist with special projects related to portfolio management and investment research.
Help improve reporting processes and data organization.
Participate in cross-functional meetings with operations, technology, and advisor support teams.
Qualifications:- RequiredRising junior, or senior pursuing a degree in: Finance
- EconomicsAccountingMathematicsBusiness Administration
- Related field
- Strong academic performance with a minimum 3.2 GPA preferred.
- Demonstrated interest in investments, financial markets, and wealth management.
- Strong analytical and problem-solving skills.
- Proficiency in Microsoft Excel and PowerPoint.
- Excellent written and verbal communication skills.
Preferred:- Completion of coursework in investments, portfolio management, statistics, or economics.
- Experience using financial research tools such as Morningstar, Bloomberg, FactSet, or similar platforms.
- Interest in pursuing the CFA designation.
- Leadership experience through clubs, athletics, organizations, or community involvement.
- Skills & Competencies
- Attention to detail
- Intellectual curiosity
- Quantitative analysis
- Organization and project management
- Critical thinking
- Teamwork and collaboration
- Professional communication
- Ability to manage multiple priorities
