Traditional Investments Intern

DrewFeig

Role Overview

• Gain hands-on experience in data analytics.
• Unique opportunity to gain a wide range of practical experiences through individual projects, speaker sessions, and networking events.
• Grow while gaining valuable insights into the world of Asset Management.

Key Responsibilities

• Support portfolio managers with trade execution, portfolio trades, and credit default swap orders in compliance with trading procedures and portfolio guidelines.
• Monitor the public bond market, assess relative value, and provide investment recommendations for specific securities aligned with portfolio strategy.
• Participate in internal meetings with portfolio managers and research as part of the investment decision-making process.
• Work on innovative and creative ETF/index concepts in collaboration with index providers.
• Build and maintain external relationships with banks, broker-dealers, and financial marketplace counterparts.
• Partner with client coverage and client-facing teams to provide commentary and discuss opportunities, macro events, investment performance, and strategies with existing clients and prospects.
• Day-to-day management of traditional asset class portfolios (cash investing to investment grade to high yield to equities).
• Contribute to the production and promotion of thought leadership, content, and marketing material.
• Run product and market analytics such as wallet studies, product comparisons, and peer/benchmark metrics.

Requirements & Tech Stack

• Financial modeling and analysis (preferred, not required).
• Strong interest in financial markets evidenced by coursework or relevant experiences.
• Curiosity and a willingness to learn.
• Strong collaboration skills.
• Enthusiasm for using technology and AI-enabled tools to improve outcomes.
• Minimum of intermediate Microsoft Excel skills (Word and PowerPoint are helpful).
• Critical thinking and sound judgment.

Perks & Benefits

• Flexible hours.