Traditional Investments Intern

About the Role

This internship provides an opportunity to gain hands-on experience in data analytics within 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 strategies.
• 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.
• 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.

Qualifications

• Day-to-day management of traditional asset class portfolios for cash investing, investment grade, high yield, to equities.
• Critical thinking and sound judgment.

Perks & Benefits:

• Flexible hours.