Traditional Investments Intern

About the Role

This internship provides an opportunity to gain hands-on experience in data analytics. The internship offers a unique opportunity to gain a wide range of practical experiences through individual projects, speaker sessions, and networking events. With strong support from mentors and managers, you will be challenged to 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 that are aligned with the strategy of portfolios.
• 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 relationships externally 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.

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.
• An enthusiasm for using technology and AI-enabled tools to improve outcomes.

Qualifications

• Minimum of intermediate Microsoft Excel skills (Word and PowerPoint are helpful).

Highlights

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

Perks & Benefits

• Flexible hours.