Overview
This internship opportunity is with a portfolio analytics and investor strategy team focused on translating complex investment data into clear insights. The role supports daily performance reviews, risk meetings, and investor conversations by preparing analytical materials that guide discussions.
Responsibilities
- Produce weekly and monthly performance reports detailing attribution, drawdowns, and risk metrics for systematic portfolios
- Build cash flow, liquidity, and capital utilization dashboards using Python notebooks and spreadsheet models
- Research macroeconomic and sector themes, distill findings into concise talking points supported by data
- Support investor updates by assembling slide content, charts, and commentary for fundraising materials
- Assist with due diligence questionnaires by coordinating inputs from compliance, research, and operations teams
- Collaborate with quantitative researchers to translate technical insights and factor exposures into investor-friendly language
- Automate recurring reporting tasks through spreadsheet scripting or lightweight Python utilities
Requirements
- Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Analytics, or a related quantitative discipline
- Working knowledge of financial statements, capital markets concepts, and common valuation methods
- Advanced spreadsheet skills including pivot tables, scenario modeling, and error-checking best practices
- Experience manipulating datasets using Python (pandas) or SQL to clean, join, and summarize information
- Ability to interpret performance drivers, risk exposures, and profitability metrics
- Clear written and verbal communication skills for memo writing and stakeholder presentations
- High attention to detail with the ability to manage multiple deadlines in a fast-paced environment
Preferred Qualifications
- Familiarity with portfolio analytics or reporting platforms such as FactSet, Bloomberg PORT, or PitchBook
- Experience building dashboards or visualizations in Tableau, Power BI, or Looker
- Understanding of derivatives, hedging overlays, or multi-asset allocation frameworks
- Exposure to investor relations, fundraising, or institutional due diligence workflows
- Comfort automating tasks with VBA, Google Apps Script, or similar tools
- Coursework in statistics, econometrics, or time-series analysis
- Previous internship or project experience in buy-side, sell-side, or corporate finance settings
Learning Opportunities
- Understanding how portfolio analytics, performance attribution, and risk reviews inform investment decisions
- Insight into how systematic strategies communicate positioning, exposures, and drawdown plans to stakeholders
- Techniques for presenting complex quantitative analysis through compelling visuals and narratives
- Collaboration dynamics between researchers, engineers, investor relations, and operations teams
- Designing reporting processes that are auditable, automated, and resilient
Compensation & Benefits
This is an internship position. Specific compensation details are not provided.
Location
New Jersey or Remote
Applicants should submit a resume, transcript, and a brief note describing an analysis or dashboard they are proud of. Writing samples or links to work demonstrating financial storytelling skills are encouraged but optional.