Portfolio Analyst Intern (Summer 2021)
Summary:
The Portfolio Analyst intern will be part of an Equity and Fixed Income Portfolio Management team focused on long only and alternative investment strategies. Additionally, the role frequently interacts with Trading, Risk, Legal, IT and Operations. Responsibilities of this role will include, but are not limited to: building portfolio summaries, monitoring portfolios, performance and attribution analysis, creating reports for risk monitoring, monitoring position weights and product versus investment guidelines.
Daily Responsibilities:
- Building and maintaining risk and performance reports across multiple portfolio positions and products
- Monitoring portfolio positions and products versus investment guidelines in concert with Compliance team
- Utilizing proprietary and vendor based risk systems for monitoring of portfolio exposures
- Conducting performance and attribution analyses and reviews
- Responding to ad-hoc requests from the Portfolio Management team
Position Qualifications:
- December 2020, Spring 2021, December 2021 or Spring 2022 Bachelor’s or Master’s degree with strong academic background in a technical field from a leading, accredited college or university
- Excel “power user” - SQL, VBA, Python and programming skills are preferred
- Strong process-oriented background and ability to demonstrate keen operational awareness
- Outstanding analytical skills with a proven ability to problem-solve in a high-pressure and time-critical environment
- General knowledge of equity, fixed income and derivative instruments is preferred
- Exceptional communication and organizational skills are required to operate in a complex, global environment
- Desire to work in a collaborative team environment while also working independently with minimal oversight
- Proficiency in Bloomberg a plus