About The Position

Are you curious about portfolio management and investment strategies? We're looking for energetic, creative talent to join our global team of experts in evaluating new investments for a diverse base of clients. You will have the opportunity to start in New York to gain insights into business strategies before joining an investment products team. As a Summer Analyst in the 2027 Asset Management Product Program, you will collaborate with industry experts to develop investment solutions for institutional investors, mutual funds, ETFs, and other large-scale clients—including corporations, governments, and not-for-profit organizations—worldwide. You'll work with client portfolio managers, traders, research analysts, marketers and client advisors to analyze and execute investments strategies. These solutions will give you exposure to the various asset classes, including equities, fixed income, real assets, hedge funds and private equity. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed – from training and mentorship from senior leaders to projects that engage your skills.

Requirements

  • Pursuing a Bachelor’s or Master’s degree (No MBA).
  • Attending a college/university in the U.S.
  • Expected graduation date of December 2027 – June 2028.
  • Excellent communication and presentation skills.
  • Strong quantitative skills and a passion for investing.
  • Exceptional organizational skills and multitasking ability.
  • Strong initiative, energy, and confidence.
  • Good judgment and discretion with confidential information.

Nice To Haves

  • Background in financial accounting, financial analysis, or mathematics is a plus.
  • Genuine interest in financial markets, investing, and macro-level economics.

Responsibilities

  • Collaborate with mentors and a supportive team to learn and grow.
  • Develop innovative ideas to enhance our business.
  • Undertake assignments that directly impact clients, helping them achieve their business goals.
  • Network with industry leaders and access best-in-class training.
  • Sharpen technical skills and finance and accounting principles.
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