Finance and Investor Relations Intern - Atlanta, GA

Cortland•Atlanta, GA

4h•Onsite

About The Position

As the Finance & Investor Relations Intern, you’ll support critical investor data integrity and operational initiatives that underpin the firm’s investment platform. You’ll work hands-on with real investor records and cross-functional teams to ensure data accuracy, improve operational workflows, and contribute to scalable finance processes.

Requirements

Currently pursuing a bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
Strong attention to detail and comfort working with large data sets
Analytical mindset with the ability to identify inconsistencies and resolve issues methodically
High level of professionalism and discretion when handling confidential information
Strong written and verbal communication skills
Ability to manage multiple priorities in a structured, deadline-driven environment
Proficiency in Excel or Google Sheets; comfort learning new systems quickly

Responsibilities

Conduct a full, field‑by‑field audit of investor records across systems, reconciling the investor portal against the firm’s master spreadsheet to establish a single, accurate source of truth
Identify, classify, and prioritize data discrepancies (Critical, High, Standard) related to investor contact details, legal entities, banking instructions, tax information, and capital commitments
Verify investor data against source documentation (subscription agreements, amendments, tax forms), ensuring accuracy, completeness, and proper documentation
Execute approved updates in the investor portal using defined data‑entry protocols, maintaining meticulous remediation logs and audit trails
Perform quality control reviews, including secondary validation passes, to ensure updates meet accuracy standards before final sign‑off
Escalate sensitive discrepancies (banking, tax IDs, legal entity changes, potential duplicates) in accordance with approval and compliance requirements
Support a vendor identification initiative to evaluate vendors capable of invoicing directly at the property level
Research and assess vendor capabilities related to billing structure, scalability, operational efficiency, and alignment with property‑level funding needs
Document findings and contribute recommendations that support faster payments, improved expense tracking, and reduced administrative burden
Collaborate with Fund Finance & Operations to understand current payment workflows and identify opportunities for operational improvement
Maintain detailed reconciliation spreadsheets, discrepancy logs, and remediation trackers to support transparency and auditability
Contribute to the development of a standardized Investor Data Quality SOP, documenting reconciliation workflows, escalation protocols, and data standards
Prepare summaries, reports, and presentation materials for leadership outlining progress, outcomes, and key insights from the project
Partner closely with Investor Relations, Fund Finance & Operations, Tax, Compliance, and Technology teams to resolve discrepancies and align on correct data standards
Support AML/KYC, FATCA, CRS, and investor classification requirements by ensuring investor records meet regulatory and internal governance standards
Communicate progress, risks, and open items through regular status updates and structured check‑ins with supervisors
Handle highly sensitive personal and financial information with professionalism, discretion, and strict adherence to confidentiality protocols
Take on clearly scoped, project‑based assignments aligned with day‑to‑day Finance & Operations needs
Apply the same rigor, organization, and accountability to ad‑hoc work as to core project deliverables