Intern, Investment Analyst - Summer 2027
About The Position
The Strategics Summer Internship Program at Strategic Investment Group (Strategic) is a 10-week rotational program designed for rising seniors passionate about investments, data, and making a real-world impact. The program runs from May 31, 2027, to August 6, 2027. Strategic is an Outsourced Chief Investment Officer (OCIO) firm that provides institutions with the capabilities of a full investment office, acting as a seamless extension of clients' investment teams. They offer portfolio construction, manager selection, and ongoing risk management within a structured fiduciary framework. The internship provides hands-on experience working directly on client portfolios across various asset classes, mentorship from experts, structured growth through asset class training and workshops, a research project presented to firm leadership, and professional development opportunities. Interns will also experience the company's collaborative, mission-driven culture through social events and community service.
Requirements
- Rising seniors pursuing a degree in Finance, Economics, Mathematics, Engineering, or Accounting.
- Academically strong (3.5+ GPA preferred).
- Passionate about markets, investments, and solving complex problems.
- Skilled in Microsoft Excel, PowerPoint, and data analysis.
- Excellent communicators who thrive in collaborative environments.
- Basic understanding of financial markets and a strong interest in investments.
- Strong problem-solving and analytical skills.
- High degree of attention to detail and time-management skills.
- Exceptional communication, interpersonal, and relationship-building skills.
- Ability to work independently and as part of a team.
- Effective oral and written communication skills.
- Proven proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook).
- High integrity and ethical values.
- Must be authorized to work in the United States for the duration of the internship without requiring new employer-sponsored work authorization.
- Must be able to perform the essential functions of the job satisfactorily.
Nice To Haves
- Experience with Python, SQL, or R.
- Interest in pursuing the CFA designation.
- Prior internships or exposure to financial markets.
Responsibilities
- Work directly on client portfolios across public equity, fixed income, hedge funds, private equity, and real assets.
- Lead a deep-dive research project, analyze data, and present insights to the firm.
- Participate in client meetings and assist with presentations.
- Gain a broad perspective by rotating through public equity, hedge funds, private markets, and fixed income teams.
- Analyze data and present insights.
- Understand how institutions manage their portfolios.
Benefits
- Mentorship from experts (investment directors, CIOs, quantitative researchers).
- 10-week rotational program with asset class training, skill-building workshops, and a research project.
- Professional development to build technical, analytical, and presentation skills.
- Collaborative, mission-driven team environment.
- Social events, community service, and networking opportunities.
- Housing Assistance Stipend: $2,000
- Travel Stipend: Up to $450
- Flexible, hybrid work environment.
- Social and networking events.
- Volunteer opportunities.
- An inclusive culture where different viewpoints are respected and innovation thrives.
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What This Job Offers
Career Level
Intern
Education Level
No Education Listed
