Investment Management Intern (Summer Internship 2026)
About The Position
Investment Management Intern rebel Financial Why Choose rebel Financial? At rebel Financial, we challenge the traditional model of financial firms by prioritizing people before profits while striving for excellence in financial planning and investment management. We offer a collaborative, entrepreneurial environment where interns gain hands-on experience working alongside investment professionals and advisors , contributing to real investment research and portfolio management initiatives. Our team leverages modern financial technology platforms such as Advyzon, Morningstar, Ethos, Thinkpipes, IBKR, and other portfolio management and financial planning systems to help deliver disciplined investment strategies and exceptional client service. As a values-driven firm, we are committed to helping individuals and families achieve financial clarity, confidence, and long-term success. Internship Overview The Investment Management Internship provides hands-on experience within the firm’s investment management function. Interns will work closely with our Investment Analyst and advisory team , gaining exposure to portfolio construction, investment research, and trading operations. This internship is designed for individuals interested in pursuing careers in investment management, portfolio analysis, or securities research, and offers valuable insight into the investment decision-making process within a financial advisory firm. Interns will gain exposure to a sophisticated, institutional-quality technology stack used to support portfolio management, trading, and research, including: Portfolio and planning systems such as Advyzon, Morningstar Advisor Workstation, iRebal, and Altruist Trading and execution platforms including Interactive Brokers Research and data sources such as Morningstar and the SEC EDGAR database Analytics tools and proprietary systems including Thinkpipes, Ethos, and internally developed applications AI and productivity tools including ChatGPT Teams and Claude (Professional and Coding) We continuously invest in and build custom tools to enhance our investment process and maintain a differentiated, technology-forward approach. Interns will participate in shadowing, mentorship, research projects, and operational support initiatives throughout the internship.
Requirements
- Currently pursuing a degree in Finance, Economics, Business, Mathematics, or a related field
- Rising junior or senior at a four-year institution preferred
- Strong interest in investment analysis, financial markets, and portfolio management
- Strong analytical and problem-solving abilities
- Ability to work independently while collaborating within a team
- Familiarity with investment concepts, financial markets, or financial technology is beneficial but not required
Nice To Haves
- Interest in pursuing the Chartered Financial Analyst (CFA®) designation is a plus
Responsibilities
- Assist the investment team with investment research and market analysis
- Support analysis of securities, ETFs, mutual funds, and portfolio strategies
- Observe and assist with portfolio rebalancing and trading processes
- Help review portfolio allocations and identify opportunities for improvement
- Assist with account monitoring, reporting, and reconciliation tasks
- Support documentation and improvement of investment management processes
- Learn and apply the firm’s investment philosophy and portfolio management approach
Benefits
- Exposure to the investment research and portfolio management process
- Hands-on experience analyzing investments and portfolio strategies
- Mentorship from experienced advisors and investment professionals
- Real-world experience within a growing financial advisory firm
- Insight into careers in investment management and financial markets
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What This Job Offers
Career Level
Intern
Number of Employees
1-10 employees
