Investment Services Internship, Summer 2026
About The Position
The Investment Services Group is responsible for managing critical inputs to the firm’s investment process, managing the services provided by our outsourced middle-office, and supporting our portfolio management team, processes and investment initiatives. Individuals in this group develop a deep understanding of our investment process and have experience in financial services or asset management. As an Investment Services Summer Intern, you will be immersed in our daily efforts, working side-by-side with members of the Investment Services group. Our intern program allows you to rotate across three teams within the Investment Services Group. Guided by your manager and mentor, you will work on high impact projects that may involve finance, business, and accounting.
Requirements
- Strong academic record in the undergraduate program with a finance, business, accounting, mathematics or computer science focus.
- Expected degree completion within a year of the summer internship.
- Excellent organizational, analytical and problem-solving skills.
- Microsoft Excel skills preferred.
- A strong interest in data analysis and working with large amounts of data.
- A strong interest in the asset management industry.
Nice To Haves
- Experience or interest in a programming language, preferably Python, a plus
Responsibilities
- Monitor for upcoming market events, changes and communicate these to the broader investments teams along with research that will help support our implementation of and internal changes.
- Manage the quality of this data in particular evaluating the quality of security prices, country and sector reference information across our investible universe.
- Support the management of portfolio subscriptions and redemptions, set up new markets for trading, manage portfolio conversion activities, and manage broker and counterparty eligibility or restrictions.
- Evaluate the quality of holdings data through the review of systematic reconciliations and integrity checks across portfolio holdings, transactions, corporate actions, cash balances, and good to sell files across our trading systems, middle-office records and client custodian records.
- Monitor failed trade reporting and proactively resolve trade settlement matters.
- Compile data required and broker performance on a daily basis.
- This group also manages the corporate action election process coordinating across legal, portfolio management, client relationship management and our middle office.
- Lead and contribute to the implementation of critical investment initiatives.
- Identify business requirements for relevant software development needs.
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What This Job Offers
Career Level
Intern
Education Level
No Education Listed
Number of Employees
251-500 employees
