Churchill Summer Internship: Portfolio Analytics
TIAA•New York, NY
•Onsite
About The Position
Churchill, an investment-specialist affiliate of Nuveen, is seeking a Portfolio Analytics Intern to support its operations. This internship offers the opportunity to gain experience in portfolio summary data and analytics, performance metric calculation, risk assessment, and data support for client-facing teams. The role involves evaluating data effectiveness, proposing improvements, and developing strategies to mitigate risks while identifying opportunities. The intern will also provide data support for investor requests, DDQs, RFPs, and management reporting.
Requirements
- Preferred candidate will be a rising Junior or rising Senior (Class of 2028 or 2029) expected to graduate with a Bachelor’s Degree in Finance, Computational Finance, Economics, Accounting or other quantitively focused curriculum
- Strong technical skills with SQL, Python, and/or Power BI or other data visualization tools, with demonstrated ability to express complex ideas in a clear and concise manner
- Strong attention to detail; careful review of facts and figures, quick to identify errors, ensure consistency of information
- Outstanding interpersonal and written communication skills, effective and strong active listening skills
- Proven track record of success collaborating in a fast-paced, results driven team environment
- Demonstrated leadership skills with an ability to negotiate, influence and gain credibility
- Innovative and creative thinker; ability to make connections among previously unrelated notions, ability to project how potential ideas may play out
Nice To Haves
- Familiarity with private credit markets, investment strategies, and asset classes is a plus
Responsibilities
- Portfolio summary data and analytics
- Evaluating the effectiveness of existing data, proposing data-driven recommendations for continuous improvement
- Calculation, review and delivery of performance metrics and investment track records
- Putting to use defensive and offensive analytics by identifying potential risks and developing strategies to mitigate them, while also effectively using data to drive opportunity identification
- Providing data support for Churchill’s Investor Solutions Group & Client Services team with investor requests, DDQ’s, RFP’s and management reporting
Benefits
- Superior retirement program
- Highly competitive health, wellness and work life offerings
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What This Job Offers
Career Level
Entry Level
Education Level
High school or GED
