Portfolio Strategy Intern
About The Position
The Portfolio Strategy Intern is responsible for administrative support, data entry, and other specially assigned projects. For Internal and External Candidates: Candidates must work in-office at one of the following locations for at least 3 days per week: Lehi, UT. In this role, you'll get to: Assist in completing analysis on client portfolios and generating proposals. Provide due diligence support to the investment team, including: Gathering and organizing information generated during the due diligence process Participating in due diligence phone calls and meetings Compiling materials for Investment Committee presentations Prepare and compile end of quarter marketing materials and reports
Requirements
- Is pursuing an undergraduate degree in Finance, Economics, Business Administration, Accounting or related subject preferred
- Has proficiency in Microsoft Office Suite, Bloomberg, and Morningstar preferred
- Multitasks and establishes priorities
- Handles confidential material with utmost discretion
- Has a passion for financial markets
- Has strong communication skills
Responsibilities
- Assist in completing analysis on client portfolios and generating proposals.
- Provide due diligence support to the investment team, including: Gathering and organizing information generated during the due diligence process
- Participating in due diligence phone calls and meetings
- Compiling materials for Investment Committee presentations
- Prepare and compile end of quarter marketing materials and reports
Benefits
- health, dental, vision, and disability coverage on day one
- 401(k) plan with employer match
- paid parental leave
- pet benefits including pawternity leave and pet insurance
- student loan repayment
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What This Job Offers
Career Level
Intern
Industry
Management of Companies and Enterprises
Number of Employees
1,001-5,000 employees
