Investment Intern

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct analysis of credit risk by investigating corporate and municipal debt issuers.

• Track and communicate company-specific and industry-wide developments and trends through both verbal and written formats.

• Execute reinvestment break-even, scenario, and sensitivity analyses.

• Deliver industry and sector outlooks while providing investment recommendations to the team.

• Assist the investment team with earnings call summaries, financial modeling, and various ad hoc projects.

• Serve as a backup for other team members during their vacations or leaves of absence.

• Engage in a 10-week immersive internship program that includes departmental projects, workshops, networking, volunteering, leadership interaction, and professional development.

⛳️ Requirements

• Currently enrolled in an undergraduate program in finance, accounting, economics, mathematics, or a related discipline.

• Maintain a minimum GPA of 3.0.

• Have a solid understanding of and enthusiasm for capital markets, such as equities, bonds, derivatives, and alternative investments.

• Demonstrate proficiency in financial statement analysis.

• Exhibit strong analytical and reasoning abilities, capable of efficiently processing and evaluating large amounts of information.

• Possess excellent organizational, interpersonal, written, and verbal communication skills, including the capacity to construct and defend an investment recommendation.

• Be self-motivated with a proven sense of ownership over assigned tasks and responsibilities.

• Be proficient in Microsoft Office.

• Availability to work 20 hours per week.

• Must be a U.S. citizen or legal resident.

• Preference for Junior, Senior, or MBA/MSF students.

• Interest in or participation in the CFA Program is preferred.

• Willingness to learn across various areas of the organization and contribute to team projects.

• Experience with Bloomberg terminal functions is an advantage.

🏝️ Benefits

• 10-week immersive internship program.

• DiSC Workshop.

• Co-CEO Luncheon.

• Structured networking events.

• Volunteer event.

• Exclusive Texas Rangers game-day experience with game-day snacks.

• Month-to-month membership to the on-site gym while employed.

• Complimentary professional headshots.

• Hands-on learning and professional development opportunities.