About this role

This role offers an entry-level opportunity at the intersection of investments, client engagement, and thought leadership. You will become an expert in portfolio analytics and client service, with a growth path towards a client-facing Portfolio Strategist position. Responsibilities include generating analytics reports, managing the development of analytics tools, and training new hires on portfolio consulting best practices.

What we are looking for

6

Generate portfolio analytics reports and synthesize strengths/risks
Manage development of portfolio analytics suite
Train new hires on portfolio consulting offering
Become expert in portfolio construction concepts
Lead projects for service evolution
No experience required, internship completion preferred

Work authorization

No visa sponsorship is available.
Must be authorized to work without sponsorship.