Investment Analysis Intern

Position: Investment Analysis Intern

Summary of Position:

Our Investment Analysis Internship is an accelerated opportunity to experience a corporate setting, learn about the financial industry and be part of our entrepreneurial approach to business.Within their assigned business units, interns will work on meaningful, high-impact projects or assignments in areas such as: deal sourcing, company analysis and portfolio investments. Interns will also have the opportunity to meet with individuals who work in the other various functions within the group. Our professional, goal-oriented internship program consists of intensive hands-on training and focuses on teaching you the skills to be successful in this domain. If you are looking for an opportunity to gain experiences in investment, this is a great stepping stone and earns you real world experience!



  • Conduct deal sourcing, company analysis, database work and back office support.
  • Contribute research and analysis on fixed income portfolios for investment team.
  • Analyze company accounts, profit and loss sheets and cash flow information.
  • Keep up to date with market developments, new investment products and all other areas that can affect the markets, e.g. movements in the economies of relevant countries.
  • Consider how the economic implications of factors such as natural disasters, weather, wars, etc. might affect the performance of companies and funds.
  • Support the team in monitoring portfolio investments.
  • Prepare marketing materials to support the team’s direct calling efforts.
  • Special projects as assigned



  • Bachelor’s degree in finance or related field.
  • Passion for M&A and investment banking with the motivation to learn at a smaller firm.
  • Proficient computer skills (Microsoft Word, PowerPoint, Excel, Outlook, Adobe, etc.)
  • Excellent written and verbal communication skills
  • Must process strong attention to detail and analytical skills
  • Proven ability to handle multiple projects and meet deadlines
  • Ability to work independently and in teams




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