Investments Intern

POSITION SUMMARY

The Investments Intern will assist the Director of Investment Operations and the broader Investment Team with several data focused tasks.

Hours Per Week: 35 hours a week | Monday - Friday (9am - 5pm) | Pay Rate: $20 an hour

To be considered you must be a student enrolled in an undergraduate program. The Internship will run from June 2nd, 2025 - August 1st, 2025.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Review and interrogate data quality within portfolio analytics platform Caissa
• Review data completeness in CRM Bipsync
• Data entry & analysis with proprietary Responsible Investing Database

REQUIRED KNOWLEDGE, SKILLS, AND ACTIVITIES

• Excellent verbal and written communication skills
• Proficiency with utilizing databases and manipulating spreadsheets
• Ability to manage multiple projects and priorities efficiently
• Excellent organizational skills and attention to detail
• Strong willingness to learn new skills

REQUIRED AND PREFERRED EDUCATION, EXPERIENCE, AND CREDENTIALS

• Currently enrolled college sophomore or junior in an accredited undergraduate program
• General interest in Capital Markets (has taken Finance/Business/Investment focused classes)