Investments Intern – Fixed Income Investment Grade

• Assist in preparing daily investment reports to support the portfolio management team
• Work alongside portfolio managers, analysts, and traders to improve daily workflow efficiency
• Attend meetings with members across the organization to evaluate new opportunities for client portfolios
• Develop tools and reports supporting idea generation, portfolio construction, and monitoring
• Learn how investment ideas from research are expressed in client portfolios
• Develop understanding of the Investment Grade Corporate bond market and broader fixed income markets through market research, investment discussions, and interaction with portfolio managers and analysts
• Work with an experienced team of portfolio managers and/or analysts through mentorship and shadowing opportunities

• Pursuing a bachelor's degree in Finance, Business, Economics, Statistics, Applied Mathematics, or related field
• Graduation date of December 2027 or May/June 2028
• Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States
• Passion for the investment management industry
• Dedication to being part of a successful team
• Preferred:
  High degree of independence and self-motivation
• Preferred:
  Attention to detail and propensity to check work thoroughly
• Preferred:
  Ability to multi-task, problem solve independently, and think creatively
• Preferred:
  Strong communication, interpersonal, and presentation skills
• Preferred:
  Some knowledge of programming, including R, Python, and AI tools/coding agents
• Preferred:
  Proficiency with Microsoft Office, particularly Excel
• Preferred:
  Familiarity with Bloomberg
• Preferred:
  Strong interest in financial markets, investing, and credit analysis

Demonstrates a strong understanding of investment management principles, particularly in the Investment Grade Corporate bond market and fixed income markets. Proficient in developing tools and reports that enhance portfolio management and idea generation, with a focus on collaboration and effective communication within a team environment.

• Investment Management
• Portfolio Construction
• Financial Markets Knowledge
• R Programming
• Python Programming

• Investment Analysis
• Data Analysis
• Market Research
• Statistical Analysis
• Financial Reporting

• Attention to Detail
• Problem Solving
• Self-Motivation
• Communication Skills
• Interpersonal Skills

• Fixed Income Markets
• Corporate Bonds
• Portfolio Management
• Client Portfolios
• Investment Opportunities

• Microsoft Excel
• Bloomberg
• AI Tools
• Coding Agents