The Investment Operations Intern will support the Investments team in enhancing data accuracy, reporting, and process efficiency. This role is ideal for a student pursuing a degree in finance, accounting, or data analytics who is eager to apply classroom knowledge in a real-world investment environment while gaining hands-on experience.
Your role and impact
Here's a glimpse of your responsibilities and the meaningful impact you'll create as the Investment Operations Intern:
- Data & Reporting Support
- Assist in maintaining and validating investment data across reports and systems
- Support preparation of recurring and ad-hoc performance reports
- Contribute to data integrity reviews and documentation of workflows
- Process Improvement & Automation
- Identify opportunities to streamline manual processes and improve efficiency
- Support development or testing of automated tools using Excel or Python
- Help organize and manage data for consistency and accessibility
- Systems & Team Collaboration
- Gain exposure to investment systems such as Bloomberg, FactSet, and Power BI/Tableau
- Collaborate with team members to understand investment operations workflows
- Participate in team meetings and contribute to special projects as needed
