Asset Management Internship · Asset Management

Learn how portfolios are managed day to day

Work with our team on monitoring portfolios, preparing simple reports and supporting investment reviews.

Overview

What you'll experience

Internship based in New York / Remote. You will focus on practical, well-scoped tasks that help keep portfolios organised and transparent.

Key responsibilities

Maintain basic position and transaction tracking sheets across portfolios.
Prepare recurring snapshots of holdings, cash balances and simple performance views in Excel or Sheets.
Help collect and file factsheets, statements and other supporting documentation.
Assist in drafting short portfolio notes that summarise key changes and upcoming actions.

What you'll gain

Exposure to how portfolios are monitored, documented and communicated to stakeholders.
Stronger Excel skills around organising data, building simple tables and charts.
Understanding of basic asset classes, risk considerations and reporting conventions.
Potential pathway to future roles in asset management, research or advisory subject to performance.

Requirements

What we're looking for

We seek students who are detail-oriented, responsible and curious about investing.

Qualifications

Undergraduate student with coursework in finance, economics, accounting, engineering or related fields.
Comfort with Excel or Google Sheets; experience structuring basic tables and charts.
Ability to follow checklists and document steps clearly.

Attributes

Careful and organised approach to handling data and files.
Willingness to ask questions early and incorporate feedback.
Genuine interest in how investment portfolios are constructed and monitored.

Ready to apply?

Submit your resume, transcript and a short note via our contact form.

Apply now