2027 Investor Operations Summer Intern

Summary

The Investor Operations Intern will be part of a team that provides a superior level of service to our clients through various forms of communication. This role requires strong written and oral communication skills, the ability to work in a dynamic group environment and well-developed organizational skills.

Responsibilities

The individual will be involved in the following critical activities

• Respond to client inquiries in a prompt manner, utilizing both oral and written communications.
• Assist with the preparation of customized quarterly reports for clients.
• Identify and assist in identifying opportunities to improve process and automate certain manual functions.
• Assist with client presentations, deliverables and responses to ad hoc client requests/inquires.
• Manage and coordinate workflow and processes associated with client requests.
• Coordinate client deliverables with all departments throughout the firm.
• Operate in a deadline driven, constantly changing environment.
• Assist with other projects related to providing exemplary client service.
• Perform related duties as assigned.

The ideal candidate should possess

• Pursuing a B.A. or B.S. degree, preferably in Accounting, Finance, Economics or a related field.
• An interest in financial markets and an aptitude for working with numbers.
• Superior written and verbal communication skills.
• A basic understanding of statistics.
• Proficiency in Excel, PowerPoint, and Word; knowledge of SharePoint is a plus.
• The ability to manage tasks independently to closure.
• Strong attention to detail and concern for quality of final product (and ability to balance that concern with deadlines).
• A high degree of integrity and the ability to recognize the requirements of confidentiality.
• Solid interpersonal skills and work ethic.
• Curiosity about AI and a willingness to use AI-enabled tools, such as Claude and ChatGPT, to improve productivity, problem-solving, and day-to-day workflows.

Interns are not eligible for employee benefits like health insurance, paid time off, or 401(k) plans.

• This position is not eligible for employer visa sponsorship now or in the future (including, but not limited to, H-1B, TN, or other employment-based visas).
• Applicants must be currently authorized to work in the United States without the need for employer sponsorship now or in the future.
• Applicants requiring future sponsorship for continued work authorization (for example, following F-1 OPT/CPT, or J-1 status) are not eligible.

Pay and benefits

Actual base salary may vary based on factors such as individual's experience, skills, and qualifications for the role. Employees may be eligible for a discretionary bonus based on factors such as individual, team, and company performance as well as a comprehensive benefits package.