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.

EDUCATION, SKILLS AND EXPERIENCE REQUIREMENTS

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.