Equity & Fixed Income Intern (Summer 2027)

Overview

Responsibilities

• Gain exposure to our equity and/or credit models.
• Summarize third party, sell-side, research reports.
• Enhance and develop company summary (“tear”) sheets.
• Update analytical reports, with an eye on economic moats, strengths, weaknesses, and risks.
• Assist in the preparation of company or industry analysis gaining exposure to portfolio management and how PM's consider portfolio level risk.
• Performs other duties as assigned.
• Complies with all policies and standards.

Qualifications

• Bachelor's Degree Pursuing, preferably in finance or business - Required
• Proven academic and extracurricular track record with a demonstrated history of achievement. -
• Demonstrated quantitative background (e.g., economics, mathematics, etc.). -
• Proven excellent verbal and written communication skills with ability to convey information, verbally and in writing, to customers in a clear, accurate, focused and concise manner. -
• Demonstrated ability to effectively interact and communicate with all levels of staff and management. -
• Strong working knowledge of Microsoft Office applications is required (e.g. Excel, Word, PowerPoint, Outlook). -

• Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
• Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
• Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
• Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
• Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
• Performs substantial movement of wrists, hands, and fingers for continuous computer work.
• Extended hours required during peak workloads or special projects/events.
• Occasional after-hours work needed

• None