Summer 2027 Intern Analyst Investments

CFA Institute; Calgary; On-site; CAD 25,000 - 39,000; Full time

Job summary

CFA Institute in Calgary is seeking a Summer Intern Analyst to join the Investment team. The role focuses on credit analysis, financial modeling, and industry research to support investment decisions.

You will help prepare materials for the investment committee, maintain benchmarking databases, and monitor portfolio performance, risks, and covenant compliance while engaging with SAF counterparties and stakeholders. A proactive, diligent self-starter will thrive in our open office setting.

Qualifications

• Enrolled in a university degree with a finance or quantitative focus.
• Demonstrated academic excellence and involvement.
• Strong analytical and critical-thinking abilities.

Responsibilities

• Support the Investment team with in-depth credit analysis and due diligence.
• Assist in financial modeling, valuation, and industry research.
• Prepare investment committee materials and benchmarks.
• Monitor portfolio performance, covenant compliance, and risk.
• Lead ad hoc research projects and communicate with stakeholders.

Skills

Financial analysis

Credit analysis

Excel proficiency

Communication skills

Team player

Time management

Analytical thinking

Presentation skills

Problem-solving

Education

Enrolled in university degree program in finance

Accounting, economics or quantitative field

Tools

Excel

PowerPoint

Word

Job description

We are seeking a motivated Summer Intern Analyst to join our Investment team. The ideal candidate will be a high energy and self-starting individual with a passion for critical thinking and financial/risk analysis, strong communication skills, attention to detail, and work ethic.

Key Responsibilities:

• Support the Investment team in conducting in-depth credit analysis and due diligence on prospective investments, including financial modeling, valuation, and industry research;
• Assist in preparing investment committee materials;
• Maintain industry and investment benchmarking databases;
• Support the monitoring of our portfolio investments, including reviewing financial performance, covenant compliance, and ongoing risk assessments;
• Spearhead research initiatives and other ad hoc projects; and,
• Communicate and interact with SAF counterparties and stakeholders.

Qualifications/Core Competencies:

• You have exhibited passion and curiosity for financial markets, private credit and investing;
• You are an entrepreneurial thinker and possess strong problem-solving skills;
• You have demonstrated academic excellence and extracurricular involvement;
• You have excellent interpersonal skills and a desire to be a team player in an open office environment;
• You are a developing leader, with strong communication and presentation skills;
• You can multi-task, have phenomenal time management and work ethic;
• You have excellent analytical and critical-thinking skills;
• You have an advanced proficiency in the use of Excel™, PowerPoint™, and Word™; and,
• Must be enrolled in a university degree program in finance, accounting, economics, engineering or another quantitative field.