Summer Investment Analyst Intern – Portfolio Research

Cerity Partners; Quinte West; Presencial; CAD 22 000 - 30 000; Tempo integral

Resumo da oferta

Cerity Partners is offering a paid summer Internship in Investment Solutions for 2027 in Canada. The role supports the Investment Team and reports to analysts and portfolio managers to learn multi-asset portfolio management and exposure to leading investment firms.

The intern will monitor portfolios, assist with updates, and help produce reports while developing financial planning and research skills in a collaborative, fast-paced environment.

Qualificações

• Pursuing a finance-related degree with strong academic performance.
• Interest in public and private capital markets and portfolio management.
• Ability to work independently in a fast-paced environment.

Responsabilidades

• Assist investment team with portfolio monitoring, analysis, and reporting.
• Assist with external manager updates and compile notes for the team.
• Maintain investment databases, spreadsheets, and models for tracking exposures.
• Perform qualitative and quantitative reviews of managers and portfolios.
• Conduct asset class and capital markets research.
• Produce clear written reports of analyses with limited supervision.
• Prepare information and analyses for CIO, Lead PMs, and clients.
• Collaborate on a financial planning project or investment research task.
• Perform other duties as assigned.

Conhecimentos

Excel

PowerPoint

Word

Analytical skills

Presentation skills

Communication

Formação académica

Pursuing a degree in Finance

Ferramentas

Bloomberg

Descrição da oferta de emprego

Cerity Partners is offering a paid summer Internship in Investment Solutions for 2027 in Canada. The role supports the Investment Team and reports to analysts and portfolio managers to learn multi-asset portfolio management and exposure to leading investment firms.

The intern will monitor portfolios, assist with updates, and help produce reports while developing financial planning and research skills in a collaborative, fast-paced environment.