2027 San Francisco Summer Intern Program (Portfolio Management)

Messiah University; San Francisco (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Messiah University is seeking a Portfolio Analyst to support the portfolio management process, research data, and develop investment strategies. You will collaborate with portfolio managers to construct, monitor risk, and communicate with clients.

The role emphasizes analytical thinking, Python coding, and effective communication. You will work with cross-functional teams to implement AI-enabled investment ideas and continually learn in a fast-paced environment.

Qualifications

• Interest in markets and portfolio management.
• Strong analytical and problem-solving abilities.
• Ability to distill and communicate large amounts of information succinctly.
• Collaborative and team-oriented mindset.
• Willingness to learn and adapt to AI and emerging technologies.

Responsibilities

• Support the portfolio management process by conducting research, analyzing data and developing investment strategies.
• Work closely with portfolio managers to construct and manage portfolios, monitor risk and communicate with clients.
• Collaborate with other teams, such as research, trading and operations, to ensure the smooth execution of investment strategies.
• Responsible use of data, technology, and AI to solve problems and deliver impactful outcomes.
• Note: The specific responsibilities may vary depending on the team and the investment strategies supported.

Skills

Investment passion

Analytical thinking

Teamwork

Written & verbal communication

Learning mindset

AI curiosity

Problem solving

Research skills

Tools

Python

Job description

Portfolio Management is uniquely crafted to deliver outstanding outcomes, better returns, increased convenience and improved transparency for our clients by building investment quality and efficient portfolios.

What will you do as an Analyst?

• Support the portfolio management process by conducting research, analyzing data and developing investment strategies
• Work closely with portfolio managers to construct and manage portfolios, monitor risk and communicate with clients
• Collaborate with other teams, such as research, trading and operations, to ensure the smooth execution of investment strategies
• Responsibly use data, technology, and AI to solve problems and deliver impactful outcomes
• Note: The specific responsibilities of an Analyst in Portfolio Management may vary depending on the team and the investment strategies they support.

What capabilities are we looking for?

• Passion for investing and interest in markets and portfolio management
• Coding & programming skills (Python or similar)
• Analytical approach and critical thinking
• Ability to distill and communicate large amounts of information succinctly
• Research, problem-solving and critical thinking skills
• Team player
• Effective communication skills, both written and verbal, with the ability to constructively debate and challenge ideas
• Ability and willingness for continued learning
• Curiosity, critical thinking, learning agility, and sound judgement in technology-enabled decision making, coupled with an enthusiasm for AI, emerging technologies, and continuous innovation

Your learning and development will include:

• Contributing to the work of the team and meeting members across various sectors through departmental meetings and group training sessions
• Access to senior leaders across Portfolio Management
• Departmental investment strategy meetings and debrief sessions to ask questions in small group settings