Intern - Portfolio Management

Nassau-Financial-Group; City of Rochester (NY); On-site; USD 26,000 - 37,000; Part time

Job summary

Nassau Financial Group invites applications for an internship in portfolio management focused on fixed income and capital markets. The role supports day-to-day portfolio management and monitoring of investment grade, high yield, leveraged loans, and equity/alternative securities.

The internship emphasizes macroeconomic analysis, liquidity monitoring, and cross-department collaboration, including actuary and treasury teams, with presentation responsibilities in internal meetings.

Qualifications

• College Sophomore, Junior, or Senior working toward a Bachelor’s degree with a major in Finance, Economics, or Accounting.
• Relevant internship experience in financial services industry is preferred.
• Proficiency in Microsoft Excel, PowerPoint and Word skills required.
• Analytical, detail-oriented with excellent research skills.
• Ability to organize work and execute a wide range of tasks in a logical fashion.

Responsibilities

• Monitor the portfolio, economic data and capital markets daily.
• Assist in the development of macroeconomic environment and tactical portfolio positioning; present at various internal meetings.
• Oversee the liquidity positions of the portfolio based on asset and liability cash flows.
• Enhance the team’s monitoring for the portfolio’s strategic and tactical positioning.
• Enhance reporting around the portfolio.
• Collaborate with different departments of Nassau, particularly actuary, treasury, product development and strategic initiatives.
• Participate in investment review due diligence calls of sector teams.
• Assist in the preparation of various presentation materials.

Skills

Excel

PowerPoint

Word

Analytical

Research

Teamwork

Education

Finance/Economics/Accounting major

Tools

Excel

PowerPoint

Word

Job description

Application Deadline: October 31, 2026Job SummaryInternship opportunity for a college student to learn about the capital markets, specifically managing a portfolio for the insurance company, with a focus on fixed income investments. Assist the portfolio management with day-to-day management of the portfolio and monitoring a portfolio of investment grade, high yield, leveraged loan and equity/alternative securities.Principal Duties and ResponsibilitiesMonitor the portfolio, economic data and capital markets dailyAssist in the development of macroeconomic environment and tactical portfolio positioning; present at various internal meetingsOversee the liquidity positions of the portfolio based on asset and liability cash flowsEnhance the team’s monitoring for the portfolio’s strategic and tactical positioningEnhance reporting around the portfolioCollaborate with different departments of Nassau, particularly actuary, treasury, product development and strategic initiativesParticipate in investment review due diligence calls of sector teamsAssist in the preparation of various presentation materialsKnowledge, Skills and AbilitiesCollege Sophomore, Junior, or Senior working toward a Bachelor’s degree with a major in Finance, Economics, or Accounting.Relevant internship experience in financial services industry is preferredProficiency in Microsoft Excel, PowerPoint and Word skills requiredAnalytical, detail-oriented with excellent research skillsAbility to collaboratively solve problems using verbal and written skillsAbility to organize work and self and execute a wide range of tasks in a logical fashionGood decision making and documentation skills to interact effectively with team membersCompensationNassau maintains a holistic compensation philosophy focused on competitive base salaries, performance driven incentives, and unique professional development opportunities. The combination of compensation, benefits, and an entrepreneurial culture along with related experiences is key to recruiting and retaining talent. Our compensation system is designed to reward performance, support development and job growth, and compensate individuals relative to their contribution to our organization. The base pay for this role is: $23/hrVisit our Careers page and apply online at http://www.nfg.com/.Based in Hartford, Connecticut, Nassau Financial Group is a growth focused and digitally enabled financial services company with a fully integrated platform across insurance and asset management. Nassau was founded in 2015 and has grown to $1.6 billion in total adjusted capital, $24.8 billion in assets under management, and 350,000+ policies and contracts as of June 30, 2026.As part of a young and growing financial services enterprise, our employees are tapping into a new entrepreneurial spirit while they build on a long track record of putting customers first, understanding the evolving income and protection needs, and developing quality products to meet those needs.Nassau provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.