Intern - Structured Investments

NAMCO Services, LLC; City of Rochester (NY); Vor Ort; USD 28.000 - 36.000; Vollzeit

Zusammenfassung

Nassau Financial Group is offering an internship for Summer 2027 to a college student pursuing a Finance or Mathematics degree. You will assist the CLO, structured products and derivatives team with sourcing, underwriting, deal analysis and surveillance across CLOs and related structured products.

The role provides hands-on experience with deal pipeline management, pricing analysis, and portfolio surveillance, working with tools like Allvue, Intex and Moody’s SF Portal.

Qualifikationen

• College student pursuing Bachelor’s in Finance or Mathematics (minor in Business) or Master’s in Finance/Risk Management.
• 1–2 years of internship experience in financial services preferred.
• Analytical and detail-oriented with strong research abilities.
• Able to communicate clearly in verbal and written form and work collaboratively.

Aufgaben

• Compile weekly CLO/debt pipeline and update deal pipeline in Allvue.
• Support manager, collateral and scenario analysis using Intex.
• Assist in pricing analysis of weekly derivative transactions.
• Prepare deal write-ups for CIO approval and investment committee review.
• Support monthly surveillance and portfolio quality reports (PQR).
• Contribute to weekly meetings and due diligence with CLO managers.

Kenntnisse

Analytical

Detail oriented

Research skills

Verbal and written communication

Organization

Ausbildung

Bachelor's in Finance or Mathematics

Minor in Business or Master in Finance/Risk Mgmt

Tools

Allvue

Intex

Moody's SF Portal

Jobbeschreibung

Application Deadline: October 31, 2026Job SummaryInternship opportunity for a college student for Summer 2027 to learn more about the CLO, Structured Products & Derivatives team while gaining invaluable hands-on experience. Assist the portfolio manager and analysts in the CLO, structured products, & Derivatives Team with the sourcing, credit underwriting and deal analysis of new transactions as well as the deep-dive surveillance of CLO and other structured products. This role will include but not limited to the following day-to-day needs and projects:Principal Duties and ResponsibilitiesCompile and evaluate weekly new issue deal pipeline for CLOs and other structured products (e.g., CBOs, CFOs, CMOs, direct lending)Update the deal pipeline and trades in AllvueMonitor rating changes including refinancing/resets and monthly internal watchlist for CLOs and other structured productsAssist in the manager, collateral and scenario analysis of new deals using Intex and preparation of deal write-ups for CIO approval and investment committee reviewAssist in the monthly deal surveillance analysis - using Intex and Moody’s Structured Finance (SF) Portal - of existing CLOs and other structured products in terms of performance metrics and trendsAssist in the preparation of the monthly deep-dive surveillance and portfolio quality (PQR) reports for management review and discussionAssist in the pricing analysis of the weekly derivative transactions with respect to execution levels versus option budgetParticipate in weekly sector team meetings and due diligence calls with deal arrangers and CLO managers of both new and existing investments.Knowledge, Skills and AbilitiesCollege student working toward a Bachelor’s degree in Finance or Mathematics with a minor in Business or Master’s degree in Finance or Risk Management.1-2 years of job relevant internship experience, preferably in financial services industryAnalytical, 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.