Intern - Structured Investments

Nassau Financial Group; New York (NY); On-site; USD 30,000 - 33,000; Part time

Job summary

Nassau Financial Group is seeking a college student for a Summer 2027 internship to support the CLO, Structured Products & Derivatives team in sourcing, underwriting and deal analysis. You will assist portfolio managers and analysts on new and existing transactions, and help with surveillance and reporting.

Based in Hartford, CT, Nassau offers exposure to a growing financial services platform with learning opportunities across pricing, risk, and portfolio management.

Qualifications

• Working toward a Bachelor's degree in Finance or Mathematics.
• 1–2 years of internship experience in financial services preferred.
• Analytical with strong research skills and attention to detail.

Responsibilities

• Compile and evaluate weekly new issue deal pipeline for CLOs and other structured products.
• Update the deal pipeline and trades in Allvue.
• Monitor rating changes including refinancing/resets and monthly internal watchlist for CLOs.

Skills

Analytical

Detail-oriented

Research skills

Verbal & written comms

Education

Bachelor's degree in Finance or Mathematics

Master's degree in Finance or Risk Management

Tools

Allvue

Intex

Moody's SF Portal

Job description

Application Deadline: October 31, 2026

Internship 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 Responsibilities

• Compile 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 Allvue
• Monitor rating changes including refinancing/resets and monthly internal watchlist for CLOs and other structured products
• Assist in the manager, collateral and scenario analysis of new deals using Intex and preparation of deal write-ups for CIO approval and investment committee review
• Assist 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 trends
• Assist in the preparation of the monthly deep-dive surveillance and portfolio quality (PQR) reports for management review and discussion
• Assist in the pricing analysis of the weekly derivative transactions with respect to execution levels versus option budget
• Participate in weekly sector team meetings and due diligence calls with deal arrangers and CLO managers of both new and existing investments.

Knowledge, Skills And Abilities

• College 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 industry
• Analytical, detail-oriented with excellent research skills
• Ability to collaboratively solve problems using verbal and written skills
• Ability to organize work and self and execute a wide range of tasks in a logical fashion
• Good decision making and documentation skills to interact effectively with team members

Compensation

Nassau 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/hr

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.