Investment Analyst Intern, Private Equity - Summer 2027

RDV Corporation; Grand Rapids (MI); On-site; USD 28,000 - 41,000; Full time

Benefits offered by this job

Access to Wall Street Prep training

Exposure to private equity

Job summary

OA Private Capital, an affiliate of RDV Corporation, offers a Summer 2027 Investment Analyst Internship aimed at undergraduates pursuing finance-related degrees. Interns will receive extensive training and exposure to middle-market buyout funds, including underwriting, portfolio review, and data management.

You will participate in evaluating opportunities, maintaining databases, and supporting cross-portfolio projects with a focus on applying AI tools across the portfolio.

Qualifications

• Undergraduate student pursuing a bachelor’s degree in finance, accounting, economics, or related discipline; expected graduation 2028 or 2029.
• Strong analytical and critical thinking skills.
• Excellent organizational and communication skills.
• Proficiency with Microsoft Suite (Outlook, PowerPoint, Excel, Word).

Responsibilities

• Investment underwriting – review confidential memoranda and financial models; assist in investment committee materials.
• Portfolio monitoring – review ongoing financial performance and valuation of active investments.
• Database maintenance – input and review data in internal reporting systems.
• Internal projects – support cross-portfolio initiatives, including AI tool implementation.

Skills

Analytical skills

Critical thinking

Communication skills

Microsoft Excel

PowerPoint

Word

Education

Finance / Accounting / Economics (undergraduate)

Tools

Outlook

PowerPoint

Excel

Word

Job description

OA Private Capital, an affiliate of RDV Corporation, is a private investment firm managing an alternative asset portfolio specializing in private equity.

OA Private Capital is seeking qualified candidates to join the firm\'s Summer 2027 Internship Program. Investment Analyst Interns will receive extensive training and exposure to the overall private equity landscape, with a particular focus on middle market buyout funds, through the valuation and underwriting of private equity fund commitments, related co-investments, secondaries, and other alternative strategies. Additionally, OA Private Capital will provide each Investment Analyst Intern with unlimited access to Wall Street Prep, a platform of self-study online courses in financial modeling, to supplement the training and experience throughout the internship program.

The Investment Analyst Intern position supports members of the OA Private Capital Investment Group with responsibilities including investment underwriting, portfolio monitoring, database maintenance, and other internal projects. This is a short-term position designed for college undergraduate students interested in gaining experience in investment management and exposure to the broader private equity industry.

What You\'ll Do:

The Investment Analyst Intern will have the following duties and responsibilities:

• Investment Underwriting – Evaluate prospective investment opportunities through the review of confidential investment memoranda, financial models, and commercial diligence reports and assist in the creation of investment committee materials.
• Portfolio Monitoring – Assist in reviewing the ongoing financial performance and valuation of active portfolio investments using financial reports, board materials, comparable transactions, and other supplemental data.
• Database Maintenance – Collect, input, and review comprehensive data sets within the firms internal reporting and document management systems.
• Internal Projects – Support internal cross-portfolio and cross-functional projects on an ad hoc basis with an emphasis on how to best implement AI tools across the portfolio.

What You\'ll Bring:

• Current undergraduate student pursuing a bachelor’s degree in finance, accounting, economics, or a related discipline – expected graduation in 2028 or 2029 preferred.
• Strong analytical and critical thinking skills.
• Excellent organizational and communication skills
• Proficiency with Microsoft Suite - Outlook, PowerPoint, Excel, and Word.
• Ability and willingness to work in a cross-functional and team environment required.