Investment Analytics Intern

Socotra, Inc.

Jersey City (NJ)

On-site

USD 22,000 - 31,000

Full time

14 days+

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Job summary

Fortitude Reinsurance Company Ltd. (Fortitude Re) invites rising seniors and graduate students to join our Winter Internship Program in Jersey City. You will engage in meaningful roles applying your coursework to real-world investment analytics and risk measurement.

You will calculate cashflows, develop quantitative tools, and assist with due diligence, onboarding of new deals, and portfolio reporting. Strong Python/SQL and advanced Excel are required, with Bloomberg and data science familiarity

Qualifications

Rising senior pursuing a bachelor’s or master’s degree in finance, economics, computer science or investments.
Willingness to work towards CFA designation is preferred.
Proficiency in Python and SQL is required.
Advanced Excel skills are required.
Familiarity with data science techniques (SQL, R, Python, MatLab) and Bloomberg is a plus.

Responsibilities

Support the calculation of cashflows, risk metrics, and other analytics for structured and other investment assets.
Assist in developing quantitative tools and models to evaluate new and existing investment opportunities.
Collaborate with Investment Managers and internal teams to support investment recommendations and portfolio strategies.
Participate in due diligence on potential asset acquisitions and assist in developing related asset strategies.
Support onboarding of new reinsurance deals and asset managers, including portfolio setup and data validation.
Provide operational support for portfolios, including reconciliations and transaction monitoring.
Assist in preparing compliance and performance reports to ensure adherence to investment guidelines.
Review and maintain data quality across investment systems, researching and resolving discrepancies as needed.
Help prepare presentation materials summarizing investment performance, risk, and strategy for senior management.
Contribute to automated reporting processes that track portfolio positions, activity, risk, and compliance.
Help develop and enhance automated dashboards and data tools for investment analysis and reporting.