Generalist rotation supporting screening, basic modeling, and duediligence across private credit, real estate, and infrastructure. Hands-on exposure to the fullinvestment process under close mentorship.
About the Role
What You’ll Do
- Conduct preliminary company and market research across target sectors
- Assist in building and auditing simple three-statement and returns models
- Prepare materials for investment committee and internal discussions
- Support diligence workstreams: data requests, comps, and memo drafting
- Track pipeline and portfolio KPIs using standardized templates
- Join diligence meetings and portfolio reviews to observe how investment decisions are made
- Help keep deal, model, and reporting files organized and easy to navigate
What We Look For
- Progress toward a Bachelor’s or Master’s in Finance, Economics, Engineering, or related
- Strong analytical skills; basic Excel and PowerPoint proficiency
- Clear written and verbal communication; attention to detail
- Comfort reading financial statements and working with numbers
- Curiosity to learn across asset classes and work collaboratively
- Ability to manage multiple workstreams and ask questions early when stuck
- Eligibility to work in the United States during the internship period
Nice to Have
- Introductory knowledge of accounting and valuation
- Experience with data tools (e.g., Excel, Python, or BI dashboards)
- Prior internship or project experience in investing, corporate finance, or consulting
- Familiarity with research databases, public filings, or earnings-call transcripts