Investment Intern

Bolton Partners, Inc.; Towson, Northern (MD, KY); Hybrid; USD 25,000 - 39,000; Part time

Benefits offered by this job

Hourly Rate: $22.00 / hour

Job summary

Bolton Partners, Inc. in Towson, MD is seeking an Investment Intern to support the Investment Consulting Group. This part-time, non-exempt role offers hands-on experience assisting consultants with financial analyses and client work, while developing professional skills.

Hours are flexible (up to 37.5 per week in fall, with a 15-hour minimum), and the position pays $22.00 per hour. This internship may extend to spring/summer or lead to full-time opportunities after graduation.

Qualifications

• High school diploma or GED required; college students preferred.
• Pursuing a degree in Mathematics, Finance, Economics or related quantitative discipline.
• Strong written and verbal communication; able to meet deadlines.
• Flexibility to work 15–37.5 hours per week during fall semester.

Responsibilities

• Support consultants on client reports, projects, and analyses.
• Assist with financial reporting for retirement plans and investment manager research.
• Coordinate with colleagues and clients on data collection and tasks.
• Create documents and meeting materials.
• Support small & mid-market client consultants.
• Assist in crafting proposals and improve processes.

Education

High school diploma or GED

Pursuing degree in Mathematics, Finance, Economics or related quantitative field

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Description

Job Title: Investment Intern

Employment Type: Part-Time, Non-Exempt

Department: Investment Consulting Group

Location: Towson, MD

ABOUT BOLTON & OUR INVESTMENT TEAM

Bolton is a full-service HR & Benefits Consulting firm with four decades of experience helping organizations make confident workforce decisions. Bolton’s Investment practice specifically provides independent investment consulting and advisory services to corporate, public sector, and multi-employer retirement plans. The team supports clients in strengthening plan governance and improving long-term financial outcomes.

ABOUT THE ROLE

Provide support to consulting teams and department initiatives. Must have sound technical and organizational skills, a capacity to learn through experience, and a strong commitment to meet agreed upon timeframes and deadlines. The Investment Intern position provides the opportunity to develop technical knowledge, build client management skills, gain knowledge from industry leading consultants to build a great professional career in financial and professional services.

Position may work up to 37.5 hours per week during the fall semester. We request a minimum of 15 hours per week. Hours are flexible (candidate may set their own schedule within reason – generally during standard business hours) but must be agreed upon with manager and followed.

This is a temporary position for a fall internship. Candidates hired for this position may be considered for an internship extension into the spring/summer or full-time positions following graduation. Students must be able to work from our headquarters in Towson, MD. Housing assistance or stipends will not be provided for this position, beyond the regular hourly pay rate for those who are not otherwise living or attending school locally.

WHAT YOU'LL DO

The following list of duties and responsibilities are examples of the work successful candidates will be asked to perform. Candidates may not be involved with all of these functions as a regular part of their duties.

• Support consultants on annual, quarterly, monthly standard and ad hoc client reports, projects, and analyses.
• The main projects the candidate will be supporting are financial reporting for retirement plans and investment manager research.
• Communicate and coordinate effectively with colleagues and clients regarding data collection and project tasks.
• Create documents and materials for meetings based on standard formats.
• Provide support to small & mid-market client consultants.
• Assist in crafting proposals.
• Develop a good working relationship with all levels of staff.
• Increase efficiency by identifying ways to improve processes.

Requirements

WHAT WE'RE LOOKING FOR

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Training on the specific duties and responsibilities will be provided. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Required Qualifications

• High school diploma or general education degree (GED).
• INTERNSHIP: College students that are enrolled in a degree program related to Mathematics, Finance, and Economics are preferred. However, college students that are enrolled in a degree program related to Statistics & Actuarial Science, Business, or other quantitative and analytical discipline will also be considered. The ideal candidate will be entering their junior or senior year of college or enrolled in a post-graduate degree program.
• Flexibility and ability to work independently, diagnose and resolve issues, and meet client deadlines.
• Great communication skills and presentations skills.
• Experience working as part of a team, including extracurricular activities, clubs, sports teams, etc.

Preferred Qualifications

• Previous experience in an office setting is preferred.
• Proficiency in the use of Microsoft Excel is required; Word and PowerPoint is also preferred.

Travel Requirements

• Estimated travel: Minimal
• May include local day travel and occasional conferences or training events

WHY JOIN BOLTON

• Collaborative, team-oriented culture
• Opportunity to work alongside experienced consultants and industry leaders
• Exposure to meaningful, client-driven work
• Ongoing learning and professional development opportunities

COMPENSATION & BENEFITS

• Hourly Rate: $22.00 / hour

Equal Opportunity Employer

Bolton is an equal opportunity employer and is committed to fostering an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.

Reasonable Accommodations

Bolton is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and employment process. If you require an accommodation, please contact Human Resources.