Investment Performance & Reporting Intern - Summer 2027

Centro Escolar University; United States; On-site; USD 34,000 - 41,000; Full time

Benefits offered by this job

Hourly rate

Medical insurance

Paid holidays

Intern program

Job summary

Centro Escolar University seeks a Finance/Data Analytics intern in the United States to support investment performance calculations, benchmark and peer-group analysis, and information delivery to Board, Management, Portfolio Management, and incentive plans.

You will help redesign management reporting processes for Boards and Committees, partner with the front office to streamline portfolio risk analytics, and assist in private equity accounting and financial reporting functions.

Qualifications

• Current junior with expected graduation in December 2027 or May 2028 pursuing a degree in Finance, Data Analytics, Economics, or related area.
• GPA of 3.0 or higher.
• Interest in investment concepts and/or pursuing CFA/CIPM designations.

Responsibilities

• Aid in investment performance calculation and benchmark analysis for Board, Management, Portfolio Management, and Incentive Plans (Insurance & Mutual Funds).
• Redesign management reporting and information delivery processes for Board, Management Committees, and Portfolio Management (Insurance).
• Partner with the front office to analyze and streamline portfolio risk and analytics reporting.
• Assist in executing Private Equity accounting, financial reporting, and management reporting functions.

Skills

Investment analysis

Financial reporting

Data analysis

Education

Finance

Data Analytics

Economics

Job description

Your Role

Here’s what you will be doing:

• Work closely with the team to aid in investment performance calculation, benchmark and peer group analysis, including information delivery for Board, Management, Portfolio Management, and Incentive Plans (Insurance & Mutual Funds).


• Help redesign management reporting and information delivery processes for Board, Management Committees, and Portfolio Management (Insurance).


• Partner with the front office to analyze and streamline portfolio risk and analytics reporting.


• Assist in executing Private Equity accounting, financial reporting, and management reporting functions.

About You

The company is looking for:

• Current Junior with expected graduation in December 2027 or May 2028 pursuing a degree in Finance, Data Analytics, Economics, or related area.


• GPA of 3.0 or higher.


• Interest in investment concepts and/or pursuing CFA/CIPM designations.

Compensation & Benefits

• Competitive compensation with an hourly wage range of $25.00-$30.00, depending on location, experience, skills, and business needs.


• Medical insurance, Sick and Safe Time, paid company holidays, and other employee benefits for roles working 20 or more hours per week.


• Full intern event program including development, networking, and social activities.