Investment Research Intern: Credit & Fixed Income

00036 Columbia Mgmt Invst Adv LLC; El Segundo (CA); Hybrid; USD 39,000 - 52,000; Full time

Job summary

Columbia Threadneedle Investments is seeking interns to support portfolio management and research, gaining hands-on investment experience under mentorship. You will work with portfolio managers and analysts on financial modeling, credit analysis, and market discussions.

The program emphasizes practical learning, exposure to senior leaders, and opportunities to grow within a global financial services organization.

Qualifications

• Pursuing a bachelor's degree in Finance, Economics, Accounting, Mathematics, Statistics, Computer Science, Engineering, Business, or a related field.
• Expected graduation date of December 2027 or May/June 2028.
• Passionate about the investment management industry and contributing to a successful team environment.

Responsibilities

• Build and maintain three-statement financial models and earnings forecasts for leveraged issuers.
• Conduct fundamental credit analysis, including assessment of business risk, industry dynamics, financial performance, capital structure, and covenant protections.
• Develop relative value frameworks to compare investment opportunities across issuers, industries, and capital structures.
• Prepare credit recommendation memoranda incorporating financial, credit, and relative value analyses for use in evaluating primary and secondary loan market opportunities.
• Support portfolio monitoring through earnings reviews, company updates, and ongoing credit surveillance.
• Develop an understanding of the bank loan, CLO, and broader fixed income markets through market research, investment discussions, and interaction with portfolio managers and analysts.

Skills

Self-motivation

Integrity

Attention to detail

Communication

Organization

Time management

Problem solving

Education

Bachelor’s degree in related field

Tools

Excel

PowerPoint

Office Suite

Job description

Columbia Threadneedle Investments is seeking interns to support portfolio management and research, gaining hands-on investment experience under mentorship. You will work with portfolio managers and analysts on financial modeling, credit analysis, and market discussions.

The program emphasizes practical learning, exposure to senior leaders, and opportunities to grow within a global financial services organization.