Investment Strategy Trainee – Finance & PE

Redwood Summit Partners; Chicago (IL); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Professional development opportunities

Job summary

Redwood Summit Partners in Chicago, IL seeks a Management Trainee to support investment activity and portfolio management. You will assist in developing and implementing investment strategies, conduct market research, and collaborate with a growing team of finance professionals in a fast-paced, open-office environment.

The role emphasizes strong analytical capabilities, effective communication, and a proactive work style.

Qualifications

• Bachelor's degree in finance, business, or a related field.
• Prior internship experience in finance or investment analysis is highly desirable.
• Strong analytical skills, attention to detail, and the ability to work well under pressure.
• Proficiency in Microsoft Office Suite and financial modelling software is required.
• Excellent communication and interpersonal skills are also necessary.

Responsibilities

• Assist in the preparation of financial reports and analyses.
• Support the investment team in conducting due diligence on potential investment opportunities.
• Contribute to the development of investment strategies.

Skills

Analytical skills

Communication

Attention to detail

Teamwork

Education

Bachelor's degree in finance or business

Tools

Microsoft Office Suite

Financial modeling software

Job description

Redwood Summit Partners in Chicago, IL seeks a Management Trainee to support investment activity and portfolio management. You will assist in developing and implementing investment strategies, conduct market research, and collaborate with a growing team of finance professionals in a fast-paced, open-office environment.

The role emphasizes strong analytical capabilities, effective communication, and a proactive work style.