Investments Intern: Credit Research & Fixed-Income Analysis

Columbia-Threadneedle-Investments; El Segundo (CA); Hybrid; USD 65,000 - 75,000; Full time

Job summary

Columbia Threadneedle Investments offers an internship designed to provide hands-on investment management experience. You will support portfolio management and research, contributing directly to the investment process with mentorship from an experienced team.

You will develop financial models, conduct credit analysis, and prepare memoranda for loan market opportunities. This role emphasizes collaboration, learning, and exposure to fixed income markets.

Qualifications

• Pursuing a bachelor's degree in Finance, Economics, Accounting, Mathematics, Statistics, Computer Science, Engineering, Business.
• Expected graduation date December 2027 or May/June 2028.
• Interest in investment management and teamwork-focused environment.

Responsibilities

• Build and maintain three-statement financial models and earnings forecasts for leveraged issuers.
• Conduct fundamental credit analysis including business risk and covenant protections.
• Develop relative value frameworks to compare opportunities across issuers and structures.
• Prepare credit memoranda with financial and relative value analyses.
• Support portfolio monitoring through earnings reviews and updates.
• Gain understanding of bank loan, CLO, and fixed income markets via research and shadowing.

Skills

MS Office proficiency (Excel, PowerPt)

Communication skills

Analytical ability

Attention to detail

Multitasking

Problem solving

Education

Bachelor's degree in Finance, Economics, Accounting, Mathematics, Statistics, Computer Science, Engineering, Business

Tools

Microsoft Office (Excel, PowerPoint)

Job description

Columbia Threadneedle Investments offers an internship designed to provide hands-on investment management experience. You will support portfolio management and research, contributing directly to the investment process with mentorship from an experienced team.

You will develop financial models, conduct credit analysis, and prepare memoranda for loan market opportunities. This role emphasizes collaboration, learning, and exposure to fixed income markets.