Investor Ops Intern: Financial Reporting & Client Support

GCM Grosvenor; Chicago (IL); On-site; USD 65,000 - 70,000; Full time

Job summary

GCM Grosvenor in Chicago is seeking an Investor Operations Intern to support client service through written and oral communication. You will assist with customized quarterly reports, client deliverables, and process improvements in a dynamic team environment.

The role emphasizes accuracy, teamwork, and integrity, with exposure to AI tools to enhance productivity. Interns are not eligible for typical benefits and visa sponsorship is not provided.

Qualifications

• Pursuing a B.A. or B.S. degree, preferably in Accounting, Finance, Economics or a related field.
• An interest in financial markets and an aptitude for working with numbers.
• Superior written and verbal communication skills.
• A basic understanding of statistics.
• Proficiency in Excel, PowerPoint, and Word; knowledge of SharePoint is a plus.
• The ability to manage tasks independently to closure.
• Strong attention to detail and concern for quality of final product (and ability to balance that concern with deadlines).
• A high degree of integrity and the ability to recognize the requirements of confidentiality.
• Solid interpersonal skills and work ethic.
• Curiosity about AI and a willingness to use AI-enabled tools, such as Claude and ChatGPT, to improve productivity, problem-solving, and day-to-day workflows.

Responsibilities

• Respond to client inquiries in a prompt manner, utilizing both oral and written communications.
• Assist with the preparation of customized quarterly reports for clients.
• Identify and assist in identifying opportunities to improve process and automate certain manual functions.
• Assist with client presentations, deliverables and responses to ad hoc client requests/inquires.
• Manage and coordinate workflow and processes associated with client requests.
• Coordinate client deliverables with all departments throughout the firm.
• Operate in a deadline driven, constantly changing environment.
• Assist with other projects related to providing exemplary client service.
• Perform related duties as assigned.

Skills

Written communication

Verbal communication

Excel

PowerPoint

Word

SharePoint

Attention to detail

AI tools (Claude, ChatGPT)

Education

Pursuing BA/BS in Accounting/Finance/Economics or related field

Tools

SharePoint

Job description

GCM Grosvenor in Chicago is seeking an Investor Operations Intern to support client service through written and oral communication. You will assist with customized quarterly reports, client deliverables, and process improvements in a dynamic team environment.

The role emphasizes accuracy, teamwork, and integrity, with exposure to AI tools to enhance productivity. Interns are not eligible for typical benefits and visa sponsorship is not provided.