Summer Intern - Portfolio Management

CV Advisors; Florida; On-site; USD 28,000 - 39,000; Full time

Job summary

CV Advisors in Aventura, FL offers a 10-week summer internship with the Portfolio Management team in Miami. You will gain hands-on exposure to investment research, portfolio analytics, reporting, and workflow improvements for ultra-high-net-worth portfolios.

Reporting to an Associate Portfolio Manager, you will help monitor portfolios, run analytics in Excel, and participate in cross-functional projects. The program runs June 1, 2027 through August 13, 2027 and provides meaningful experience in

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field.
• Strong analytical skills with proficiency in Excel and Microsoft Office.
• Clear written and verbal communication skills, with the ability to explain analysis simply.
• High attention to detail and the ability to manage multiple tasks accurately and on deadline.
• Demonstrated interest in investing, markets, and wealth management.
• Available to work full-time, in person, in Aventura, FL for the full 10-week program.

Responsibilities

• Support the team in monitoring client portfolios against target allocations, risk parameters, and investment policy guidelines.
• Assist with portfolio analytics, including performance attribution, risk exposure, and liquidity summaries.
• Research managers, funds, and market themes to support portfolio construction and due diligence.
• Track the macroeconomic environment, including interest rates, inflation, equity valuations, and credit conditions, and summarize implications for client positioning.
• Assist with trade preparation and track trades from order through settlement.
• Help monitor cash balances, pending wires, and custodian follow-ups.
• Support client account tasks, including organizing custodial statements and documentation for onboarding and reviews.
• Own a summer project with a defined deliverable, such as a reporting enhancement, process documentation, an operational workflow improvement, or a test of an AI-assisted workflow, and present findings to the team at the end of the program.
• Partner with Client Services, Operations, and Accounting on cross-functional requests.

Skills

Analytical skills

Communication skills

Attention to detail

Interest in investing/wealth mgmt

Education

Bachelor's degree in Finance, Economics, Business

Tools

Excel

Microsoft Office

Job description

CV Advisors is a leading multi-family office and SEC Registered Investment Adviser headquartered in Aventura, Florida. We manage $16B in assets under management for ultra-high-net-worth families and institutions around the world, delivering institutional-caliber investment management with the personalized attention of a single-family office. Ranked among the top RIAs in the country by Forbes and Barron's, our team of 90 professionals combine deep expertise with a culture of collaboration, integrity, and excellence.

About the Role

The Summer Intern joins a dedicated Portfolio Management team for a 10-week, in-office summer program, located in Miami, Florida. Reporting to an Associate Portfolio Manager, the intern works alongside the portfolio management team, gaining hands-on exposure to both the investment and operational sides of managing ultra-high-net-worth client portfolios. Interns contribute to real team projects, from portfolio analytics and research, to reporting and workflow improvements, and finish the summer with a clear view of how a multi-family office operates. Interns also learn how a multi-family office responsibly uses AI to improve research, reporting, and workflows, with appropriate oversight and controls.

Tentative dates of June 1, 2027 through August 13, 2027.

Key Responsibilities

• Support the team in monitoring client portfolios against target allocations, risk parameters, and investment policy guidelines.
• Assist with portfolio analytics, including performance attribution, risk exposure, and liquidity summaries.
• Research managers, funds, and market themes to support portfolio construction and due diligence.
• Track the macroeconomic environment, including interest rates, inflation, equity valuations, and credit conditions, and summarize implications for client positioning.

Trade, Cash & Account Operations

• Assist with trade preparation and track trades from order through settlement.
• Help monitor cash balances, pending wires, and custodian follow-ups.
• Support client account tasks, including organizing custodial statements and documentation for onboarding and reviews.

Projects

• Own a summer project with a defined deliverable, such as a reporting enhancement, process documentation, an operational workflow improvement, or a test of an AI-assisted workflow, and present findings to the team at the end of the program.
• Partner with Client Services, Operations, and Accounting on cross-functional requests.

Qualifications

Required

• Currently pursuing a Bachelor's degree in Finance, Economics, Business, or a related field.
• Strong analytical skills with proficiency in Excel and Microsoft Office.
• Clear written and verbal communication skills, with the ability to explain analysis simply.
• High attention to detail and the ability to manage multiple tasks accurately and on deadline.
• Demonstrated interest in investing, markets, and wealth management.
• Available to work full-time, in person, in Aventura, FL for the full 10-week program.

Preferred

• Bilingual, English and Spanish.
• Prior internship, coursework, or student investment fund experience in finance.