Summer Internship - 2028 Rothesay Asset Management

Rothesay; New York (NY); On-site; USD 74,000 - 105,000; Full time

Job summary

Rothesay Asset Management North America (RAM NA) in New York offers an Asset Origination Intern program. The 9-week internship provides hands-on exposure to asset investments, with shadowing of the investment team and rotational exposure across Public Finance, US Residential Mortgages, CRE, Infrastructure and more.

As an intern you will prepare pitchbooks, run spreadsheet analytics, review term sheets, gather data and develop a trade idea to present to the team at the program's end.

Qualifications

• Full-time student majoring in finance, business, or economics.
• Class of 2029; graduates and master's students will be considered.

Responsibilities

• Prepare pitchbooks and spreadsheet analytics for investment opportunities.
• Review term sheets and gather data for qualitative analysis.
• Work on projects including proposing and presenting a trade idea to the investment team.
• Shadow the investment team in a 9-week rotation across asset classes.

Job description

Role Name: Asset Origination Intern

Application Deadline: October 30th 2026

Program Start Date: June 5th 2028

Program End Date : August 4th 2028

Eligibility: Full time student in finance, business or economics related major. Class of 2029; graduate and masters students will be considered.

Compensation : $65/hour

Who we are:

About Rothesay:

Rothesay is a leading UK pensions insurance specialist. Purpose-built to protect pensions, we manage over £80bn of assets and securing pensions for over 1 million British pensioners. We secure pensions for over 200 pension schemes and insurers including British Airways, Post Office, ASDA, National Grid and Aegon.

At Rothesay, we are striving to create real security for the future. Finding new and better ways to achieve is the key to our success and we need the very brightest original thinkers to bring creativity as well as rigour. Rothesay is a rewarding place to work, where quality people can thrive and prosper. We pride ourselves on the connections our people build, many of whom have been with us for over ten years.

About Rothesay Asset Management North America (RAM NA):

RAM NA was established in November 2017, and is the New York based affiliate asset management arm of Rothesay UK PLC.

RAM NA originates, structures, underwrites, and manages asset investments to be deployed on the Rothesay UK balance sheet. Interns will be working day-to-day with the investment team. Shadowing and learning about the investment process, and the RAM NA approach. Duties will include preparing pitchbooks, spreadsheet analytics, reviewing term sheets, data gathering and other qualitative analysis. Interns will also work on several projects including proposing and presenting a trade idea to the investment team at the end of the program.

Internship program :

Our internship program is designed to provide hands on work experience as well as an introduction to financial services and Rothesay. The 9-week program will start with a fundamentals week providing insight into Rothesay and the financial services industry through multiple training courses with industry experts.

Throughout the program we will have on-desk and off-desk technical and soft skill training, providing core skills and career building. You will receive hands-on experience and the opportunity to network across different levels and businesses of the firm.

Specific trainings offered include Bloomberg, financial modelling, corporate soft skills, Excel for all levels, compliance within Finance, ESG, pricing liabilities, Solvency II, and more.

As an intern at RAM NA, you will have a unique opportunity to work with every person in the New York team as well as multiple colleagues based in London. We structure the 9-week internship as a rotational program to give maximum exposure of all parts of the business and for interns to make meaningful connections to the full team. We have multiple asset classes where interns will shadow and complete projects. The asset classes in which the rotational program includes are Public Finance, US Residential Mortgages, Commercial Real Estate, Infrastructure and Power, US Private Placements, Liquid Corporate Credit and Short-Dated Assets.

Within the asset classes you will be given an overview of the business, complete research for live deals, assist the asset team with analysis, and work on desk projects.

What we are looking for:

RAM NA is comprised of industry experts who are ready to share their years of experience and learnings with our interns. We are looking for students who will dive deep in the world of asset management and can demonstrate a genuine interest in what it is we do at RAM NA. We are seeking students in a full time undergraduate or graduate program with an interest in investing, particularly in Fixed Income assets where RAM NA is most active. We would like for our interns to be well rounded inside and outside the classroom with academic, athletic and/or personal extra-curricular activities. As our US presence and team grows, we are seeking interns that exemplify leadership skills, time management and an ability to effectively communicate and to work well in a team.

Disclaimer :

This internship description is intended to describe the duties most frequently performed by an individual in this position. It is not intended to be a complete list of duties. The role shall be performed within a professional office environment. Rothesay actively promotes diversity and inclusivity in accordance with and subject to all applicable laws. We know that our success depends on our people and that by nurturing a culture that values each individual and their differences, we create a stronger, more dynamic business. We welcome applications from all qualified candidates, regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability or age etc.