Wealth Management Summer Intern: Portfolio Analytics & AI

CV Advisors; Florida; In loco; USD 28.000 - 39.000; Tempo pieno

Descrizione del lavoro

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

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Analytical skills

Communication skills

Attention to detail

Interest in investing/wealth mgmt

Formazione

Bachelor's degree in Finance, Economics, Business

Strumenti

Excel

Microsoft Office

Descrizione del lavoro

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