Investment Research Intern Jobs

Developed organizational and time management skills

Trainings outside of day-to-day responsibilities through a speaker series

Relevant work experience a plus

Have strong communication skills and personal drive

Ability to show ownership of your work, take on challenges and acknowledge growth  opportunities, and demonstrate patience when learning new processes 

Competitive dental and vision benefits

Works with portfolio management team to assess securities within investment objectives and fund restrictions for the retail and institutional portfolios

Follow, update, and incorporate academic research into the portfolio management and asset allocation process

Design and maintain procedures and tools that make data management and investment research more efficient

Experience in strategic / tactical asset allocation analysis at a reputable retail/institutional investment firm is a plus

Strong programming skills in R or Python

Experience in working with large data to perform statistical and quantitative analysis

• How many years of wealth management experience do you have?

• Outstanding communication skills, both verbal and written

• What is the highest level of education you have completed?

• Must obtain Series 65 license within six months of start date to become Investment Advisor Representative

• Willingness to pursue CFA, CIPM, CAIA, CMT or similar designation

• A strong desire to learn JNBA’s tools and processes

Assist the Head of Asset Management on projects to advance the Asset Management business’ capabilities over time.

Offering trading related input to position selection and management

Work closely with Portfolio Managers on investment selection, tactical timing, and sizing/risk management

Maintain high standard of communication across the Asset Management, Relationship Management and Service & Operations teams.

0-5 years of research & financial analysis experience in the investment field covering various industries and companies

Strong skills in working with investment-related data services including Bloomberg & FactSet

Pursuing Bachelor’s degree in Investments, Finance, Economics, or Business Management.

Special projects as assigned by areas in Investment Solutions, Portfolio Management, and Credit Research.

Provide reporting/client support for Portfolio Management Team.

Utilize skillset to discover and develop new solutions that can improve the implementation of certain investment processes.

Sophisticated skills in Excel like pivot tables, macros, and VBA programming.

API experience is a plus.

Proficient in understanding and interpreting smart contracts, with a high level of knowledge in programming languages like C++.

Conceptualize and identify new investment opportunities in key strategic areas/investment topics.

Explore, establish, and review new investment opportunities through networking, deal sourcing.

Develop and maintain investment models, portfolio data, and conduct supporting analysis.

Analyze the quality of different investment projects from a technical perspective and conduct in-depth technical research, producing reports regularly.

Capable of conducting industry research, formulating and critically evaluating investment arguments, and presenting information in a clear written format.

Industry experience, preferably in investment or asset management

Required qualifications, capabilities and skills

Preferred qualifications, capabilities and skills

Analytical skills and good working knowledge of Excel and PowerPoint. VBA or Programming knowledge a plus.

Strong written, verbal communication, and presentation skills

Support creation of new frameworks for oversight of new business initiatives

Currently enrolled in high school or college with a major in finance or economics

Strong analytical and critical thinking skills

Knowledge accessing SEC EDGAR/10-Ks preferred

Conduct thorough research on assigned companies, industries, and market trends

Analyze financial statements, industry reports, and economic data

Create 2-4 page reports summarizing research findings

Excellent organizational and time management abilities, with the capacity to handle multiple tasks simultaneously and meet deadlines.

Prior experience in an administrative role and exposure to investment analysis or finance is preferred.

Collaborate with portfolio managers and analysts to assess the viability and potential returns of proposed investments.

Bachelor's degree in finance, economics, or a related field.

Strong analytical and problem-solving skills, with the ability to conduct detailed financial analysis and interpret complex data.

At least two years of experience as a Research Assistant from a competing fund

·Pitch stocks to cover to Management.

·Must be enrolled in a Finance, Business Administration, Economics program or any other relevant course of study.

·Knowledge of SEC Edgar database preferred.

·Have previous experience with Excel and Google Sheets.

·Interest and experience in learning Financial Modeling.

·Strong oral and written communication skills.

You have excellent written and verbal communication skills.

You have strong analytical and quantitative skills to comprehend and interpret data.

You have strong Excel and Power Point skills.

Responsible for the preparation and production of project/client presentations and reports.

Participates in the writing of a periodic set of publications that communicate the house view to external clients

Participates in the firm’s semi-annual market forecasting and houseview visioning sessions

·Pitch stocks to cover to Management.

·Must be enrolled in a Finance, Business Administration, Economics program or any other relevant course of study.

·Knowledge of SEC Edgar database preferred.

·Have previous experience with Excel and Google Sheets.

·Interest and experience in learning Financial Modeling.

·Strong oral and written communication skills.

Industry experience, preferably in investment or asset management

Required Qualifications, Capabilities And Skills

Preferred Qualifications, Capabilities And Skills

Analytical skills and good working knowledge of Excel and PowerPoint. VBA or Programming knowledge a plus.

Strong written, verbal communication, and presentation skills

Support creation of new frameworks for oversight of new business initiatives

Basic knowledge of investments and portfolio management practices such as portfolio finance and investment methods and concepts.

Develop strong communication and analytical skills.

Knowledge of investment performance measures.

Gathering and organizing information generated during the due diligence process;

Participating in due diligence phone calls and meetings;

Compiling materials for Investment Committee presentations.

6-10 years of direct experience in the asset management industry, preferably in an investment research role

Collaborate with CIM’s portfolio management team and recommend attractive investment opportunities based upon our investment process

Attend sell side conferences and corporate management meetings

Generate content to communicate research to other analysts and portfolio managers

Strong written and verbal communication skills, analytical skills and technical insight

Conduct and maintain research on companies/industries

Knowledge of risk measurement and management techniques within securities markets.

Knowledge of concepts, practices and procedures relating to investment management.

Creates reports and charts with market/economic data via various sources and produces accompanying commentary to portfolio management team.

Present summarization of risk analysis to various levels of management.

Knowledge of investment products such as mutual funds and ETFs, both active and passive.

Financial skill set including modeling and valuation.

Due Diligence: supports the Senior Analysts and Research Directors in preparation of analyses on prospective subadvisors and underwriting of current subadvisors.

Performance Measurement Tools: utilizes analytical and performance measurement tools to prepare portfolios relative to market indices and relevant peer group.

Will work in Chicago, Illinois

1) Business Intelligence and Data Analysis Software: Tableau, RStudio

2) Financial Analysis Software: Bloomberg

3) Microsoft Office Suite: PowerPoint, SharePoint, Excel, Outlook, and Word

Bachelor’s Degree in finance, economics, business, or another related field

Strong analytical insight and spreadsheet modelling skills

Identifying and assessing investment opportunities in real assets globally, including infrastructure and natural resources

Performing comprehensive due diligence, including detailed track record analysis

Writing detailed investment memorandums for consideration by the Investment Committee

Monitoring market trends, industry developments, and macro developments of relevance

∙ Support Chief Financial Officer with management of Carriage's SEC registered investment advisory (RIA) subsidiary;

∙ Prepare reports for executive management, Board of Directors and SEC financial reporting.

∙Bachelor’s degree in Finance, Accounting, or other business-related field; MBA or CFA preferred;

∙7+ years’ experience in securities or credit analysis within a financial institution or an investment company

∙Knowledge of financial statements, credit documents and SEC reports; ability to analyze financial models;

∙Experience working with Bloomberg terminal;

Conduct heavy research and aggregate data using the firm’s CRM system

Create industry specific market maps and present findings to the team

Handle report building and analytics

Prepare marketing materials and help to secure meetings

Assist with projects and other tasks as requested

Apply today if you meet the criteria above.