Portfolio Analysis Intern Summer 2023 Jobs in New York

Required Qualifications, Capabilities, And Skills

Preferred Qualifications, Capabilities, And Skills

Understanding of the various businesses/products within the wealth management space

Assist in writing of business requirements, testing and preparing documentation for the various strategic projects that PAG undertakes

Contribute on short-term, medium-term and longer-term strategic projects that focusing on improving the PAG's service offering and data quality.

Experienced performance measurement professional with 0-5 years of relevant experience including project experience

Collaborating with the Legal and Asset Management departments to ensure the needs of the Corporation are fulfilled by this project

Intermediate coursework in finance, accounting, economics, or public administration

Knowledge of Federal, New York State, and New York City affordable housing programs is a plus

Accessing the City’s Automated Register Information System (ACRIS) to download and electronically file specific documents (ex: mortgage notes, regulatory agreements)

Reviewing these documents to record specific data into a spreadsheet

Proficiency in Word, Excel, and Microsoft Office