Early Careers: Investment Internship - Atlanta - Summer 2027

• Research investment managers and strategies, organize findings, and help teams compare potential investment ideas.
• Analyze portfolio or performance information using spreadsheets and internal tools.
• Support teams in preparing reports and presentation materials for client meetings.
• Participate in team discussions and contribute questions, observations, and ideas
• As your knowledge develops, you will gain exposure to how investment advice is delivered and how client relationships are managed.

• Curiosity about financial markets and an eagerness to learn.
• An analytical and thoughtful approach to solving problems.
• Written and verbal communication skills.
• Ability to collaborate, stay organized, and follow through on commitments.
• Comfort working with spreadsheets and presentations, or a willingness to develop these skills.

Qualifications

• Currently pursuing a bachelor’s or master’s degree within the confirmed graduation window. No specific major is required. (a minimum GPA of 3.0)
• Accepting applications from candidates that graduate with a bachelor’s or master’s degree between December 2027 through June 2028.
• This is a hybrid position that requires you to be local and able to work from our office in Atlanta, GA at least three days per week.
• Meets the work-authorization requirements stated for this opportunity.