Investment Intern

Gain hands-on institutional investment experience through Montanas Board of Investments (BOI) summer investment internship. The BOI is responsible for managing over $31 billion in assets. BOIs summer internship offers an immersive opportunity to work directly with investment teams build a professional network in finance and contribute to real projects that impact Montanans.

About the Internship

Interns work side-by-side with BOI investment professionals in the following groups: Fixed Income Public Markets Private Investments Real Estate & Real Assets Investment Operations and Risk Management. Both structured projects and ad hoc assignments allow interns to innovate and develop independent insights. This is a hands-on role providing exposure to the full cycle of institutional investing regular interaction with external managers and access to Bloomberg FactSet eVestment Pitchbook and comparable investment research tools. Interns will be part of meetings participate in real investment decisions and will represent BOI professionally at all times.

Learning Outcomes & Activities

• Learn how investment decisions are made in an institutional pension environment.
• Gain familiarity with BOIs organizational structure and investment teams.
• Use leading investment technologies (Bloomberg FactSet eVestment Pitchbook).
• Analyze and present investment opportunities forming independent opinions on portfolio suitability.
• Communicate ideas and findings in both written and verbal formats.
• Build a professional network including with external managers and consultants.

Recent Intern Projects:

• Conducted sector and credit analysis for fixed-income opportunities.
• Used eVestment & FactSet data to assist in the selection and monitoring of external public market managers directly informing BOIs investment process.
• Updated private investment due diligence questionnaires to align with industry standards (ILPA guidelines).
• Mapped all BOI real estate holdings using GIS technologies.
• Traded fixed-income securities via the Bloomberg platform (under supervision).

Join the Montana BOI team and launch a meaningful career in institutional finance!

How to Apply

Applications must be submitted online through the State of Montana careers website by January 31 2027. Please include a resume and cover letter explaining your interest in institutional investing and the Montana Board of Investments.

Qualifications

• Full-time student pursuing a 4-year undergraduate degree in business finance accounting economics or a related field.
• Junior or senior standing preferred.
• Demonstrated interest in institutional investing or the financial industry.
• Professionalism initiative and the ability to manage multiple projects simultaneously.
• Basic proficiency with Microsoft Office Suite especially Excel and PowerPoint.
• Willingness to work in-person in the Helena MT office.
• Experience gathering and summarizing large data sets in Excel.
• Minimum 3.0 GPA.
• Enrollment in or intent to pursue the CFA program preferred.

Additional Information

• Background check required prior to employment.
• This position is hourly.
• Office attire is business casual.
• Housing assistance or relocation support not provided.

Anyone who needs to request a reasonable accommodation in the application or hiring process should contact the HR staff identified on the job listing or by dialing the Montana Relay at 711. Montana Job Service Offices also offer services including assistance with submitting an online application.

State government does not discriminate based on race color national origin religion sex sexual orientation gender identity or expression pregnancy childbirth or medical conditions related to pregnancy or childbirth age physical or mental disability genetic information marital status creed political beliefs or affiliation veteran status military service retaliation or any other factor not related to merit and qualifications of an employee or applicant.

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Required Experience:

Intern

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