Investment Analyst, Intern

Role Description

Cercano is hoping to identify an exceptional candidate who can assist the team with a variety of projects during the upcoming summer months. This position is part-time.

• Work closely with the co-CIO and other investment professionals, helping in their everyday work.
• Assist in business development tasks, including organizing data for the CRM and other assignments.
• Work on special research projects.

Qualifications

• Excellent analytical skills including ability to work independently.
• Strong communication skills (written, verbal, and presentations).
• Self-motivated and team oriented.
• Intellectual curiosity.
• Academic background or interest in business, finance, or marketing.
• Ability to operate within a fluid and flexible scope of responsibilities.
• Preferred: Previous experience with Excel and PowerPoint.
• Preferred: Previous internship experience in Finance, Banking, or Investment setting.

Requirements

• MS Office (Word, Excel, PowerPoint, Outlook, and SharePoint) proficiency.
• Pursuing a Bachelor’s degree in Business, Finance, Economics or a related field.

Benefits

• Opportunity to participate in a 401(k) plan with a generous employer match of 50% of your own contributions up to the standard annual IRS limit.