Summer Intern - Portfolio Management

Job Description

About CV Advisors

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CV Advisors is a leading multi-family office and SEC Registered Investment Adviser headquartered in Aventura, Florida. We manage $16B in assets under management for ultra-high-net-worth families and institutions around the world, delivering institutional-caliber investment management with the personalized attention of a single-family office. Ranked among the top RIAs in the country by Forbes and Barron's, our team of 90 professionals combine deep expertise with a culture of collaboration, integrity, and excellence.

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About the Role

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The Summer Intern joins a dedicated Portfolio Management team for a 10-week, in-office summer program, located in Miami, Florida. Reporting to an Associate Portfolio Manager, the intern works alongside the portfolio management team, gaining hands-on exposure to both the investment and operational sides of managing ultra-high-net-worth client portfolios. Interns contribute to real team projects, from portfolio analytics and research, to reporting and workflow improvements, and finish the summer with a clear view of how a multi-family office operates. Interns also learn how a multi-family office responsibly uses AI to improve research, reporting, and workflows, with appropriate oversight and controls.

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Tentative dates of June 1, 2027 through August 13, 2027.

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Key Responsibilities

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Portfolio Analysis & Research

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• Support the team in monitoring client portfolios against target allocations, risk parameters, and investment policy guidelines.
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• Assist with portfolio analytics, including performance attribution, risk exposure, and liquidity summaries.
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• Research managers, funds, and market themes to support portfolio construction and due diligence.
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• Track the macroeconomic environment, including interest rates, inflation, equity valuations, and credit conditions, and summarize implications for client positioning.
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Trade, Cash & Account Operations

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• Assist with trade preparation and track trades from order through settlement.
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• Help monitor cash balances, pending wires, and custodian follow-ups.
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• Support client account tasks, including organizing custodial statements and documentation for onboarding and reviews.
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Projects

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• Own a summer project with a defined deliverable, such as a reporting enhancement, process documentation, an operational workflow improvement, or a test of an AI-assisted workflow, and present findings to the team at the end of the program.
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• Partner with Client Services, Operations, and Accounting on cross-functional requests.
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Qualifications

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Required

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• Currently pursuing a Bachelor's degree in Finance, Economics, Business, or a related field.
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• Strong analytical skills with proficiency in Excel and Microsoft Office.
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• Clear written and verbal communication skills, with the ability to explain analysis simply.
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• High attention to detail and the ability to manage multiple tasks accurately and on deadline.
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• Demonstrated interest in investing, markets, and wealth management.
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• Available to work full-time, in person, in Aventura, FL for the full 10-week program.
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Preferred

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• Bilingual, English and Spanish.
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• Prior internship, coursework, or student investment fund experience in finance.
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• Familiarity with AI tools.
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