Investment Intern (Hybrid)

• Conduct research on new investment strategies across both Public and Private Markets


• Assist Directors, Portfolio Managers, and Analysts in the management of internal strategies


• Assist Directors, Portfolio Managers, and Analysts with portfolio risk management and performance report preparation


• Support Directors, Portfolio Managers, and Analysts in asset class research, capital markets research, manager due diligence, and monitoring


• Ad hoc projects


• Attend and take notes on conference calls, both virtual and in-person meetings


• Acquire market insight through publications, subscriptions, and other means – WSJ, Financial Times, economic research providers, or other financial publications


• Input and audit performance data for Private Market investments


• Proofread and ensure accuracy of information and data contained in various MERS’ reports and publications

• Audit/read monthly Investment Manager reports and report pertinent information to Investment Officers


• Prepare investment reports using Bloomberg and custodian bank’s online system


• Assist with hard copy and electronic filing


• Available to work 12-20 hours per week (part-time schedule) or 32-40 hours per week (full-time schedule) as determined at time of hire.

Minimum Required Qualifications

• Progress towards or completion of a bachelor’s degree in liberal arts, finance, economics, or a related area

Preferred Qualifications

• Active participation in at least one school affiliated or professional organization centered on the financial or investment management industry


• Internship or work experience in an investment capacity is a plus

• Basic financial concepts


• Asset class characteristics


• Accounting principles


• Economics

• Microsoft Office and other business software (Bloomberg)


• Time and project management


• Independent research utilizing a variety of resources


• Organization


• Presentation/communication (oral and written)


• Data Analysis

• Be detail-oriented


• Work within a team and on a self-directed basis


• Proactively seek out assignments

Physical Requirements

• While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell.


• The employee must occasionally lift and/or move up to 25 pounds.


• Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to focus

Working Conditions

• Location: All work of this position will be performed on site at MERS’ office or remote work location
  
  
  
  • Must be available to work in person at MERS’ office for a minimum of 2 days per week.
  
  
  
  


• Weather: While performing the duties of this job, the employee is not exposed to weather conditions.


• Noise: The noise level in the work environment is usually moderate.