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Canterbury Consulting · 3 days ago
Research Analyst Intern
Newport Beach, CA
Internship
Hybrid
Intern Level
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Responsibilities
Participate in manager research and diligences.
Assist in asset allocation and manager selection.
Contribute to investment analytics.
Produce client and internal deliverables such as manager diligence notes and asset class research.
Work alongside research professionals on investment manager searches and portfolio construction.
Qualification
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Required
Currently enrolled in a Bachelor’s or Master’s program in finance, economics, or a related field
Strong academic record
Interest in finance and investments
Excellent written and verbal communication skills
Detail-oriented and able to manage multiple tasks simultaneously
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
Ability to work independently and in a team environment
Authorization to work in the U.S. without sponsorship
Preferred
Previous internship or work experience in finance or investments
Knowledge of investment concepts and terminology
Experience with financial research tools such as Bloomberg Terminal, Morningstar Direct, or Pitchbook
Benefits
Free food & snacks
Training & development
Company
Canterbury Consulting
Canterbury Consulting is an investment management company providing institutional advisory and wealth management services.
Founded in 1988
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Michael Laven
Chief Executive Officer
Mike Ethridge
Chief Operating Officer
Company data provided by crunchbase
