2026 Internships, Investment Roles jobs in United States
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Carlson Capital, L.P. · 2 months ago

2026 Internships, Investment Roles

Carlson Capital, L.P. is a registered investment advisor headquartered in Dallas, Texas, focused on providing investors with a balanced return through innovative investment strategies. The internship roles are designed for students graduating in 2027, offering hands-on experience in financial modeling and market data analysis while working alongside senior investment professionals.

BankingFinancial Services
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Responsibilities

Maintain decision support tools, including forecasts and valuation models
Monitor sector positions for changes from the original investment catalyst or theme
Assist in the development of catalyst themes based on original research
Write and share investment memos with the team based on new information and market developments
Interns in the Alpha Capture team will work with data extraction tools and Carlson proprietary tools to assist our investment team

Qualification

Financial modelingMarket data analysisPythonMicrosoft Office SuiteFactsetBloombergData modeling toolsLLM'sAIInterpersonal communicationOrganizational skillsTime management

Required

Candidates for a BBA in Finance, Accounting or Economics or candidates studying for a B.S. or B.A in Applied Mathematics
Strong organizational and time management skills
Excellent communication and interpersonal skills with the ability to succinctly summarize large volumes of financial data into written investment memos
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint). Knowledge of Factset and Bloomberg
Interns for the Alpha Capture teams will need to know Python and have knowledge of enterprise repository tools and data modeling tools as well as a current understanding of LLM's and AI in the investment realm

Company

Carlson Capital, L.P.

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Carlson Capital, is a financial services company in Dallas, Texas.

Funding

Current Stage
Early Stage

Leadership Team

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Anirudh Ravunniarath, CAIA
Partner | President of Asgard Investment Partners
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Clint Carlson
President & Chief Investment Officer
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Company data provided by crunchbase