Portfolio Management & Research Intern jobs in United States
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NorthCoast Asset Management · 6 hours ago

Portfolio Management & Research Intern

NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. They are seeking a full-time intern to support their portfolio management and research groups, with responsibilities including automating reports and assisting in investment discussions.

Financial Services
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Responsibilities

Automate and streamline reports through Python or Excel VBA
Improve portfolio monitoring and trading tools
Assist portfolio managers with ad-hoc assignments and research
Participate in investment discussions with the options team
Submit case studies to enhance on-site learning

Qualification

PythonVBAMS OfficeFinance knowledgeResearch skillsInterest in investment managementAttention to detailTeam collaborationCommunication skills

Required

Current student pursuing a bachelor's or master's degree in finance, economics, engineering, computer science, math, or a related field
Expected graduation date between December 2026 and Spring 2027
Successfully complete assessments within 5 days of receiving the link
Ability to work and commute out of NCAM's Stamford, CT office 5 days per week; relocation assistance is not provided
Candidates must have permanent authorization to work in the U.S
Strong attention to detail and ability to follow through on projects effectively
Proficiency in MS Office (Outlook, PowerPoint, Excel, OneNote, Teams, SharePoint)
Programming experience (Python, VBA)
Excited about a career in investment management

Preferred

CFA or similar designation preferred

Company

NorthCoast Asset Management

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NorthCoast Asset Management is an established leader in systematic investment, quantitative research and risk management.

Funding

Current Stage
Early Stage

Leadership Team

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Dan Kraninger
CEO and President
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Frank Ingarra
Chief Operating Officer
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Company data provided by crunchbase