2027 Summer Intern - Client Solutions & Analytics Analyst, US
Newport Beach, CA, United States
USD 86K Entry-level Full Time Internship
Tasks
- Analyze client portfolios
- Build financial models
- Create competitor intelligence
- Deliver actionable insights to clients
- Develop client presentation materials
- Generate market and economic updates
- Perform risk and performance attribution
- Prepare quantitative analyses
- Produce portfolio commentaries
- Support portfolio construction and analysis
Perks/Benefits
- Capstone project
- Cross divisional education
- Mentorship
- Networking events
- Training program
- Volunteer opportunities
Skills/Tech-stack
AI | Data Analysis | Financial Modeling | Microsoft Excel | Microsoft PowerPoint | Performance attribution | Portfolio Analysis | Quantitative Analysis | Risk Analysis
Education
N/A
Regions
Countries
States
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