Investments Internship

Summer Investments Analyst Internship | Summer 2025 

Duties and Responsibilities:

• Conduct and/or support analytical investment research across asset classes
• Research economic conditions, sectors, and markets to develop ideas that are actionable and can be expressed in a portfolio
• Assess relative value of investment sectors and securities
• Assist with risk evaluation at the portfolio and manager level
• Perform qualitative and quantitative analyses, gathering data from multiple sources, assessing and analyzing trends
• Assist with investment performance analysis across multiple asset classes, calculating, auditing, and validating investment results
• Assist with communication materials for internal and external users (PowerPoint presentations, Excel files, Word documents, etc.)
• Other administrative duties as assigned by management 

Position Requirements:

• Rising senior or graduate student in an accredited economics, applied mathematics, or finance undergraduate/graduate program
• Demonstrable experience in portfolio management (prior internships and/or student investment funds preferred)
• Extensive coursework in some combination of advanced finance, security analysis, portfolio management, and accounting
• Demonstrable ability to read and understand financial statements
• Experience using Windows-based software, including Microsoft Excel and PowerPoint
• Excel modelling skills and working knowledge of Bloomberg preferred
• Ability to maintain extreme confidentiality in dealing with client matters
• Ability to be proactive and anticipate issues; works quickly and proactively to solve them
• Willingness to learn, expand responsibility
• Must consent to and have favorable consumer report, background check and drug/alcohol test 

*Deadline to apply is Tuesday, December 31, 2024*

NO AGENCIES PLEASE

No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant’s resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity.  Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.

Tolleson Wealth Management is an Equal Opportunity Employer.