CFA Society Boston is excited to announce our Summer 2021 Undergraduate Women's Internship opportunities. The deadline to apply for an internship is Friday, January 15, 2021. Please fill out all of the required fields to be considered for a position. Interviews will be scheduled on a rolling basis in late January and early February. 

Loomis Sayles & Co — Undergraduate Summer 2021 Internship

Credit Research Intern

Summary:

Loomis, Sayles & Company has an opening for an undergraduate research intern to work with a senior analyst in the Credit Research Department.

Job Responsibilities:

• Assist in fundamental industry and company credit analysis with direct supervision from senior analyst  
• Build and maintain financial models 
• Compile and update bond indenture covenant information for company tear sheets 
• Prepare company valuation analyses   
• Contribute to presentation materials for company reviews and other research memos  
• Complete credit research related projects that senior analyst requests 

Skills/Qualifications:

• Working toward Bachelor’s degree with concentration or minor in finance, business, accounting, economics or mathematics 
• Understanding of financial statements with completed coursework in accounting, financial statement analysis or corporate finance
• Model building and graphing in Excel 
• Strong interest in financial analysis and ability to source new information  
• Quick learner and attention to detail 
• Solid written and verbal communication skills 

 

Loomis Sayles & Co — Undergraduate Summer 2021 Internship

Growth Equity Strategies Intern

Summary:

Loomis, Sayles & Company has an opening for an undergraduate intern to work with the Growth Equity Strategies team. The successful summer internship participant will work with all members of the Loomis Sayles Growth Equity Strategies (GES) team, located in Boston, MA performing in depth structural fundamental company and industry research from a long-term bottom-up perspective by analyzing: 

• Business drivers and models,
• Competitive and industry analysis
• Financial model and management
• Growth drivers for the business and industry
• Underlying intrinsic value of the business
• Expectations  

Skills/Qualifications:

• Working toward Bachelor’s degree with coursework in Finance and/or Corporate Strategy. 
• A true passion for investing and analyzing businesses
• Intellectual honesty, integrity and willingness to learn
• Strong quantitative and qualitative analytical skills
• Strong communication skills
• Critical independent thinking skills
• Enjoy team work
• Being a self-starter with an entrepreneurial spirit

 

Massachusetts Pension Reserves Investment Management Board (MA PRIM) Internship

(Potential for Internships in: Real Estate and Timberland; Private Equity; Public Markets; Portfolio Completion Strategies)

As an intern at PRIM you will learn about the investment industry, the public pension industry and our firm. This is an opportunity to gain valuable insight, develop new skills, and establish a network of mentors and business contacts. Our boutique firm size has you at the table with our investment leadership and attending asset manager meetings, giving you exposure to industry leaders, a high level of responsibility and real deliverables. You'll leave with a lot more than a job listing on your resume.

Investment Intern ‐ Real Estate and Timberland
Responsibilities and Duties

• Conduct research and assist in the management of PRIM’s commercial real estate and timberland portfolios
• Perform due diligence and performance analysis on existing and potential new investments
• Attend manager meetings as needed, taking notes and observing key takeaways
• Attend property tours and attend industry events, when appropriate, in the local Boston market
• Prepare weekly economic update of current market events to present to the investment team

Interests, Experience or Qualifications

• Interest in researching asset allocation strategies, global economics and real estate and timberland markets
• Proficiency with Excel preferred; experience with Argus is a plus but not required   
• Academic experience and/or interest in fundamental and statistical research
• Interest in gaining industry experience and exposure to top real estate and timberland investment managers
• Ability to prepare and present research findings to colleagues at PRIM

Investment Intern – Private Equity
Responsibilities and Duties

• Support the Private Equity team in managing a broadly diversified portfolio of private equity, venture capital and private debt funds
• Conduct investment research on portfolio strategy and private markets using both quantitative tools and qualitative analysis
• Assist in portfolio monitoring, manager reviews and performance analysis
• Attend industry events, when appropriate, in the local Boston area
• Prepare weekly economic update of current market events to present to the investment team

 Interests, Experience or Qualifications

• Interest in gaining industry exposure to investors making significant contributions across a wide range of private investment types
• Ability to prepare and present investment analysis and research to colleagues and other stakeholders
• Experience with MS Office suite; proficiency in Excel
• Academic experience and/or interest in fundamental and statistical research

Investment Intern – Public Markets
Responsibilities and Duties

• Assist with monitoring the investment performance of a portfolio of publicly traded domestic equity, international equity, emerging markets equity, fixed income, and high yield bond investment managers
• Review monthly and quarterly manager performance reports and understand the reasons for good or poor performance
• Provide analytical and research functions as instructed by senior staff
• Prepare daily market snapshot with the help of FactSet database to be distributed to the investment team
• Attend industry events, when appropriate, in the local Boston area
• Prepare weekly economic update of current market events to present to the investment team

 Interests, Experience or Qualifications

• Knowledge of Bloomberg a plus, or interest in learning Bloomberg software
• Interest in gaining industry experience and exposure to top investment managers in the industry
• Curiosity of market events and the impact of each on a publicly traded portfolio

Investment Intern – Portfolio Completion Strategies
Responsibilities and Duties

• Support the PCS team in utilizing systematic tools to monitor and analyze portfolio risk and performance
• Assist in evaluating fund manager skill using both a quantitative framework and qualitative analysis
• Support research initiatives as needed, including providing thorough analysis, clear presentation and necessary documentation of relevant information
• Stay abreast of both commercial and academic research in a broad field of investment topics
• Prepare weekly economic update of current market events to present to the investment team

 Interests, Experience or Qualifications

• Interest in multi-asset classes and modern portfolio theories
• Self-starter with curiosity about investment management
• Academic comprehension of complex financial concepts and solutions
• Interest in econometric and quantitative finance techniques

 

 

State Street Global Advisors Investment Internship

(Internships offered in

Investment Analytics and Investment Product Management)

 

About State Street Global Advisors:
 
State Street Global Advisors (SSGA) is looking to find bright, motivated students form undergraduate programs to participate in the summer internship program. These experiences will prepare you for full-time opportunities within State Street Global Advisors.  

Summer Undergraduate Internship Program Overview

Are you looking to get your start with one of the largest asset managers in the world? The summer internship program at State Street Global Advisors offers you development opportunities by providing a robust comprehensive work experience for qualified students. You will become a team member on day one, ready to engage with projects and assignments that both support your team and the business as a whole. Summer interns will be able to take part in a large company with a global presence and learn about all areas of finance and asset management.  
 
Over the course of the 10-week internship, you will have the chance to be involved in 

• Personal and professional development workshops 
• Enterprise-wide networking 
• Small group chats with senior executives 
• Exclusive interview opportunities for full-time roles 

Internships through the CFA Institute are being offered in  

• Investment Analytics
• Investment Product Management 

Minimum Qualifications 

• Currently enrolled in a full-time bachelor’s degree program at an accredited college or university 
• Graduating in December 2021 or May 2022 

Preferred Qualifications 

• Preferred majors include: Finance, Business Administration, Economics, Mathematics, Computer Science 
• Strong teamwork, communication, and interpersonal skills 
• Demonstrated academic aptitude 
• Strong work ethic and involvement in college and/or community programs 
• Highly motivated with an exceptional drive for success
• Passionate about the financial services industry, investments, and asset management 

This is a paid, full-time opportunity in Boston, MA. 

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