Investment Analyst Internship
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Job Location:
Newport Beach, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
About Canterbury Consulting
Canterbury Consulting is an independent investment advisory firm based in Newport Beach CA. Canterbury provides consulting services to community foundations educational endowments religious organizations arts and cultural foundations health care organizations and family offices. Founded in 1988 the firm designs and manages custom investment programs aligned with each clients goals. Canterbury is the investment office for its diverse clients and provides objective investment advice asset allocation manager selection risk management implementation and performance measurement. Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Named one of the Best Places to Work by two publications for five consecutive years: the Orange County Business Journal and Pensions and Investments Magazine 2020-2024.
Canterbury Consulting is deeply committed to cultivating a dynamic collaborative environment. We are approximately 70 like-minded professionals passionate about helping our clients work towards their missions - from endowments and foundations to healthcare organizations and families. We believe each individuals unique skills and experiences contribute to greater experiences for all. Through a culture of respect accountability and teamwork we empower our people to have a real impact on their clients and the community.
Investment Analytics Internship Program Description
The Investment Analyst Internship Program at Canterbury Consulting is a challenging and rewarding opportunity for the individual looking to gain experience with institutional investing and wealth management. At Canterbury Consulting the Investment Analyst Intern will join in the investment success of foundations endowments and families by participating in asset allocation manager selection investment analytics performance reporting and investment execution.
This 12-week program is centered around the Investment Analytics team working alongside analysts as they collaborate with senior investment consultants on the production of client deliverables such as performance reports asset allocation studies investment manager searches and portfolio addition the Investment Analyst Intern will spend time with the Manager Research department and participate in the research and due diligence of the investment strategies that are a key component of our clients success. Finally the Investment Analyst Intern will participate in the implementation process for portfolios with our Operations team while working with custodians and managers on behalf of our clients.
By the end of the program the Investment Analyst Intern will understand:
- Different asset classes we recommend to our clients as well as the investment strategies and vehicles used in portfolios
- Canterburys manager approval process and be familiar with approved managers their strategies and benchmarks
- General money movement/rebalance process and gain exposure to tasks required to implement investment strategies
- Basic functions of the applications used to serve our clients including PARis Morningstar Direct and Bloomberg
- Various analytics used in our performance reports and be able to explain the calculations and identify unexpected results
This is 12-week paid internship opportunity at Canterbury Consultings Newport Beach office with flexible hours designed around the participants scheduling order to get the most out of the program a successful Investment Analyst Intern will have the following characteristics:
- Intellectual curiosity and a strong interest in the financial markets
- Ability to learn quickly and apply new knowledge efficiently and appropriately
- A high level of attention to detail and quality
- Strong analytical ability
- Completed or on-track to complete a four-year degree in Finance or closely related field
Physical Requirements
- Musculoskeletal Endurance: Ability to remain in a stationary position for extended periods
- Manual dexterity: Frequently operates a computer and other office equipment
- Visual Acuity: Must be able to visually inspect documents and computer screens for accuracy
- Mobility: Occasionally move objects up to 25 pounds
Work Environment
- Environmental Conditions: The work is performed in a typical office environment with moderate noise levels and controlled temperatures
- Collaboration: Collaborative and team-oriented culture with regular staff meetings and events
- Communication: Must be able to communicate effectively with team members and clients
How to Apply
Please complete your application on our Career Portal at Canterbury Consulting Incorporated and send resume cover letter and relevant work samples to . Please reference the position Investment Analyst Internship in the subject line. Extra effort and personal touches will be looked upon favorably. All submissions will be kept strictly confidential.
Accommodation Statement
Canterbury Consulting is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application and hiring process. If you need assistance or an accommodation due to a disability please reach out to Canterbury at .
Compensation: $20.00 per hour
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race color religion sex national origin disability status protected veteran status or any other characteristic protected by law.
Canterbury Consulting is an independent investment advisory firm based in Newport Beach CA with 65 employees. Canterbury provides consulting services to tax-exempt organizations including community foundations educational endowments religious organizations arts and cultural foundations and health care organizations as well as family offices. Founded in 1988 the firm designs and manages custom investment programs aligned with each clients goals. Canterbury acts as the investment office for its diverse clients and provides objective investment advice asset allocation manager selection risk management implementation and performance measurement. Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Named as one of the Best Places to Work by the Orange County Business Journal inand 2015. Canterbury Consulting was also recognized in the nationwide survey by Pensions and Investments magazine as one of the Best Places to Work in Money Management inand 2020.
Required Experience:
Intern
Key Skills
- Close Protection
- Accounting And Auditing
- C#
- Agriculture
- Civil Project Management
- Import & Export
About Company
Unbiased investment advice and custom portfolios, institutional advisory and outsourced CIO services for endowments and foundations and wealth management for families
