Intern-Discretionary Portfolio Management

Posted:
9/13/2024, 5:48:18 AM

Location(s):
Miami, Florida, United States ⋅ Florida, United States

Experience Level(s):
Internship

Field(s):
Finance & Banking

Intern-Discretionary Portfolio Management

Country: United States of America

The intern will assist DPM team in portfolio analysis by following up daily and monthly performance reports, monitoring investment alerts and current portfolio investments. He/She will have regular contact with different Mutual Fund Managers to better understand portfolio positioning, both in fixed income and equity strategies. The intern will also help in maintaining the monthly presentations and factsheets of managed products, as well as preparing presentations to new clients and investment proposals.

Once the internship is completed, the intern should have acquired knowledge about the functioning of both fixed income and equity markets, different investment strategies and investment products, and portfolio construction

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.