Institutional Investments Intern - Spring 2024 – Phoenix, AZ

Overview

CAPTRUST is offering paid Institutional Investment internship in our Phoenix, AZ office that will provide exposure to the inner-workings of an investment firm, specifically related to investment research. Hands-on learning starts day one in this fast-paced environment. Interns will be able to apply academic concepts while learning industry specific practices for managing large investment portfolios. There are frequent opportunities to work under firm partners, and alongside members of the investment team. The intern will also become familiar with industry relevant software, such as Morningstar Direct, as well as advanced Microsoft Excel techniques.

CAPTRUST interns must maintain professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. Obtaining course credit may also be possible, depending on the student’s program approval. Hours will be flexible based on school schedule. Term of internship is 1 semester. Completion of an internship may lead to, but does not guarantee, potential for extensions or future full-time employment.

Responsibilities

• Assist in research efforts regarding investments and prospective investments
• Attend and participate in meetings with the investment team, including prospective managers, external investment managers and external investment consultants
• Maintain and update financial models and databases
• Assist with strategic asset allocation modeling and investment management selection
• Assist in preparing fund reports and investment performance reports
• Assist on special projects (internal projects/client specific/data input)
• Support the client services and administrative teams as needed/requested

Qualifications

Minimum Qualifications:

• Actively pursuing Undergraduate/Graduate degree; rising Junior or Senior
• All School of Business Majors (Finance, Accounting, or Economics preferred) 
• Significant interest in the workings of individual taxation and wealth management

Desired Qualifications/Skills:

• Strong critical thinker who is a strong self-starter
• High-level Proficiency in Word, Excel, PowerPoint, Outlook
• Excellent communication and writing skills
• Organized, detail-oriented and able to multitask with proven ability to plan and achieve results
• Demonstrate highest personal ethics and integrity
• Ability to maintain absolute confidentiality of information
• Team player, collaborative, able to work with and through others

WHAT can you expect from your career at CAPTRUST?Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Compensation range is $17.00-$21.00 per hour.

WHERE will you be working?

3200 E Camelback Rd Ste 300 | Phoenix, AZ 85018

Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #internship

Salary : $17 - $21