Portfolio Implementation Intern – Private Wealth Portfolio Management Group
 

Job Description

We are seeking talented, highly motivated undergraduate students who have demonstrated significant academic achievement, intellectual curiosity and an interest in financial services. This program is designed to provide a select group of students with first-hand exposure to careers in asset management, investment research and financial services.

The Portfolio Management Group (“PMG”) is responsible for portfolio implementation and supports the global portfolio management teams by implementing portfolio decisions and serving as the contact point with the trading desks, operations and sales teams. 

Interns will play a key role to provide support in all aspects of the business. Specific responsibilities and activities may include:

• Project-based initiatives related to process improvement and portfolio strategies
• Data Analysis
• Partnering with team members to best support the goals of the group
• Interacting and networking with professionals throughout the firm to fuel career success

Department Description: Private Wealth Portfolio Management Group

Private Wealth PMG supports the implementation of our private client accounts.  The associate will gain an understanding of private wealth management and the customization we provide our clients to meet their financial goals such as tax aware investing and wealth planning.

Job Qualifications

Candidates should be top academic performers, be interested in the investment management industry and meet the following criteria:

• May or June 2027 Bachelor’s degree candidates in business, finance, economics, math, computer science, engineering, or liberal arts
• Cumulative GPA of 3.0 or better
• Must not require sponsorship now or in the future
• An interest in the financial markets, industry regulations and portfolio management
• Detail-oriented with strong quantitative and analytical skills that can be leveraged to evaluate portfolios
• The ability to prioritize, multitask and work effectively with a team in a deadline-driven environment
• Strong interpersonal skills and ability to effectively communicate and build relationships with teams throughout the organization
• An ability to think holistically, understand end-to-end processes and reconsider the status quo
• A proactive and inquisitive approach toward new challenges and problem-solving

Job Requirements

• Candidates must be available to work full-time from June to August.  
• It is not permissible to simultaneously take academic classes or hold other employment that will conflict with the internship schedule. 
• Selected candidates will need to successfully complete a thorough background check

Location:

Nashville, TN