Investment Intern – Real Estate Team

Job Description

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About the Job: Investment Intern – Real Estate Team

About Aquarian

Aquarian Holdings (“Aquarian”) is a dynamic and diversified global holding company, strategically focused on building a robust portfolio of insurance and asset management solutions. Since its inception in 2017, Aquarian has demonstrated a strong commitment to growth and value creation across its two core pillars:

• Aquarian Insurance Holdings: Specializes in acquiring and operating insurance companies, with a primary focus on life and annuity underwriting. The strategy centers on expanding balance sheet profitability through new insurance/reinsurance ventures, optimizing investment income, and streamlining operations.
  • Key Milestones: Launched in 2017, finalized its first investment in 2018 with Investors Heritage (a regional life insurer), and subsequently deepened its expertise through the acquisitions of Hudson Life and Annuity Company (2021) and Somerset Re (2022). These acquisitions have solidified Aquarian’s presence and capabilities in the insurance and reinsurance sectors.
• Aquarian Investments: This division complements the insurance operations by integrating best practices from leading financial services firms with its unique strategic approach and organizational culture. Aquarian Investments has significantly expanded its footprint into alternative assets and private credit, evidenced by the launches of Aquarian Liquid Credit, Aquarian Strategic Opportunities, Aquarian Private Credit, and Aquarian Real Estate Partners.

Aquarian has rapidly grown its business to approximately $25.8 billion in Assets Under Management (AUM), supported by a team of 40 investment professionals, multiple funds, and a suite of insurance and reinsurance companies. All efforts are dedicated to delivering meaningful investment opportunities to millions of people.

A significant milestone was announced in November 2025, with Aquarian signing a definitive merger agreement to acquire Brighthouse Financial in an all-cash transaction valued at approximately $4.1 billion. Brighthouse, one of the largest providers of annuities and life insurance in the U.S. with approximately $208 billion of AUM, is anticipated to operate as a standalone entity within the Aquarian portfolio post-closing in 2026, further cementing Aquarian’s market leadership.

Role Summary

Aquarian Investments is seeking a highly motivated and high-performing Investment Intern to join our dedicated Real Estate Team for the Summer 2027 internship program. As a registered investment advisor, Aquarian focuses on alternative and special-situation strategies, managing a diverse portfolio spanning credit, real estate, private ABS, and private equity.

This internship offers a unique opportunity to become an integrated member of the investment team. You will work directly alongside experienced investment professionals, gaining invaluable hands-on exposure to live deals and developing critical skills essential for navigating today’s rapidly evolving financial markets. The internship is based full-time in our vibrant New York City office. Exceptional performance during the internship may lead to an offer to join our full-time Analyst Program upon graduation.

Key Responsibilities

• Investment Due Diligence: Conduct comprehensive analysis, including meticulous financial statement review, in-depth market research, and competitive benchmarking to evaluate potential investment opportunities.
• Financial Modeling & Analysis: Build, refine, and enhance sophisticated financial models to support robust underwriting, accurate valuation, and insightful scenario analysis for real estate assets.
• Investment Committee Preparation: Prepare compelling and data-driven materials for investment committee discussions, effectively synthesizing complex insights into clear and concise presentations.
• Portfolio Monitoring & Reporting: Support ongoing portfolio monitoring activities, including periodic reporting, precise performance tracking, and thorough risk assessment to ensure optimal asset management.
• Cross-Functional Collaboration: Collaborate effectively with cross-functional teams, including operations, finance, and legal, to facilitate seamless transaction execution and continuous asset management.

Professional Development Opportunities

• Technical Skill Enhancement: Strengthen proficiency in essential tools such as Excel, PowerPoint, and various data-analysis applications, gaining exposure to modern analytics tools prevalent in the industry.
• Advanced Financial Expertise: Develop deep expertise in valuation methodologies, advanced financial modeling techniques, and intricate capital-structure analysis within the real estate domain.
• Alternative Asset Exposure: Gain direct exposure to multiple alternative asset classes and participate in real-time investment decision-making processes, understanding the nuances of illiquid markets.
• Research & Critical Thinking: Enhance research capabilities and critical-thinking skills through in-depth industry, macroeconomic, and thematic analysis relevant to real estate investments.
• Communication & Presentation Skills: Build strong communication and presentation abilities through drafting written memos, participating in team discussions, and presenting findings.
• Networking & Industry Engagement: Engage with external partners, industry professionals, and key stakeholders through networking events and deal-related interactions, expanding your professional network.

Qualifications

• Academic Standing: Currently a Rising Junior, having completed at least one year of undergraduate coursework.
• Location & Availability: Ability to work on-site in New York City five days per week for the duration of the internship.
• Work Authorization: Legally authorized to work in the U.S. indefinitely without sponsorship.
• GPA Requirement: Minimum cumulative GPA of 3.5.
• Educational Background: Pursuing a degree in Finance, Economics, Business, Engineering, Computer Science, or other related quantitative fields.
• Demonstrated Interest: Proven interest in investing, evidenced through relevant coursework, active participation in finance clubs, investment competitions, or personal investment projects.
• Technical Acumen: Strong technical skills, including advanced proficiency in Excel and PowerPoint. Familiarity with Python or other data analysis tools is a significant plus.
• Core Competencies: Exceptional analytical, organizational, and communication abilities (both written and verbal).
• Work Ethic: Proactive, meticulous attention to detail, and comfortable thriving in a fast-paced, dynamic environment.
• Team Player: Self-motivated team player capable of managing responsibilities effectively with limited supervision.

Aquarian is an equal opportunity employer. Aquarian is committed to creating and maintaining a workplace in which all employees have an opportunity to participate and contribute to the success of the business and are valued for their skills, experience and unique perspectives. Aquarian does not discriminate on the basis of race, color, creed, religion, sex, national origin, veteran status, mental or physical handicap or disability, age, citizenship status, alienage, ancestry, marital status, sexual orientation, gender identity or expression or any other criteria prohibited under applicable federal, state or local law. Aquarian makes reasonable accommodations for applicants and employees with disabilities in accordance with applicable law.

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