Summer Investments Analyst Internship

Job Description

About Tolleson Wealth Management

While the provided text doesn’t offer details about Tolleson Wealth Management, it does provide some clues.

• They are a wealth management company: This is evident from the job title “Summer Investments Analyst Internship” and the description mentioning “portfolio management” and “investment performance analysis.”
• They value confidentiality: The requirement of a “favorable consumer report, background check and drug/alcohol test” suggests they handle sensitive client information and require trustworthy employees.
• They are an Equal Opportunity Employer: This highlights their commitment to diversity and inclusivity in their hiring practices.

To gather more information about Tolleson Wealth Management, consider:

• Visiting their website: If they have one, their website will likely provide detailed information about their company, services, and values.
• Searching online: Use search engines to look for news articles, reviews, or other online information related to Tolleson Wealth Management.
• Connecting on LinkedIn: Search for Tolleson Wealth Management on LinkedIn to see their company page and potentially connect with employees.

Summer Investments Analyst Internship

This internship offers a unique opportunity to gain hands-on experience in the field of investment research and analysis. As an intern, you will be involved in various crucial aspects of the investment process, working alongside experienced professionals.

Here’s a detailed breakdown of the responsibilities:

• Investment Research & Analysis:
• Conduct research across asset classes, including equities, bonds, and real estate.
• Analyze economic conditions, sector trends, and market dynamics to identify potential investment opportunities.
• Assess the relative value of investment sectors and individual securities.
• Assist with risk evaluation for portfolios and individual investment managers.
• Quantitative & Qualitative Analysis:
• Gather data from multiple sources, including financial statements, market data, and economic reports.
• Analyze trends and develop insights using both qualitative and quantitative methods.
• Utilize strong Excel modeling skills and familiarity with Bloomberg terminal.
• Investment Performance Analysis:
• Calculate, audit, and validate investment results across various asset classes.
• Analyze portfolio performance and identify areas for improvement.
• Communication:
• Prepare clear and concise communication materials for internal and external stakeholders.
• Create presentations, reports, and other documents using PowerPoint, Excel, and Word.
• Other Administrative Duties:
• Support the team with various administrative tasks as assigned.

Ideal Candidate:

• Education: Rising senior or graduate student in an accredited economics, applied mathematics, or finance program.
• Experience: Demonstrable experience in portfolio management (internships and/or student investment funds preferred).
• Coursework: Strong academic background in advanced finance, security analysis, portfolio management, and accounting.
• Technical Skills: Proficiency in Microsoft Excel, PowerPoint, and Bloomberg terminal.
• Soft Skills: Excellent analytical and problem-solving skills, strong communication abilities, ability to work independently and as part of a team, strong work ethic, and a commitment to confidentiality.

This internship offers valuable experience for aspiring investment professionals and is an excellent opportunity to develop practical skills and gain knowledge in the field.