Portfolio Management Intern

Job summary:

The Portfolio Management Intern supports the Portfolio Management team by assisting in the design and execution of:

- Investment Policy Statements

- Asset Allocation Analysis

- Rebalancing Spreadsheets

- Investment Research

- Due Diligence Research

- Delivery of Portfolio Management Services with direct client interaction

Additionally, due to the collaborative nature of Pioneer Wealth's work environment, the Portfolio Management Intern will be working closely with many members of our staff, including members of the senior management team.

Candidate Skills and Competencies

The ideal candidate for this position will have the following skills and competencies

- Currently attained or working towards Bachelor's degree

- Relevant professional experience. Consulting or customer service skills preferred

- Strong analytical skills. Must be able to assess situations, identify trends, and develop solutions.

- Ability to manage multiple and changing priorities in an entrepreneurial environment

- Strong familiarity with Microsoft Excel

- Excellent verbal and written communication skills, with the ability to represent Pioneer Wealth in a professional, engaging, and dynamic manner

- Collaborative team player who is willing to go above and beyond the job description

Application Requirements

Send resume and letter of interest to jobs@pioneerwealth.com