2027 Portfolio Management & Investment Research Summer Analyst
$62,400–$62,400 year
HybridLa Jolla, California, United States
La Jolla, California, United StatesHybridFull Time$62,400–$62,400 yearInvestment ServicesLarge
Full TimeLargeInvestment Services
Job Summary
Collect and reconcile private markets data from internal sources including MySQL, PDFs, and Excel files. Develop and test financial models using Python, R, VBA, and Power Query to support investment decision-making. Conduct data-driven analyses to identify trends in private markets and assist with portfolio construction, valuation, and commitment pacing. Support ad hoc analysis and research projects, then communicate insights and findings to internal teams through written documentation of data, models, and code.
Required Qualifications
- Pursuing a Bachelor's or Master's degree in Finance, Economics, Business Analytics, or a related field
- Undergraduate student graduating anywhere from December 2027 through June 2028
- Solid understanding of Python, R, or VBA for data analysis
- Strong attention to detail and ability to critically check work while maintaining a humble, learning-focused approach
- Team-oriented mindset—able to take feedback constructively, collaborate effectively, and contribute to shared goals
- No task is too small—willingness to roll up sleeves and take initiative in a fast-paced environment
Desired Qualifications
- Previous internship or work experience in finance, consulting, or data analysis
- Familiarity with financial markets, investment concepts, and private markets
- Proficiency in Excel; experience with SQL, Power BI, or data visualization tools
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