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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills and a thoughtful approach to problem-solving, with a keen interest in financial markets and investment strategies. Proficient in using spreadsheets and presentation tools to support client meetings and investment analysis.
Highest-signal resume keywords
Analytical SkillsWritten And Verbal CommunicationCollaborationCuriosity About Financial MarketsProficiency In Spreadsheets
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Organizational SkillsProblem-SolvingEagerness To Learn
Tools & Technologies
SpreadsheetsPresentation Tools
Certifications & Qualifications
CFA Interest
Industry Keywords
Investment ManagementPortfolio AnalysisClient Relationship ManagementInstitutional InvestorsResearch
About the role
Key responsibilities & impact- Research investment managers and strategies, organize findings, and help compare potential investment ideas
- Analyze portfolio or performance information using spreadsheets and internal tools
- Support preparation of reports and presentation materials for client meetings
- Participate in team discussions and contribute questions, observations, and ideas
- Work alongside consultants, researchers, portfolio managers, and other investment professionals
- Support projects for institutional investors through real client and research work
- Gain exposure to investment advice delivery and client relationship management
- Participate in training, mentoring, broader team initiatives, and thought leadership projects
Requirements
What you’ll need- Currently pursuing a bachelor’s or master’s degree within the confirmed graduation window
- Minimum GPA of 3.0
- Expected graduation between December 2027 and June 2028
- No specific major required
- Must be local and able to work from Pittsburgh, Atlanta, Chicago, or New York at least three days per week
- Currently authorized to work in the United States without sponsorship now or in the future
- Must not rely on student visas, CPT, OPT, H-1B, TN, or other temporary work authorizations unless another valid authorization will be available when they expire
- Curiosity about financial markets and eagerness to learn
- Analytical and thoughtful approach to problem-solving
- Written and verbal communication skills
- Ability to collaborate, stay organized, and follow through on commitments
- Comfort working with spreadsheets and presentations, or willingness to develop these skills
- Interest in pursuing the CFA is desired
Benefits
Comp & perks- Overtime eligibility
- Contributory Pension Plan
- Savings Plan (401k)
- Training, mentoring, and hands-on project experience
- Exposure to different areas of investing and networking opportunities
- Potential future full-time Graduate opportunities