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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. Proficient in organizing research findings and preparing presentation materials for client meetings.
Highest-signal resume keywords
Analytical SkillsWritten CommunicationVerbal CommunicationCollaborationCuriosity About Financial Markets
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Research Investment ManagersAnalyze Portfolio InformationUse SpreadsheetsPrepare ReportsPresentation Skills
Soft Skills
Organizational SkillsProblem-SolvingEagerness to LearnFollow Through on Commitments
Certifications & Qualifications
CFA Interest
Industry Keywords
Investment StrategiesClient Relationship ManagementInstitutional Investors
About the role
Key responsibilities & impact- Research investment managers and strategies
- Organize research 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
- Gain exposure to investment advice delivery and client relationship management
- Work alongside consultants, researchers, portfolio managers, and other investment professionals on projects supporting institutional investors
Requirements
What you’ll need- Currently pursuing a bachelor’s or master’s degree
- Graduation between December 2027 and June 2028
- Minimum GPA of 3.0
- No specific major required
- Must be local and able to work from Pittsburgh, Atlanta, Chicago, or New York offices at least three days per week
- Currently authorized to work in the United States without sponsorship now or in the future
- Must meet the stated work-authorization requirements
- Curiosity about financial markets and eagerness to learn
- Analytical and thoughtful approach to solving problems
- 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
- Professional networking opportunities
- Opportunities to contribute to broader team initiatives and thought leadership projects